Lisa Patrick ROI of Marketing Automation
About ClickDimensions
Awards & Certifications Ranked #227 in 2015 and #752 in 2016 on the Inc. 5000 list of the fastest growing private companies Highest-ranked email marketing provider in 2015 The only 100% Microsoft Dynamics CRM marketing automation vendor Highest ranked solution on the Microsoft Dynamics Marketplace Certified Gold Partner for Microsoft Dynamics CRM Partner of the Year winner in 2012 and Partner of the Year finalist in 2011 Ranked 25 th overall in the software industry segment
Marketing Automation Email Marketing Web Intelligence Lead Scoring Campaign Automation SMS Messaging Reporting Form Capture Surveys Landing Pages Social Discovery Event Management Training & Support
The Modern Marketer Influences IT budget Knows and uses CRM Takes ownership of prospect and customer data Tracks critical points for segmentation Knows value of each lead and can track ROI Closes the gap between sales and marketing by providing usable data
Value Proposition 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 emails, 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.
Integrated Solution CRM + Email + Analytics + Surveys + Social All data in one place Dynamics CRM data Email marketing data Web analytics data Surveys, social ClickDimensions on Microsoft Azure ClickDimensions API Microsoft Dynamics CRM Customer Website(s) Recipient Inboxes
Native Inside CRM
4 Ways to Create Emails 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
Merial Case Study
Traditional Marketer s Tools Basic lead/contact integration Constantly synching, exporting, importing Microsoft Dynamics CRM? Email Marketing Social Discovery and/or Monitoring List List Campaign Campaign Lead (prospect) Lead Surveys Web Forms Website Analytics
ClickDimensions Email Marketing Dedicated, Managed Cloud Email 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 email templates Send email to marketing lists Trigger email from workflow Send single emails 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
Email Marketing
3 Ways to Send Emails Bulk Send to any combination of leads, contacts, accounts and/or marketing lists Single Send any template directly from a lead or contact record Workflow Send from any CRM workflow process
INBOXCast Emails from Sales Easily send marketing emails using your email (Outlook, Gmail, etc.): Click the InboxCast icon to get the marketing list s unique InboxCast email address Send your email using the CRM list s unique email address and even personalize your email. Your recipients will receive a trackable email identical to the one you built using your email client and all tracking results will be available inside CRM.
Drag and Drop Editor Easily create emails by selecting from several predesigned layouts
Drag and Drop Editor Insert content by dragging and dropping the content type directly into your email layout
Drag and Drop Editor Customize your email with background colors, borders, font styles, and more.
Drag and Drop Editor Edit images using one of many effects from the image editor
Drag and Drop Editor Similar to Instagram, apply photo filters to your images
Responsive Design Ensure your email will look great on mobile devices
Freestyle Editor Classic WYSIWYG editing experience
Custom HTML Editor Code-only editor for advanced users who wish to have more control Copy/paste templates from other popular HTML editors
Inbox Preview Desktop email clients such as Outlook and Lotus Notes Mobile email clients like iphone, ipad and Android Web-based email clients in various versions/platforms -- Gmail on Internet Explorer 10 for Windows, Yahoo mail on Chrome for Mac, etc.
Heat Map See what links readers are clicking within your email template
Split Testing A/B Testing Select A and B content strategies; modify the existing email template or create a new one. Select the size of your test group and the winning strategy. Results are displayed inside the Email Send record in CRM.
