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ClickDimensions for Microsoft Dynamics CRM

One of the commonest requests from Marketers using Microsoft CRM is how to link their website to CRM.  The answer to this is to use ClickDimensions - Marketing Automation for Microsoft Dynamics CRM.

ClickDimensions gives you the ability to communicate with your prospects and clients using newsletters and emails and track their success.  When a prospect visits your website you can see which pages were of interest to them.  Once a prospect shows enough interest in your website, you can start a nurture program.  This means that an early stage prospect receives several email communications from you with you having to do anything - the nurture program is set and forget.  Given that we know that modern prospects want to do their own research before receiving a call from you, this sort of automation is essential for you to maximise on your team's effort.

With ClickDimensions doing much of the routine heavy lifting, your team can concentrate on creating great content and talking to those prospects who have indicted that they are really interested in your offerings.

ClickDimensions, 2012 Microsoft Dynamics Marketplace Solution Excellence Partner of the Year, gives you all the marketing power you need from within your CRM.

Get the highest-rated marketing solution on Microsoft's Dynamics Marketplace! - as used by many of the largest users of Microsoft Dynamics CRM, and by Opsis.

Find out more marketing automation for CRM with ClickDimensions - click here

Email marketing – send to Leads, Contacts and Accounts all at the same time without leaving CRM

  • Full personalisation
  • Delivery, bounce, open and click tracking and reporting
  • A/B split testing
  • Subscription management for as many different subscriptions as you like
  • Easy drag and drop editor, or full access to html if you prefer
  • Use ClickDimensions templates or import your own
  • All email activity tracked and reported within CRM

Web tracking and data capture – direct to your CRM

  • See which webpages your Contacts and Leads have been visiting
  • Build your own landing pages and forms which feed data directly into your CRM
  • Capture data from your existing website forms
  • Social discovery gives you a richer view of your prospects
  • Create and publish your own landing pages

Marketing Automation so you can nurture prospects until they are sales-ready

  • Create nurture programs (drip marketing) to increase touchpoints and build relationships
  • Score your prospects around the activities important to you
  • Assign Leads and Contacts to sales people and notify them automatically, based on your business rules

PLUS - additional features including

  • SMS messaging
  • Surveys
  • Integration with GoToWebinar, WebEx and Eventbrite.

Best of all, everything is seamlessly integrated within Microsoft Dynamics CRM.

No separate login, not even a separate product. Just many more menu options within your CRM, offering powerful new functionality with the same look and feel.  And all of your marketing data also stays inside your CRM - there is no separate database.

So easy you can’t tell where CRM ends and ClickDimensions begins.

Compatible with CRM 2013, CRM 2015 and CRM 2016 (and even CRM 4.0, CRM 2011)


The Opsis team are certified in ClickDimensions and can support you from implementation and configuration to training, customisation and beyond. Find out more about ClickDimensions, or contact Opsis for a no obligation discussion today.

Find out more marketing automation for CRM with ClickDimensions - click here

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Contact us

Getting in touch with us is easy - we'd love to hear from you

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

Training your users

Training is a vital part of your Microsoft Dynamics 365 project - so you need to get it right.  It might even be the key part of your user adoption and hence project success.

Opsis end-user training is tailored to your solution, your processes, your data and your needs. Opsis Dynamics 365 end-user training shows your people how to fulfil their roles using your solution. Training based on your solution, your processes,your data means that the learning transfers directly into your workplace.

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We also offer public courses for technical and business team members.

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Work your CRM, not your team!

This white paper explains 42 common enhancements Opsis clients use to get more from Dynamics 365.

How many of them could improve your processes and your results?

Click here to download 42 ways whitepaper

Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.