Skip to main content
TrustRadius
ClickDimensions

ClickDimensions

Overview

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.

Read more
Recent Reviews

TrustRadius Insights

Users have found ClickDimensions to be a versatile tool for various marketing automation needs. It has been utilized for a wide range of …
Continue reading
Read all reviews

Popular Features

View all 26 features
  • Dynamic content (10)
    4.0
    40%
  • A/B testing (10)
    3.7
    37%
  • Landing pages (10)
    1.7
    17%
  • Ability to test dynamic content (10)
    1.4
    14%
Return to navigation

Pricing

View all pricing
N/A
Unavailable

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

3 people also want pricing

Alternatives Pricing

What is Salesforce Marketing Cloud?

Marketing Cloud is an AI-powered, cloud-based digital marketing platform within the Salesforce Customer 360 ecosystem. Marketers can segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights.

What is Keap?

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

Return to navigation

Product Demos

ClickDimensions - Intelligent Dashboard Demo

YouTube

ACE's ClickDimensions Webinar

YouTube

How ClickDimensions can help Marketers with GDPR

YouTube

ClickDimensions Intelligent Dashboards Demo

YouTube

ClickDimensions Landing Page Demo

YouTube

ClickDimensions Demo 1 26 2021

YouTube
Return to navigation

Features

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

3.9
Avg 7.8

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

4.7
Avg 7.7

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

2.5
Avg 7.6

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

5.5
Avg 7.5

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

2.6
Avg 7.5

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

4.4
Avg 7.6
Return to navigation

Product Details

What is ClickDimensions?

ClickDimensions is a marketing solution for Microsoft Dynamics, made exclusively for and natively built within Dynamics CRM. ClickDimensions combines multi-channel marketing automation technology, a marketing dashboard for deeper insights into marketing results and revenue impact, and a full range of marketing services designed to ensure success for marketers at organizations that use Dynamics 365.

ClickDimensions Screenshots

Screenshot of Create email templates inside Dynamics CRM with our drag and drop email editorScreenshot of Collect contact and lead data through web forms and landing pagesScreenshot of Build multi-channel, automated campaigns using an easy drag and drop interfaceScreenshot of View your marketing performance at a glance right inside DynamicsScreenshot of Use reporting to accurately measure your sales and marketing campaigns

ClickDimensions Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

Adobe Marketo Engage, Act-On Software, and HubSpot Marketing Hub are common alternatives for ClickDimensions.

Reviewers rate Social sharing and campaigns highest, with a score of 8.

The most common users of ClickDimensions are from Small Businesses (1-50 employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(35)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found ClickDimensions to be a versatile tool for various marketing automation needs. It has been utilized for a wide range of purposes, including email marketing, surveys, landing pages, forms, campaign automation, and lead qualification. External marketing campaigns have benefitted from ClickDimensions' seamless integration with Dynamics 365, allowing for smooth information sharing between the two platforms through workflows. Additionally, the software has proven valuable for internal communication in industries like construction, enabling users to conduct employee surveys and distribute safety bulletins.

ClickDimensions has become a go-to solution for email marketing activities. Users have leveraged its capabilities to send emails to marketing lists, measure effectiveness through metrics tracking, and efficiently capture contact information from website forms. Moreover, ClickDimensions is now being used to analyze website traffic and page views, providing actionable insights into user behavior. As the primary marketing automation platform, it offers automated workflows, email campaigns, and streamlined landing page creation. Both Marketing and Sales teams have embraced this software to collect and analyze user data for personalized marketing and sales initiatives. In many cases, ClickDimensions has become the central hub for the marketing department's activities, facilitating tasks like newsletters and email blasts. Clients who integrate ClickDimensions with their Microsoft Dynamics CRM environments have also benefited from enhanced CRM solutions and consulting services. Furthermore, some users have leveraged ClickDimensions for programmatic communications, event management, and light automation use cases. Overall, this software has proven itself as a valuable tool in tailoring future communications based on user interests and reaching out to prospective students via personalized email campaigns and lead nurturing strategies.

User-Friendly Platform: Users have found ClickDimensions to be a user-friendly platform that allows for the development of landing pages, email sends, forms, and surveys without the need for HTML knowledge. Many reviewers mentioned that it can be used with or without code knowledge, making it a convenient interface to work in.

Seamless Integration with Outlook and Dynamics CRM: Several users appreciated the seamless integration of ClickDimensions with Outlook and Microsoft Dynamics CRM Versions 2011-Current. They found it easy to pull information from the CRM system as ClickDimensions fully integrates with Dynamics CRM.

Robust Email Editor Options: The email editor options provided by ClickDimensions have been highly praised by users. They find it straightforward to design and send emails, thanks to features like the ability to use HTML and Free Form. Additionally, users appreciate the email statistics and campaign reporting features offered by ClickDimensions.

Limited Integration with Other Systems: Some users have mentioned that the product only integrates with Microsoft Dynamics, which limits its compatibility with other systems.

Inadequate Support: Several reviewers have expressed dissatisfaction with the support provided by the company. They have stated that Tier 1 support was inadequately trained and other tiers were inadequately staffed.

