Email Marketing and Marketing Automation for Microsoft Dynamics CRM

Pros

The solution is very helpful in our daily marketing activities. Since its a integreated solution we can easily track and follow our existing customers when sending out an e-mail. At the same time we're able to generate leads and prospect new customers.

Cons

Nothing I can think of.

• Price: 5
• Deployment Time: 3.5
• Needs Met: 5
• Compatibility: 4
• Performance: 5

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Pros

The key word tracking from what the lead searched to find us has been critical in getting customers to call back at a higher rate and thus increased revenue. The cost we pay each year is worth it's weight in gold. There are other methods of getting the data but Clickdimension's product is well organized and the best product on the market.

Cons

The MSFT CRM system was a bit of a bear to set up but once we had it rolling CD's software system slipped right in like a glove and has been running error free for 13 months now and counting.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

We have been very pleased with Click Dimensions. We use it internally and recommend it to our CRM customers. The product provides great marketing visibility and is backed by a very knowledgable team.

Cons

We are very pleased with Click Dimensions

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

In my view, this is the best marketing automation add-on for Dynamics CRM. The new block editor is awesome, the form and survey designers are great, and the integration with CRM is top-notch. Support is excellent as well.

Cons

I used to not like the editor, but since I started using the block editor (see above) that's no longer an issue. What used to take me hours now takes 30 minutes, tops.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

ClickDimensions has increased our sales and marketing efficiency 10 fold. We use the product for email marketing, web forms and landing pages, surveys, web traffic analysis, and social media tracking. The product ties all of our prospect and customer information together inside our CRM System, which gives all of us better information about what our customers are looking for.

Cons

We love everything!

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Everything, including the HTML email editor, Web Analytics, Forms ingestion and service. We have found Click Dimensions to be a necessary service in order to get the most out of CRM Dynamics.

Cons

We didnt like certain architecture items that were not compatible with our organizational structure, HOWEVER, when we approached Click Dimensions on these challenges they immediately escalated the matter and worked to enhance their system to accomodate the specific needs of our 2,400 sales agents.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

We LOVE ClickDimensions. Their pre-sales team were fantastic to work with and their account management and technical team have been 1st rate. The UI and UX are phenomenal; we love that everything is in CRM. No outside system! They even provide an API for deeper customization and configuration opportunities. Our Sales team loves the intelligence ClickDimensions provides!

Cons

-

Additional Comments

I couldn't more highly recommend ClickDimensions for CRM.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

We've had great success with ClickDimensions. Their product feature spec is good, but the big factor with e-mail marketing programs centers around where the data is stored. With ClickDimensions, there isn't a sync from another system into CRM. ClickDimensions stores all of the e-mail related data directly in your CRM data tables. This gives our customers are more streamlined, more reliable experience. The support is good, too. Every once in a while, we have a feature requirement that isn't built into their product, and they write it in for us. And the fact that the whole service is hosted in Windows Azure gives you the uptime and reliability of the $2.5billion Microsoft data center.

Cons

I like it all.

Additional Comments

We are a consulting firm that implement CRM solutions and have deployed ClickDimensions to our customers.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

ClickDimensions is the third party CRM product on the market today. It will provide your company with deeper insight into who is interacting with your marketing activities, ensuring your sales team is receiving qualified leads. I highly reccomend this product!

Cons

So far we have been very happy with this email marketing and marketing automation software.

Additional Comments

As a marketing professional in the B2B environment, ClickDimensions has given our current CRM system a whole new value.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Installation was a breeze, also the day to day operation of the software is very intuitive. Its improved our email/web marketing no end. I would highly recommend any existing user of CRM to take a good look at Click Dimensions, it transforms CRM into a truly great holistic product.

Cons

Because it uses CRM in IFD mode (which it has to) the configuration of CRM prior to installation can be involved, specifically relating to certificates. This is wholly a criticism of CRM and nothing to do with Click Dimensions.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

I am not a marketing person and I am not someone who codes HTML. This tool doesn't require you to be either in order to begin driving your own marketing campaigns using very professional templates, directly accessing CRM marketing lists, and all completely embedded within Microsoft CRM. A best in class tool!

Cons

Haven't found anything yet!

