ClickDimensions for CRM

ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritise the best leads and opportunities.

Providing email marketing, web intelligence, lead scoring, social discovery, web forms, surveys, landing pages, nurture marketing, subscription management, campaign tracking and more, ClickDimensions enable you to discover who is interested your products, quantify their level of interest and take the appropriate actions.

A fully cloud based application built on the Microsoft Windows Azure platform and integrated into Microsoft Dynamics CRM, ClickDimensions allows companies to track their prospects from click to close.

Phone 0800 381 1000 or email to find out more about Click Dimensions and to arrange a demonstration.

How CRM Integrates with Marketing Automation

31 Examples how Microsoft Dynamics integrates with marketing automation solutions including ClickDimensions

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Email Marketing

Easy-to-use email marketing native inside CRM

ClickDimensions provides an intuitive experience enabling you to create and send bulk HTML emails with all open, click and bounce data reported in CRM at campaign and individual contact / lead level.

Each campaign is scheduled with native features to improve recipient engagement including automated split a/b testing and email message pre-headers.

Nurture Marketing

Put your prospects on auto-pilot

Create nurture programs using an intuitive drag-and-drop interface. Prospects can be fed a stream of relevant messages and sales can be notified as people respond to your messaging.

RELATED: Closing the Loop - 7 Examples of Marketing Nurture Campaigns

Lead Scoring

Quickly and easily determine which leads to pursue

As ClickDimensions tracks individual visitor activity on your website, each visitor accumulates a score based on his or her visits, page views, and more. Scoring is based on default values you set, meaning that you may score certain pages higher or lower based on their importance in showing visitor intent.

Web Forms

Capture more data & identify prospects using web forms

ClickDimensions makes it easy to create web forms using a drag-and-drop designer. All of the data each visitor submits is linked to their CRM record - lead or contact records can be created for new sign-up's who aren’t already in your CRM. Forms can even be used to collect more data from your contacts enabling you to improve your segmentation and message personalisation.


Gather insight through surveys

Easily create surveys with ClickDimensions in Microsoft Dynamics CRM. Surveys can be emailed to leads, contacts, and may even be linked to case records. When a respondent completes a survey, all the data submitted is linked to their CRM record and a series of automated actions can be triggered.

Link campaigns to CRM records

ClickDimensions works 100% inside Dynamics CRM so you can effectively track your marketing efforts by creating links between CRM campaign records and ClickDimensions emails, web forms and landing pages. Making the connection is as easy as point-and-click and allows you to track everything back to the CRM campaign.

Landing Pages

Easily create and host landing web pages without any HTML knowledge and then track all visits to pages.

Web Intelligence

Website tracking of anonymous and identified leads to show what pages they have viewed and their website activity.

SMS (Text) messaging

ClickDimensions’ SMS messaging allows you to send text messages in bulk and from Microsoft Dynamics CRM automated workflows.

Social Discovery

ClickDimensions uses the latest social discovery techniques to find publicly available information from the social web.

Social discovery brings back data and direct links to the lead or contact’s identities from a variety of social networks including LinkedIn, Facebook, Twitter, YouTube, and Flickr.

Event Management

ClickDimensions’ integrations with GoToWebinar, WebEx, and Eventbrite to bring event, registration and attendee information automatically into Microsoft Dynamics CRM. Easily track which event people are registering for and attending.

Implementation and On-Boarding

Your deployment of ClickDimensions is quick and painless.

Once you sign up, you’ll simply register your CRM, and a unique solution for your CRM is packaged and sent to you for quick import. There is no software installed, and new features are added they will become available to you automatically.

Arrange a Demonstration

Preact are an accredited ClickDimensions partner. Contact us to arrange a live demonstration and learn more about marketing automation for Microsoft Dynamics CRM.

Arrange Demonstration

RELATED - How CRM Makes Email Marketing Data Actionable