Meet the Marketing Automation Solution
for Your Business and Industry
Reach their world without leaving yours – no matter your business or industry. With ClickDimensions, Microsoft Dynamics 365 users in every industry have a feature-rich marketing automation solution that’s built right inside their CRM, giving everyone a complete picture of leads and customers. So regardless of who your ideal customer is, ClickDimensions can help you find, nurture, convert and engage them.
What can ClickDimensions help your business achieve? See just a few examples by industry below.
Banking and Financial
You never get a second chance to make a good first impression on new customers. Using ClickDimensions, a smooth onboarding process is just a campaign automation away. Financial institutions can ensure that new customers get the communications they need to get started and be happy.
Education
Streamline Student Recruitment
With native integration to Dynamics 365, ClickDimensions allows school, college and university recruitment teams to accurately target prospective students while seeing all the information about an individual prospect in one place. Quickly and easily create automated campaigns that can nurture prospective students through the entire recruitment process.
Understand the Student Journey
A better understanding of the student journey can help educational institutions improve their marketing initiatives. With ClickDimensions’ web intelligence, you can see – right with a CRM record – every page a prospective or current student has viewed on your website so you can more effectively target individuals and more thoroughly understand the journey from recruitment to enrollment and beyond.
Connect with Your Audience Everywhere
Students today want digital communications from their schools. Give them what they’re looking for using ClickDimensions’ powerful marketing automation tools including campaign automations, email marketing, SMS messaging, social marketing, surveys and much more.
Government and Public Sector
Better Serve the Public Interest
No matter who your constituents are, timely communications can help you better serve their interests. Government agencies of all types, all around the globe count on ClickDimensions to help them educate the public. Our automated campaigns can help you ensure that the right message is always delivered to the right person at the right time.
Get Social
Government agencies are increasingly turning to social media to engage with the public. ClickDimensions social marketing tools allow you post to social, discover social data on leads and contacts, and connect your email marketing and social media efforts – all right from within Dynamics 365!
Report on Results
Since ClickDimensions is natively built in Dynamics 365, you get the convenience and real-time insights of integrated reporting. Emails, web visits, page views and form captures can all be linked to CRM campaign records. And using the ClickDimensions content pack for Microsoft’s Power BI, government entities can analyze data and share insights with data visualizations and dashboards to better understand campaign performance.
Healthcare
Care for the Patient Experience
Easily connect with and nurture patients using ClickDimensions campaign automations. With our native integration to Microsoft Dynamics 365, it’s easy for healthcare organizations and providers to create segmented marketing lists of patients to add individuals to campaigns. So, whether you want to connect with expectant moms or the elderly, ClickDimensions can help you engage patients and improve their experience.
Increase Outreach
Create multichannel campaigns that make a difference to patients. ClickDimensions includes email marketing, campaign automation, web forms, landing pages, social marketing and much more, giving you a wide variety of powerful marketing tools to educate, inform or even entertain your audience.
Gather Insights
Patient feedback is invaluable to healthcare organizations today. ClickDimensions makes it easy to gather insights with surveys that can be created and sent directly in Dynamics 365. When a respondent completes a survey, all their responses are linked to their CRM record, making reporting a cinch.
Insurance
Ensure Customer Retention
Turn important life events and demographic information into effective cross-sells and customer stickiness. Using existing intelligence about policyholders in Microsoft Dynamics 365 and the ClickDimensions campaign automation builder, insurance companies can create nurture campaigns that address their policyholders’ needs at every stage in life. With our native Dynamics 365 integration, campaigns come together with ease and no data sync.
Personalize Communications
Customers today want to be treated as more than just a policy number. Personalize your email communications with a policyholder’s name, where they live, how long they have been a customer and more. With ClickDimensions’ dynamic content, you’re only limited by the information you have available in Dynamics 365.
Cross-Sell More Effectively
Leverage a policyholder’s preference for buying multiple insurance products from the same company. With ClickDimensions, you have a full suite of marketing automation tools at your fingertips that can help encourage additional purchases. Campaign automations, email marketing, SMS messaging, web intelligence, web forms, landing pages, event management and more can create more effective cross-sells.
Manufacturing
Provide Service After the Sale
Foster customer loyalty by engaging customers after the sale. Manufacturers can use ClickDimensions to create automated customer onboarding campaigns – or any other types of campaigns! – that save time over manual processes while still being highly customized.
Broaden Marketing Capabilities
Reach your customers no matter where they are with a feature-rich marketing automation solution. With ClickDimensions, email marketing, automated campaigns, landing pages and forms, surveys, web intelligence, social marketing and more are right at your fingertips in Microsoft Dynamics 365, giving manufacturers all the tools they need for effective multichannel campaigns.
