Email Marketing Automation for Microsoft Dynamics CRM: ClickDimensions

Many companies are finding it advantageous to rely on Marketing Automation and Email Marketing within Microsoft Dynamics CRM. Research shows that corporate marketing officers have a large influence on the IT budget, which solidifies the value of bridging the gap between sales and marketing by placing marketing in the company’s core piece of technology.

The ideal benefit of ClickDimensions is that it is 100% native within Microsoft Dynamics CRM. All your data is brought back into Microsoft Dynamics CRM, and all your valuable information is stored in one place. The look, feel and usability are identical to Microsoft Dynamics CRM, so the learning curve is relatively short and has greater user adoption. The early adopters of ClickDimensions were technology-oriented corporations or more highly technical industries. ClickDimensions scales across a variety of industry fields, including finance, sports teams, insurance and manufacturing.  

Today, anyone who is performing a marketing function and using Microsoft Dynamics CRM in any industry can use the ClickDimensions automated marketing tool SAAS (software-as-a-service) product. ClickDimensions provides comprehensive Email Marketing with visible and actionable results, Web Tracking so you can find out who is interested in your products and services, and Lead Scoring so you can quickly and easily pursue bona fide leads. Other modules include Nurture Marketing and Form Integration, with an easy drag-and-drop interface designer; Surveys; and Social Discovery for your prospecting, utilizing complete LinkedIn profiles.

Creating email marketing campaigns can be challenging with some automated marketing software. ClickDimensions offers four different types of design tools:  

    1)  OutlookCast, which is simple and designed for salespeople.
    2)  Block Editor, which is wizard-driven, with no HTML involved.
    3)  Free Style Editor, which has a very flexible capability to edit HTML format.
    4)  Custom HTML, which is for more advanced email designers.

There are three ways to send marketing emails. Bulk is any combination of leads, contacts, accounts and marketing lists. Single allows you to send any template directly from a lead or contact record. Workflow lets you send from any CRM workflow process.

ClickDimensions is fully automated. Nurture campaigns can be created with emails sent, and then when the prospect responds, the salesperson can take action to follow up  — to prioritize hot leads and keep touching the cold leads so your company continues to stay “top of mind.” Some of the benefits derived from using this automated marketing tool are the smooth interface within Microsoft Dynamics CRM; the dashboard; charts; and analytical reporting and metrics, proving the return on investment for campaigns, tradeshows, and events. The ROI Guide shows how to measure best practices and view them within native CRM.

There are eBooks and knowledge-based material on the ClickDimensions website. These are blog articles that have been inserted into a variety of eBooks for the client’s education. ClickDimensions is the perfect tool for Microsoft Dynamics CRM — from the initial click all the way to the close and fruition of the sales opportunity. Now is really the time to streamline your marketing processes and become fully automated! Call us today at 888.482.2864 or visit our websites at www.tmgroupinc.com or www.clickdimensions.com for more information.

Submitted by Jennifer Swiderski at The TM Group in collaboration with Meghan Burner at ClickDimensions.