• Price: 4.5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

The solution was very quick and easy to deploy. It's very easy to use but the support team is excellent should you need help. The stats received from web traffic and email campaigns are very powerful and our marketing activity has been vastly improved!

Cons

Nothing

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

I love that everything works from inside of Microsoft CRM. The ability to create e-mail templates, track lead and contact web activity, wire up web forms, and see results in real time without leaving CRM is just fantastic. The OutlookCast feature is remarkable as is the ability to easily send an e-mail message from template via a workflow. I was able to task one of our staff with moving our web forms over from another system to work within ClickDimensions and he was able to get it working without issue. We now have the same web forms and e-mail auto-responses, but those leads are now immediately in CRM and give us great data by integrating web tracking.

Cons

What I haven't seen yet is a way to easily get web analytics reports or to do split testing. I would love to check out one of our forms or landing pages and be able to tell what the conversion rate is. I'm pretty sure I could write a report to compare visits to the landing page vs. the thank you page, but would love to see a feature that makes this really easy.

• Price: 5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 5
• Performance: 5

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Pros

Fast to implement and easy to get started even though its a highly scalable and powerful solution.

Cons

The HTML editor for emails can take a little while to get used, but the functionality is there. That being said, it's stilll one of the better ones that I've tried.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

The ease of use of the solution and the quick install is great. ClickDimensions gives you a good insight on what happens on your website and what users and contacts like when you send out bulk email. Aggregating all this data in the ClickDimensions profile provides a very good 360° overview about the effectiveness of your communication towards contacts, leads, accounts,etc. The ClickDimensions team is very helpfull, flexible and communicative. The support they provide is very good. The very complete "training section" on www.clickdimensions.com is also a very good resource for end users.

Cons

There isn't much to dislike here! A suggestion would be to look for possibilities to integrate social media campaigns with additional dashboards and setup help to generate links for easy sharing and tracking.

Additional Comments

Microsoft Dynamics CRM 2011 gains a very valuable set of features when ClickDimensions is installed. If you are looking to feed your marketing people with quality leads, ClickDimensions will deliver.

• Price: 4.5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

ClickDimensions has been a great, and seamless, addition to the Red Sox Microsoft Dynamics CRM solution. The reporting is timely, accurate, and provides a great dashboard. The staff, lead by John Gravely, is fantastic, and knowledgeable and always willing to help. There is definitely support behind the great product, though the only support we needed, was training.

Cons

Nothing.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Complete end to end Marketing Automation system. The ClickDimensions team is there when you need them and they are always looking to be the thought leaders with additional functionality rather than playing catch up!

Cons

Must you Dynamics CRM to use it!

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 4.5

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Pros

We learned a lot in doing research on which solution was right for us. We are an ISV for Dynamics and run a very efficient operation, ClickDimensions enables us to scale while keeping our costs in line and our operation streamlined.

Cons

Lots of solutions to consider, we were told lots of the same things from many different vendors - but ClickDimensions is a true solution and they set & maintained proper expectations though our evaluation process.

Additional Comments

We enjoyed learning from John Gravely during the sales process and working the deployment team at ClickD was very productive. We are almost self-sufficient and it's been under a week since we turned it on...!

• Price: 4
• Deployment Time: 4
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

The product was easy to install and understand. ClickDimensions provides ample documentation for setup and for understanding how to use their product. We’ve been pleased with the marketing metrics, which have allowed us to improve our sales follow-up with potential customers. John and his team listen closely to suggestions for improving the application, and have launched product enhancements in record time.

Cons

We’ve run into only a few issues, mostly with form setup, and the ClickDimensions support team has been quick to implement solutions to those issues.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Click, Deploy… Marketing up and running in CRM 4.0 or CRM 2011 in less than 1 hour! The simplest pricing structure of all the ISV tools I have ever seen. Works the way IMMIX’s customers do with great ease. Ease of LAN and or IFD deployment. Uploading of bulk email campaigns for delivery by Click Dimensions email delivery mechanism, easily tracking the lifecycle of the emails and finding out what REALLY happens to your emails that is sent out; Understanding which of your marketing efforts are really working and realigning your efforts to increase the Return of Investment of Microsoft CRM and Click Dimensions.

Cons

Nothing really (it just works)

Additional Comments

Initially I thought the support would be a problem for us being in GMT+2 time zone but this has not been the case especially when one asks questions.

