AI TOOL PROFILE
Click Marketing Automation for Microsoft Dynamics
- Marketing
- Marketing Automation
- Microsoft Dynamics 365 users
- Non-profit organizations
- Manufacturing businesses
- IT service providers
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Microsoft Dynamics 365 users, Non-profit organizations, Manufacturing businesses, IT service providers
- Key use cases
- Email Campaign Management, Lead Capture and Nurturing, Event and Webinar Promotion, Multi-Channel Communication
- Integrations
- Microsoft Dynamics 365, Power BI, Zoom, GoToWebinar, Webex
- Official website
- Visit clickdimensions official website
How AI is used
Click is a marketing automation tool designed for users of Microsoft Dynamics 365 and CRM, including on-premises versions. It allows users to execute marketing campaigns, manage leads, and track engagement directly within their existing CRM environment.
The platform is built for organizations across sectors such as IT, manufacturing, education, and non-profits. It utilizes native integration with Dataverse and Azure technology to help avoid third-party data transfers.
Key capabilities include email design with drag-and-drop tools, lead scoring, and automated customer journeys. It also provides tools for capturing lead data through web forms and landing pages, as well as SMS marketing for time-sensitive communication.
Buyers should confirm that they are currently using a supported version of Microsoft Dynamics, as the tool is built exclusively for this ecosystem and does not function as a standalone marketing platform.
Key Features
Native Dynamics Integration
Operates within Microsoft Dynamics 365 and CRM, allowing marketing activities to use CRM data in real time.
Email Marketing Designer
Includes drag-and-drop design tools and over 250 templates for creating mobile-ready emails.
Automated Customer Journeys
Supports the creation of automated marketing paths based on customer behaviors and interactions.
Lead Scoring
Assigns points to prospects based on interactions like email opens or form submissions.
Web Form and Landing Page Builder
Tools for creating pages and forms that may help convert captured data directly into CRM records.
AI Copywriting
Includes AI-powered tools to assist in creating email copy and building journeys.
Power BI Reporting
Integrates with Power BI to provide dashboards and analytics on campaign performance.
Use Cases
Email Campaign Management
Creating and sending personalized newsletters or product launch emails using CRM data.
Lead Capture and Nurturing
Using web forms and landing pages to collect prospect information and moving them through automated nurturing journeys.
Event and Webinar Promotion
Managing registrations and communications for webinars via integrations with tools like Zoom and GoToWebinar.
Multi-Channel Communication
Combining email and SMS marketing to reach audiences.
Integrations
- Microsoft Dynamics 365
- Power BI
- Zoom
- GoToWebinar
- Webex
- Cvent
- Eventbrite
- Microsoft Teams
- Twilio
- BulkSMS
- MessageMedia
- Google Search Console
- Google Analytics
FAQ
Does Click work with all versions of Microsoft CRM?
- Yes, it supports multiple versions of Microsoft Dynamics 365 and CRM, including on-premises versions.
How does Click differ from other marketing tools?
- Click is built exclusively for Microsoft and operates natively within the CRM, which supports the management of marketing data without external syncing.
Can I use AI within the platform?
- Yes, the platform includes AI tools designed for creating email copy and building customer journeys.
Is it difficult to set up?
- The provider states it can be operational in a matter of weeks and offers professional services to help set up complex campaigns.
Source category: Marketing
Source subcategory: Marketing Automation
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