What is ClickDimensions?
ClickDimensions is a comprehensive marketing automation platform specifically designed for Microsoft Dynamics 365. It integrates seamlessly with Dynamics 365 to bring together sales and marketing functions, enabling organizations to generate more significant business outcomes.
Key Features and Functionality
Omnichannel Marketing Automation
ClickDimensions covers a wide range of marketing automation capabilities, including campaign management, email marketing, SMS, online ads, video campaigns, social media, and virtual events. This allows users to schedule and manage activities across multiple channels, automating interactions based on prospect behaviors and creating customized experiences to attract leads, close sales, and enhance customer engagement.
Email Marketing
The platform offers robust email marketing tools, allowing users to design powerful email templates using a drag-and-drop editor. It provides detailed statistics on email delivery, clicks, and forwards, as well as features like heatmaps and A/B testing to optimize email campaigns.
Web Intelligence
ClickDimensions includes web intelligence tools that track on-site visits, page views, and form captures, bringing this data into Dynamics CRM. This enables users to create automatic triggers for reports and gain insights into prospective customers’ interests before engaging with them.
Campaign Automation
Users can design automated campaigns tailored to their target audience. This feature allows for the creation of interactive automation based on prospect behaviors, notifying the sales team when a lead is ready to move forward in the marketing funnel.
Forms, Surveys, and Landing Pages
The platform allows users to create and embed forms and surveys directly into landing pages without needing to learn code. The landing page designer and form capture tools facilitate lead generation and interaction.
Social Marketing
ClickDimensions integrates and manages social media platforms, enabling users to track engagement and execute social media campaigns directly from within the Dynamics 365 environment.
Workflow Capability and User Management
The platform includes workflow automation, allowing users to automate processes that require multiple steps and input from several users. It also features user, role, and access management, granting access to specific objects based on authorization levels.
Insights and Analysis
ClickDimensions provides intelligent dashboards (available in the Premier plan) and analytics tools to help users understand the effectiveness of their marketing campaigns. This includes detailed statistics and insights into campaign performance, helping businesses optimize their marketing strategies.
Library and Asset Management
The ClickDimensions Library serves as a central repository for images and documents used in email templates, landing pages, campaign automations, and social media posts. It includes basic image editing tools and storage options.
Audience and Data Management
The platform leverages Dynamics 365’s out-of-the-box tables to manage Accounts, Contacts, Leads, and Marketing Lists. This ensures that all marketing activities are integrated with the CRM data, providing a unified view of customer interactions.
Integration with Dynamics 365
One of the key benefits of ClickDimensions is its native integration with Microsoft Dynamics 365. This integration eliminates the need for third-party connectors or syncing with external applications, ensuring real-time updates and a seamless user experience. All features are accessible directly within the Dynamics 365 environment, reducing integration costs and training time.
Pricing and Plans
ClickDimensions offers various pricing plans, each with unlimited users and contacts, but varying in email volume, inbox previews, and image storage. The plans include Essential, Business, and Premier, with the Premier plan offering additional features like Intelligent Dashboards and higher email volumes.