MARKETING and MARKETING AUTOMATION for. Microsoft Dynamics CRM

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1 MARKETING and MARKETING AUTOMATION for Microsoft Dynamics CRM

2 Marketing Automation Marketing Web Intelligence Lead Scoring Campaign Automation SMS Messaging Reporting Form Capture Surveys Landing Pages Social Discovery Event Management Training & Support

3 Natively Built into Dynamics CRM ClickDimensions is fully embedded in Microsoft CRM features are accessed through the CRM interface and data is stored in the user s CRM database. Easy-to-Use Marketing Solution Marketers can create s, web forms, surveys, nurture campaigns and more with intuitive drag-and-drop functionality. Training and Support Included Extensive training and a helpful customer support team set ClickDimensions apart from the competition. Help, training and support is included at no additional cost.

4 Traditional Marketer s Tools Basic lead/contact integration Constantly synching, exporting, importing Microsoft Dynamics CRM? Marketing Social Discovery and/or Monitoring List List Campaign Campaign Lead (prospect) Lead Surveys Web Forms Website Analytics

5 Integrated Solution CRM + + Analytics + Surveys + Social All data in one place Dynamics CRM data marketing data Web analytics data Surveys, social ClickDimensions on Microsoft Azure ClickDimensions API Microsoft Dynamics CRM Customer Website(s) Recipient Inboxes

6 ClickDimensions Marketing Dedicated, Managed Cloud Service Deliverability Inbox seed testing Return path reputation monitoring Sender authentication (SPG, Sender ID, DKIM) Complaint management - feedback loop Service protection Microsoft Dynamics CRM Create HTML templates Send to marketing lists Trigger from workflow Send single s to leads and contacts Recipient Inboxes All open, click and bounce tracking returned to your CRM ClickDimensions tracks what recipients view when they click through to your website

7 Native Inside CRM

8 4 Ways to Create s INBOXCast Drag & Drop Editor Freestyle Editor Custom HTML Simple Simple Medium Advanced Ideal for salespeople Wizard-driven Very flexible 100% control of HTML No HTML involved Optional ability to edit HTML

9 Dynamic Content s Create a customized experience for your readers Insert personalized information into your templates pull from CRM lead, contact or account records

10 Inbox Preview Desktop clients such as Outlook and Lotus Notes Mobile clients like iphone, ipad and Android Web-based clients in various versions/platforms -- Gmail on Internet Explorer 10 for Windows, Yahoo mail on Chrome for Mac, etc.

11 See a Demo

12 POWER BI ClickDimensions content pack for Power BI Analyze and visualize ClickDimensions marketing data Insight into the success of sales and marketing efforts

13 Premium Content Campaign Automation The Campaign Automation Playbook Idea ebook Marketing with Microsoft CRM Idea ebook Marketing Automation The Marketing Automation Field Guide Webinars Marketing Automation for Microsoft Dynamics CRM live and recorded webinars Marketing Your Passport to the World of Marketing Content Marketing Hooked on Content: Content Marketing Strategy for MSCRM Training Guide Training Resource Guide for Microsoft Dynamics CRM

14 Meghan Stewart (678)

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