• Price: 4.5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Great marketing functionality. Enhances the existing marketing features in Microsoft CRM, then takes it to another level.

Cons

Nothing

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Excellent feature set, exceeded our requirements, now tightly integrated into our vertical solution for the marine pilotage industry with ease. This business is led by a Microsoft CRM pioneer who knows how to build, market and support quality add-ons for Microsoft CRM. ClickDimensions is now an integral piece of our ISV solution and we look forward to growing together.

Cons

Some minor integration issues, resolved promptly and professionally.

Additional Comments

ClickDimensions is a company we can trust, and is a serious business partner.

• Price: 4
• Deployment Time: 4
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

We needed a solution that would help us achieve higher deliverability rates of our email to clients and keyword analysis. I was amazed to find both solutions in one product. The company has been very responsive to our requests but, to be honest, it was ready to go 100% out of the box. Most of our requests dealt with our learning curve with Dynamics, not ClickDimensions.

Cons

Nothing, it was all good.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

The intelligent web analytics

Cons

nothing

Additional Comments

Because of this product's useful web analytics, I quickly closed a sale within the first 30 days of using the product.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

ClickDimensions has a homerun with this product! I deployed it internally first and was impressed by the ease and support. Easily added the tracking code to our website and then sent an html email to 1500 in my list. The live metrics flowing back into Dynamics CRM 2011 allowed me to make subtle adjustments to my message and improve my stats. The profile piece is a great way to get a clear view of the contacts in your data.

Cons

No complaints! We liked it so much we are showing it to our clients and it is a part of every Marketing discussion we have around Dynamics CRM.

Additional Comments

I had a suggestion for additional features and discovered they were working on it already and are almost ready to roll out to clients! Great service and support.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

We have found the ClickDimensions marketing solution to be an outstanding, valuable add-on to CRM. It seamlessly integrates with the native CRM functionality. It is simple to install and integrate with your website, email marketing and social marketing campaigns, and immediately begins to deliver real value. This is an integral piece in driving real ROI for CRM. Its integration with Azure and CRM Online means that there was no software for us to host, making it extremely reliable and easy to support.

Cons

We've rolled this out for ourselves at C5 Insight and have begun rolling it out for our many clients as well, and have no "cons" to report - it's robust and lives up to its billing and then some!

Additional Comments

ClickDimensions' solution is a must-have for all organizations that use CRM for sales, service and marketing. It is the "last mile" needed to close the loop between your lead generation efforts and sales. Sales pros can quickly see who to call and when, because ClickDimensions helps them know who is reading our emails, visiting our websites, or responding to our social media efforts.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

Everything you need to get your marketing Automation up and running with a easy to deploy solution. Very low cost of ownership with tremendous ROI. Step by step directions for you to integrate with landing page and website. Clean easy to navigate UI.

Cons

No negative feedback at this moment. Still has alot of additional functions that I havent taken advantage of yet.....

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

This product delivers a multi-faceted sales/marketing solution in an easy to use tightly integrated package. The product allowed us to very easily integrate with different web forms using the form post functionality and enabled us to effectively run workflows when new form entries were submitted. Aside from that we are able to track our site visitors all the way through from an anonymous visitor to a qualified contact after going through the Lead processing functionality within MSCRM. The email functionality allows for users to create professional looking HTML email templates utilizing the WYSIWYG editor, setup drip campaigns to nurture leads/contacts and allows marketing to control what content is going out to potential customers and existing customers. One of the big bonuses for us is that you can attach documents to your emails! I would also like to mention the fact that the documentation and videos on their site are superb and clearly communicate the functionality available.

Cons

The form captures are a bit tedious to setup...especially if your web forms contain numerous fields to be captured.

Additional Comments

Support was phenomenal. Although we aren't their only client, it sure felt like we were!

• Price: 5
• Deployment Time: 4.5
• Needs Met: 5
• Compatibility: 4
• Performance: 5

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Pros

A very impressive solution delivered by a few Dynamics CRM veterans. Takes Google Analytics to the next level by automatically tying web visit visit back in real-time to lead and contact records in CRM, letting you to calculate the elusive marketing ROI. Also provides configurable lead scoring so you can easily tell who are your "hottest" prospects as well as a robust email marketing engine. Extremely well designed and built using Azure and standard entities in CRM allowing you to use native CRM workflows and the advanced finds function with ClickDimensions. Supports both on-premise and Online for 2011 and installs in minutes.

