ClickDimensions

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4.2 out of 5 stars

Marketing Automation for Microsoft Dynamics CRM

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ClickDimensions review by Mark S.
Mark S.
Validated Reviewer
Verified Current User
Review Source

"Native Dynamics 365/CRM Marketing Automation"

What do you like best?

ClickDimensions natively integrates to Microsoft Dynamics 365/CRM so we can work within one application. We can also get analytics and business intelligence from email campaigns directly in Dynamics. Our online forms are integrated to ClickDimensions so our lead and marketing automation is automated. ClickDimensions is also fairly easy to use, even for a non-technical person.

What do you dislike?

The biggest things we dislike about ClickDimensions are the customer support, lack of customized templates, the customer survey features is poor, and the limited or lack of integration with custom entities.

Recommendations to others considering the product

If you are looking for an easy marketing automation tool for Dynamics, then ClickDimensions is a great fit. If you are looking for something more advanced with a lot of features and functionality, then ClickDimensions is probably not a good fit.

What business problems are you solving with the product? What benefits have you realized?

We have a native tool for marketing automation within our Microsoft Dynamics 365/CRM system. We can track leads and customers within one application.

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ClickDimensions review by Kari C.
Kari C.
Validated Reviewer
Verified Current User
Review Source

"Convenient, but lacking in features"

What do you like best?

The native integration with Dynamics CRM is what sold me. It's definitely convenient having everything in one place.

What do you dislike?

Support:

-Not very responsive, and in some cases not very knowledgeable. There have been a few cases where I had to explain something several times because their response was not helpful.

Features:

-Definitely lacking on some of the features, compared to other solutions. In some cases it's shocking what it doesn't do or doesn't do well.

Recommendations to others considering the product

It's definitely convenient having a marketing automation tool that works natively in Dynamics CRM, and that was a huge selling point for me. However, its features are definitely lacking compared to other solutions, and in some cases shockingly so. They have a lot of improvements to make, including their survey tool, campaign automation, and A/B testing. I also seem to have a lot of technical issues I have to work through with them on a monthly basis.

What business problems are you solving with the product? What benefits have you realized?

The native integration with Dynamics CRM is extremely valuable. With our previous tool, we needed a third-party tool to sync leads from the marketing automation to CRM, which cost us extra money. Having everything all in one place is very convenient.

What Marketing Automation solution do you use?

Thanks for letting us know!
ClickDimensions review by Lindi d.
Lindi d.
Validated Reviewer
Verified Current User
Review Source

"Email marketing on steroids!"

What do you like best?

The effortless integration with Dynamics CRM is first on my list of likes! There is nothing more frustrating than having to keep seperate databases in sync. I like the way we get a 360 degree view of our clients all in one place! Love how easy it is for anyone, even a non-tech to design beautiful html mailers, webforms, subscription forms and landing pages.

What do you dislike?

The fact that we cannot simply use custom or other entities to create webforms on. To update custom entities right now takes a tremendous amount of effort to implement workflows to do that for you.

It is also very dissappointing that the event management entities are not related to the email send or form functionality, it would have been really useful if we could use a Clickdimensions form to create event responses without needing a hectic workaround through workflow or custom plugins. Same goes for events: it would be very useful if we could draw from an event record details to merge into an email send so the event management process and its communications can be automated much more.

Recommendations to others considering the product

Highly recommended. This is the full service marketing automation solution.

What business problems are you solving with the product? What benefits have you realized?

We are able to communicate with our database effortlessly without needing to keep an external database in sync. We truly get a 365 degree view of our customers and can study recipient behaviour to our communications and use that information to help improve our campaigns.

ClickDimensions review by Mark A.
Mark A.
Validated Reviewer
Verified Current User
Review Source

"ClickDimensions works great for us and our clients"

What do you like best?

We use ClickDimensions primarily for email broadcasts and tracking click back data of prospects and clients. Web analytics are very useful as well. The solution and all the data reside within Dynamics 365 so it's very easy to access -- no connectors needed. Also the people there are great. Very responsive before and after the sale. We are technology consultants and recommend it to our clients. Feedback is very good.

What do you dislike?

Honestly, I don't have anything major to complain about.

Recommendations to others considering the product

If you are using Dynamics 365 or CRM this should be the first marketing automation solution you look at. Works 100% inside Dynamics 365. Price is reasonable. Training and support resources are included with the cost of the software.

What business problems are you solving with the product? What benefits have you realized?

We need to use email marketing to attract leads and stay engaged with clients, e.g., invitations to webinars and monthly newsletters. ClickDimensions is a great tool for that. The email templates are easy to create and reuse. Saves time for me because I wear many hats around here.

ClickDimensions review by Jeffrey L.
Jeffrey L.
Validated Reviewer
Verified Current User
Review Source

"Click Dimensions with MS Dynamics 365 / Dynamics CRM"

What do you like best?

All in one customer profiling inside of Microsoft Dynamics CRM it is a beautiful thing.

- Marketing Emails

- Web pages visited

- links clicked

- lead scoring

- Eventbrite and GoToWebinar integration

Then there is the capability to build nurture campaigns... very cool

Oh and there is integration for go to webinar that links webinar registrations to contacts or leads

It does a great job of deciding whether something is already a contact or lead and linking to that record instead of just creating a new (duplicate) record.

What do you dislike?

Dashboards that give a graphical representation of the information help to interpret the raw data and in future releases I would like to see improvements to the default dashboards in future releases.

Recommendations to others considering the product

Amazing product broad and deep capabilities, but plan on hiring a Microsoft Partner to do some set-up, customization, and tweaking to ensure you get the most out of the solution.

Call Amaxra and ask for Jeff, we can help!

(425) 749-7471

www.amaxra.com

What business problems are you solving with the product? What benefits have you realized?

All in one profile of customer data tells you what, when, and where your customers and prospects are doing. All this information being inside of Dynamics 365 gives your company insights on your customers and prospects that allow you to use targeted highly relevant information on your customers and prospects that can optimize your sales and marketing processes.

ClickDimensions review by Ioannis D.
Ioannis D.
Validated Reviewer
Verified Current User
Review Source

"A complete experience for CRM Marketing"

What do you like best?

The full integration with the Microsoft Dynamics 365 and the email marketing are excellent for professional and fast deployments. In addition, the email campaign marketing allows to implement the marketing strategy and implement it easily via the unique user interface.

What do you dislike?

The surveys that have no option to save your save answers and resume at a later stage.

Recommendations to others considering the product

If you are using Microsoft Dynamics 365 or earlier versions of Microsoft Dynamics CRM and you need a professional marketing tool for attracting more customers and increase your sales, then this is the product you are looking for.

What business problems are you solving with the product? What benefits have you realized?

We create professional email templates in the blink of the eye and the email marketing gives all the statistics and data for analysis and decision making. In addition, the various forms, such as subscription forms and landing pages are awesome for leveraging you sales and marketing personnel for promoting new products and services immediately.

ClickDimensions review by Chris H.
Chris H.
Validated Reviewer
Verified Current User
Review Source

"This stuff is THE BOSS of Dynamics 365 marketing Tools."

What do you like best?

Incredibly seamless integration with Dynamics 365 eliminates expensive manual integrations with other 3rd party marketing providers. The ability to embed web content easily within webpages and track responses and interactions through to leads and against contacts within Dynamics CRM. The power of this product leveraging the already powerful marketing automation base provided to you within Dynamics 365 and configuring business related processes and rules around this functionality. I have not yet seen a marketing automation suite that provides this type of configurable functionality. Even through dashboards and Microsoft Power BI, the most amazing reports can be generated providing your knowledge of Dynamics 365 & the data structure is strong enough.

What do you dislike?

There are a couple of things Id really like to see extended such as the campaign Automation (which is currently being extended I believe), a proper, graphical, pretty campaign and events calendar (similar to that of MDM, even though MDM was junk), DYNAMIC TEMPLATES not having to use loads of Freemarker. (I realise this is a big ask)

Recommendations to others considering the product

Id recommend that you select the right partner to help you implement this product or you do some good learning within Dynamics 365 that wil help you leverage the true capabilities of ClickD. The product is amazing and when correctly implemented and integrated with the right Dynamics 365 functionality, MASSIVE and AMAZING things will happen!

What business problems are you solving with the product? What benefits have you realized?

MANY.... We have used Click D across multiple verticals and in multiple businesses to solve a host of problems all the way from emailing out "Email Invoices" to transactional customers to bulk mailing massive marketing lists, tracking web interactions and document downloads (don't ask). Click D has amazing capabilities but is menat to act as a base for marketing automation. The out the box solution is amazing but once Dynamics 365 is configured correctly around the marketing automation functionality, the most amazing things can be unlocked and achieved.

ClickDimensions review by Ignacio D.
Ignacio D.
Validated Reviewer
Verified Current User
Review Source

"Best CRM marketing integration with Dynamics"

What do you like best?

The integration with dynamics is 110%, so all the data is flowing through our CRM, so we can take decisions from that data.

The facility to install and configure, as well as the ease of use at the first steps.

What do you dislike?

