ClickDimensions Marketing Automation Cloud for Dynamics 365

ClickDimensions Marketing Cloud for Dynamics 365 empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritise the best leads and opportunities. Quickly execute your marketing campaigns without an Excel spreadsheet or data sync processes in sight!

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Centralise Data

Is time wasted because your marketing data isn't connected with CRM?

Unify email marketing, web forms and CRM with embedded marketing automation for Dynamics 365.

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Intuitive Tools

Are you looking to increase marketing scale and content personalisation?

Quickly build and execute campaigns and communications with a powerful, user-friendly marketing toolkit.

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Marketing Insights

Want to trigger automated campaigns when actions are tracked in Dynamics 365?

Build timely multi-step / multi-channel campaigns to support lead generation and other initiatives.

Introducing ClickDimensions

Covering email marketing, web intelligence, lead scoring, web forms, surveys, landing pages, nurture marketing, social posting and more, ClickDimensions enables you to discover who is interested your products and quantify their interest, so you can take the appropriate actions.

A fully cloud based application built on the Microsoft Windows Azure platform and integrated into Microsoft Dynamics 365, ClickDimensions allows companies to track their prospects from click to close.

Our team of accredited ClickDimensions consultants will help you implement and maximise this solution to improve your marketing processes with accredited ClickDimensions Training. Get access to phone help, bespoke user training and marketing consultancy as part of our Dynamics 365 managed service.

ClickDimensions Feature Summary

ClickDimensions Guide

Download this guide to find out why ClickDimensions is the most popular marketing automation solution for Dynamics 365

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Benefits of Using ClickDimensions

Easy-to-use email marketing in Dynamics 365

ClickDimensions provides an intuitive experience enabling you to create and send bulk HTML emails with all open, click and bounce data reported in Dynamics 365 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

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: ClickDimensions Campaign Automation Examples

ClickDimensions campaign automation process example screenshot

ClickDimensions Intelligent Dashboards

Intelligent Dashboards helps marketers understand what is working and what isn’t by providing a holistic view of sales and marketing performance across all activities – connecting those activities directly to sales pipeline and revenue.

As a fully-managed solution, it is ready to use out of the box - eliminating the time, cost and frustration commonly associated with developing and maintaining comprehensive marketing reporting.

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ClickDimensions Intelligent Dashboards screenshot example

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.

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 Dynamics record - lead or contact records can be created new sign-up's who aren’t already in your system. 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 365. 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 D365 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.

RELATED - Gain New Campaign Insights With These 12 Revealing ClickDimensions Views

ClickDimensions Social Marketing Add-On

Whilst out-of-the-box you will have access to basic social marketing features, to truly transform how you connect with your social audience, we would recommend the ClickDimensions Social Marketing Add-On.

Give your marketing team access to smart and intuitive functionality, allows them to optimise social media campaigns! From effective scheduling and keeping on top of social conversations, to analysing your success, do more with invaluable data and a dedicated platform.

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ClickDimensions Keyword Streams

ClickDimensions Marketing Automation FAQs

ClickDimensions isn't integrated with Dynamics 365, it is natively built inside the application. As a result, there are no integration costs and no need for processes to synchronise data between systems - just a complete picture of contacts and leads for greater marketing, sales and customer experience success.

For many years, ClickDimensions has been the most popular solution for marketing professionals to execute campaigns and optimise marketing processes within Dynamics 365. In particular, its relative ease of use and being embedded within the Dynamics interface have enabled ClickDimensions to meet the needs of many small and medium-sized organisations. As a result, the product is widely supported across the Microsoft partner ecosystem.

Dynamics 365 for Marketing is high on functionality, and from the outset, this has been developed on Power Platform. However, this product may require more technical skills, resources and time to deploy and utilise its features. Read our post comparing Dynamics 365 Marketing and ClickDimensions.

Through our managed service Preact will assist you in configuring the ClickDimensions solution in your Dynamics 365 environment and provide user training. We have a structured onboarding process that covers the essential steps to deploy ClickDimensions and accelerate its adoption so early results can be achieved through email marketing, campaign automation and its other capabilities.

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 automatically added as they become available.

Arrange Demonstration

Contact us to arrange a live demonstration and discover how ClickDimensions and Dynamics 365 will help you improve marketing performance.

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