Automate the manual work in Xoda

FullSpec maps how Xoda 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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Xoda by the numbers

Insights from real process mapping sessions that involve Xoda.

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Top 5 Xoda friction points when done manually

Syncing Xoda changes across teams

When team members update records in Xoda, you manually track down who changed what and notify other departments so they see the same information.

78% report this

Matching Xoda records to invoices

You spend hours cross-referencing Xoda customer entries against accounting records and invoices to ensure billing aligns with what's actually in the system.

71% report this

Cleaning duplicate Xoda entries

Duplicate customer or prospect records pile up in Xoda and you manually identify and merge them to keep your data clean and reporting accurate.

62% report this

Exporting Xoda data for reports

You regularly pull data out of Xoda into spreadsheets to create reports because the built-in reporting doesn't match what your stakeholders need to see.

51% report this

Updating Xoda from email threads

Customer conversations happen in email, so you manually log details back into Xoda contact records to keep the history in sync with what actually happened.

28% report this

Data points based on anonymized data from FullSpec mapping sessions