Align Sales and Marketing
Everyone wins when sales and marketing come together. Utilizing Dynamics 365 with ClickDimensions is a great way for manufacturers to align their sales and marketing teams. Combining these two powerful technologies gives each team insight into the same data and access to the same tools, allowing for greater sales and marketing effectiveness.
Nonprofit and Associations
Nurture Members and Donors
Connect with your members and donors in new ways with ClickDimensions. With our campaign automation feature, nonprofits and associations can create dynamic campaigns that better resonate with members and donors. You can tailor messages based on interest and follow up based on campaign interactions.
Greater Event Insights
From in-person fundraisers to online educational sessions, ClickDimensions helps nonprofits and associations get better event intelligence. Thanks to our native integration with Dynamics 365 and event connectors with Eventbrite, Cvent, WebEx and GoToWebinar, you can see event, registration and attendee information directly in CRM.
Maximize Resources
Nonprofits and associations are often challenged to do more with less. With ClickDimensions, even a single staff member can execute complex and ongoing multichannel campaigns, eliminating many manual processes. And with campaign automation, email marketing, surveys, web forms, landing pages, social marketing and more in one easy-to-use solution that’s natively embedded in Dynamics 365, you only have one system to learn and use.
Professional Services
Showcase Thought Leadership
Professional services firms have a wealth of knowledge to share with their leads and customers. With ClickDimensions, firms can nurture clients and prospects while demonstrating their thought leadership through content marketing campaigns. Our drag and drop campaign automation builder makes it quick and easy to build multichannel campaigns.
Events Made Easy
From webinars to in-person seminars, professional services firms often incorporate events into their marketing mix. With integrations to Eventbrite, Cvent, GoToWebinar and WebEx, ClickDimensions brings event, registration and attendee information automatically into Microsoft Dynamics 365 for a wide variety of events. Firms can easily track which contacts or leads are registering for and attending their events all in one place.
Expand Marketing Efforts
More than just email, ClickDimensions adds a full suite of marketing features directly into Dynamics 365. Professional services firms can expand their marketing efforts and their reach with clients and leads using campaign automation, surveys, web forms, landing pages, social marketing, lead scoring and more.
Retail
Create Personalized Shopper Experiences
Retailers can extend their personalized in-store shopping experience to their digital marketing efforts with the powerful marketing tools available in ClickDimensions. Our easy-to-use campaign automation builder allows you to send customers down different paths based on how they interact with your messages. Dynamic content in emails also adds a personalized touch to any campaign.
Deliver the Best Email Content
Testing and measurement are an essential part of email marketing success. With ClickDimensions, retailers can use split testing to determine which email subject line, content, sender and more is most effective with their audience. Email heat maps determine which email links get the most clicks to further refine what gets featured in emails.
Give Customers Control
Consumers today like to be marketed to on their own terms. Retailers can deliver on this preference and give customers more control over email communications with subscription management in ClickDimensions, allowing customers to choose the types of emails they receive and helping reduce the number of global unsubscribes.
Sports and Entertainment
Drive Loyalty and Renewals
ClickDimensions campaign automations help sports and entertainment organizations nurture and encourage future purchases from season ticket holders and loyal fans. Reach the right people at the right time with easy-to-create drag and drop campaigns, saving time while still delivering a personalized experience.
Create a Customized Fan Experience
With ClickDimensions, you can create a fully customized fan experience. Drive awareness of your brand while allowing your customers/fans to choose what they want to see. Offer special promos, keep fans informed of events and game day festivities, or send season ticket renewal reminders, all thanks to feature-rich marketing automation technology.
Measure Success Seamlessly
Native integration with Microsoft Dynamics 365 means that you get a more complete picture of your leads and customers with ClickDimensions. All your marketing activities within a campaign – including campaign automations, emails and form submissions – can be linked to a CRM campaign record, allowing you to measure the success of your efforts. And CRM dashboards of ClickDimensions data can easily be created for marketing insights throughout your organization.
Banking and Financial
Customer Onboarding
You never get a second chance to make a good first impression on new customers. Using ClickDimensions, a smooth onboarding process is just a campaign automation away. Financial institutions can ensure that new customers get the communications they need to get started and be happy.
Multichannel Campaigns
ClickDimensions makes it easy for financial institutions to create cohesive, multichannel campaigns. Using campaign automation, email marketing, surveys, web forms and landing pages, SMS messaging, social marketing and more, financial institutions can reach customers and leads everywhere they are.
One View Across Departments
Within banks and other financial institutions, multiple departments can be responsible for customer and lead outreach and follow up. Natively built inside Microsoft Dynamics 365, ClickDimensions allows everyone within your organization to see the same view of leads and customers, including the emails they have received, the web pages they have visited and much more.