The way to personalise the forms and i dislike that in marketing automation we cannot access to custom entities (only if you build a CRM workflow). neither in forms or surveys, clickdimensions Out of the Box work with Accounts, Leads, Contacts

Recommendations to others considering the product

Clickdimensions will help you with the marketing of your business integrating all the data in Dynamics 365, this data is shared with other departments so they are aware in every moment what marketing and trade so there is a better communication among all the departments

What business problems are you solving with the product? What benefits have you realized?

Clickdimensions solves the problems with the intergation with Dynamics 365 as occur with other platforms as Hubspot.

All the email marketing is done with Clickdimesions, so we have the tracking of all the emails visits, etc, so we can take decisions regarding this data

ClickDimensions review by Cassidy M.
Cassidy M.
Validated Reviewer
Verified Current User
Review Source

"Love this tool "

What do you like best?

I love that the CilckDimensions tool is fully integrated with Dynamics 365. It works together in the same familiar environment seamsly, making you forget your using two different applications. Some of my favorite features include;

- Drag and drop templates. They are easy to use, easy to teach others how to use, and you can customize them enough to make them branded to your company and your own

- The granular level of detail that you can review after sending out communication. Ability to review heat maps, bounce rates, engagement rates, unsubscribes, click rates, etc. Everything I would want to know (and more) about the communication I sent is available at my finger tips

- Campaign automation feature

- Ability to clone favorite templates (huge time saver)

- Widgets and tracking for company website

- Event connectors

- Level of support that ClickDimensions offers. Our account rep, Nicole Steen, is always available to help and or participate in co-hosted webinars. The support from the help desk is always quick and proficient

What do you dislike?

- Spam reports are not easy to understand

- Communication could be better when features are down

- Social media engagement. I would like this tool to have the ability to send social posts and do tracking for sites such as LinkedIn, Facebook and Twitter.

Recommendations to others considering the product

Highly recommended

What business problems are you solving with the product? What benefits have you realized?

We utilize ClickDimensions to do general marketing to lists in our CRM. Using this tool is a huge time saver, allowing us to personalize emails and still send to a large list of our active clients.

ClickDimensions review by Michael C.
Michael C.
Validated Reviewer
Verified Current User
Review Source

"The best email solution for Dynamics CRM"

What do you like best?

Since ClickDimensions is based exclusively on Dynamics CRM there's very deep integration points. The web analytics, email analytics, and more all write back to CRM and provide a great unified view of the marketing efforts. The documentation on the CD site is also very thorough, and their support team is excellent.

What do you dislike?

Initial setup can be a little tricky (adding Cname records to use personalized links, for example) can be a tad tricky, but nothing too difficult if you follow their documentation. The only other thing I've noticed is that it can be difficult to integrate some data from custom CRM entities into emails, but that's also a function of how Dynamics CRM handles the data relationships.

What business problems are you solving with the product? What benefits have you realized?

Having a unified communications platform with deep integration to Microsoft Dynamics CRM. The benefits are in the ability to manage all aspects of our marketing efforts in a single system instead of splitting efforts between two sites.

ClickDimensions review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Potentially a great tool but experience to date has been poor"

What do you like best?

It's full Integration with Dynamics CRM and it's functionality (Email, Forms, website tracking, SMS and more) make it an appealing option for a company wanting a holistic view of their customers' interactions.

What do you dislike?

lack of product stability, product bugs and how it can take a long time to get a solution from support. Poor account management, no response when escalating an issue and material price increases.

Recommendations to others considering the product

Be careful, it's full and seamless integration with CRM is alluring but also ties you in. The product appears to be capable and I have heard positive use cases but my experience has been average at best. The product has felt flakey, persistent error messages have prevented access to functionality, significant numbers of emails have failed to be sent, the automated campaign feature had limitations so we could not use it, a product bug with the send date in an automated campaign prevented an important campaign going out at the right time. Support, whilst readily available, takes a long time to come with an answer if at all and when escalating to account manager we received no response. Price changes of around 20% within our first year on the back of the negative experience positions this software as one of the worst software experiences I have had in 20 years.

On a positive note, we are continuing to use it due to its integration with CRM and I want it to work! However, if there was an alternative with a similar level of CRM integration I certainly would have moved by now.

What business problems are you solving with the product? What benefits have you realized?

Email marketing and communication with succinct integration back to client records.

ClickDimensions review by Dave P.
Dave P.
Validated Reviewer
Verified Current User
Review Source

"Best solution for marketing automation with Microsoft Dynamics 365 (CRM)"

What do you like best?

The full integration with Microsoft Dynamics CRM without a need for opening another application. Also, you can leverage CRM functionality to enhance the capabilities of Click Dimensions and vice versa.

What do you dislike?

Not able to directly market to Opportunities. I would love to be able to put older Opportunities into a nurture campaign, especially for products/services that have a longer sales cycle.

Recommendations to others considering the product

If you are on Microsoft Dynamics 365 (CRM) and need a marketing automation platform make sure you look at Click Dimensions. They have a robust feature set today that is continuing to expand. They have a great on-boarding process and training materials plus a fantastic support network and help area.

What business problems are you solving with the product? What benefits have you realized?

I have helped customers implement Click Dimensions and use most, if not all, aspects of CD from web form submissions, nurture campaigns, SMS messages, surveys, landing pages, and email templates to name a few. We use Click Dimensions internally as well and we have used it for everything from one-off email blasts to nurture campaigns, events, web forms, lead scoring, and surveys.

ClickDimensions review by Owen S.
Owen S.
Validated Reviewer
Verified Current User
Review Source

"Excellent Insights to our Potential and Existing Customers"

What do you like best?

The full set of features, which is everything from managing web content such as forms and surveys to intelligent, tracked-backed content from targeted emails, to full-blown campaign automation. We have made particular use of launching campaigns with links, when clicked, automatically raise the score of the value of the prospective client, so that we can focus on the people who are most interested in what we have to say. Another feature we made extensive use of is the tracking tokens placed on web pages, because we find it easier to build meaningful charts based on visit data than we do in some of the more traditional SEO platforms. When we combine these sets of data with our campaigns, we get a very rich picture of what is going on with our Marketing efforts.

What do you dislike?

We haven't ran across anything that we actively dislike. Occasionally the amount of time it takes to receive information back takes a few minutes, but we understand that this could be due to outside forces, such as mail queues, etc.

Recommendations to others considering the product

If you purchase this solution, make sure you take the time to learn all of the things it does. There are a lot of features and you won't be getting your full value if you don't spend some time digging into things like campaign automation and nurturing your customers. That's great value there, since you can automate your communications in a somewhat personal way.

What business problems are you solving with the product? What benefits have you realized?

There is no way to send directly out of Microsoft Dynamics CRM or 365 an email with interactive links where the data flows back into Dynamics in the context of the person receiving the email. Also, we would need to code our own solution to drop a form on a website that creates a lead in our CRM. Both of these issues are solved within minutes with ClickDimensions. Also, we are able to build charts for our web site visit data right in CRM, which is helpful when making strategic decisions about the website.

ClickDimensions review by Mikkel P.
Mikkel P.
Validated Reviewer
Verified Current User
Review Source

"Easy to get going - but several limitations"

What do you like best?

ClickDimensions being a solution in Dynamics 365 means direct access to data and very easy to use for marketing departments being used to the product.

It's very easy to get going with ClickDimensions. Emails, advanced campaign automation, webtracking etc are just a few clicks away once the product is installed.

What do you dislike?

Many features are lacking depth and flexability, which means that especially personalized content is difficult to create.

While ClickDimensions is installed into Dynamics 365, it doesn't feel like data is being utilized very well. There's no segmentation beyond the existing margeting lists. Most of the time only data existing in fields directly on the contact, account or lead entities can be used.

Recommendations to others considering the product

You can get really far, very quickly and for a low price with ClickDimensions.

Be aware of limitations in segmentation and personalization.

What business problems are you solving with the product? What benefits have you realized?

Advanced campaign automation flows for new customers.

Contests.

Improved data quality on customers through custom forms.

ClickDimensions review by Donna K.
Donna K.
Validated Reviewer
Verified Current User
Review Source

"The "Honda Accord" of Marketing Automation - reliable, cost effective and functional"

What do you like best?

ClickDimensions is fully integrated with Dynamics CRM, which is a great benefit, in that you are always functioning in one system. Having one database and only having to log into one system is a nice perk. It has some great functionality when it comes to email campaigns and newsletter templates, and nurture campaigns and it is pretty easy to setup and learn to use. There are a lot of training materials, videos, and classes. And they also are committed to rolling out new features every month.

What do you dislike?

We had a couple of small issues, one being the limitation around email campaigns using static lists. We found it a little cumbersome to not have dynamic list functionality, and having to pull a new list every time we sent a campaign. Dynamic lists are supported for bulk emails, but not for other types of communications. I hope they fix that.

Also, when we were getting started, there wasn't an onboarding process at all. We were kind of left to our own devices. Which was fine, since we are fairly technical. But for those who aren't, that could be a real pain.

Recommendations to others considering the product

ClickDimensions is a solid performer, and offers a lot of functionality for a modest price. It is a good option for mid-market companies with small marketing departments. And it will only get better as they add features.

What business problems are you solving with the product? What benefits have you realized?

We solved the pain of using the old solution we had, where the content editor was so buggy and frustrating that we had to start over with new templates every time we did something. The content editor in ClickDimensions is very good. And the templates are nice. It is easy to set something up quickly, which we love.

