Automate the manual work in Summit

FullSpec maps how Summit 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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Summit by the numbers

Insights from real process mapping sessions that involve Summit.

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

Map a Summit automation

Top 5 Summit friction points when done manually

Summit contact updates across teams

Multiple people manually re-enter the same contact information into Summit because there's no way to know what another team member already added or changed.

78% report this

Syncing Summit data to other systems

You have to manually copy customer details from Summit into email, accounting, or project management tools because they don't talk to each other.

71% report this

Summit follow-up tasks get forgotten

Reminders and next steps logged in Summit don't automatically trigger, so you have to manually check the system daily to remember who to call or email.

62% report this

Cleaning up duplicate Summit records

You spend hours manually merging or deleting duplicate contacts in Summit that should have been caught automatically during data entry.

51% report this

Summit reports require manual assembly

You have to pull data from Summit, export it, and manually reorganize it in a spreadsheet to create the reports your manager actually needs.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Summit

Browse popular Summit 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.