Integrated with Dynamics CRM, ClickDimensions provides email marketing, web intelligence, lead scoring, campaign automation, nurture marketing, social discovery, form capture, surveys and more – enabling organisations to discover who is interested in their products, quantify interest and take marketing action.
Put your sales and marketing campaigns on auto-pilot with ClickDimension’s new campaign builder. A drag-and-drop interface allows you to easily build automated campaigns with a variety of triggers, timers, and actions. Design unique paths for contacts or leads to follow as they interact with your marketing messages.
Marketers can create emails, web forms, surveys, nurture campaigns and more with intuitive drag-and-drop functionality.
It’s fully embedded in Dynamics 365, features are accessed through the Dynamics interface and data is stored in your CRM database.
Help, training and support is included at no additional cost, including personal assistance, live and recorded training, help sites, and more.
Easy-to-use email marketing native inside Microsoft CRM. ClickDimensions provides an intuitive experience that allows you to create and send bulk HTML emails with all send, open, click, and bounce data reporting at the mailing (aggregate) and individual level.
Put your campaigns on auto-pilot with ClickDimensions, you can build multi-channel, automated campaigns using an easy drag-and-drop interface. Quickly create nurture (drip) marketing campaigns, sales engagement campaigns, new customer on boarding and retention campaigns, and much more.
Capture and identify new prospects with web forms. ClickDimensions makes it easy to create web forms with the drag-and-drop designer. All of the data the visitor submits on the form is linked to their CRM record, and lead or contact records can be created for visitors who are not already in your CRM.
Integrate with event and webinar solutions. ClickDimensions’ integrations with GoToWebinar, WebE and Eventbrite bring event, registration and attendee information automatically into Microsoft Dynamics CRM. Easily track which contacts or leads are registering for and attending your events all in one place.
Evaluate the success of your sales and marketing efforts. Maximise the convenience of having ClickDimensions native inside Microsoft Dynamics CRM through integrated reporting. Link your emails, web visits, page views, and form captures directly to CRM campaign records. Utilise the ClickDimensions content pack to visualise marketing data in Power BI.
Gather insight through surveys. Easily create surveys with ClickDimensions in Microsoft Dynamics CRM. Surveys can be emailed to leads, contacts and accounts, and may even be linked to case records. When a respondent completes a survey, all the data the visitor submits is linked to their CRM record.
Discover interested prospects through web intelligence. Want to know what a specific prospective customer has viewed on your site before making the opening call? ClickDimensions will help you discover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your website.
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.
Create landing pages without knowing HTML. ClickDimensions makes it easy to create landing pages within Microsoft Dynamics CRM. ClickDimensions will automatically track all of the visits to your landing page, just like any other page on your website. You can also embed forms and surveys in the landing page to create interactive marketing campaigns.
Discover prospect information from the social web. ClickDimensions uses the latest social discovery techniques to find publicly available information from the social web. ClickDimensions social discovery will bring 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.
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