How a SaaS team boosted conversions by 20% in 30 days

How do you find the balance between automation and personalization in a professional services firm, particularly a firm like indinero that embraces the impact of technology? Client experience is about building trust, and I've learned this goes beyond personal outreach. A great client experience can include: > A seamless onboarding that uses Hubspot automation to provide process updates to clients, schedule meetings and track progress. > An intuitive and safe data exchange with automated reminders through the indinero Exchange. > Internal workflow tools that create engagement connectivity between sales, accounting, tax and client experience. > Integrated AI that streamlines processes and makes relevant data accessible and concise when decisions are being made. With 17 years in consulting, my DNA is hardwired to reach out, to personalize, to meet. I have learned to embrace the importance of leveraging automation to build efficiencies and automate routine work. My favorite part? It gives time back to our busy entrepreneurial clients and allows our team to focus on connecting, listening and advising as a true partner.

Let's not waste Q4 budget automating the wrong things! There is a trend happening in Brittany's client calls. We're watching it happen right now as overviews come in—teams scrambling to hit year-end targets, convinced that one more integration will finally make everything click. Here's what actually happens: You automate a broken handoff between sales and CS. Now bad data moves faster. You connect your CRM to 6 other tools. Now when something breaks, nobody knows which system is the source of truth. You build complex automated workflows around processes that 3 people do 3 different ways. Automation doesn't fix chaotic infrastructure. It amplifies it! Also when you automate you have to look at your core processes and infrastructure (tech and non technical) before implementation. Adding it requires restructuring across the board, because it is not always a plug and play where you can choose where an automation is or isn't. If the foundation is unclear ( 'made up as we go' ) or a legacy system it'll be harder to add beneficial automation for growth. The companies that actually scale through Q4 and into 2026? They're not always adding tools. They're asking different questions to better understand and get deep into the data they collected over the year: What breaks when we double customer volume? Who actually owns this handoff? What happens when the person who "just knows how to do it" is out? Root cause beats tool collection every time. If you're planning Q4 spending and your first instinct is "we need better tools," pause. The problem probably isn't always your tech stack—it's the foundation underneath it. That's where we come in! So if you have a big problem that needs a different prospective or growth goals that might better road map, a strategy session is for you. These are 60 minute sessions that have a detailed solution and actionable roadmap delivered within 24hrs of our call: https://lnkd.in/eftVzur5 If you are looking for tailored on-hands support that includes end to end identification, documentation, training, and framework implementation than go ahead and put time on Brittany's calendar for a discovery call to see if we are a good fit for each other: https://lnkd.in/e3vANu4H #FractionalCOO #Growthtips #startupstrategy #businessautomation

Essential automation workflows aren't just a luxury—they're a necessity for any growing business. Manual tasks slow you down and drain your focus. The right automation frees time, sharpens productivity, and helps you scale without burning out. Here are the key workflows every growth-minded business should prioritise: • Lead capture and nurturing workflows using CRM automation (think personalised emails triggered by user actions). • Social media scheduling pipelines that keep your brand consistently visible without daily manual posting. • Invoice and payment tracking workflows that connect accounting with your CRM for smooth follow-up. • Customer onboarding sequences that welcome, educate, and guide new clients automatically. • Analytics reporting automations that surface insights without wading through spreadsheets. For example, our clients using HubSpot combined with Make.com save hours weekly by automating lead routing, social publishing, and invoice logging—all whilst maintaining a personal touch. What this means for you: automation isn't about replacing human creativity—it's about removing repetitive friction so you can focus on strategic growth. Ready to make your workflows work smarter, not harder? Visit https://timswebworx.co.za to explore how we can help you build scalable, intelligent automation tailored to your business. AI doesn't replace creativity — it raises it. — Timothy Beukman, Tim's Web Worx #DigitalGrowth #AITools #CloudHosting #FlyWP #Softr https://timswebworx.co.za

🚀 Are you ready to elevate your revenue operations? In my latest guide, I explore the **10 best RevOps tools** that can help unify your sales and marketing teams, streamline processes, and set the stage for predictable growth. Why focus on a strong RevOps platform? Because breaking down silos between sales, marketing, and customer success is key to ensuring data, workflows, and reporting are all aligned. 🛠️ **Key Considerations:** - **Cross-Department Integration:** Can it connect your teams effectively? - **Automation & Alignment:** What level of workflow automation does your team need? - **Revenue Intelligence:** Are forecasting and analytics robust enough? - **Pricing Structure:** How does it align with your team size and maturity? 🌟 **Spotlight on Top Tools:** - **Warmly** – Real-time visitor identification to prioritize high-intent leads. - **Clari** – Perfect for predictive revenue intelligence and insights. - **HockeyStack** – Full-funnel analytics to monitor performance across channels. Curious to learn more about these transformative tools? Check out the full guide and discover how the right RevOps software can be a game changer for your business! 💡 #RevOps #Automation #DigitalTransformation #BusinessGrowth #SalesEnablement 👉 https://lnkd.in/e9WfC8vx

