Why ClickDimensions is a great marketing automation tool for Microsoft Dynamics 365

8 Nov

Why ClickDimensions is a great marketing automation tool for Microsoft Dynamics 365

By marketing automation, leading marketing automation tools

When choosing a Marketing Automation solution for your organization, it can be hard to decide on what to pick. If you’re working with Microsoft Dynamics 365, especially so! Looking at all the Marketing Automation solutions available can make it seem like a daunting task.

We recommend choosing ClickDimensions for your Microsoft Dynamics 365 Marketing Automation solution needs because ClickDimensions integrates seamlessly with Microsoft Dynamics 365.

In this article, we will look at

  • Eight important questions to ask when choosing a Marketing Automation Software for Microsoft Dynamics 365
  • An event example
  • Why choose ClickDimensions?
  • Important stats

Eight important questions to ask when choosing a Marketing Automation Software for Microsoft Dynamics 365

  1. Does it include the features your organization needs?

When properly implemented and utilized, a marketing automation platform should pay for itself over time. Look at the overall value and be sure to ask if there are any fees for setup, training, CRM integration, additional users or contacts, and other miscellaneous items.

  1. Is it easy to implement and use?

Don’t sacrifice simplicity for functionality - get the best of both worlds. Keep in mind that a system that’s not user-friendly won’t be used to the fullest extent and won’t help you realize the biggest benefits of marketing automation. If a solution is difficult to implement, your organization is unlikely to realize maximum ROI.

  1. What are the options for training and support?

Different users have different preferred learning methods - look for a vendor that offers a variety of training options. Also, be aware of when support is available, particularly if you have global operations or are in a different time zone than your vendors.

  1. Does it integrate well with Microsoft Dynamics 365?

A marketing automation platform is the marketing engine for a CRM system. The level of integration varies widely and can impact the cost and timeline for implementation as well as functionality and performance.

  1. How often is the system updated?

A marketing automation platform should evolve with the changing needs of marketers - vendors should regularly add new features and improve on existing ones. Ask if customer requests help drive product updates - this can help you determine whether they put customer needs first.

  1. What reporting and analytics capabilities does the system provide?

Marketing automation reporting should help marketers make smarter decisions. It should also allow for smarter business decisions and insights organization-wide. Be sure to look at how easily marketing automation data and intelligence can be accessed throughout an organization.

  1. What is the total cost?

When properly implemented and utilized, a marketing automation platform should pay for itself over time - look at the overall value. Be sure to ask if there are any fees for set up, training, CRM integration, additional users or contacts, miscellaneous items.

  1. Does the provider have a good reputation?

When purchasing a marketing automation solution, you are investing in a relationship as much as the technology. The nature of the system requires an ongoing relationship with the vendor. Seek out customer testimonials, online reviews, and ratings - and a Microsoft Partner for Dynamics 365 can be one of the best sources of information and referrals.

Thankfully, ClickDimensions checks all the boxes for a great Marketing Automation tool!

An event example

Let’s say you have an event coming up. With ClickDimensions, whenever someone registers for your event, they can be automatically added to your marketing list dedicated to the event. 

Furthermore, after that, you can also add an automatic email campaign for the event. For example, you could make it so that an email is automatically sent 2 weeks before the event, announcing the event itself, who the speakers will be, and so on, and then you could set another automatic email to be sent 24 hours before the event, reminding people that there is still time to sign up.

After the event, you can check how many of the attendees actually interacted with the email, whilst also automatically sending up the event recording. The on-demand sessions can be sent, of course, both to the participants who attended as well as those who were not able to do so, for whatever reason. 

The messages can be set so that they are different, of course. 

  • For those who registered, you can thank them for attending while also sending them a post-event survey. After that, you can update their contact information directly in the CRM. Furthermore, you can add both the fact that they attended the event, as well as the fact that they did/did not watch the event recording.
  • For those who didn’t register, you can still send them the recording, because just because they weren’t able to attend the event does not mean that they are not interested.

Keep in mind that you have statistics for everything that we have just described above!

Why choose ClickDimensions?

ClickDimensions is a powerful marketing automation tool natively built inside Microsoft Dynamics 365. That means that there are no integration costs and no hassles synchronizing data between systems - just a complete picture of leads and customers for greater marketing, sales, and customer experience success. 

ClickDimensions is fully supported. The full range of support, training and services will help you get started and get results quickly and over time, whether you want to do the work or let them do it for you!

Keep in mind that ClickDimensions is the only marketing technology company that is 100% committed to the Microsoft ecosystem. There are six times more Dynamics customers than their nearest competitor!


Important stats

  • 89% of customers begin their buying process with a search engine. (Fleishman-Hillard)
  • It takes an average of 10 marketing-driven ‘’touches’’ to progress a lead from the top of the funnel to revenue-generating. (Aberdeen Group)
  • 79% of marketing leads never convert into sales. Lack of lead nurturing is the most common cause of this poor performance. (MarketingSherpa)
  • 80% of marketers use automation software to generate more leads. (LinkedIn) 
  • Companies that have implemented a marketing automation platform report higher levels of collaboration between sales and marketing. (Forrester Research)
  • 63% of companies that are outgrowing their competitors use marketing automation. (The Lenskold Group)

If you would like to know more about ClickDimensions, click here

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