Our team is happier with the ease of sending out newsletters and training class blasts, and with getting registrants to our webinars tracked easily.

ClickDimensions review by Rosalyn A.
Rosalyn A.
Validated Reviewer
Verified Current User
Review Source

"Excellent product - covers everything you need for marketing automation"

What do you like best?

We've been using ClickDimensions for 3+ years. We were very new to the whole world of marketing automation before this - yes, we were sending out customer emails in Outlook! - but the product has really helped us form our strategy and they have been invaluable in helping us get the most out of it.

What do you dislike?

Nothing really. Just make sure you have resources to sign. it's very powerful but that means you have to take the time to learn and understand what it can do.

Recommendations to others considering the product

Take the time to fully understand what it can deliver. We are still discovering things 3 years later and we help customers deploy as well. It does A LOT.

What business problems are you solving with the product? What benefits have you realized?

Outbound communication, touches to our website, understanding interaction from potential leads. I cannot imagine a Dynamics CRM/365 implementation without ClickDimensions.

ClickDimensions review by Jaromir S.
Jaromir S.
Validated Reviewer
Verified Current User
Review Source

"Marketing automation on steroids - easy to implement, easy to use"

What do you like best?

Once you deploy it, you doesn't even know, it is not part of Dynamics 365. It works seamlesly and the best thing is, that it's not only a "email's sender", but it helps you with a full martketing automation. The cooperation with support team and our Partner Account Manager Linda Johnson is more then amazing - it just works.

What do you dislike?

Pricing model should not be based on email sents, but based on functionality (a là Dynamics 365 model)

What business problems are you solving with the product? What benefits have you realized?

Mostly used to process the leads (from the moment a lead is created, thru the scoring processes, to ready-for-sales stage) from multiple web sources. It helped us to streamline the lead process, to decrease the time needed to quailify the lead and to turn it into an opportunity by 80% and to increase the convertion rates by 50%.

ClickDimensions review by Lon O.
Lon O.
Validated Reviewer
Verified Current User
Review Source

"The best marketing solution for Dynamics365 (nee CRM)"

What do you like best?

I like that the marketing data is in the same database as other Dynamics365 data. We don't have to sync or export - it's all there and able to be used with any Dynamics365 function.

What do you dislike?

Not much! The ClickDimensions people have continued to improve all the functionality, add new capabilities regularly, and support the hell out of it.

Recommendations to others considering the product

There are so many abilities that ClickDimensions brings to Dynamics365 that someone considering CD should also know Dynamics365 inside and out. Or, find a Partner who knows. The scenarios available are best thought through with a real plan and needs in place.

What business problems are you solving with the product? What benefits have you realized?

We have a much greater handle on who comes to our website, where they visit, what they're interested in, and we can track them through the marketing process.

ClickDimensions review by Consultant in Management Consulting
Consultant in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"ClickDimensions is a perfect tool for us and our clients"

What do you like best?

We use ClickDimensions primarily for email broadcasts and tracking click back data of prospects and clients. The solution and all the data reside within Dynamics 365 so it's very easy to access -- no connectors needed and it works inside Dynamics 365, very need. We have in different cases worked with the people at ClickDimensions, it worked fantastic, both with us and our customer. We are partners with different consultants and recommend it to our clients. Feedback is fantastic.

What do you dislike?

Nothing everything works fantastic and the way they handle endusers are nice

Recommendations to others considering the product

It is a very need tool working within Dynamics 365 to support a moden marketing function

What business problems are you solving with the product? What benefits have you realized?

We need to use email marketing to attract leads and stay engaged with clients, e.g., invitations to webinars and monthly newsletters. ClickDimensions is a great tool for that. The email templates are easy to create and reuse. Saves time for us because we use the tool in different aspect.

ClickDimensions review by Becky C.
Becky C.
Validated Reviewer
Review Source

"Best marketing automation add-on for Dynamics CRM"

What do you like best?

As a Dynamics CRM consultant with deep experience with Microsoft Dynamics, I find ClickDimensions a breeze to use. It uses the same UI as the rest of the Dynamics product, so accessing, using and reporting on the ClickDimensions data is a breeze as it sits within Dynamics itself. The new drag-and-drop Campaign Automation builder is fantastic and allows end users to create complex automated/nurture campaigns with ease. Support quality and response times are great, and Dan Gad, our main contact there, consistently goes above and beyond to ensure that any queries or issues are handled promptly.

What do you dislike?

Pricing is more expensive when comparing PURELY as an email marketing tool, but that's because ClickDimensions does so much more than just email marketing.

What business problems are you solving with the product? What benefits have you realized?

The real benefit of ClickDimensions is that it brings all of the behavioural marketing data (email marketing responses, web visits, form submits etc) into CRM, providing a clear view of the customer's behaviour within one system and allowing automated responses/actions to be triggered around this.

ClickDimensions review by Emily M.
Emily M.
Validated Reviewer
Verified Current User
Review Source

"Fantastic Customer Service"

What do you like best?

The service provided by Click Dimensions is fantastic. Even if you rate your issue as a low priority, the response is still very quick.

What do you dislike?

It's a small niggle, but for a lot of features it takes what seems to be an unnecessary amount of clicks to get from a to b.

Recommendations to others considering the product

Take a trial out, use the online resources they've got - there's extensive training videos and articles helping you to get the most out of the system.

What business problems are you solving with the product? What benefits have you realized?

Having our emails go straight from CRM means we're no longer having to pull off lists of clients from our database to import to an external email client. We can track the results of emails better and the data being visible directly against the company/contact is very useful.

ClickDimensions review by Betsy M.
Betsy M.
Validated Reviewer
Verified Current User
Review Source

"Well-rounded Marketing and Communication Automation Suite for Dynamics 365"

What do you like best?

ClickDimensions provides an excellent set of functionality that includes emails, surveys, web forms, web tracking among other options. Being "inside" your Dynamics 365 allows you to leverage the data and combine the two relatively easily. They complement each other very well.

What do you dislike?

ClickDimensions is working on expanding its social capabilities, which is an added plus.

Recommendations to others considering the product

It is important to have a phased implementation plan that considers and maps out the use of CD.

What business problems are you solving with the product? What benefits have you realized?

Being able to track and create Contacts from the web and message to those Contacts throughout their business life cycle is key. The benefit of having the data in Dynamics 365 has allowed for a much easier integration and automation of serving the customer.

ClickDimensions review by Lindsey D.
Lindsey D.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great Marketing Provider for Dynamics CRM"

What do you like best?

I've used ClickDimensions on multiple projects that range from sending from a couple hundred emails a month to millions of emails per month. The integration with CRM is extremely easy to use and is 100% completely ran inside your already existing dynamics CRM. This makes it easier for the customers to manage their marketing automation within a system they already understand.

What do you dislike?

At the beginning the biggest struggles were dynamic content was limited to only 4 entities and also the time frame to send emails was long. I believe they have done a lot to improve these features.

Recommendations to others considering the product

I've used other products with Dynamics CRM, ie Mailchimp, Constant Contact, and Salesforce Marketing cloud and Clickdimensions exceeded all my expectations. They made it easy for me and have made it easy for all my customers. I get excited when a customer wants to integrate Marketing with their CRM and my go to is ClickDimensions

What business problems are you solving with the product? What benefits have you realized?

I have been both a Customer as well as a Business Partner with ClickDimensions and have had great experience with them.

The biggest problem click resolved was the complication of using by Dynamics CRM to manage my contacts and leads but then having to go to another marketing program to send communications. With it all being in one place it makes it extremely easy and saves a lot of time.

ClickDimensions review by Sy N.
Sy N.
Validated Reviewer
Review Source

"The only single DB Marketing Automation solution for Dynamics365. "

What do you like best?

For many years, marketing technology owners with Microsoft CRM have had two options: a. maintain their own 3rd party integration tool or; b. dangle on the whims of their marketing automation vendor's product roadmap for a Microsoft CRM connector (like, cough, Marketo's). ClickDimensions solves this through a native Azure integration. For organizations with Dynamics365 at the hub of their ERP and CRM infrastructure, ClickDimensions is an important consideration for enabling marketing’s collaboration in building pipeline value whether it be measured in dollars, non-profit donations or retention.

What do you dislike?

Organizations who decide not to supply CRM admin support to marketing should steer clear. Day to day marketing operations are relatively easy in ClickDimensions for low-tech users. However, confidence with CRM is required for marketing issues like advanced list segmentation, CRM task automation for lead management and sales person lead queues and views.

Recommendations to others considering the product

At an organizational level, ensure marketing users have adequate bandwidth and training for successful marketing operation of ClickDimensions.

What business problems are you solving with the product? What benefits have you realized?

RSM is dedicated to understanding and helping middle market companies succeed. Our clients' marketing needs span multiple industry sectors and maturity levels. ClickDimensions is typically sold into customers who have recently adopted Dynamics365. These organizations typically want to consolidate data from multiple point solutions in their martech stack so they can enjoy a unified view of engagement across channels and a reporting solution for “best-bet” leads.

ClickDimensions review by Executive Sponsor in Computer Software
Executive Sponsor in Computer Software
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Verified Current User
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"Click Dimensions and the pretenders"

What do you like best?

