Enter Title

ClickDimensions Capabilities
ClickDimensions Marketing Automation for Microsoft Dynamics CRM

Marketing in CRM from Click to Close


Microsoft Dynamics CRM was designed as a platform upon which you can run your next generation business.  A huge component of that is MARKETING and CRM has all the basics integrated into the Sales and Service functions.  There's more needed that CRM doesn't do and that's where ClickDimensions fills the bill. 

ClickDimensions 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 Tracking, Lead Scoring, Social Discovery, Form Capture and more. ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions. A 100% Software-as-a-Service (SaaS) application built on the Microsoft Windows Azure platform and built into Microsoft Dynamics CRM ClickDimensions allows companies to track their prospects from click to close.

The ClickDimensions marketing automation solution encompasses six main areas of functionality. These are:

  • Email Marketing: ClickDimensions built-in email marketing capability makes creating, sending and tracking great looking emails quick and easy. Send bulk email to marketing lists, send email to individuals directly (single send), or trigger emails to be sent by CRM workflow. All tracking comes back into CRM so the results are visible and actionable.
  • Form Capture:  ClickDimensions makes it easy to integrate your web site’s existing forms into Microsoft Dynamics CRM. When a visitor completes a form, his or her email address is checked against all email addresses in CRM to avoid duplicate data. When a Lead record is created or a Lead or Contact record is updated ClickDimensions copies the form data to the CRM record per your mapping and keeps an audit of all form postings.
  • Campaign Tracking: emails, web visits, page views and form captures records can be linked to CRM campaign records. This is very helpful when you want to track all interest, traffic and/or conversions to specific web pages, landing pages or micro-sites.
  • Social Discovery:  ClickDimensions uses the latest social discovery techniques to find publicly available prospect information from the social web. ClickDimensions social discovery can often find the individual’s exact LinkedIn profile and brings the individual's picture into CRM along with job title updates. Our Social Discovery service also searches the Facebook and Twitter APIs to find information your prosepct or customer has made publically available.
  • Web Tracking: With ClickDimensions you will be able to discover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your web site.
  • Lead Scoring: As ClickDimensions tracks individual visitor activity on your web site, each visitor accumulates a score based on his or her number of visits, page views and more. Scoring is based on default values you set but you may also score certain pages higher or lower based on their importance in showing visitor intent.


Just some of the marketing data you can track with ClickDimensions

Click on the screenshot to see the complete Marketing Profile of one of your prospects in CRM.  See their social media information (LinkedIn and Facebook), the webforms on your site they filled in, and all the pages they visited — right inside of CRM!


let's talk about your business

Fascinating, isn't it? Powerful too! Contact us below by either the WriteToUs form or ClickToTalk and tell us your situation.  We'll listen and see what we think ClickDimensions and CRM Online can do for your business.