Marketing Automation



ClickDimensions is the only marketing automation platform that is exclusively created for, and natively built in Microsoft Dynamics 365. ClickDimensions solution brings together essential marketing tools to help organizations attract more leads, close more sales and more effectively engage customers – all from the comfort of Dynamics 365.

Email Marketing

Creating, sending and tracking great-looking emails is quick and easy. You can send emails in bulk, to individuals or via a CRM workflow. And all your performance statistics come back into Dynamics 365 so the results are visible and actionable.

Campaign Automation

Create automated campaigns that respond to lead or customer actions for dynamic, customized experiences. With our campaign automation builder’s drag-and-drop interface, it’s easy to design targeted campaigns with a variety of triggers, timers and actions to nurture, convert and engage your audiences.

Web Intelligence

Interested in knowing who is browsing your website and what interests them? ClickDimensions allows you to do all this and more with web intelligence that lets you view the actual web activity of anonymous and identified visitors on your site.

Web Forms

Quickly build forms with our drag and drop form designer, or integrate your website’s existing forms into Microsoft Dynamics 365. If an existing record isn’t found in your CRM, a lead or contact record is created upon form submission and all data submitted is linked to the CRM record.

Landing Pages

ClickDimensions allows marketers to create landing pages in Dynamics 365 without knowing any HTML. Embed ClickDimensions forms or surveys in your landing pages for dynamic, interactive campaigns, and track all your landing page activity in CRM.

Social Marketing

With ClickDimensions, you can post to Facebook, Twitter, LinkedIn and Google+ directly from Dynamics 365. Publish immediately or conveniently schedule posts for any day or time in the future, and track interactions inside your CRM. In addition to these out-of-the-box features, we also offer a complete social engagement platform with social listening, content curation, advocacy and more.

Lead Scoring

Quickly and easily determine which leads to pursue. Using lead scoring in ClickDimensions, each visitor to your website accumulates a score based on visits, page views and more. Scoring is based on values you set, so you can score certain activities or page views higher or lower based on their importance in showing visitor intent.

Reporting

With ClickDimensions’ native integration with Dynamics 365, you can link emails, web visits, page views and form captures directly to CRM campaign records. The ClickDimensions content pack for Power BI allows users to utilize ClickDimensions marketing data in Power BI, giving you further insight into the success of sales and marketing efforts.

Contact us for answers!

Making decisions is hard when it comes to technology. We can help you understand how to move forward based on your businesses goals and budget. Utilize us for those hard to answer questions. Fill out the form below or call us (859-360-1689) for assistance.