ClickDimensions is an easy-to-use marketing automation system which is natively built into Dynamics CRM. This means you have all your sales and marketing data in one place, with no need to constantly export and manage your mailing lists in another system, or to manage separate databases for Sales and Marketing.
Total CRM is proud to be a ClickDimensions Silver Partner.
ClickDimensions offers full marketing automation functionality, including email marketing, surveys, web form integration, web intelligence, lead scoring, campaign automation and nurture marketing. But the part that excites you most will depend on what you need for your business. Here are a few of our favourite features (and with new releases every few weeks, there are more great features being added all the time), but we’d love to hear from you to talk through what you’d like a marketing automation system to do for you.
Most of our conversations around marketing automation start with email marketing – you need to be able to design and send beautiful looking emails, and see who is opening and clicking through, before you even start thinking about automation or other features.
ClickDimensions makes creating, sending and tracking great looking emails quick and easy. You can use the drag and drop designer (no HTML knowledge required) to create email messages that will look good on any email client or device your customers read it on. If you prefer to design or edit your own template using an editor or HTML coding, those options are available too.
Once you’ve sent your email out, all tracking comes back into your Dynamics 365 database – this is a huge advantage of using ClickDimensions – you’ll be able to see all your email statistics stored directly against your lead or contact records – no need to synchronise any data, it’s all in the one system.
Campaign Automation allows you to set up automated paths for your marketing communications, based on the actions taken by the person. For instance, you can send an email, and then send a different follow up email (or SMS) depending on whether the person opened or clicked through on the original email within a certain period of time. Campaign automation also allows you to work with event registrations and attendances, submitted forms and surveys and adding or removing people from marketing lists. You can set up triggers to automatically send internal notifications or create tasks in Dynamics 365 for your staff to follow up.
ClickDimensions makes it easy to create web forms with a drag and drop designer. When you set up your web form, you map the form fields to fields in Dynamics 365, so that when a customer or lead fills out the form on your website, it will automatically enter that data into your CRM for you, creating a new record if that person doesn’t already exist in your database – no more double handling! You can set up automated email notifications so that you know immediately when a new prospect fills out a form on your website. Embedding the form into your website is as easy as copying and pasting a piece of code into your web page, and the form will take on the styling you have set up for your website.
ClickDimensions will track all visits to your website, enabling you to discover who is interested in your products and services by viewing the actual web activity of anonymous and identified visitors on your website. This means you can know which companies and organizations are browsing your site and what interests them, or what a specific prospective customer has viewed on your site before you call them. You can also measure the success of your campaign by reporting on visits to a specific landing page from your email.
ClickDimensions makes it easy to create surveys with a drag and drop survey designer. The surveys can be emailed to leads, contacts and accounts and may even be linked to case records. When someone completes a survey, all the data they submit is linked to their record in Dynamics 365, or recorded as a survey result for an anonymous visitor.
