How Archy Uses FlowNer to Automate Sequence Enrollment and Power 30+ Week Multi-Channel Campaigns

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 power marketing and sales campaigns that rely on sales sequences.

Archy's biggest challenge was finding a cost-effective way to automate sequence enrollments in HubSpot without upgrading to Sales Enterprise. Running a variety of targeted campaigns meant they needed a solution that could handle their volume and flexibility without driving up HubSpot costs.

Before FlowNer, every enrollment was done manually by the SDR team. As campaigns scaled, this became increasingly time-consuming and pulled SDRs away from higher-value work.

With FlowNer, flexibility enables marketing and sales to collaborate more effectively and run campaigns that align with their internal processes, rather than 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. FlowNer removed that need, letting the team keep its process while automating enrollment in a flexible, scalable way.

With FlowNer, Archy launched a 30+ week campaign combining direct mail with coordinated sales outreach - automating enrollment to create a seamless handoff between marketing and sales, and ensuring prospects got timely follow-up after every touchpoint.