top of page

CRM & Marketing Automation

We always try and avoid jargon and abbreviations where we can help it but the title of this page would have been way too long if we hadn't abbreviated it!

CRM stands for Customer Relationship Management and is something of a buzzword in many organisations nowadays.

Put simply CRM is a system that you put in place to manage your customers, prospects and suppliers. It is more than just a database of all their contact details though.


A good CRM system should keep track of all the communications you have had with all the individuals in your database and the outcomes of those communications. Some systems also enable you to automate many of the communications that you send out by recognising certain triggers e.g. if a form is filled out on your website or sending out reminders for clients who haven't returned documents to you.

There is some very smart and relatively inexpensive technology out there for small businesses. The key is to have a very clear idea of what you need before you go shopping around.

BSB Marketing has worked with a number of small businesses to identify and implement CRM and Marketing Automation solutions that fit the bill for their business.

Don't be intimidated by all the jargon! We can help you:

  • Create a specification of your key requirements

  • Research the most appropriate solutions for your business

  • Work with your chosen supplier to implement your system

  • Support your team to start automating some of your marketing communications

Whatever your requirements BSB Marketing will be happy to support the development of your marketing activity. Let us know a bit about your business and what you're looking for and we'll get right back to you.

bottom of page