Dynamic Content Emails Create a customized experience for your readers Insert personalized information into your email templates pull from CRM lead, contact or account records
Email Platform Depth Full support of FreeMarker language for true dynamic content Ability to merge any standard or custom entity data Ability to personalize with any recipient lookup field
Social Sharing Share emails to multiple social networks Options to share, like, follow, tweet, etc. Reporting on number of shares per social network View individual interaction items
Quick Send Create a Quick Send template from any email template Send an email to an individual from a Lead or Contact record
Marketing Automation
Campaign Automation Easy-to-use drag and drop campaign automation builder inside CRM Create multi-channel, interactive automations based on prospects or users behaviors Design unique paths for participants to follow as they interact with your marketing
Campaign Automation Create series of actions including sending email, adding to or removing from marketing lists, notifying users or teams, creating task activities, triggering CRM workflow, and more
Campaign Automation Use decision nodes to determine which path a contact or lead will proceed down based on specific criteria Participants will only continue to the next series of events if they meet the conditions
Campaign Automation View statistics to see the number of participants that are currently in an automation as well as the number of participants that have successfully passed through each step
SMS/Text Messaging Send bulk SMS messages right from within CRM
Making the Visitor Connection Anonymous Visitors ClickDimensions tracks all website visitors and their activity Identified Organizations ClickDimensions discovers the organizations from which visitors are browsing Identified Visitors Through email link clicks or form captures visitors identify themselves ClickDimensions calls social discovery ClickDimensions links past anonymous browsing Can be new CRM lead or existing CRM lead or contact Qualified Visitors Through social discovery, form capture, web behavior, lead score, etc. qualified leads become obvious Sales wins opportunities more quickly and efficiently Marketing measures, refines and improves
Web Tracking Data Modeling
Drag and Drop Designer Easily create forms and surveys Create custom fields and/or map to existing CRM fields
Surveys with Skip logic Guide respondents through your survey with skip logic based on their previous response
Landing Pages Easily create landing pages from within CRM Insert ClickDimensions forms to collect information from your visitors
Event Management Integrations with: GoToWebinar WebEx Eventbrite Cvent
POWER BI ClickDimensions content pack for Power BI Analyze and visualize ClickDimensions marketing data Insight into the success of sales and marketing efforts
More Misc. Slides
Social Discovery Data and direct links from social networks including LinkedIn, Facebook, Twitter, YouTube and Flickr. View on the ClickDimensions profile or embed social profiles anywhere on your lead and contact records.
RSS to Email Automatically send emails to marketing lists at set times straight from your blog Track opens and clicks like other ClickDimensions emails Allow visitors to subscribe to your blog via a web form Style your blog email using the drag and drop designer
Import Tool Import as new Leads or Contacts (based on the email address) Add existing and newly created records to a marketing list, remove them from a marketing list, or generate event participations for them
Event Management
Event Management Manage events directly from Dynamics CRM with ClickDimensions integrations Face-to-face or virtual (web) events Track and measure: Registration Attendance Past event participation Participant requirements (i.e. diet restrictions)
Event integrations Gotowebinar Use GoToWebinar to create and host online events (webinars) Webex WebEx Event Center allows for creating and hosting online events (webinars) Eventbrite Create invitations, facilitate registration/payment, issue tickets, and more for live events Cvent Online event registration, venue selection, mobile apps, and more for managing live events
Event Management Access all events from inside Microsoft Dynamics CRM View all active or past events
Registration Information
Event Participation
Participant information
Event Dashboards
Block Editor
Our Customers
Native Inside CRM
Advanced Administration Automatic updates Diagnostics available to ClickDimensions technicians Branded hyperlinks Import/export customizations from dev/test to production
ClickDimensions Academy Unlimited access to live, instructor-led training Courses starting every week with morning and afternoon time slots to accommodate multiple time zones Supplementary materials and step-by-step guide for each subject Available 24/7 on demand
ClickDimensions Certification Training classes starting every week covering: Email Marketing Analytics Administration Online certification test Certification certificate and badge
Nurture Marketing
Today s Agenda Marketing 2.0 The convergence of CRM and marketing automation Brief introduction to ClickDimensions Case studies: Monthly newsletter Premium content Online ads and web tracking Nurturing prospects Easy automation for sales
Marketing 2.0 Make products and services easy to find on the web Inform, educate and help customers with content Engage with customers through online channels Use social media to build relationships with buyers Nurture customers until they are ready to buy
Marketing 2.0 90% Today s buyers are anywhere from two-thirds to 90% of the way through the buying process before they reach out to a vendor (Forrester Research) 50% of qualified leads are not ready to purchase immediately (Gleanster Research) Companies that excel at lead nurturing generate 50% more sales-ready leads at 33% lower cost (Forrester Research)
Online Advertising
Block Editor CRM 2011
Freestyle Editor CRM 2011
Sample CRM Dashboard Search Visits
Sample CRM Dashboard Email Campaign
web Clickdimensions.co m email sales@clickdimensions.com twitter @clickdimensions
Online Help Center help.clickdimensions.com Training and help site with extensive documentation, videos and how-to articles support.clickdimensions.com Q&A forum with participation by expert users, certified professionals, trainers and technical support
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 Email Marketing Your Passport to the World of Email Marketing Content Marketing Hooked on Content: Content Marketing Strategy for MSCRM Training Guide Training Resource Guide for Microsoft Dynamics CRM