ClickDimensions
Marketing Automation within Microsoft Dynamics 365

Marketing automation technology can transform organisations in the best possible ways. However, when used improperly, these tools can negatively affect businesses and their audiences alike. This was the situation for the largest real estate trade association in Arizona, which represents over 50,000 of the U.S. real estate professionals. Having such a large membership, the association needed to be able to segment their audiences and communicate with everyone efficiently and effectively. To achieve their marketing and communication goals, they turned to one marketing technology and then another, but neither could deliver the functionality nor the results they wanted. In addition, neither of their existing third-party solutions could be integrated with their association management software, RAMCO. Disparate systems made it difficult for the business to segment their audiences and analyse results, without a good deal of importing and exporting— and sometimes not even then. Adding to the inefficiencies and frustrations of their general email campaigns, the association’ new member onboarding process was time-consuming, strictly manual, and provided no performance data.

In 2016, the association decided it was time to make a change in their marketing technology.

The association had moved to RAMCO for their association management software the previous year and ClickDimensions was brought to the association’s attention. One of the biggest benefits of using ClickDimensions for the association has been an increase in operational efficiency. Earlier, it used to take the real estate trade association team days to create even simple email campaigns. Now, they can complete the process, including testing and review, in just a matter of hours. “We also helped the association gain greater insights into member behaviors, which indirectly helped them to improve employee engagement,” mentions Mike Dickerson, CEO of ClickDimensions.

ClickDimensions is the leading marketing automation platform provider from Atlanta, GA. The company’s marketing solutions are entirely centered on Microsoft tools. The solution is natively built inside Dynamics 365, which means that there are no integration costs and makes it a worthwhile option for those organizations already invested in Microsoft ecosystem. ClickDimensions brings together email marketing, campaign automation, web intelligence, surveys, web forms, landing pages, social marketing, and more to help organizations attract more leads, close more sales, and more effectively engage customers—all from the comfort of Dynamics 365.

Especially, with the drip campaign-automation builder of ClickDimensions, clients can design unique paths for participants to follow as they interact with clients’ messaging. Clients can create lead-nurturing marketing campaigns, sales engagement campaigns, promotional or event campaigns, new customer onboarding, and retention campaigns. ClickDimensions leverages the best technology in the industry like Microsoft Azure and Power BI to create the ultimate marketing automation solution for Dynamics 365 ecosystem.

The company has recently started offering a new service to their clients. This managed marketing service is designed to help marketers better make sense of all the automation and mar-tech options they have at their disposal. The service includes education in the fields of email marketing, SMS, campaign automation, forms/ landing pages, surveys, reporting, lead scoring, social media marketing and surveys. ClickDimensions users will be able to contact consultants certified in ClickDimensions and Microsoft Dynamics 365, who are employed to help customers in executing their marketing campaigns within those solutions. Additionally, through its acquisition of marketing dashboard leader Sweetspot, ClickDimensions will soon offer its customers easy, on-demand access to analyze and optimize campaigns, channels, and revenue-impact performance data, including data from Microsoft Dynamics.