Cons

Not available for Dynamics CRM Online v4.

Additional Comments

Subscription-based pricing model allows you to test the solution without a significant investment.

• Price: 4.5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 4
• Performance: 5

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Pros

Harris Technology is very satisfied with ClickDimensions as an extension to the MS CRM application. John Gravely and his team have put together a solution that adds significant value to the MS CRM product and to the sales and marketing users of the system. ClickDimensions is an excellent email marketing solution but it is far more than that. ClickDimensions is a marketing automation tool that has become an indispensible part of our marketing and sales efforts. The web analytics and social discovery adds a significant view into what visitors to our website are interested in. The tracking component provides us with great opportunities to more accurately target email recipients with relevant messages based on past behavior on our website or with articles in our monthly newsletters.

Cons

Awesome product. There is nothing we didn't like about ClickDimensions.

Additional Comments

Harris Technology recommends ClickDimensions to all our clients who are wanting to expand their marketing, sales and customer service related communications to prospects and customers. We are impressed with this tool. For a product released in mid-2010, this product is very mature with features that any company can use.

• Price: 3.5
• Deployment Time: 4
• Needs Met: 4
• Compatibility: 5
• Performance: 5

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Pros

The all process was quick and easy. The site is full of information and videos. The tracking information is more that I expect. Questions and support requests were answer quickly and helpful.

Cons

I loved it. Its a bit costly for small business.

• Price: 4
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

I have used ClickDimensions w. CRM 2011 and been impressed with the tight integration. The OutlookCast feature is set up to allow anyone to send a regular Outlook email, personalized, and track the behavior. In addition to easy integrated email marketing, the web intelligence really takes CRM a step further. Scoring your leads based on web page views allows you to immediate qualify hot leads.

Cons

I'm looking forward to the innovative new features they are already working on!

• Price: 5
• Deployment Time: 5
• Needs Met: 4
• Compatibility: 5
• Performance: 4.5

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Pros

Very tightly integrated, best of breed e-mail marketing (replaced ExacTarget) and Web Analytics (better than Google Analytics). Fully leveraged our customer information and added tons of value to that customer information. Easily integrated into our CRM IFD deployment.

Cons

Built in dashboards are getting better (and don't require us to update our installation to get new features).

Additional Comments

Great customer service.

• Price: 5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 5
• Performance: 5

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Pros

from the time I first looked at the solution, I could see what kind of bottom line impact this was going to have on our sales performance. It is SO MUCH MORE than an automated Marketing solution. This product from ClickDimensions will be the cornerstone of our sales and marketing procedures for driving new leads through our website directly to our sales team. Fantastic!

Cons

Nothing

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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Pros

The most important thing is that ClickDimensions is fully integrated into MSCRM and there is no need to use other software. The installation was a breeze. Almost everything is managed from Custom CRM entities which makes it very easy to use. The speed of the system is very high. Emails are sent almost immediately and the tracking options work real time. Within seconds you know who has opened an email or spend time on your website.

Cons

There is nothing that we dislike, but we do have a feature request to support online surveys with ClickDimensions. That way, there is no need to look for additional software for surveys in CRM

Additional Comments

The support as been great. As it is a new product which uses the most advanced technics, there are always some minor issues. The few issues we have submitted have been promptly resolved. Communication is excellent.

• Price: 5
• Deployment Time: 5
• Needs Met: 4.5
• Compatibility: 5
• Performance: 5

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Pros

We really liked how quickly and easily we were able to get ClickDimensions up and running quickly. We were able to begin leveraging the ClickDimensions web tracking and lead scoring capabilities immediately upon completing an outbound marketing campaign. Our sales team loves how hot leads are flushed directly to the surface. And the integration with CRM is seamless, which gives us much better analytical opportunities. Very easy to learn and use.

Cons

Initially the pricing model was a bit complex but they have since simplified it to be based only on the number of emails sent per month. It is an incredible value for what you get.

Additional Comments

Excellent support experiences with the ClickDimensions team.

• Price: 5
• Deployment Time: 5
• Needs Met: 5
• Compatibility: 5
• Performance: 5

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