Serosoft.com
Serosoft, a global EdTech company, partnered with Unleash Tech Worx to unlock the full potential of HubSpot by implementing AI-powered capabilities across its CRM. The objective was to improve sales productivity, automate repetitive tasks, enhance customer engagement, and enable the sales team to leverage AI for faster and more informed decision-making. Our engagement focused on configuring and enabling HubSpot's AI features while ensuring they aligned with Serosoft's existing sales processes and CRM best practices.
The Challenge
Before AI enablement, the sales team spent significant time on manual CRM activities:
Manual email drafting: Reps were writing every email from scratch, eating into selling time.
Manual meeting prep & notes: Meeting preparation and note-taking were entirely manual, with insights easy to lose.
Inconsistent data updates: CRM records were updated by hand, unevenly, across the team.
Efficiency vs. quality tradeoff: Serosoft needed to move faster without cheapening customer interactions.
Low feature adoption risk: New AI tools are only valuable if the team actually adopts them.
The Approach
We assessed the existing HubSpot environment and implemented AI capabilities to support the sales team's daily workflows. The project included AI feature configuration, workflow optimization, user enablement, and best practice consulting to maximize the value of HubSpot's native AI tools. Our implementation included:
HubSpot AI (Breeze) feature enablement
AI-assisted email generation
AI-powered meeting summaries and note management
CRM data enhancement and productivity optimization
Sales workflow optimization
AI best practice consulting
User training and adoption support
Post-implementation optimization
The Shift
Before
- Significant time spent on manual CRM activities
- Manual email drafting
- Manual meeting preparation and note-taking
- Manual data updates
- CRM adoption needed encouragement
After
- Reduced manual administrative tasks
- Improved day-to-day productivity by leveraging AI
- Faster generation of sales content
- Automatic capture of meeting insights
- Better CRM data quality
- Scalable AI-enabled CRM environment supporting future automation and business growth
In their words
Excellent work done by Unleash team. They set up AI processes for us and trained our team to use it appropriately. This has helped us very much. Thanks team.
Services Provided
The Outcome
Serosoft's sales team moved from time-consuming manual CRM work to an AI-powered workflow — drafting emails, capturing meeting notes, and updating records faster, with cleaner data and a scalable foundation for future automation.