Campaign Management, Web site visibility, one of nurture, complex 9 stage drip, ease of design and integration with website are just a few of the things I love about the Click Dimensions product. For ANY Microsoft CRM/Dynamics 365 customers this is a not brainer, seamlessly built INTO the Microsoft application i don't have to log in and out of separate solutions, all my reporting, dashboards, quick email sends, discovery to cash workflows are IN my CRM systems... no waiting for data to be pushed, no having to cross pivot reports because some data is in Marketing automation and some in CRM... anyone else that says they have "integration to Microsoft CRM" are pretending they can compete

What do you dislike?

in the early days getting support and some glitches in email launches were a challenges, this all has seemed to gotten better with recent increases in the company size .. We like to use advance predictive analytics and high performance BI tools, so pre-created integrations to QLIK, TIBCO, Power BI are just coming to light.

Recommendations to others considering the product

if you are a dynamics CRM company of any size you should look at this product very carefully especially the integration points against the people that say they are integrated

What business problems are you solving with the product? What benefits have you realized?

Discovery to cash in a account based selling environment has Click Dimensions functions written all over it ... from initial lead capture & email drop to right party contacts, to severe branching depending on response and lead score and lead routing to the right people in my organization Click dimensions has increased our ability to spend face to face time with prospects 4X by reducing the amount of manual work required by my inside sales team,,, recycle and re-use campaigns and AB testing increased our lead to opportunity conversion percentage ... the sales teams ability to send on off, personalize right party contact emails with little to no edits, directly from CRM has freed up 30-45 minutes per day per rep

ClickDimensions review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Verified Current User
Review Source

"Good marketing solution for Microsoft Dynamics"

What do you like best?

The integration with Microsoft Dynamics CRM is certainly a selling point for this product. ClickDimensions plugs right into the CRM platform and automates many of the common functions needed to run marketing campaigns, especially for email marketing. Support response time and ticket tracking has been fantastic and our account manager, Sheila Wamre, is a great resource as needed as well.

What do you dislike?

The email tools are sufficient, but they are immature when compared to other ESPs I have used in the past. ClickDimensions does take user suggestions and they have responded to customer feedback to help build out the interface and functionality and I think they will quickly catch up with other market leaders in the ESP vertical. At times it is frustrating that ClickDimensions is so tightly woven into the fabric of CRM. Inherently, marketing to your contacts and leads is the its function, but I would like to also be able to upload an adhoc list, maybe of employees for example, and load it for a mailing without having match up the data to a contact or lead record.

Recommendations to others considering the product

Make sure you fully understand your Dynamics setup and any customizations before you implement ClickDimensions. There is some functionality we cannot fully use due to the customizations we had previously done in Dynamics and that has been a pain point for us, but we have been able to come up with workarounds.

What business problems are you solving with the product? What benefits have you realized?

We implemented ClickDimensions to enable marketing automation with our Dynamics 365 platform. So far we have been able to save resource time and improve efficiency by being able to pull marketing lists directly from CRM for use with email campaigns in ClickDimensions. Keep in mind that your marketing lists will only be as good as the data you have in CRM. We have been using the drag and drop builder, and while not has robust as creating content directly in HTML, we have been able to produce nice looking email templates and layouts that serve our needs well. We have only been using ClickDimensions for about six months as of this writing so we are still learning and testing and developing out new functionality so how we use the tool today may not be how we are using it in another six months.

ClickDimensions review by Justin W.
Justin W.
Validated Reviewer
Review Source

"Great customer service and support"

What do you like best?

Overall the most impressive part of Click Dimensions is the customer service which is fantastic. Whenever you get a opened case they do not stop till its resolved!

What do you dislike?

I think the only issue is the cost based on sending emails which does scale quite dramatically. The only issue again is that when we renewed the price increased by around 35%- as they just decided to put the prices up with no prior warning.

Recommendations to others considering the product

I only wish the price could be slightly lower this is because we are a non for profit organisation. But taking that out of the review the company are fantastic- the support is amazing- probably one of the best support systems that exists currently.

What business problems are you solving with the product? What benefits have you realized?

Being able to contact all our contacts and members in mass as well as being able to track event sign ups via eventbright. Its defiantly easy to use and if you ever run in to any problems the support team is always ready to help and in most cases they are able to solve issues immediately but if not they get in touch 2-3 times a day till its resolved. The user interface is also quite easy to use and there a lot of options to get the most custom email to getting something rolled out quick and simple using the drag and drop editor.

ClickDimensions review by Matthew Z.
Matthew Z.
Validated Reviewer
Review Source

"Dynamics 365 customers LOVE ClickDimensions"

What do you like best?

With the addition of campaign automation functionality, ClickDimensions gives my customers everything they need to run their campaigns successfully. The fact that ClickDimensions does not require any type of integrations, allows Marketers to manage campaigns, without having to worry about innacurate data, multiple sources of records, and managing mutiple systems.

What do you dislike?

ClickDimensions has been building out their social posting and curation features, however currently they lack behind other competitive solutions in the market. ClickDimensions has made recent announcements around planned functionality to address these gaps.

Recommendations to others considering the product

With so many solutions for Marketers to choose from, ClickDimensions is sometimes overshadowed by other solutions with similiar functionality. For Dynamics 365 customers evaluating Marketing solutions, include ClickDimensions in that evaluation.

What business problems are you solving with the product? What benefits have you realized?

I recommend ClickDimensions for customers looking for a robust Marketing platform as part of a holistic Sales, Service & Marketing offering. ClickDimensions offers today's modern Marketer the technology they need to engage customers and drive revenue. With ClickDimensions, typical silos between other parts of the business like Sales or Service, are removed and Marketers are able to control their customers' journey through each and every touch point, ensuring an amazing customer experience.

ClickDimensions review by James B.
James B.
Validated Reviewer
Review Source

"Best integrated Marketing Automation solution for Dynamics 365 (CRM)"

What do you like best?

The solution is fully integrated in the CRM solution. This allows for easy adoption by marketing an sales teams. Segmentation capabilities are endless because of the way the solution sits inside of CRM and no need to manage multiple databases. As a Dynamics 365 systems integrator, we can easily extend the functionality with workflows and specific business processes because of the deep integration with CRM.

What do you dislike?

Need to have more offerings around social media integration and pull into campaign automation. Also extending the functionality around lead scoring. Both I believe are on the road map.

What business problems are you solving with the product? What benefits have you realized?

I have recommended and help implement ClickDimensions across multiple projects and industries. In one project or another we have utilized every feature in ClickDimensions from web for submissions, website tracking, campaign automation, events creation, and SMS messaging. One of the key takeaways is the capabilities to create true campaign reporting and ROI metrics on marketing campaigns.

ClickDimensions review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"A Must See For Every Marketer"

What do you like best?

Never export a list again! So many businesses rely on their CRM to just export their data into an excel sheet. It gets tricky when you have to manage CASL rules (for Canadians) or general unsubscribes. Everything is tied together. When your contact attends an event, when they fill out a form to download an e-book and more!

It will change any marketing department for the better.

What do you dislike?

There are some features that might not be useful for everyone. With ClickDimensions you get things like Landing Pages, which might not be useful for a business that manages their own website (and they're also not mobile friendly).

Recommendations to others considering the product

Consider how your business would benefit if everything existed in a single system. With data living in a single place you can really enhance the view you currently have of your customers.

What business problems are you solving with the product? What benefits have you realized?

Sales and marketing are more closely related than ever. With ClickDimensions the bond gets tighter and the lines between sales and marketing blur.

Sales gets the benefits of marketing's efforts and the two work together seamlessly.

ClickDimensions review by Consultant in Marketing and Advertising
Consultant in Marketing and Advertising
Validated Reviewer
Review Source

"Fatal Error"

What do you like best?

There's not much I can say about this product which is positive. Constant breakdowns, fatal errors, slow speeds, you name it.

Originally I liked the campaign automations feature as the builder made it easy for it to do automations, but then it just kind of stopped working.

What do you dislike?

Wow where do I start. Never have I used a CRM that constantly gave me fatal error screens and system log dumps. At least they stayed true to the Microsoft way of life I suppose. Of the parts I used:

Processes - was warned by tech team to not use them as it would "cause the entire software to crash", mainly due to poor resource management. Slow, wouldn't start straight away so can't be relied on for fast automation.

Campaign Automations - so many errors. Cloning an automation gave me a fatal error 100% of the time, I presumed mainly because background processes couldn't keep up with creating all the parts. I asked support and they couldn't solve this issue. Publishing campaign automations would just cause them to be stuck sometimes, and half the time I can't even get the builder to load. Granted a lot of the issues I had was an internal IT issue with their processes and permissions, but just using it gave me rage issues. Every now and then I would get a fatal error which can be solved by signing in and out again, so it appears to be a session issue, but for it to do it whilst I'm working on something is somewhat of an issue.

Loading speeds - I have colleagues from different parts of the world with a common problem: Clickdimensions isn't loading.

Accessibility in china - Pretty much 0% of it working there. Load times were atrocious. I had to create form captures and code out all forms manually in HTML, which took away days of my life. Support also warned us that email deliverability in China would be bad and pretty much all marketing features won't work properly there.

