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.
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Privy
Score 9.3 out of 10
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Privy in Boston is designed to enable online stores to capture more emails and convert first-time visitors into customers using the company's integrated suite of web conversion and email marketing tools.
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.
Adding Privy to your ecommerce store is a no brainer. You can very quickly increase your on-site email acquisition conversion rate through the Spin To Win wheel and other templates that Privy offers. You can also use it for additional on-site messaging like announcement bars and landing pages
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.
Segments website visitors to your site: It can recognize who has been to your website once or many times. It allows you to present an offer to different user groups, present an offer, and then capture their email address.
Provides flexible opt-in form options: Embedded opt-in forms, pop-ups. bars at the top of your site. You can redirect to a landing page or a thank you window, create a form that takes up the entire screen, provide an offer at the end, or simply thank users for their information.
Easy user experience: Different options for designs, easy drag + drop builder. Easy installation, trackable results.
Support their users: Holy cricket. Their support is so helpful. Privy was one of the first software companies that I've encountered that has really gone above and beyond for my team.
Measurability: Privy understands that digital marketers want to track - They want to be able to split-test their options, track their results - not only views but conversions and $ conversions. Privy gives its users this ability.
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.
Flexible options: The software allows so many different kinds of opt-in form solutions: Full-page, pop-up, bar at the top of the page, embedded, etc.
Easy UX: This software is easy to use for just about anyone on my team. It's easy to implement and work with. Design, form field determination, and integration is all relatively very easy to perform.
Great support: We've had in-person calls with their support team, and they've been answer specific questions and offer relevant strategies. They've been willing to get on the phone with me and my clients to help us solve problems.
Multiple integrations - No matter what CRM you're using, there's likely a way to integrate Privy forms into it.
Easy installation on sites: Just a strip of code.
Visible, measurable results: Tracking and data with visits, conversion events, and conversion $ tracked to the forms.
I want to stay neutral. It's not that this product doesn't have appealing features or capabilities, it's that they aren't consistent and stable. So you lose data or your data is not accurate. Or some connection fails and the workflow doesn't trigger as it is supposed to, or the visits or clicks or other metrics contain bad data one month, then the next they're back to normal. This company needs to focus on getting their core product right and not on new features.
Privy is very easy to use and is intuitive to new users. The templates they provide give you a head start on campaign builds and their customer success team is approachable and knowledgable about the product. You do not have to be a tech wizard to get rolling with Privy, but the results will make you feel that way.
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.
The customer support team from Privy is incredible (shout out to Simone). Every person I have worked with has been knowledgable, helpful, polite, and responsive. They have a live chat feature and all CSRs do a great job.
Clickdimensions is severely impeded by its integration into Dynamics CRM. Consequently it lacks the Intuitiveness of HubSpot, and the straightforward usability of MailChimp. It is a perfect system if you want to exist entirely within Dynamics, but it requires a high degree of expertise in Dynamics to get maximum value out of it. We're currently migrating to HubSpot, and while the initial integration is proving challenging, I already sense we will be able to deliver a lot more of our marketing goals much more easily, and see an ROI.
After having used quite a few email marketing platforms, I can say out of all of them we like Privy the best. Privy's integration with the BigCommerce platform makes it much easier to use than the others we tried in the past and we are happy with the results we have gotten and their excellent customer support which is superior especially to Mailchimp which can only be reached by email.
Positive impact for our clients - Our clients can see exactly how many views each opt-in has seen, how it has converted, and how much revenue has been generated from that opt-in and email sequence that it is linked to. (We have used this tool + paid traffic + email to generate more than $15k for some of our clients. And that's just one part of their marketing systems...That's about 150x ROI).
Positive impact for us - We only want to recommend and use tools that have proven use cases and conversions. This is true here - and it means that we can reliably recommend and use it as a tool to grow revenue for our clients in combination with paid traffic and email marketing. They also support their partners - that means we're more efficient. Time is money - so that's a win here, too.