Most teams don’t struggle to collect data in HubSpot. They struggle to turn that data into clarity and decisions quickly. Reporting should not be a bottleneck. It should be an enabler. That’s why I like how Breeze Assistant is evolving inside HubSpot. Instead of jumping between dashboards, filtering reports, or requesting new views from ops teams, you can now ask questions directly and get fast, contextual answers from your CRM data. This matters because leadership questions don’t always fit inside a pre-built report. Sometimes you need insight in the moment: → Pipeline trends → Email performance highlights → Campaign lift → Win rate shifts → Activity versus outcomes Breeze brings those answers closer to the moment decisions happen. It’s not replacing structured reporting or dashboards. Those remain essential. It simply accelerates the everyday questions that shape alignment, action, and accountability across revenue teams. The real opportunity is not “AI for reporting.” It’s removing friction and improving decision-making where it counts. If your team uses HubSpot and you haven’t explored Breeze yet, it’s worth taking a few minutes to explore it. t’s a small change that can build into better insight and faster execution. However, remember that AI doesn’t replace solid reporting; it enhances it when the fundamentals are strong. #HubSpot #BreezeStudio #CRM #RevOps #MarTech #Reporting #DataDriven

We often believe our tools, dashboards, and ''quick fixes'' go hand-in-hand like it's part of the normal routine. Most fast-growing B2B companies I see right now have 9, 12, even 18 different platforms running sales, marketing, operations, finance, customer-support, and more. But here’s the kicker: The data’s everywhere. Manual hacks, missed signals, and “version confusion” slow everything, and nobody wants to admit it. I call this the Tech Stack Trap. You buy to move faster. It ends up slowing you down. So what do the top 1% do differently? They turn tech chaos into growth engines by prioritizing real integration over shiny new apps—and it’s never been more important. Here’s my simple 3-step playbook: - Map every place your customer data lives (CRM, Billing, Inventory, Spreadsheets even the Messaging). - Remove ANY tool that’s not mission-critical or doesn’t play nice with the rest. - Invest (seriously!) in integration—middleware, automation etc. This is where the ROI comes from in 2025. The result: Less firefighting, more focus. Teams actually collaborate. Your customer experience? Way smoother. Curious—where are you seeing the most “tech stack fatigue” in your org? Drop a (real) pain point below. If you want my full integration worksheet, comment “INTEGRATE” and I’ll send it over (no pitch, just value). Let's unlock growth with LeadsFuel #B2B #SaaS #SalesEnablement #MarTech #BusinessGrowth

Are you losing hours you could get back? If your team is copy-pasting and following up manually, chances are you're behind your competitors who aren’t. Research backs it up: The Adecco Group workforce report found that on average, workers say they are saving two hours a day thanks to automation and AI tools. HubSpot reports that sales reps using AI save 2 hours 15 minutes per day, roughly 11 hours per week overall. That’s time any small and medium businesses can put back into strategy, client work, and growth instead of repetition. At Savvy Automate, we design secure, practical workflows that remove manual effort so your team can focus on the work that really matters, like thinking and connecting.

Manual CRM work is killing productivity. Most founders I talk to don’t hate CRMs — they hate what CRMs make them do. Click, type, tag, assign, follow-up. Hours lost every week. We’re changing that. At Synos, we’re reimagining CRM from the ground up — using AI to eliminate busywork so teams can actually build relationships, not manage tools. If your CRM feels like a second job, you’ll love what’s coming.

Is your business missing its revenue potential by overlooking automation? 🤔 Small to medium businesses often face the challenge of managing multiple operations efficiently. When I first started exploring automation, it was like discovering untapped reservoirs of productivity and revenue growth! 🚀 Imagine the hours saved and errors reduced, leaving room for innovative strategies and customer engagement. It's not just theory—it’s a transformation I’ve seen first-hand. Here's why SMBs should dive into automation: - **Efficiency and Time Savings:** Automate routine tasks. Think invoicing, inventory, and email marketing campaigns. Free your team for creative work that drives growth. - **Data-Driven Decisions:** Quick access to data insights allows you to make informed business decisions swiftly. Analyzing customer behavior has never been easier! 📈 - **Enhanced Customer Experience:** Personalized interactions powered by data analytics create satisfied and loyal customers. - **Scalability:** As your business grows, automation scales with you. No need to double your team sizes for doubled work. Just strategic tech upgrades. So, how can you start implementing automation? Begin small: 1. Identify low-hanging fruit—areas where your team spends too much manual effort. 2. Choose a user-friendly platform that fits your business size. 3. Train your team continuously to embrace new tools. A question to ponder: Is your business ready to embrace the future with automation? What’s holding you back? Let’s discuss. 👇 #Automation #SMB #RevenueGrowth #BusinessEfficiency #CustomerExperience #Scalability #BusinessStrategy

Too many SMBs hit a wall when it comes to scaling ‼️ Leads fall through the cracks, teams rely on spreadsheets, and customer data lives in silos. Sound familiar? The truth is, growth doesn’t stall because of a lack of ambition, it stalls because of disconnected systems. That’s where the right CRM changes everything. In a recent article here at Six & Flow, we break down how small and mid-sized businesses can implement a powerful CRM in just 30 days and finally get the visibility, automation, and alignment they’ve been missing. Here’s what you’ll take away: ✅ Why a CRM is no longer a “nice-to-have” for SMBs — it’s the backbone of growth. ✅ How a fast, structured implementation can set you up for success in one month. ✅ What to look for in a CRM partner who understands both your tech and your business goals. ✅ Common pitfalls that make CRM projects drag on (and how to avoid them). 💡 At Six & Flow, we’ve helped hundreds of growing businesses simplify their operations, connect their data, and scale sustainably — without the chaos. If you’re ready to stop managing data and start driving growth, this one’s for you. 👉 Read it here: https://lnkd.in/gGYhk3Yx #SixAndFlow #HubSpot #SMBGrowth #RevOps #SalesEnablement