Automate the manual work in Usherpa

FullSpec maps how Usherpa 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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Usherpa by the numbers

Insights from real process mapping sessions that involve Usherpa.

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

Map a Usherpa automation

Top 5 Usherpa friction points when done manually

Syncing Usherpa data across teams

When Usherpa records are updated, you have to manually notify other departments or re-export data so everyone sees the same customer information.

78% report this

Matching Usherpa records to invoices

You spend time cross-referencing Usherpa customer profiles with accounting records to ensure billing aligns with the contact data stored in Usherpa.

71% report this

Cleaning duplicate Usherpa entries

Duplicate contacts pile up in Usherpa when the same customer is entered multiple times, forcing you to manually identify and merge them.

62% report this

Pulling Usherpa reports for meetings

Before each client or team meeting, you manually extract and format Usherpa data into slides or spreadsheets instead of having it ready to share.

48% report this

Updating Usherpa after email campaigns

After sending marketing emails, you manually log responses and engagement back into Usherpa contact records instead of having it captured automatically.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Usherpa

Browse popular Usherpa 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.