CRM Best Practices That Help You Generate Profitable Customers

Since 1995, Business Automation Solutions has implemented hundreds of custom and industry specific CRM solutions that generate better bottom line results. We make sure that your sales and marketing teams are using best practices to target and reach out to your top prospects and customers.

We are laser focused on driving customer engagement to deliver profitable business relationships. We specialize in GoldMine CRM and are the developers of IntelliClick (email marketing), IntelliRep (lead management) and Alert2Know (engagement marketing) integrated digital marketing solutions.  Our portfolio also includes the Educate2Motivate (E2M) digital e-newsletter service, a comprehensive solution for Estate Planning law firms.

Comprehensive Solutions Across Multiple Disciplines

Our solutions include the integration of digital marketing technology combined with a solid customer relationship management system. As a certified GoldMine partner, Business Automation Solutions offers expertise in applying CRM technology across the sales, marketing and customer service areas of your company to help develop and retain profitable business relationships. As developers of GoldMine integrated solutions for email and web site marketing, lead management and engagement marketing, we bring an added expertise to effectively apply these solutions to augment the capabilities of GoldMine CRM.

Business Automation Solutions has developed proprietary technology to help your organization enhance the capabilities of your GoldMine CRM system. Areas we incorporate these enhancements include:

  • Connect business platforms (Accounting, ERP, etc.) with your CRM to enable timely action and proactive response
  • Integrate forms from your web site to capture new leads and automate the sales follow-up process
  • Monitor if key business benchmarks are being met or missed and alert management and users accordingly
  • Provide automated and customized reporting on key metrics within your CRM system
  • Use interactive email and web site marketing to identify business opportunities and engage your sales team
  • Provide web site analytics specific to your customer and prospect browsing behavior to further prioritize and focus the sales effort

How We Make The Difference In Your Business


We step into your shoes to review your existing business processes and needs. Meeting with users, across all areas of your company impacted by our solutions, insures the needs of each department are met and that your CRM implementation is a success!


Our knowledge and experience, across a broad range of industries and company sizes, enables us to develop recommendations tailored to your business needs. We recommend ideas that are tried and true and develop new solutions that work for your unique business requirements.


Our technical expertise insures that the solutions we implement are correctly applied to your system environment. We collaborate with your in-house and external technical support services teams to make sure that you experience a smooth implementation. We pride ourselves in getting it right, from the start, and then maintain your CRM solution to insure its reliability and utility.


We use a task based approach to teaching your employees how to make their jobs easier, more productive, and collaborative. Training is tailored by skills and responsibilities to help your team get up to speed quickly, and encourage on-going adoption, in their day-to-day work.


Business needs evolve over time. Maintaining and updating your solution, to meet these challenges, helps to insure the on-going success of the solutions that we deploy. Our customer care and support teams offer responsive technical and end user assistance to quickly address issues, and make sure the technology is reliable and effectively meeting your company's business objectives and needs.

"I am very impressed by the quality of the BAS Team and the work on our project. Not only is the customer support and service top quality but the team displays a real understanding of our issues and comes to the table with suggestions and ideas that are very impressive. They never 'just accept' what we tell them, they always question if what we are suggesting is the best way to approach the problem. This has led to a better overall product, and one that we are very confident in moving forward. If I had to do it all over again. I would select BAS as our provider again."

Joseph Flaherty
Vice President - Sales, Culinary Division
Mercer Tool Corporation

"The Chicago White Sox have always been a very competitive team, consistently drawing millions of fans per year. But when it came to keeping track of their best prospects, the Sox were still in the paper age. Now CRM has become an integral part of several departments who interface with fans and sponsors."

Donald Brown
Director - Management Information Services
Chicago White Sox

"As longtime Goldmine users, we've demanded more out of the program as our marketing needs and technological systems have expanded over the years. BAS has been a tremendous asset in helping us achieve our goals. Not only do they have mastery of Goldmine, but they have a solid command of all the tools & processes needed on the backend to help us get what we want from a CRM system. "