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When it comes to marketing, most companies use a CRM system and multiple different tools to attract and engage their customers. However, the process of writing emails, capturing leads and creating campaigns can be incredibly clunky and time-consuming as you jump between different databases and interfaces.

With Click Dimensions, all of these elements are automated straight into your CRM system, creating a streamlined and easy-to-use way that effectively carries out your marketing strategies. Here are some of the tool’s basic features and how they work to perfect your marketing.

capturing leads click dimension

Email marketing

With Click Dimensions, you can easily design your email templates, analyse recipient data and filter recipient lists, with the knowledge that all this data is stored on your CRM system. Some features of Click Dimensions email marketing include:

  • Simple drag and drop editor
  • No HTML coding
  • Embedded photo editor
  • Individual email personalisation options
  • Unsubscribe link options
  • Overall 360° view of what each recipient is interested in to help you market smarter

Capturing leads

Click Dimensions has a tracking script that you can place on your web page. When someone comes to your website, Click Dimensions will query your CRM system to see if they are a known visitor or if they’re new. This information is captured and stored straight into Dynamics to help you target who is most likely to want your services.

Features include:

  • Storage of site visitors’ details
  • Tracking of email recipients’ browsing histories on your site
  • Heat maps
  • Options for installing CTAs
  • Easy to use survey builders with incorporated skip logic to help maintain relationships with leads

Campaign automation

Click Dimension’s campaign automation tools help to take your drip marketing up those extra notches. It allows leads to flow down different paths based on their suggested intentions you have received through Click Dimension’s analytics. This will help you to nurture new leads and captivate any old ones.

Highlights of campaign automation are:

  • Straightforward drag and drop building function
  • Custom templates and the ability to build your own
  • Social posting tool that allows you to post your campaigns straight onto Facebook, Twitter and LinkedIn
  • Sleek calendar that provides a full view of everything going on and assists in keeping you on track with your marketing targets
    email marketing automation

Click Dimensions is integrated into Dynamics 365 because it aims to connect your teams, helping you work together effectively to deliver great marketing in a simple and safe way. Built exclusively for Microsoft Dynamics 365, ClickDimensions is integrated directly into your CRM and covers all aspects of your marketing from your emails to who is browsing your website.

Basically, it’s the perfect tool for any company struggling with efficient marketing as it will tie your strategies together all in one place. Using Click Dimensions will save you time and its CRM back-up ensures security.

This post has only scratched the surface of what Click Dimensions can do, so for more information and an in-depth walkthrough of each feature, please click the button to watch our on-demand webinar below.

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