ClickDimensions

(89)
4.2 out of 5 stars

Marketing Automation for Microsoft Dynamics CRM

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ClickDimensions review by <span>Mark S.</span>
Mark S.
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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 <span>Kari C.</span>
Kari C.
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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 <span>Lindi d.</span>
Lindi d.
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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 <span>Mark A.</span>
Mark A.
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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 <span>Jeffrey L.</span>
Jeffrey L.
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Verified Current User
Invitation from G2 Crowd
Reviewed On

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 <span>Ioannis D.</span>
Ioannis D.
Validated Reviewer
Verified Current User
Organic
Reviewed On

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.

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