Recommendations to others considering the product

Don't. Seriously, just try it and then try another one and you will see that clickdimensions is seriously lacking in quality.

What business problems are you solving with the product? What benefits have you realized?

We were trying to automate our marketing processes, and none. There were no benefits.

ClickDimensions review by Ronald D.
Ronald D.
Validated Reviewer
Verified Current User
Review Source

"ClickDimensions fan from the beginning"

What do you like best?

Still the best feature of ClickDimensions is that it uses Dynamics 365 as a platform. No separate marketing tool, but the application that holds all your relation data can also be used for extensive marketing activities.

What do you dislike?

The basics are excellent and very easy to use. But, it is not (yet) as extensive as some of the other (email) marketing tools are. But with updates coming very often, it gets better and better each time.

What business problems are you solving with the product? What benefits have you realized?

In every single project I've done involving ClickDimensions, our customer was looking for an easy to use marketing tool; either to professionalize their marketing efforts, or to replace an existing but separate product.

ClickDimensions review by Matthew S.
Matthew S.
Validated Reviewer
Review Source

"Dynamics 365 Marketing Automation as it should be"

What do you like best?

Having used multiple platforms for marketing and HTML enriched email, I can safely say that ClickDimensions is the best marketing automation tool for Dynamics CRM and 365. I've implemented other solutions including CoreMotives, Microsoft Dynamics Marketing and integration with MailChimp and the best solution with the best customer adaption is ClickDimensions. It lives inside the system so users feel like the UI is familiar. It's great for clicks, soft/hard bounces, webform capture and campaign automation. The key selling point? Support and training. Cannot commend enough the support team for their quick assistance, and the training team (and account manager) who help simplify the transition process and help drive up user acceptance of the solution. We resell the product, but we also use it internally so we can say first hand how the product is.

What do you dislike?

This is actually quite hard to ascertain, but if there was a piece of functionality I wish was out of the box with ClickDimensions, it would be the ability to pull in child records of the parent into an email in a table. Currently this done with some intuitive thinking (HTML and workflows)

Recommendations to others considering the product

Engage a partner with ClickDimensions to help assist in the user transition and adoptability of the solution so that you have feet on the ground in addition to their support. Make sure as a customer you outline your process clearly and concisely so that both the partner and ClickDimensions can guide you in the right direction, though to be fair ClickDimensions are fairly good and wiggling that out!

What business problems are you solving with the product? What benefits have you realized?

Put simply, ROI on the investment from our company using ClickDimensions has spoken for itself. We've managed to identify leads that are actually relevant rather than just anonymous visitors, we've been able to report easily on our soft and hard bounces, and our marketing department has the ability to schedule emails and nurture campaigns that is retaining those leads from going else where. Couldn't be happier with the solution

ClickDimensions review by Lucy B.
Lucy B.
Validated Reviewer
Review Source

"Second to none for Dynamics 365 Integrated Marketing Automation"

What do you like best?

The simplicity of the tool, yet the vast array of ever-improving features and integrations makes ClickDimensions a total joy to use.

As a Dynamics 365 partner, having a tool that is inherent to the Dynamics platform that satisfies all the requirements of marketing and communications stakeholders (and often much, much more) ensures that training is quick and adoption is high, providing great return on investment.

The support is free, quick and clear.

Our Account Manager, Dan Gad is great at turning round quotes, assisting with demonstrations to clients and keeping us up to date with the benefits of features released on a monthly basis.

What do you dislike?

We have found there can occasionally be delays with the statistics being available in Dynamics out of the back of an email send or other external marketing activity, but patience is a virtue, and the level of granularity that is presented is worth the wait.

It can be hard to position internally, as cost-wise it's difficult to compare against other platforms. I has a vast amount of features and functions, but can often be compared to simple email editors that have a smaller cost per send.

Recommendations to others considering the product

Having a good idea of communication channels, customer journeys and a decent amount of content is vital to its success.

What business problems are you solving with the product? What benefits have you realized?

Being able to more accurately communicate with prospects and accounts thanks to the deeper insight ClickDimensions provides t

ClickDimensions review by Jaap v.
Jaap v.
Validated Reviewer
Verified Current User
Review Source

"Still the best for Dynamics 365, not perfect"

What do you like best?

When it comes to lead generation and e-mail marketing with an out of the box integration with Dynamics 365 there is only one route to go: ClickDimensions. On top ClickDimensions offers good support by their support staff, website and free (training) webinars. And last not least they a great accountmanager here in Europe by the person of Linda Johnson.

What do you dislike?

Ok, more the technical stuff. Web form could be better optimized for European data input, subscription management, speed of date synchronization not constant.

Recommendations to others considering the product

Still the best yet. Not sure whether it is an Enterprise product.

What business problems are you solving with the product? What benefits have you realized?

E-marketing, web lead generation, content marketing.

ClickDimensions review by James S.
James S.
Validated Reviewer
Verified Current User
Review Source

"ClickDimensions Delivers"

What do you like best?

I could go on and on about the features that ClickDimensions offers. From email campaigns to newsletters and survey's and integrating seamlessly with Dynamics 365. But what I found to the best feature was the online training videos and the ease at which the product can be picked up by a novice. This is what I truly think ClickDimensions has hit over the fence.

What do you dislike?

For the 2 years I have been using the product, I do not really have any negative comments to voice at this time.

What business problems are you solving with the product? What benefits have you realized?

Automating and organizing activities. Planning marketing campaigns to deliver targeted messages.

ClickDimensions review by Steve D.
Steve D.
Validated Reviewer
Verified Current User
Review Source

"Great communication tool that also helps us streamline our processes"

What do you like best?

It's very simple to use - training users takes no time at all, and it is very effective.

What do you dislike?

The occasional time it hasn't worked, and we've urgently needed to send some communications out. Their support is really good though.

Recommendations to others considering the product

This is a very powerful product that has managed to simplify admin and setup considerably.

What business problems are you solving with the product? What benefits have you realized?

Getting the right communications to the right people, which ensures that everyone is up to date, and makes sure we don't send unimportant info to anyone.

We also streamline a number of processes internally using clickdimensions and the integration with Dynamics CRM online.

ClickDimensions review by User in Accounting
User in Accounting
Validated Reviewer
Verified Current User
Review Source

"Good experience with Click Dimensions"

What do you like best?

I like the ease of creation of email templates. The different ways to create an email are helpful when creating an email from scratch or using HTML code.

What do you dislike?

The HTML code doesn't work well and creates a lot of stress. Especially if you use a template regularly, it is frustrating because the code will work one time and then not another and you constantly have to fix the template. I have completely stayed away from the HTML creator because of this.

Recommendations to others considering the product

ClickDimensions is a great tool. There are a few flaws such as the HTML creator as well as the ease of use of the analytics, but the rest of the software is easy to use.

What business problems are you solving with the product? What benefits have you realized?

Being inside of CRM makes things much easier in order to give access to other users in the company. It creates an ease for everyone to see everyone else's projects that they're working on.

ClickDimensions review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Review Source

"Great marketing Automation Platform for Microsoft Dynamics"

What do you like best?

ClickDimensions is a great Marketing Automation platform if you've just started your journey of building automated marketing. The system is very intuitive in terms of usage and integrates perfectly with Microsoft Dynamics. In particular I think it's worth mentioning the email template builder which is one of the better I've come across in my time using marketing Automation platforms. It's hundred percent a system where everyone can join in and learn it fast. I have as a matter of fact recommended this system to other businesses who are about to go live with Microsoft Dynamics. ClickDimensions is great and deserve to get a shout out. We only changed the syste, because we went from Microsoft Dynamics to Salesforce and wanted a seamless integration with Salesforce. Exactly like we had experienced with ClickDimensions. I'm looking forward to see what ClickDimensions will develop in the future, because they're certainly on the right path when it comes to marketing automation. Some of the other vendors could learn a thing or two from them.

What do you dislike?

Whilst ClickDimensions has some absolutely fantastic features, it does seem to be one of the more low-key platforms compared to other marketign automations. It excels at doing basic marketing automation, but I wouldn't use it for a massive eCommerce or retail business for example, then I would upgrade. But working in B2B getting in to marketing Automation it's absolutely great for that - given you have Microsoft Dynamics.

Recommendations to others considering the product

Can 100& recommend this

What business problems are you solving with the product? What benefits have you realized?

For us it was crucial that it integrated well with Microsoft Dynamics, and for that particular reason we ended up going for ClickDimensions. The implementation process was seamless and we got the entire marketing team on board very quickly. By having an integrated solution with our CRM system, meant we could pass on hot sales ready leads directly within the CRM system to the Sales team - this changed the business completely.

ClickDimensions review by Warren B.
Warren B.
Validated Reviewer
Review Source

"Embedded Marketing Automation for Microsoft Dynamics 365"

What do you like best?

The fact that ClickDimensions is not merely integrated with Dynamics 365 but embedded within the interface which avoids the need to synchronise data or configure other aspects which are inherent when two data sources need to be connected. ClickDimensions has a great breadth of advanced functions yet is intuitive an very accessible to non-technical users like myself!

What do you dislike?

Nothing that I especially dislike. A few additions that I'd like see are on the roadmap for release soon.

