The Problem
Bridging Silos to Fuel Scalable Growth
Salesflow, a UK-based SaaS company focused on LinkedIn automation, faced growing operational needs as it scaled its data-driven platform for personalized outreach and lead generation. But internally, the company was stretched thin across a maze of disconnected tools.
Development teams worked in Jira, commercial operations were tracked in Monday, and institutional knowledge was scattered across Notion and Confluence.
The fragmented setup created inefficiencies, with no single place to coordinate efforts across departments. Jira posed particular friction: while familiar to developers, its clunky UI and limited filtering capabilities slowed workflows and made collaboration difficult.
As Delivery Manager, Elen Kuklina took on the task of consolidating these processes into a unified system—one that could support both technical and commercial teams without disrupting sprint cycles or day-to-day operations. Salesflow needed a platform that could bridge silos, streamline visibility, and scale with the pace of growth.
Q1
The Solution
Replacing the Stack Without Breaking Flow
SmartSuite replaced both Jira and Monday, giving Salesflow a unified operations and project management environment. Elen led the internal transition, designing:
- Custom sprint tracking with tasks tracked via sub-items
- Client-facing dashboards for transparency into task statuses
- 90+ internal automations to handle status updates, and field changes
- Dynamic forms for commercial team submissions that avoid interface overload
SmartSuite’s flexibility allowed the development team to stay in familiar sprint rhythms while business users benefited from clean, color-coded dashboards and instant visibility.
Q2
The Result
Winning Buy-In Through Usability and Insight
Salesflow now runs on SmartSuite across all internal departments. Adoption increased as users created their own private views and leveraged SmartSuite’s built-in filtering and commenting tools.
Key results include:
- Unified platform supporting development, customer success, HR and other departments.
- All sprint planning, task tracking, and bug management now lives in one solution
"We started with a prototype, and with all the powerful features SmartSuite showcased, the team was convinced that SmartSuite is the best option for businesses to adapt," Elen said.
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