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Achieving Marketing Automation success with ClickDimensions
ClickDimensions is so much more than Email Marketing. ClickDimensions is a fully featured Marketing Automation solution, dedicated to Microsoft Dynamic 365. ClickDimensions success closes the loop from click to sale. When implemented properly, ClickDimensions guides a prospect from when they first stumble across your website, or other digital marketing, until they become Marketing Qualified Leads, (MQL) and your sales team and your Dynamics 365 can take over and guide them to becoming clients and then repeat clients – and all with minimum effort from you. ClickDimensions brings people from stranger to customer.
Unlike many other marketing automation solutions – both those designed to work with Dynamics 365 and others – all the data generated or modified by ClickDimensions stays within your Microsoft Dynamics 365. This means that the skills that your team already have in navigating and managing that data and reporting transfer straight across to your ClickDimensions. It also means that you can report on your marketing efforts and how they translate into sales or how they affect your customer service activities very simply. Another massive benefit of ClickDimensions compared to most other Marketing Automation technologies is that ClickDimensions directly uses Microsoft Dynamics 365's marketing lists.
How ClickDimensions achieves your Marketing Automation success
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ClickDimensions covers every stage from a potential prospect encountering your brand via your digital marketing through to them being ready to be looked after by your sales team, as shown in the image:
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The functionality that ClickDimensions give you
Forms and Landing Pages
Once your prospect knows of your existence, from your website, other advertising or PR efforts or a referral, you want to capture some details about them so you can help them continue their journey.
A landing page is a webpage with a single function – to provide information to a prospect about a single product or offer or service and encourage them to 
share their details. A fantastic landing page is targeted to a particular stream of traffic and, since it's targeted, it has an interesting offer behind a lead capture form, you should convert a higher percentage of your site visitors into prospects which you can follow up
The forms and landing pages within ClickDimensions enable you to capture contact details and other relevant information from a prospect. The editors available to create and manage your forms and landing pages cater to both beginner users and technical coders, and can be simple, or sophisticated and will blend seamlessly with your website and brand. The Form Capture 
functionality allows you to use forms created outside of ClickDimensions but pass the data to ClickDimensions.
ClickDimensions includes surveys as a way of capturing further information from a prospect. The responses to surveys are held with the lead or contact whom responded inside your Dynamics 365.
Event Management
If part of your marketing strategy, either for information gathering and sharing or actual sales, includes running online or offline events, you are probably used to managing these events with a dedicated product. Then, you cope with the tedious process of keeping
the information in the two products synchronized. With ClickDimensions, this double work all comes to an end. ClickDimensions integrates with several common event management tools so you continue to use your preferred tool as previously, but all the event registration and response data can be managed within ClickDimensions (and hence Dynamics 365).ensuring that all registrants are followed up appropriately.
Automated Communication
Email Marketing is what many people associated with Marketing Automation. Email Marketing enables you to send a personalised email to a group of prospects and clients immediately or at a later scheduled time.
Email Marketing is probably why most organisations initially start their ClickDimensions journey. Certainly, ClickDimensions does give you email marketing, and with a range of 
different template types. These templates range from extremely easy to use to those that are more sophisticated and provide massive functionality if you have a user with the technical skills to take advantage of them. The ClickDimensions personalisation goes far beyond "dear first name". The personalisation can include any of the data in your Dynamic 365. Another of the benefits of ClickDimensions over many of its competitors is that it has access to all the data already in your Dynamics 365 database, and can use this as part of the personalisation.
The email marketing within ClickDimensions also allows you to test and measure small variants in your email using split testing.
With ClickDimensions, you can also communicate with your prospects (and clients) via SMS. 
These SMS messages can be scheduled, include personalisation and many of the other features of emails - but they are delivered to the recipients mobile phone!
Campaign Automation takes automated communication to a whole new level. Campaign Automation allows you to design a series of communications – email and 
others – then once a prospect triggers the series, perhaps by filling in a form, clicking on a link in an email, attending an event, or getting added to a marketing list they receive the series of communications. You can benefit from the Campaign Automation of ClickDimensions when nurturing early-stage prospects, keeping in touch with event respondents, onboarding new customers and many more. Campaign Automation is 'Set and Forget' – once the campaign is designed, it just quietly does its stuff and you reap the prospects and new business!
Reporting and Analytics
Knowing which of your campaigns, and what aspects of your marketing effort is delivering the positive results, is essential for most CMOs and Marketing Managers now. Gone are the days when marketers could say "I know that 50% of my marketing is not working, I just do not know which half".
With its Web Intelligence, ClickDimensions shows you who visits which of your webpages and landing pages, when and for how long. It also shows you which of your links are generating the most clicks.
By measuring the interaction between a prospect – even before you have identified them – and your digital marketing, ClickDimensions scores your leads so you can invest your 
marketing effort in those leads that are most valuable to you.
After you have completed an email – as either a standalone or as part of campaign automation, you can see lots of information about its success. All deliveries, email opens and link clicks, as well as bounced emails and other events which help you make your marketing more effective, get recorded.
ClickDimensions shows you this information in a range of places – as part of the client or prospect profile and as part of the campaign, or associated with the webpage or wherever. ClickDimensions leverages all of the reporting, analytics and dashboard capabilities of Microsoft Dynamics 365 onto your Marketing automation data. ClickDimensions also gives you some specific reports and dashboards to make understanding the success of your campaigns even easier.
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is an additional investment that is certainly worth considering if Social Media is a key part of your marketing strategy. ClickDimensions Social Media Marketing enables you to manage your Linked In, FaceBook and Twitter postings from directly inside your Dynamics 365, and to see the interaction with your posts within your clients and prospects profiles.Your journey to ClickDimensions success
Achieving ClickDimensions success is best accomplished using the ClickDimensions onboarding process.
The onboarding process takes you through:
- Kick Off - where your key goals are established
- Installation
- Implementation - where the technical changes to make the solution work for you are completed
- Training
- Go Live
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ClickDimensions onboarding is provided by ClickDimensions themselves, and certified partners, including Opsis. A certified partner is more than an organisation which sells you ClickDimensions – it is a person or organization who has demonstrated expertise in ClickDimensions and Marketing Automation. I recently extended my certifcations to include all of the current ClickDimensions end user and partner certifications.
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The ClickDimensions onboarding process gets all of the key Marketing Automation people onboard with the skills to move forward and really take advantage of ClickDimensions. This means that your Marketing Automation delivers real value for you. When you work through the ClickDimensions onboarding process, in a period of a few weeks you will achieve: |
Ensuring that your users understand ClickDimensions, and have the necessary skills to really take advantage of the technology is key to your ClickDimensions success. You have different training options, which will suit different people:
- ClickDimensions provide a blog which gets updated most days and looks a wide range of topics and solutions to help with your use of ClickDimensions;
- ClickDimensions have an Academy which includes online courses about all aspects of using ClickDimensions
- Opsis provides Face to Face ClickDimensions training with hands-on practical exercises about ClickDimensions topics
If you would like any assistance in achieving your ClickDomension success, Opsis can help.
Contact us today on +61 2 82 1234 80 for a competitive quote
