ClickDimensions bridges the gap between sales and marketing.

Learn more about your prospects by seeing what interests them on your site and emails as well as easily capture information about them through web forms, surveys, and more – all while working in Microsoft’s customer relationship management system (CRM).

Email Marketing

Campaign Automation

Web Forms

Event Management

Reporting

Surveys

Web Intelligence

Lead Scoring

Landing Pages

SMS (Text) Messaging

Social Marketing

Training & Support

Email Marketing

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.

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Campaign Automation

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 onboarding and retention campaigns, and much more.

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Web Forms

Capture and identify new prospects with web forms

ClickDimensions makes it easy to create web forms with our 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.

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GoToWebinar
Eventbrite
Cisco WebEx
cvent

Event Management

Integrate with event and webinar solutions

ClickDimensions’ integrations with GoToWebinar, WebEx, Eventbrite and Cvent 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.

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Reporting

Evaluate the success of your sales and marketing efforts

Maximize 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. Utilize the ClickDimensions content pack to visualize marketing data in Power BI.

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Surveys

Gather insight through surveys

Easily create surveys with ClickDimensions in Microsoft Dynamics 365. 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.

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Web Intelligence

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.

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Lead Scoring

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.

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Landing Pages

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.

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SMS (text) Messaging

Reach prospects with SMS

ClickDimensions’ SMS messaging allows you to send text messages in bulk and from Microsoft Dynamics CRM workflow.

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Social Marketing

Connect with your customers and leads on social media

From social posting to social sharing to social discovery, ClickDimensions helps you tap into the power of social media – right from within Dynamics 365! These tools help make social an integrated part of your marketing, sales and customer service initiatives. The ClickDimensions social engagement platform, an advanced add-on solution, is the perfect complement to the social marketing features available out of the box in ClickDimensions.

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Implementation and Onboarding

Rapid deployment

Your deployment of ClickDimensions is quick and painless. 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. Microsoft CRM marketing has never been easier. There’s no software to install, and as we add features they become available to you automatically.

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Training & Support

Resources at your fingertips

Our service continues after the sale with our extensive training resources and helpful customer support team. All of our customers have unlimited access to our training center, and our support engineers and marketing success managers are available to ensure that ClickDimensions exceeds your sales and marketing needs.

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