Marketing Automation & CRM

Your CRM shows what happened. Your AI helps decide and prepare what comes next.

Marketing campaigns, CRM data, website activity, emails, meetings and workflows come together in one context. AI analyses, proposes and prepares actions under your control.

  • Your context
  • Targeted implementation
  • Human oversight
Illustratief conceptscherm: Campaign Cockpit
Campaign Cockpit · illustrative concept, no live business data
AI in action

From commercial context to next action

Marketing & CRM is the Portal's first concrete business module. Not only register, but also prepare, perform and follow-up.

  1. 1

    Waarnemen

    Relevant signals from permitted sources.

  2. 2

    Understanding context

    Connect target, target group and customer information.

  3. 3

    Voorstellen

    Preparing message and follow-up.

  4. 4

    Execute checked

    First approval where necessary, then activation within mandate.

  5. 5

    Follow up

    Responses and outcomes help adjust.

More than a campaign, one commercial context.

Campagnes

Target group, message, form and landing page aligned.

Sales & Follow-up

View leads, meetings and follow-up questions in conjunction.

Insight

Bring website behavior where data and consent allow this.

Optimisation

Translate new signals into a well-founded proposal.

Your systems remain their role.

SharpSpring is the current concrete basis for Marketing Automation & CRM at DSC. The AI layer connects available information with working arrangements and follow-up.

OdooSharpSpringMicrosoft 365Google WorkspaceHubSpot

Examples, no warranty on any available link or partner status. APIs, rights, consent and scope determine what is possible.

View Integrations & Connectors

See how marketing and sales can work with AI

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Frequently asked questions

How is this different from a traditional CRM?

A traditional CRM mainly records customer and sales information. In the DSC AI Management Portal, that context is combined with campaigns, website activity, emails, meetings and workflows. AI can then help prioritise, prepare actions, carry out permitted tasks and support follow-up.

Does this replace SharpSpring or our existing CRM?

Not necessarily. SharpSpring currently provides DSC's practical foundation for Marketing Automation & CRM. Our starting point remains to keep existing systems where they work well and connect them to the central AI layer through connectors.

Can AI perform actions automatically?

Yes, for actions it is authorised to perform. Roles, permissions and governance determine which tasks AI may carry out independently, which it may prepare, and which require explicit approval.

Can AI take website behaviour into account?

Yes, insofar as tracking, consent and connected systems permit. Website visits and other engagement signals can contribute to the broader commercial context and help identify the next relevant action.

Can Marketing & CRM also support sales?

Yes. Marketing and sales share the same commercial context. Leads, opportunities, meetings, emails, engagement and follow-up can therefore work together more effectively, supported by the same AI layer.

Can AI also optimise campaigns?

Yes, within the available data and configured permissions. AI can analyse results, flag deviations, make recommendations, prepare work and, where authorised, initiate follow-up actions. Material changes and campaign sends follow the agreed approval rules.

Does this work only with SharpSpring?

No. SharpSpring currently provides DSC's live Marketing Automation & CRM foundation, but the architecture is broader. Other CRM, email, document and business systems can be connected when the integration is available and appropriate.

Can our team keep using its current tools?

Yes. The Portal is designed as a management and AI layer above existing systems. Employees do not necessarily need to replace all their software or ways of working.

From insight to action

Make commercial context a targeted next action.

Your goals, existing systems and team are the starting point. Together we determine a feasible next step.

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Marketing Automation & CRM | DSC Solution