What business problems are you solving with the product? What benefits have you realized?

The challenges that we and our clients are solving with ClickDimensions are in sending increasingly personalized and timely messages that increase recipient engagement. Another crucial consideration for us in the UK is GDPR compliance and by tracking email consent in Dynamics 365, ClickDimensions helps to transparently demonstrate this.

ClickDimensions review by Nirmitha R.
Nirmitha R.
Validated Reviewer
Review Source

"Promising features - but breakdowns, poor support & bugs make it not worth the investment."

What do you like best?

offers good integration with MS Dynamics as an inbuilt EMS with promising capabilities.

What do you dislike?

Bugs (presently facing weeks long issues with web forms: causing huge data losses for marketing initiatives). Support has no idea/timeline for bug fixing and rarely offer definitive responses.

Recommendations to others considering the product

Consider alternatives with the same features.

What business problems are you solving with the product? What benefits have you realized?

Was purchased for: Email Marketing, nurturing, lead scoring & web form use.

The breakdowns/glitches (we haven't even been able to do a simple A/B test with this without the system going haywire. And while their team is happy to offer "a free month of Click Dimensions for your business" to make up for these issues - it doesn't justify the damage to business initiatives (and brand).

ClickDimensions review by Jacques v.
Jacques v.
Validated Reviewer
Verified Current User
Review Source

"Fully integrated with Dynamics 365"

What do you like best?

Not an additional Marketingtool, but fully integrated with Dynamics 365, delivering a 365 degree view

What do you dislike?

Somehow the monthly costs are more visible than for example salary costs, but if we look at the business case, it's a very smart decision to start using ClickDimensions .

What business problems are you solving with the product? What benefits have you realized?

Investing time and money in a website and portal does not make sense if you do not monitor who is visiting your website. ClickDimensions is the right tool to do so, if you make use of Dynamics 365.

ClickDimensions review by Raginn F.
Raginn F.
Validated Reviewer
Review Source

"Easy to Use and Works Well For Our Needs"

What do you like best?

The set up was quite easy and we had a account rep that took us through and answered all of our questions. Now it's just creating new templates for the most part.

What do you dislike?

Sometimes we have delays in getting information back (stats), but that is mostly due to limitations on data that our CRM has in place as we only allow a certain amount of data to be posted so it doesn't cause latency issues in our CRM.

What business problems are you solving with the product? What benefits have you realized?

We're able to send to both email address 1 and 2 and have different subscription preferences on both. We were not able to do this before. The subscription center is customizable and you can have as many as you want.

ClickDimensions review by Gabriel E.
Gabriel E.
Validated Reviewer
Verified Current User
Review Source

"Marketing at your fingertips"

What do you like best?

The fact that it integrates smoothly with Microsoft Dynamics CRM. It's really easy to use, especially the email template editor. Statistics provided through each campaign is also really great.

What do you dislike?

As statistics is really important to us, there can be a delay on this. But it is a minor issue and the delay isn't very long.

What business problems are you solving with the product? What benefits have you realized?

Having this marketing tool right there in our CRM makes it easy for us from having to go through another program/application for assitance.

ClickDimensions review by Anthony S.
Anthony S.
Validated Reviewer
Review Source

"Straight Forward CRM Marketing Management"

What do you like best?

Click Dimensions gives us a platform to build extensive marketing analytics. For a relatively small investment organizations receive a large return and features similar to enterprise level marketing tools.

What do you dislike?

Somewhat limited pricing options (based on email sends)

Recommendations to others considering the product

When deployed correctly for your organization Click Dimensions can reach enterpise level functionalty. Make sure to find a proven partner to assist as the benefits of a good deployment are key to ROI.

What business problems are you solving with the product? What benefits have you realized?

We have used Click Dimensions for a range of solutions. From basic marketing automation to enterprise level ROI tracking on marketing strategy. Click Dimensions is one of the quickest to market toolsets to achieve advanced reports and marketing tracking in Dynamics CRM

ClickDimensions review by David B.
David B.
Validated Reviewer
Verified Current User
Review Source

"Excellent Product & Company"

What do you like best?

I have worked with ClickDimensions for many years and have implemented their solution at a number of companies. Their product is excellent as is their support.

What do you dislike?

No dislikes, the solution provides all the marketing automation a typical SMB would need.

What business problems are you solving with the product? What benefits have you realized?

We help businesses plan, implement and support Microsoft Dynamics CRM/365. We also implement the ClickDimensions solutions at clients. ClickDimensions provides a complete digital marketing solution built into the Dynamics CRM/365 system.

ClickDimensions review by Dustin L.
Dustin L.
Validated Reviewer
Review Source

"Seamless Integration for Dynamics365 and any marketing related needs"

What do you like best?

ClickDimensions has a streamlined onboarding process that enables users to begin operating and testing strategies within the application in minutes. Then, the applications seamless integration with Dynamics365 allows for a structured and uniform environment for executing marketing functions.

What do you dislike?

As a user who might not be as familiar with the DynamicsCRM/365 platform, the degree to which functions are driven out of CRM can be daunting.

What business problems are you solving with the product? What benefits have you realized?

Automated drip marketing campaigns, class registration, one-on-one content connection. Truly understanding where our leads and contacts stand within the marketing processes. Many of our customers have found the native integration with Dynamics365 enables a deeper view of their leads and contacts.

ClickDimensions review by Alexandra P.
Alexandra P.
Validated Reviewer
Review Source

"Hard to Use & Does not Work on Mac "

What do you like best?

It is an all in one system, it can connect all info from Microsoft Dynmaics.

What do you dislike?

It is not user friendly. Reporting is a nightmare, a lot of information is not able to export on a Mac Computer making tasks impossible. Lead scoring is unreliable and it there is not a clear view that tracks a lead's activities.

Recommendations to others considering the product

It makes sense for Microsoft Dynamics users for the integration, but if you have any level of customization MD you might want to look at another system,.

What business problems are you solving with the product? What benefits have you realized?

Primarily Sending Email, Lead Scoring and Nurturing. It does these things

ClickDimensions review by Keith D.
Keith D.
Validated Reviewer
Verified Current User
Review Source

"Best marketing module for Microsoft Dynamics 365"

What do you like best?

The superb integration with Microsoft Dynamics 365

What do you dislike?

It works fine for me, but some have expressed a preference for the creation of lead records when a contact submits a form and is an existing customer. (Our company has also developed IP to address this)

What business problems are you solving with the product? What benefits have you realized?

Bulk email marketing with statistics and 360 degree view in CRM

Lead Generation (web forms)

Key Account activity management (nurture campaigns)

ClickDimensions review by Amanda L.
Amanda L.
Validated Reviewer
Verified Current User
Review Source

"Has som cool features, but difficult to use"

What do you like best?

I like that it does integrate directly into the Microsoft Dynamics CRM.

What do you dislike?

It's clunky and not easy to use. We've had several trainings and its been very hard for our marketing team to get it up and going.

Recommendations to others considering the product

Do a trial run if you can. Its super hard to integrate.

What business problems are you solving with the product? What benefits have you realized?

Currently using it for web forms, email marketing, and marketing campaigns.

ClickDimensions review by Executive Sponsor in Hospital & Health Care
Executive Sponsor in Hospital & Health Care
Validated Reviewer
Review Source

"Robust email marketing platform for Dynamic CRM"

What do you like best?

Customizable, tailored, customer service

What do you dislike?

There are a lot of features and to fully maximize value, users need to really dig in. If not using the software daily, it can be easy to forget the nuance. Not every feature is intuitive. We regularly have to reset our service credentials which causes my team to have some downtime.

Recommendations to others considering the product

take advantage of the training; make sure CRM's email automation can't meet your needs before buying ClickDimensions

What business problems are you solving with the product? What benefits have you realized?

we have to send highly personalized emails on a regular basis to varying size marketing lists and closely monitor customer interactions to tailor our follow-up. ClickDimensions has allowed us to do this in an efficient manner and we've seen strong open, click-through, and overall engagement results.

ClickDimensions review by Jean S.
Jean S.
Validated Reviewer
Review Source

"Great software - a little bit expensive - but does the job"

What do you like best?

CD provide exactly what we were expecting. And since it is totally build in Microsoft Dynamics CRM, we can build a lot of things around it for a full user experience.

The solution is updated frequently with new features which is good.

What do you dislike?

The cost per email is really expensive is you email a lot (which we do).

Some times there are latencies between the web action and the result in CRM.

Recommendations to others considering the product

You can use click dimensions without worry.

What business problems are you solving with the product? What benefits have you realized?

We needed a full Campaign automation for our CRM solution. The result is knowledge and productivity.

ClickDimensions review by Eugene M.
Eugene M.
Validated Reviewer
Review Source

"Recommendation wtih confidence"

What do you like best?

We incorporate ClickDimensions into the demos of the rest of our BSS/OSS Software Suite geared towards Communications Service Provides and really like the CD interface that does a great job of showing novice users how to effectively use the system.

What do you dislike?

This list was very short and recently learned the lead scoring degradation is in development, so happy to hear that.

What business problems are you solving with the product? What benefits have you realized?

Its one thing to capture a particular profile of leads as a snapshot in time, but being able monitor the trends over time is a great benefit to narrow in of high quality leads.

