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. Get access to phone help, bespoke user training and marketing consultancy as part of our Dynamics 365 managed service.
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.
Implementation and On-Boarding
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 automatically added as they become available.
ClickDimensions 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.
ClickDimensions Feature Summary
Create landing web pages without any HTML knowledge and track all visits.
Capture content preferences to target recipients with personalised, relevant messages.
Tracking best practice KPIs across your marketing automation, CRM, web, social and advertising channels.
Tracks anonymous and identified leads to show pages views and website activity.
Send text messages in bulk and from automated workflows.
Quickly and easily determine which leads to pursue.
Schedule posts to your social account and track page views to report on the outcome.
Visualize and track your marketing activities
Includes integrations with GoToWebinar, WebEx and Eventbrite.
Frequently Asked Questions
How does ClickDimensions integrate with Microsoft Dynamics 365?
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.
How Does ClickDimensions compare with Dynamics 365 Marketing?
ClickDimensions has been the most popular solution for marketing professionals to execute campaigns and optimise marketing processes. In particular, its relative ease of use and being embedded within the Dynamics interface has 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.
How will Preact help me get started with 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.
Contact us to arrange a live demonstration and discover how ClickDimensions and Dynamics 365 will help you improve marketing performance.