ClickDimensions for Dynamics CRM

Helps bridge the gap between your website and sales/marketing teams.

Over the past ten years, content management systems have continued to advance but the connection between ROI and our customer relationship management systems have been lacking. Marketers who have started a content marketing approach will attest to that as we all struggle to show the link between our efforts and the opportunities and sales in their organization. ClickDimensions offers that bridge between the marketing activities you are doing via your CMS, events, social, and other campaigns that directly drive business to your organization.

ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM

ClickDimensions Lives Inside Dynamics CRM


ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing email marketing, web intelligence, lead scoring, social discovery, web forms, surveys, landing pages, nurture marketing, subscription management, campaign tracking and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Whether you have the on-premises (or self-hosted) version of Microsoft CRM or your team has moved to the cloud with CRM Online, you can gain all the benefits that ClickDimensions has to offer. Since ClickDimensions is designed to live inside your CRM installation, you will not need any additional web servers or infrastructure to expand the toolset inside CRM.

CRM + Email Marketing

ClickDimensions offers a robust set of email marketing tools that will allow you to create beautiful campaigns, manage members, and review results without ever leaving the Marketing suite inside Microsoft Dynamics CRM. Long gone are the days of bouncing between systems and manually entering data about campaign results into your CRM.

CRM + Lead Nurturing

Sometimes we need to trigger a response from a prospect and other times we need to leave them alone. With ClickDimensions Nurture Marketing tools, you create the workflow that sets your team apart from the competition and deliver information and notifications to the correct team members when events happen.

CRM + Event Management

Does your sales team ask you each time you do an in-person event which one of their clients were there? Maybe they are looking for possible leads and cover a specific territory, but the data is not at their fingertips. With ClickDimensions, Accounts, Contacts, and Leads are all integrated with the entire suite of tools. This allows the sales and marketing teams to see what contacts are attending what events and also, see their survey results after. It enables this by directly integrating with tools like GoToWebinar, Eventbrite, and Cisco WebEx.


CRM + So Much More

We have listed off some of our favorite features, but ClickDimensions is far too robust to cover on one page.  Please take a look at their site and contact us if you would like a demonstration or to learn more about their offerings.  Here are some other features you can expect to see in your ClickDimensions demonstration:

  • Web Forms – Extend the possibilities of collecting data for your contacts and leads, then map the data they enter to fields in your CRM.
  • Landing Pages – Have a great email campaign idea but you need a beautiful landing page to go with it?  Build, update, and publish these pages without ever opening your CMS administration portal.
  • Social Discovery – Get information about your contacts and leads without doing massive amounts of research.  ClickDimensions offers a great social intelligence tool that finds what they are doing with social discovery.
  • Lead Scoring – Not everyone who visits your site, signs up for your newsletter, or attends an event, is a qualified lead.  With ClickDimensions you can set up criteria that helps your score each lead you have to help you decide who to reach out to first.
  • Web Intelligences – Want to know who is visiting your site and what pages they are looking at?  With the web analytics tools you get with ClickDimensions, you can see who goes where and how they found you all from the Marketing dashboards.
  • Training & Support – This is not a feature of the product, but a feature of the amazing company that offers the product.  ClickDimensions sets the bar high when it comes to helping your team succeed with their new or current installation.  If you need help with a feature or have a new team member who is green, they will walk you through the product and help get you on your feet.