ClickDimensions review by Executive Sponsor in Management Consulting
Executive Sponsor in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"Powerful, cost effective, and integrated with Dynamics"

What do you like best?

ClickDimensions has native integration with Dynamics 365 (CRM)

What do you dislike?

ClickDimensions has been a bit behind on social integration and reporting, however, we understand both are being addressed in the next 2 releases.

Recommendations to others considering the product

If you have Dynamics 365/CRM, this is the best answer for Marketing Automation

What business problems are you solving with the product? What benefits have you realized?

Our clients are able to built and reuse email and landing page templates, track web activity, get timely analytics, and manage nurture campaigns and events. Email response has improved. The time to setup and execute campaigns has improved. Overall marketing activity has increased driving an increase in qualified leads.

ClickDimensions review by User in Management Consulting
User in Management Consulting
Validated Reviewer
Verified Current User
Review Source

"Boosts marketing across the board"

What do you like best?

Campaign automation, website analytics, and lead scoring, and CD support is THE BEST support on the planet. I always mention this to anyone entertaining the idea of implementation or bringing new functionality.

What do you dislike?

Aside from the Spam Assassin integration, it's hard to understand your overall "spaminess" at a given point, and then understand the adjustments needed to decrease it if necessary. Also, being alerted of bugs to be aware of before releases hit would be a HUGE time saver.

What business problems are you solving with the product? What benefits have you realized?

Marketing automation and sales's visibility into the actions and prioritizations of their Leads.

ClickDimensions review by Mikhail K.
Mikhail K.
Validated Reviewer
Verified Current User
Review Source

"Powerful email marketing software for Microsoft CRM"

What do you like best?

Connects with CRM and dynamically build leads and contacts marketing lists

What do you dislike?

Limited flexibility, can't upload a list of emails for the email.

Recommendations to others considering the product

You can just use an external list of emails. Everything has to be uploaded to CRM

What business problems are you solving with the product? What benefits have you realized?

Notifying customers and partners about updates and upcoming events

ClickDimensions review by User in Telecommunications
User in Telecommunications
Validated Reviewer
Review Source

"Simple tool that keeps growing"

What do you like best?

I like the two different ways of creating email templates. I am able to use free style editor when I want to do something special or use the drag and drop editor when I want to do something really quickly without thinking too much.

What do you dislike?

I don't like how the email test is not so accurate sometimes. There's a couple times I sent out email test and I wanted a long long time before I really received it and it looked different from what I had in the template.

Recommendations to others considering the product

It's not perfect but it's improving and I love how it comes with training videos that everyone can learn easily.

What business problems are you solving with the product? What benefits have you realized?

We had a big email list and clickdimensions is great tool to keep in touch with all your recipients on a regular basis. We send out emails quickly and get feedback from customers efficiently too.

ClickDimensions review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Stay focused on leads that matter"

What do you like best?

ClickDimensions' capability to capture data from web forms and to place it directly in the CRM is pretty awesome as it saves a lot of manual work and data entry problems. Besides, the solution "follows" each visitor throughout their website experience, thus providing us with important data of what a lead may me most interested about.

What do you dislike?

The social marketing functionality needs further development. As a b2b company our marketing and sales team need a lot of LinkedIn data extracted out of prospects' profiles. It would be nice if we could target Opportunities as well.

What business problems are you solving with the product? What benefits have you realized?

It helps a lot streamlining the lead generation and nurturing process - speeds up time to qualify the lead and convert it into opportunity.

ClickDimensions review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source

"ClickDimensions partner "

What do you like best?

Full integration with CRM works seamlessly and means users do not need to jump in and out of various systems. Also the ClickDimensions support team is really responsive and helpful. The training materials are really useful and mean you can become self sufficient relatively quickly.

What do you dislike?

Quite a few customers have requested that it would be great to have ClickDimensions email events (Delivered, Open) appear on the Social Pane of the Contact or Lead so CRM activities and ClickDimensions events are shown in once place. This is mainly for ease of use and reporting.

What business problems are you solving with the product? What benefits have you realized?

Easy to use interface, form builders and drag and drop editor removes the need for html/css experts.

ClickDimensions review by Michel F.
Michel F.
Validated Reviewer
Review Source

"ClickDimensions Review"

What do you like best?

The solution is completely integrated into the Microsoft Dynamics 365 environment which means I don't have to swim from screen to screen when I want to build my campaigns.

What do you dislike?

I know they're working on it, but improving the social media offering is important now more than ever. The sooner they offer it, the better.

What business problems are you solving with the product? What benefits have you realized?

For us, it's the ability to build our campaigns more effectively in a cost effective manner.

ClickDimensions review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Review Source

"Great partner and product! "

What do you like best?

They have a wealth of online information & support is great!

What do you dislike?

Install can be tricky, but they all are.

Recommendations to others considering the product

Ask how others integrate with Dynamics, this is all CD does, so they do it well!

What business problems are you solving with the product? What benefits have you realized?

Integration of Dynamics CRM, Marketing Automation and Website lead generation. In addition, nurture campaigns and email marketing help us increase our reach. They improve and update constantly. Excited about new social media features. Our clients are able to train quickly as well due to all the information they provide and they assist you with customer onboarding. PAM's stay in constant contact and are very friendly.

ClickDimensions review by Executive Sponsor in Information Services
Executive Sponsor in Information Services
Validated Reviewer
Verified Current User
Review Source

"Sales Manager for small professional services company"

What do you like best?

Email template generation, split testing, heat mapping, web forms integration, website visit tracking

What do you dislike?

Ability to quickly add new contacts to emails or sent one off emails to contact from a previous template.

What business problems are you solving with the product? What benefits have you realized?

Nurture marketing of our client base who a) are an existing customer we need to keep in touch with or b) are new to us and we're educating on a long, complex sale.

ClickDimensions review by Jeffrey H.
Jeffrey H.
Validated Reviewer
Review Source

"ClickDimensions CRM Integration"

What do you like best?

The full CRM integration along with the marketing automation platform works great. I have worked with multiple marketing automation tools and I really like the interface and usability of ClickDimensions.

What do you dislike?

I don't have any specific areas that I dislike.

What business problems are you solving with the product? What benefits have you realized?

ClickDimensions allows the full marketing automation along with CRM which is a huge benefit across the organization from our marketing department too all end users.

ClickDimensions review by Executive Sponsor in Computer Software
Executive Sponsor in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Good integration with Microsoft Dynamics CRM"

What do you like best?

The native integratiin within Microsoft Dynamics CRM UI screens makes it intuitive to use.

What do you dislike?

The support could be more helpful and responsive. Prices also go wild, with a massive increase (>15%) last year, forcing us to downgrade our subscription

What business problems are you solving with the product? What benefits have you realized?

ClickDimensions helps us to have one integrated end-to-end solution for Lead, Web analytics, opportunities, projects and ROI.

ClickDimensions review by Graham H.
Graham H.
Validated Reviewer
Review Source

"Links superbly to Dynamics"

What do you like best?

Lots of scope to develop our communications. Links well to Power BI. Template creation easy. Training and account management user friendly and good

What do you dislike?

Would like to be able to embed video's to play automatically. Also I want the CD forms to update multiple CRM entities at the same time

What business problems are you solving with the product? What benefits have you realized?

Not solving necessarily, only improving what we do

ClickDimensions review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Most Complete Marketing Software for Microsoft Dynamics CRM"

What do you like best?

the amount of information regarding email marketing is amazing and everything is available in the CRM

What do you dislike?

Some updates have broken features, support not very familiar with some parts of the product

What business problems are you solving with the product? What benefits have you realized?

Targeting the correct customer with the products we would like to market to them

ClickDimensions review by Ruth T.
Ruth T.
Validated Reviewer
Review Source

"Helpful tool for Marketing"

What do you like best?

Is a good improvement for a Dynamics 365 Marketing user that provides as many tools as requires and covers since sending and tracking e mails to be able to atomize campaigns using facebook. Is very easy to use and friendly.

What do you dislike?

Nothing, it's a great experience working with ....

What business problems are you solving with the product? What benefits have you realized?

Marketing campaigns tracking, campaign automation

ClickDimensions review by Laura J.
Laura J.
Validated Reviewer
Review Source

"Very good"

What do you like best?

It's fully integrated with CRM Dynamics and the reporting

What do you dislike?

Email drag and drop editor could be better

Recommendations to others considering the product

work closely with your graphic designer to get the most out of the email side of the software

What business problems are you solving with the product? What benefits have you realized?

Marketing communications in a cost-effective and measurable way. Also the web visits tool provides useful customer information

ClickDimensions review by Robert T.
Robert T.
Validated Reviewer
Review Source

"Best choice for users of Microsoft Dynamics 365 m(CRM)"

What do you like best?

Installed into CRM data Base- All marketing activity is stored in CRM data base. No other MA platform does this.

What do you dislike?

More advanced features. But I hear some are coming this summer.

Recommendations to others considering the product

Try the standard package. It is full featured.

What business problems are you solving with the product? What benefits have you realized?

Growing our sales by supporting our sales people with better leads

ClickDimensions review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"ClickDimensions Review"

What do you like best?

Click Dimensions lives within CRM and delivers email stats directly back into the database.

