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ClickDimensions

Make the most of marketing automation.

Solution ClickDimensions

ClickDimensions is a handy and rich marketing automation solution that helps users of Microsoft Dynamics 365 products achieve great results. It will handle and organise all your marketing activities and campaigns, bringing you useful and insightful information. It will help you attract more leads and boost your sales. The solution includes tools to streamline email marketing, automate digital campaigns, web intelligence, surveys, web forms, social media management and much more.

Marketing applications

Marketing applications

Practical applications for managing and implementing digital marketing to support your growth.

Marketing analysis

Marketing analysis

Graphical and detailed overview of marketing, sales and customer data in one tool.

Marketing services

Marketing services

Professional service and support with expertise in marketing and Microsoft Dynamics 365.

Overview of functionalities

Create engaging email campaigns

The email marketing feature makes it easy to create and send bulk emails in HTML format. You then get all the useful data about the send, open, click-through rates of individual recipients or entire groups of recipients.

  • Handy editor for creating emails – custom branding, content, graphics, links
  • Integration directly into Microsoft Dynamics 365
  • Many sending methods
  • Automatic messages and notifications (for example, when a form or survey is completed)
  • Precise management of access and editing rights
  • Advanced image editing in creative ways
  • Customisation and personalisation of emails
  • A/B testing
  • Linking email marketing to social media
  • Bulk email with an emphasis on deliverability

Create engaging email campaigns

The email marketing feature makes it easy to create and send bulk emails in HTML format. You then get all the useful data about the send, open, click-through rates of individual recipients or entire groups of recipients.

  • Handy editor for creating emails – custom branding, content, graphics, links
  • Integration directly into Microsoft Dynamics 365
  • Many sending methods
  • Automatic messages and notifications (for example, when a form or survey is completed)
  • Precise management of access and editing rights
  • Advanced image editing in creative ways
  • Customisation and personalisation of emails
  • A/B testing
  • Linking email marketing to social media
  • Bulk email with an emphasis on deliverability

Learn more about your customers through surveys

ClickDimensions makes it easy to create surveys, polls and questionnaires using a drag and drop designer. Surveys can be emailed or a separate web page can be created for them. All the data a visitor enters is linked to their CRM record. You can create the survey to suit your needs. Create the questions, insert graphics, company colours and branding and move it to your site. Once completed, you can send an automated email to the customer confirming the successful submission of the completed survey.

Learn more about your customers through surveys

ClickDimensions makes it easy to create surveys, polls and questionnaires using a drag and drop designer. Surveys can be emailed or a separate web page can be created for them. All the data a visitor enters is linked to their CRM record. You can create the survey to suit your needs. Create the questions, insert graphics, company colours and branding and move it to your site. Once completed, you can send an automated email to the customer confirming the successful submission of the completed survey.

Identify opportunities using web forms

You can easily create a form and then place it on your website or landing pages. This will give you valuable information about your current and future customers.

  • The drag and drop form designer is easy to use and requires no prior technical skills
  • ClickDimensions form designer provides iFrame code, jswidget and direct links to the form for easy embedding on web pages
  • Filling out the form creates a new record or updates an existing record
  • Form mapping allows you to specify how you want the information provided by the visitor to flow into the lead or contact record in CRM
  • Control and prevent the creation of duplicate records in CRM

Identify opportunities using web forms

You can easily create a form and then place it on your website or landing pages. This will give you valuable information about your current and future customers.

  • The drag and drop form designer is easy to use and requires no prior technical skills
  • ClickDimensions form designer provides iFrame code, jswidget and direct links to the form for easy embedding on web pages
  • Filling out the form creates a new record or updates an existing record
  • Form mapping allows you to specify how you want the information provided by the visitor to flow into the lead or contact record in CRM
  • Control and prevent the creation of duplicate records in CRM

Find out which leads really matter

By collecting data on your leads, your sales team can quickly and easily identify which ones are likely to generate business. ClickDimensions tracks each visitor's activity on your website, and each visitor receives a score based on their visits, page views, material downloads and other activities. The scoring is based on values you set, which means some activities or page views may score higher or lower.

Find out which leads really matter

By collecting data on your leads, your sales team can quickly and easily identify which ones are likely to generate business. ClickDimensions tracks each visitor's activity on your website, and each visitor receives a score based on their visits, page views, material downloads and other activities. The scoring is based on values you set, which means some activities or page views may score higher or lower.

Web Intelligence – discover leads for your product or service

Find out who is really interested in your products and services. This feature gives you the ability to see the activity of anonymous and identified visitors to your site within Microsoft Dynamics CRM.

  • See site visits, page views and capture form completions in real time.
  • Identify companies that visit your site.
  • Link your data with your CRM records.

Web Intelligence – discover leads for your product or service

Find out who is really interested in your products and services. This feature gives you the ability to see the activity of anonymous and identified visitors to your site within Microsoft Dynamics CRM.

  • See site visits, page views and capture form completions in real time.
  • Identify companies that visit your site.
  • Link your data with your CRM records.

SMS messages

If you want to extend your communication to other communication channels, ClickDimensions offers you the possibility of sending bulk SMS messages. This feature is made possible by ClickDimensions' integration with Twilio, MessageNet and BulkSMS. Messages are sent to the mobile numbers of potential customers that you define in your marketing lists. Once sent you can track the success rate of message delivery.

Events

Want to find out which current and future customers are attending your offline and online events? ClickDimensions can connect with GoToWebinar, WebEx, Cvent, Eventbrite and Microsoft Teams to automatically transfer attendee registration information to Microsoft Dynamics CRM.

Calendar

An efficient overview of all the activities you have done. Keep track of campaigns you've run, email or SMS blasts, social media posts you've published, and event planning for a specific month, week or day. You can filter the report by the date, subject or owner who performed the activity. With this feature you won't lose track of all the activities and can plan more efficiently.

Reporting

Link your emails, website visits, page views and forms directly to campaign records in CRM. Gain visibility into the success of your sales and marketing activities with the integrated Power BI tool.

Social networks

ClickDimensions can connect your marketing activities with social networks. Directly from Dynamics 365, you can publish your posts to Facebook, LinkedIn, Instagram and Twitter accounts. You can publish posts instantly or at a scheduled time. You can check the content and status of posts directly in your CRM system.

Surveys

With ClickDimensions you can quickly and easily create dynamic landing pages without any HTML knowledge. Landing pages are automatically hosted in ClickDimensions or can be embedded into an existing website. Landing pages can be assigned to a campaign or embedded into created forms and surveys.

Why do companies choose us for their Dynamics 365 implementation?

We are among the TOP 3

We are among the TOP 3

companies in the number of consultants and Dynamics 365 developers

250+ customers

250+ customers

Dynamics 365 and Power Platform

17 countries of the world

17 countries of the world

Extensive experience with global implementations

30 years in business

30 years in business

Stable European company with extensive know-how, stable implementation team

Contact us!

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