ClickDimensions vs. Microsoft Dynamics 365 Customer Insights

ClickDimensions is great for SMB companies looking for an easy to use, robust platform especially in situations where there are only a few people within the Marketing Department.

Incentivized

Customer [behavior] in your company website or app

Incentivized

• The nurture campaign builder was great. Easy to use and to follow along with.
• The drop and drag editor was easy to use and you could start using it with no training.
• I always like when a service offers a certification for their product. ClickDimensions training was easy to follow, gave good content/tips/tricks and really helped me learn the platform.

Incentivized

• Centralize customer data
• Help us understand client's behavior
• Efficient and reliable information

Incentivized

• Intergration with Dynamics CRM actually turns out to be a disadvantage, as the system is constrained heavily in its utility by how Dynamics runs. For example, creating marketing lists for segmentation is particularly arduous if Contacts and Lead entities are in use.
• Clickdimensions relies on Dynamics business processes to run automation events, which means if there's a lot going on then it can snarl up the CRM server significantly.
• Getting data imported into CRM and Clickdimensions is extremely clunky - when it doesn't fail entirely, it is often buggy.
• Drag and drop email editor is not great, often introducing undesired stylings due to cut and pasting.
• The real power in this system is being able to monitor key metrics, such as email clicks or page views. However, all of these have to be set up manually in Dynamics to truly leverage the system. And to act on these metrics requires business processes in CRM, as only email clicks and form submissions can be used as triggers from within CRM.

Incentivized

• Difficult to integrate with other microsoft tools

Incentivized

I see no reason for us to deprecate use at this point. It is important for us as a business to maintain our partnership with them and keep on the pulse of leading technology. ClickDimensions is a marketplace leader for the world of marketing automation, and in coordination with CRM, it's all the more relevant.

Incentivized

Easy to use! Although we are still using Microsoft Dynamics CRM 2011, the interface is still extremely usable and functions without flaw.

Incentivized

You submit a ticket and they will always come back asking for more information. So the next time you try to be proactive and add that information to the original ticket, but then they come back and ask for something else. It gets to the point where you have to believe it is a stall tactic. You ask for more detail into their processes and you get the runaround. 9 times out of ten they will point the finger at Dynamics 365 as the culprit. It is like pulling teeth to get to Tier 2 support and then the questions start all over again, even if you send screenshots.

I did not select ClickDimensions, this business decision was made by previous team members, who were not digital or marketing specialists, due to its integration with Dynamics. I'm sure the demo was great, but operationally it was not great.

Incentivized

I believe this is the only product I have used in this category. I've used different CRM platforms (Microsoft Dynamics, HubSpot, Salesforce); however, none of these stack up against Microsoft Dynamics 365 Customer Insights. Information in CRM is more informational than insightful and customer-driven. CRM [has] been used more to house client data and not in any reports that are beneficial.

Incentivized

• We experienced data loss on multiple occasions from forms on our website, which impacted webinar attendance and possibly other communications we may not be aware of.
• Email statistics were not reliable, and these are the foundation of marketing.

• Great customer activities tracking.
• Creating invoices is quick.
• Profitable marketing reports creation has improved.

Incentivized