Chief Automation Officer (CAO) vs. Fractional Automation Officer (FAO)
Every growing business eventually hits the same wall. The tools that once made life easier start to overlap, teams spend hours moving data from one platform to another, and customer expectations keep climbing faster than your systems can handle. According to McKinsey, employees spend nearly 30% of their time on repetitive work that could be […]
5 Proven Tips To Increase Conversion Rates On Your Website
Are you struggling to increase conversion rates for your website? If your website attracts visitors but doesn’t turn them into leads or customers, you’re missing your most valuable opportunity. Conversion rate is more important than raw traffic. In this blog post, we will share five proven methods to improve conversion rates for your website, supported […]
AI & ML in Sales and Marketing: 2025 Trends & Stats
Artificial Intelligence (AI) and Machine Learning (ML) are transforming sales and marketing in 2025. In 2025, the way businesses sell and market their products has changed faster than ever before. Thanks to smart automation tools and data-driven methods, companies now understand their customers better and reach them in more personal and effective ways. From helping […]
A Complete CRM Migration Checklist: Step-by-Step Guide
CRM migration is critical for businesses looking to switch or upgrade their systems, but it can be a risky and complex process. In this blog post, we’ll share a detailed CRM migration checklist from pre-migration planning to post-migration optimization for a successful transition. Key Steps for a Successful CRM Migration Pre-Migration Planning: Build a team, […]
7 Marketing Automation Mistakes That Hurt Your ROI
Marketing automation can save time and increase revenue, but common mistakes can hurt your ROI. Here are the top errors to avoid: No Clear Strategy or Goals: Without a plan, campaigns become ineffective and waste resources. Key Takeaways: Start with a clear strategy and goals (use SMART goals). Prioritize clean, accurate data for better targeting. […]
Step-by-Step HubSpot Audit: Ensuring Your CRM Aligns with Business Goals
HubSpot Audit A HubSpot audit is like giving your HubSpot platform a health checkup. It’s all about making sure everything is running smoothly and helping your business grow. By assessing how well HubSpot meets your needs, you can keep your marketing, sales, and customer service efforts on track. Regular audits help you catch any inefficiencies […]
HubSpot Is Now HIPAA Compliant: A Game Changer for Healthcare, Therapy Companies and Beyond
HubSpot has recently announced its support for HIPAA compliance, marking a significant milestone for the platform and its users. This move is transformative, particularly for healthcare organizations that need to manage sensitive patient information securely. For years users have been asking for a Hubspot HIPPA Compliant version and with this update, HubSpot opens its CRM […]
When to Move From Eloqua to HubSpot and Why It’s Worth It
For many years Eloqua reigned as one of the most widely used Marketing Automation tools, especially for software and B2B services businesses. But in recent years – and really since Oracle acquired Eloqua – the product has become stale and many competitor products now offer better usability and more features. If you’re thinking about moving away […]
Streamlining Your Therapy Practice with a CRM System: A Game Changer
Running a therapy or counseling practice is rewarding, right? You get to make a real difference in people’s lives. But then there’s the admin side of things—tracking patient details, juggling schedules, and chasing down payments. Let’s be honest, it’s a bit of a drag. The Admin Struggle Is Real You didn’t get into therapy to […]
Revolutionizing Customer Support with Automation
In the realm of modern business, exceptional customer support can make or break a brand’s reputation. At Automation Strategists, we understand the critical role that seamless customer interactions play in building loyalty and trust. Join us as we unveil an inspiring success story that demonstrates how we harnessed the power of automation, particularly through ActiveCampaign, […]