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ClickDimensions Partner: Marketing Automation for Dynamics 365

ClickDimensions for Dynamics 365 empowers marketers to generate and qualify high-quality leads while providing sales with the ability to prioritise the best leads and opportunities.

Use CRM data to send personalised messages and quickly execute marketing campaigns without a spreadsheet or data sync processes.

Preact is ClickDimensions' leading Platinum Partner, supporting organisations in driving growth through marketing automation.

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Centralise Data

Is time wasted because marketing data is disconnected from CRM?

Unify data across emails, page views, social, web forms and CRM with marketing automation for Dynamics.

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Intuitive Tools

Do you want to increase scale and content personalisation?

Quickly build and execute targeted campaigns using an intuitive, scaleable marketing app.

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Marketing Insights

Want to trigger automated messages when actions are tracked in CRM?

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

ClickDimensions Partner Solutions

Including email marketing, web intelligence, lead scoring, web forms, surveys, landing pages, nurture marketing, social posting and more, ClickDimensions helps Microsoft Dynamics users achieve more with their marketing.

Built on the Microsoft Windows Azure platform and integrated into Microsoft Dynamics 365, ClickDimensions allows companies to track their prospects from click to close.

Preact's team of accredited ClickDimensions consultants will help you implement and maximise this solution to improve your marketing processes with ClickDimensions training and consultancy services. Access to support, tuition and marketing consultancy as part of our Dynamics 365 managed service.

ClickDimensions Platinum Partner

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

Intuitive email marketing in Dynamics 365

Easy-to-use editors enable marketing teams to quickly create email templates and send emails with all open, click and bounce data reported in Dynamics 365.

Each campaign can be scheduled using native features to optimise recipient engagement, including automated split A/B testing, spam checks and 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 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

Quickly and easily determine which leads to pursue

As ClickDimensions tracks each email interaction and visitor activity on your website, each view and click generates a score. Scoring is based on your custom scoring models for meaningful intent analysis. Some pages can rank higher or lower based on their importance and scores can also be automatically reduced if no recent actions have occurred.

Capture more data & identify prospects using web forms

ClickDimensions makes it easy to create web forms using a drag-and-drop designer.

Form data submitted is linked to Dynamics, and lead or contact records can be created to include new prospect. Forms can also be used to collect more data from your contacts that will improve your segmentation and message personalisation.

Gather insight through surveys

Surveys can be emailed to leads, contacts, and even cases. When a respondent completes a survey, 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 within the familiar Dynamics user interface, 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 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

ClickDimensions 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.

Our team supports users across all aspects of ClickDimensions requirements, including technical support, user training and consultants. In many instances, our client's access ClickDimensions help and assistance through our Elevate 365 manage service. This includes support across Dynamics 365 CRM apps, the Power Platform and ClickDimensions.

Find out more about ClickDimensions

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

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