ClickDimensions for Microsoft Dynamics 365 / CRM
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!
Is time wasted because your marketing data isn't connected with CRM?
Unify your email marketing, web forms and CRM with embedded marketing automation for Dynamics 365.
Are you looking to increase marketing scale and content personalisation?
Quickly build and execute campaigns and communications with a powerful, user-friendly marketing toolkit.
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.
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. Contact us to arrange a demonstration and find out more.
Get access to phone help, bespoke user training and marketing consultancy as part of our Dynamics 365 managed service.
Download this guide to find out why ClickDimensions is the most popular marketing automation solution for Dynamics 365Download Guide
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 D365 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.
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.
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.
Easily create and host landing web pages without any HTML knowledge and then track all visits to pages.
Capture content preferences to target recipients with personalised, relevant messages. READ MORE
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 Dynamics 365 automated workflows.
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.
Schedule posts to your social profiles from the Dynamics 365 / CRM user interface and track page view to report on the outcome of social campaigns. READ MORE
ClickDimensions’ integrations with GoToWebinar, WebEx, and Eventbrite to bring event, registration and attendee information automatically into D365. 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.
Contact us to arrange a live demonstration and discover how ClickDimensions will help your organisation improve marketing performance through Dynamics 365.