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About Archy
Archy is an all-in-one, cloud-based dental practice management platform that helps modern dental practices run more efficiently, bringing scheduling, clinical workflows, billing, payments, imaging, and patient communication into a single system. Lauren Cash, who leads Lifecycle Marketing & Marketing Operations at Archy, uses FlowNer to support the marketing and sales teams in executing bespoke campaigns and strategic sales sequences.
Company Snapshot:
Company: Archy
Industry: Dental Practice Management Software
Role Interviewed: Lifecycle Marketing & Marketing Operations
App Used: FlowNer
The Challenge: Automating Sequences Without Upgrading to Sales Enterprise
One of Archy's biggest challenges was finding a cost-effective way to automate enrollments into HubSpot sequences without upgrading to Sales Enterprise. The team runs a variety of targeted marketing and sales campaigns, so they needed a solution that could handle their volume and flexibility without significantly increasing HubSpot costs.
Q: What was the specific challenge with your HubSpot plan that led you to look for a tool like FlowNer?
A: One of our biggest challenges was finding a cost-effective way to automate enrollments into HubSpot sequences without upgrading to Sales Enterprise. We run a variety of targeted marketing and sales campaigns, so we needed a solution that could handle the volume and flexibility our team required without significantly increasing our HubSpot costs.
The Solution: Sequence Automation That Fits the Existing Process
Archy set out simply to enable sequence automation at scale, but found that FlowNer offered the ability to send sequences from someone other than the contact or company owner.
That flexibility let Archy's marketing and sales teams collaborate more effectively and run campaigns without being limited by platform ownership rules. Since Archy's campaigns involve both SDRs and AEs at different stages of the customer journey, relying solely on Contact Owner or Company Owner would have meant building complex workflows just to keep ownership properties updated instead.
Q: How did you come across FlowNer?
A: I initially discovered FlowNer through the HubSpot App Marketplace while searching for solutions that could automate sequence enrollments without requiring a Sales Enterprise upgrade. I also found several discussions and recommendations on Reddit from other HubSpot users who had successfully implemented FlowNer in similar scenarios, which gave me additional confidence it was a reliable solution.
Life Before FlowNer
Before FlowNer, Archy wasn't automating sequence enrollments at all - every enrollment had to be done manually by the SDR team. As campaigns scaled, that became increasingly time-consuming and pulled SDRs away from higher-value activities like engaging with prospects and generating new opportunities.
Q: Before FlowNer, what was the actual workaround for enrolling contacts from a different sender?
A: Every enrollment had to be done manually by our SDR team. If FlowNer hadn't given us the ability to enroll contacts on behalf of users other than the contact or company owner, we would have needed to build complex workflows to continuously update ownership properties to support our outreach process.
The Results: A 30+ Week Campaign, Automated End to End
After implementing FlowNer, Archy successfully set up a 30+ week campaign initiative combining direct mail with coordinated sales outreach, automating sequence enrollment to create a seamless handoff between marketing and sales.
Q: What results have you seen since using FlowNer?
"FlowNer has enabled us to successfully set up a 30+ week campaign initiative that combines direct mail with coordinated sales outreach. Our SDRs no longer have to manually enroll contacts into sequences, which frees up their time to focus on higher-value activities like engaging with prospects, booking meetings, and generating pipeline."
The automation also improved consistency across campaigns, giving the team confidence that every contact receives the appropriate outreach at the right time without extra manual effort.
Support and Communication Experience
Beyond the product itself, Archy highlighted how responsive the FlowNer team has been.
Q: How would you rate our sales and support team?
"The FlowNer team has been fantastic to work with from both a sales and support perspective. They've consistently answered questions quickly, been responsive to feedback, and worked alongside us to ensure we're getting the most value out of the platform. Their willingness to help solve problems has made them feel more like a partner than a vendor."
Why Archy Recommends FlowNer
For teams looking to extend HubSpot's sales capabilities without a major investment, Archy's experience speaks for itself.
"FlowNer has been a fantastic solution for our team. It was incredibly easy to set up, intuitive to use, and solved a problem we couldn't easily address with our current HubSpot plan. The pricing is extremely reasonable, especially considering the time it saves and the flexibility it adds to our processes."
Final Thoughts
By using FlowNer, Archy automated sequence enrollment without upgrading to Sales Enterprise, freed up its SDR team from manual work, and kept a 30+ week multi-channel campaign running smoothly across marketing and sales.
