Marketing Automation Software that Integrates with Dynamics CRM

There are a lot of marketing automation software options out there so it’s important to do your research and find the right fit based on your current technology set-up and needs. As a Microsoft Partner, Rand Group uses Microsoft Dynamics CRM to manage leads and customers. When it came time to decide on what marketing automation tool we should use for better engagement, conversions, and ROI, ClickDimensions was a natural fit.

ClickDimensions is a marketing automation solution built natively inside Microsoft Dynamics CRM. All of your data is integrated with Dynamics CRM, including incoming leads, closed opportunities, email marketing, surveys, nurture programs, campaign management, forms, landing pages, event tracking, reporting – everything you need to run your marketing program successfully. Plus, you know the CRM interface already, so there is no learning curve when it comes to navigation and understanding the system.

When marketing automation is done right, it can be used to:

  • Better align sales and marketing
  • Generate highly qualified leads
  • Build brand awareness
  • Collect valuable data on your prospects, website, and marketing programs
  • Convert leads into paying customers
  • Engage with existing customers and improve the customer experience
  • Establish credibility and trust with targeted nurturing programs
  • Improve communication via multiple channels
  • Save time and resources while managing marketing programs and progress in one single solution
  • Take action at the right time!

ClickDimensions is also a Software-as-a-Service (SaaS) marketing automation solution, built from the ground up on Microsoft Azure. Azure is a powerful, scalable solution that provides fast deployment, secure data, and scalability for growth. With no synchronization delays, data is always accurate and up-to-date.

Why Choose Marketing Automation with ClickDimensions?

Here is an overview of the marketing automation features ClickDimensions provides, seamlessly embedded in Dynamics CRM:
Clickdimensions – Marketing Automation

Make the Move to Marketing Automation

It sounds easy but unfortunately, sometimes marketing automation is done wrong. There are a number of studies out there that show many marketing automation investments fall flat because they don’t have enough content or they aren’t using the system to its full capacity – which is a waste of money. So, how do you know when you’re ready for marketing automation software?

The goal of marketing automation is to nurture prospects with highly personalized, useful content that eventually converts them into a customer. So, successful marketing automation programs are a mixture of marketing and sales. Before you consider investing the time and money into marketing automation software, make sure you have a consistent flow of leads coming in the door or a large database of leads at various points of the buyer’s journey, as well as a database to keep track of your leads, opportunities, and customers (i.e a Customer Relationship Management (CRM) system).

Once you have that, you’re ready to go.

Save Time, Effort, and Resources with the Rand Group

Buying behavior has changed and marketing automation is the next step to understanding your buyer’s needs and interests better while optimizing the messages they receive. If a visitor shows interest in a particular product or service by clicking a link in an email or downloading a piece of content from that specific page, you can send them on a nurture path within a campaign automation to consistently receive emails about that product or service. At the end of the day, providing timely and relevant information will ultimately attract a buyer who is looking for a product or service like yours.

Not sure if you are ready to invest in marketing automation just yet? Get a full-scale review of your marketing program by signing up for a Rand Group Marketing Audit. We work with you, helping you leverage your current marketing state to achieve your revenue targets.

Contact Us today for a personalized estimate on integrating ClickDimensions with your Microsoft CRM.