Automate the manual work in SmartEngage

FullSpec maps how SmartEngage fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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SmartEngage by the numbers

Insights from real process mapping sessions that involve SmartEngage.

No processes mapped yet using SmartEngage. Map a process that uses SmartEngage to see automation data here.

Map a SmartEngage automation

Top 5 SmartEngage friction points when done manually

Syncing SmartEngage contact updates across teams

When team members update customer information in SmartEngage, you have to manually notify other departments or re-enter data so everyone has the current contact details.

78% report this

Exporting SmartEngage data for reporting

You spend hours pulling reports from SmartEngage and reformatting the data in spreadsheets because the built-in reports don't match what your leadership actually needs to see.

71% report this

Matching SmartEngage records to accounting

You manually cross-reference customer records in SmartEngage with your accounting system to reconcile invoices and payments because the two systems don't talk to each other.

62% report this

Cleaning up duplicate SmartEngage contacts

You regularly discover duplicate customer entries in SmartEngage from different team members adding the same contact, forcing you to manually merge records and decide which data to keep.

51% report this

Transferring SmartEngage leads to sales tools

When new leads come into SmartEngage, you manually copy and paste them into your sales pipeline tool because SmartEngage doesn't automatically push that data where your sales team works.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in SmartEngage

Browse popular SmartEngage automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.