What do you dislike?

Can't think of anything negative to say.

What business problems are you solving with the product? What benefits have you realized?

ClickDimensions allows us greater insight into our email marketing efforts and the ability to use the data to proactively engage with people based on past interactions.

ClickDimensions review by Lewis B.
Lewis B.
Validated Reviewer
Review Source

"A great Microsoft Partner for our Dynamics 365 business"

What do you like best?

Speed, responsiveness of the Click staff despite being in a time zone 5 hours behind the ULK

What do you dislike?

Nothing to report on to date. Long may this continue

What business problems are you solving with the product? What benefits have you realized?

Slick integrate with Dynamics 365 to meet the marketing needs of our client base. An affordable model with great functionality.

ClickDimensions review by Claire M.
Claire M.
Validated Reviewer
Review Source

"Excellent Solution - fully embedded. "

What do you like best?

Need support ? you get your answer in a few hours (max).

MS-CRM fully embedded

Good Partner Relationship

Excellent functionalities for reasonable price

Frequent releases with new functionalities

What do you dislike?

Poor HTML editor.

Lead scoring is not based on specific critieria

What business problems are you solving with the product? What benefits have you realized?

Digital Marketing for SME

ClickDimensions review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Behind the curve"

What do you like best?

Its integration with Microsoft Dynamics CRM is its only winning trait.

What do you dislike?

Very limited reporting capabilities. Unwieldy user experience. Limited email templates.

What business problems are you solving with the product? What benefits have you realized?

Email marketing is a must, but MailChimp and even Constant Contact make the process so much more enjoyable.

ClickDimensions review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"New to ClickDimensions"

What do you like best?

The support and webinar training are great.

What do you dislike?

It's not as user friendly as I had hoped.

What business problems are you solving with the product? What benefits have you realized?

Getting information to our customers and prospects and being able to track the success of the program. Nice interface with MS CM.

ClickDimensions review by Martin D.
Martin D.
Validated Reviewer
Review Source

"Highly appreciated marketing tool"

What do you like best?

Easy to deploy marketing campaign tool which is easy to deploy as an add-on Microsoft Dynamics CRM solution

What do you dislike?

For us a reseller it would be beneficial if more payment options is accepted.

What business problems are you solving with the product? What benefits have you realized?

Regular targeted e-mail marketing

ClickDimensions review by Philip B.
Philip B.
Validated Reviewer
Review Source

"Valuable marketing automation tool"

What do you like best?

Range of different functionalities being present in ClickDimensions

What do you dislike?

The fact that the results of marketing efforts are dispersed through the system and it is not enough actionable, a lot of manual actions needed.

What business problems are you solving with the product? What benefits have you realized?

Lead creation!

ClickDimensions review by Consultant
Consultant
Validated Reviewer
Verified Current User
Review Source

"Great tool"

What do you like best?

The possibilities within Marketing Automation

What do you dislike?

There is really nothing to dislike within ClickDimensions

Recommendations to others considering the product

The best tool if youd like to have a fully integrated tool (Dynamics 365)

What business problems are you solving with the product? What benefits have you realized?

Saving time and money with marketing automation

ClickDimensions review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Overall solid tool"

What do you like best?

CD has all the functionality needed for both simple and robust CRM functions

What do you dislike?

There is a fairly steep learning curve to fully utilize CD to its full potential.

What business problems are you solving with the product? What benefits have you realized?

Email marketing, form fields

ClickDimensions review by User in Government Administration
User in Government Administration
Validated Reviewer
Review Source

"Review of ClickDimensions"

What do you like best?

I like using this products in order to see how the analytics are gathered on my company's websites. I can see from each individual page how long a user visits and remains and if they click on particular links.

What do you dislike?

I dont see anything as of yet that I dislike although I am only using the product for a short while.

Recommendations to others considering the product

Trial verison!

What business problems are you solving with the product? What benefits have you realized?

Seeing how to track and drive traffic to the site and see who our audiences are. This is great for marketing purposes.

ClickDimensions review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"ClickDimensions"

What do you like best?

It's pretty cool how I can create my own landing page, but my favorite feature is the campaign responses. Also, their customer service is amazing.

What do you dislike?

The software is pretty new to our organization so I don't really have anything that I dislike yet.

What business problems are you solving with the product? What benefits have you realized?

Nurture/Drip campaigns because we weren't able to do that before.

ClickDimensions review by User in Machinery
User in Machinery
Validated Reviewer
Review Source

"ClickDimenions with Microsoft CRM"

What do you like best?

It is easy to use and learn and everything is embedded into CRM

What do you dislike?

All the different types of coding for a form you need to you a different code, compared to basic HTML in an email.

Recommendations to others considering the product

Great product - Look into the ClickDimension Help page to get a feel for it.

What business problems are you solving with the product? What benefits have you realized?

marketing automation

ClickDimensions review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source

"ClickDimensions "

What do you like best?

ClickDimensions is an email marketing solution built on Dynamics CRM technology. It is feature-rich and incredibly easy to use. The ClickDimensions website is full of helpful information and guides to help you build the best email marketing campaigns.

What do you dislike?

There isn't anything about ClickDimensions that I would say that I dislike.

What business problems are you solving with the product? What benefits have you realized?

Effective email marketing campaigns and web analytics.

ClickDimensions review by <span ue="safe-name" data-safe-name-id="d7b4a191-3f08-4909-b059-57902e9615dd">Leonardo N.</span>
Leonardo N.
Validated Reviewer
Review Source
" itemprop="name" />

"Powerful Marketing solution!"

What do you like best?

Dynamics CRM/365 integration, dashboards, performances

What do you dislike?

Server pages are available only in English language

What business problems are you solving with the product? What benefits have you realized?

Complete marketing experience, business increase

ClickDimensions review by User in Accounting
User in Accounting
Validated Reviewer
Review Source

"Beginners marketing automation"

What do you like best?

Two things stand out. One is you can accomplish most vital marketing automation tasks. Two, their support is awesome.

What do you dislike?

It's rough around the edges. The options are too simplistic and you're drilling multiple menus deep to setup something.

Recommendations to others considering the product

The platform is moving in the right direction at a glacial pace. It's great if you don't have any other options for marketing automation

What business problems are you solving with the product? What benefits have you realized?

It's used to automate some drip and nurture email campaigns.

ClickDimensions review by Administrator in Environmental Services
Administrator in Environmental Services
Validated Reviewer
Review Source

"Great features that are not user friendly "

What do you like best?

The marketing automation features, D&B 360 plugins and ability to monitor individual event KPI.

What do you dislike?

Too much broken link between the CRM and CD which makes it not user friendly and the features can't be fully utilized.

Recommendations to others considering the product

Make sure you have good integration company to integrate CRM and CD.

What business problems are you solving with the product? What benefits have you realized?

Sending mass email and monitoring conversion rate.

ClickDimensions review by Administrator
Administrator
Validated Reviewer
Review Source

"Clear email program"

What do you like best?

The drag and drop system. It is easy to use. I also like the training and help from ClickDimensions. They are always solving your case the same day.

What do you dislike?

That you cannot change the font in the drag and drop.

What business problems are you solving with the product? What benefits have you realized?

Clear analytics

ClickDimensions review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Review Source

"Great marketing automation!"

What do you like best?

This is a great integrated marketing automation system for Dynamics CRM. It works great!

What do you dislike?

Free is always better, right? It's a good value though.

What business problems are you solving with the product? What benefits have you realized?

Campaign automation. We no longer have to manage lists by hand and figure out who gets which email in the campaign.

ClickDimensions review by Executive Sponsor in Information Technology and Services
Executive Sponsor in Information Technology and Services
Validated Reviewer
Review Source

"Dynamics 365 and ClicKDimension are the rigth option "

What do you like best?

An integrated solution that enables more effective marketing, usability and inter-functional functionality, and the complexity inherent in demanding marketing

What do you dislike?

until now , no dislike still a lot to learn

Recommendations to others considering the product

Start now

What business problems are you solving with the product? What benefits have you realized?

Marketing campaings, email marketing, analitics are the top problems we are solving

ClickDimensions review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Fuctionality you cannot miss deploying your Dynamics 365 for sales environment"

What do you like best?

ClickDimensions delivers of the promises made in the sales process.

What do you dislike?

It''s not really cheap. It's not plug and play and during updates you really have to check you settings.

What business problems are you solving with the product? What benefits have you realized?

saving time in following up on e-mail contact with prospects.

ClickDimensions review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source

"Hard to beat for the price point"

What do you like best?

Marketing automation made simple - lives right within Dynamics CRM, making management of campaigns quick and easy

What do you dislike?

Some limitations compared to expensive competitors with full marketing automation platform (independent of Dynamics CRM)

What business problems are you solving with the product? What benefits have you realized?

Automation of email campaigns to customers

ClickDimensions review by Consultant
Consultant
Validated Reviewer
Review Source

"Best tool on the Market for Dynamics 365 customer right now"

What do you like best?

The complete easy to setup integration with Dynamics CRM.

What do you dislike?

That the landning pages are not web responsive is unfortunate.

What business problems are you solving with the product? What benefits have you realized?

Easy to get a complete overview of the customers interest and activities in a marketing perspective.

Kate from G2 Crowd

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