#1 most frequent
United States of America
38.4%2,748 installations of 7,155
What is ClickDimensions?
ClickDimensions is an email marketing and marketing automation platform for Microsoft Dynamics CRM. Features include email marketing, web tracking, lead scoring, social discovery, campaign tracking, and form capture.
Categories & Use Cases
Media
1 / 5
Screenshot of Create email templates inside Dynamics CRM with our drag and drop email editor
Top Performing Features
Social sharing and campaigns
Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.
Category average: 8.1
Integration with SugarCRM
The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Category average: 7.7
Integration with Microsoft Dynamics CRM
The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Category average: 7.6
Areas for Improvement
Event/webinar marketing
Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.
Category average: 8
API
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 8.1
Role-based workflow & approvals
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 7.8
Who Buys & Uses ClickDimensions
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
13.0%931 installations of 7,155
#3 most frequent
Australia
6.1%437 installations of 7,155
Basic - But Not Stable
Pros
- Integration with Dynamics 365.
- Email editor options, including HTML and Free Form.
Cons
- Support - Tier 1 is inadequately trained, and other tiers are inadequately staffed.
- Product maturity - The product is not stable and consistent.
Return on Investment
- 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.
Other Software Used
Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Microsoft Power BI, Microsoft Office 365
Usability
ClickDimensions Review
Pros
- Posting email activity to a customer record in Dynamics
- Using marketing lists from Dynamics
Cons
- Creating lists based on customer email behaviour was technically possible, but in practise nearly impossible
- Managing customer preferences and subscriptions felt extremely convoluted
- Interfaces generally not intuitive
- Reporting was not in the class of competitors
- Deliverability - seems like in onboarding basic things weren't checked off. We really needed a platform expert to implement.
Return on Investment
- Once developed, some of the Dynamics workflows helped manage repetitive email business processes. Development consumed resources though, and needed to be revisited to keep workflows working.
- The cost is high compared to straight-up email marketing platforms. The benefits did not create enough ROI to make up for this.
Alternatives Considered
Acoustic Campaign (formerly IBM Watson Campaign Automation) and Campaign Monitor
Integrates well with Dynamics CRM, but be wary of support
Pros
- The integration with Dynamics CRM is a pro.
- Overall functionality is fine for most basic things.
Cons
- [I feel that] support is abysmal.
- Hardly any new features or improvements.
- Longstanding issues take ages to fix.
Return on Investment
- ClickDimensions has better enabled us to reach prospective students.
- We are now able to automate some of our processes.
ClickDimensions Review
Pros
- Excellent email statistics and campaign reporting
- Easy to implement lead scoring and collecting of data
- Easy to use web forms, email templates and surveys
- Accessible training and support help when needed
Cons
- Implementation of new features could be rolled out more effectively, fewer errors (ex: campaign automations)
Return on Investment
- We have better insights on potential leads and have the data to be able to qualify these leads.
Alternatives Considered
SurveyMonkey, Endeca and Hootsuite Enterprise
Good marketing platform in a regrettable CRM
Pros
- 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.
Cons
- I used ClickDimensions within Dynamics. That is really it's only downfall, Microsoft Dynamics, some of the areas of ClickDimensions are in different areas of and sometimes hard to remember where to find. If you are familiar and like Dynamics and its top ribbon, then ClickDimensions will be great for you.
Return on Investment
- Made sending emails easier
- Brought landing page creation inside our company and was easy to do
- Opened the door to new ways of marketing ourselves
Other Software Used
HubSpot