Lack of Stability and Consistency: A number of users have found that the product is not stable and consistent in terms of its maturity. They have experienced issues such as certain aspects reverting back to initial deployment state after upgrading, slow performance when there is a lot going on, and clunky and buggy data import processes.

Based on user feedback, there are three key recommendations for ClickDimensions:

  1. Assess Business Requirements: It is recommended to understand the business requirements before starting the software discovery process. Users suggest conducting a full analysis of ClickDimensions, Hubspot, and Marketo to determine which software best meets their needs.

  2. Compare Other Solutions: Users advise looking into other options and comparing them with ClickDimensions. They believe that the software still has room for improvement and that comparing it to alternatives, such as Constant Contact, can provide better overall value in terms of email campaign tools.

  3. Consider Integration and Functionality: Users recommend considering ClickDimensions for fully integrated marketing automation that links with Microsoft CRM. However, they caution against solely relying on its integration with Dynamics 365 and suggest exploring other platforms if more advanced functionality is required.

In summary, users emphasize the importance of assessing business requirements, comparing alternatives, and considering integration and functionality when deciding whether to use ClickDimensions.

Attribute Ratings

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Score 2 out of 10
Vetted Review
Verified User
The marketing department uses ClickDimensions to reach prospective students via email. We use bulk emails to provide prospective students with information about events such as open days. Campaign Automations are used to nurture leads with drip campaigns. It takes some work out of our hands that would otherwise have to be done manually.
  • The integration with Dynamics CRM is a pro.
  • Overall functionality is fine for most basic things.
  • [I feel that] support is abysmal.
  • Hardly any new features or improvements.
  • Longstanding issues take ages to fix.
If you wish to use something that by default integrates with Dynamics CRM, ClickDimensions is one of your options. It will suit most of your basic needs.

If you want to do more advanced things, you may need to look at another solution. Also [in my experience], support has been abysmal, so try not to require it...
  • ClickDimensions has better enabled us to reach prospective students.
  • We are now able to automate some of our processes.
Email & Online Marketing (9)
43.33333333333333%
4.3
WYSIWYG email editor
60%
6.0
Dynamic content
50%
5.0
Ability to test dynamic content
10%
1.0
Landing pages
20%
2.0
A/B testing
40%
4.0
Mobile optimization
10%
1.0
Email deliverability reporting
60%
6.0
List management
70%
7.0
Triggered drip sequences
70%
7.0
Lead Management (4)
30%
3.0
Lead nurturing automation
70%
7.0
Lead scoring and grading
50%
5.0
Data quality management
N/A
N/A
Automated sales alerts and tasks
N/A
N/A
Campaign Management (2)
N/A
N/A
Calendaring
N/A
N/A
Event/webinar marketing
N/A
N/A
Social Media Marketing (2)
N/A
N/A
Social sharing and campaigns
N/A
N/A
Social profile integration
N/A
N/A
Reporting & Analytics (3)
13.333333333333332%
1.3
Dashboards
20%
2.0
Standard reports
20%
2.0
Custom reports
N/A
N/A
Platform & Infrastructure (2)
45%
4.5
Customizability
10%
1.0
Integration with Microsoft Dynamics CRM
80%
8.0
Score 2 out of 10
Vetted Review
Verified User
Incentivized
We used it primarily as an email marketing system. Some programmatic communications for events. Very light automation use. We used the forms and surveys at times, form captures, and web content (pages) for subscription preferences.
  • Posting email activity to a customer record in Dynamics
  • Using marketing lists from Dynamics
  • 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.
In theory, its connection to Dynamics, and the customisations you can make, are a big benefit. In practice, for a company that is not enterprise level and does not have many subject matter experts working on it, the platform was painful, and the staff time/development/consulting overhead too high. The day to day difficulties outweighed the benefits.
For example, emails can essentially only be personalised with information from a Dynamics customer record. So you need to add lots of additional temporary information to your core CRM record, or come up with convoluted solutions for a common email marketing use case.
  • 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.
Email & Online Marketing (9)
28.88888888888889%
2.9
WYSIWYG email editor
40%
4.0
Dynamic content
20%
2.0
Ability to test dynamic content
20%
2.0
Landing pages
10%
1.0
A/B testing
30%
3.0
Mobile optimization
30%
3.0
Email deliverability reporting
20%
2.0
List management
40%
4.0
Triggered drip sequences
50%
5.0
Lead Management (4)
7.5%
0.8
Lead nurturing automation
N/A
N/A
Lead scoring and grading
N/A
N/A
Data quality management
30%
3.0
Automated sales alerts and tasks
N/A
N/A
Campaign Management (2)
5%
0.5
Calendaring
N/A
N/A
Event/webinar marketing
10%
1.0
Social Media Marketing (2)
N/A
N/A
Social sharing and campaigns
N/A
N/A
Social profile integration
N/A
N/A
Reporting & Analytics (3)
13.333333333333332%
1.3
Dashboards
20%
2.0
Standard reports
20%
2.0
Custom reports
N/A
N/A
Platform & Infrastructure (6)
20%
2.0
API
10%
1.0
Role-based workflow & approvals
10%
1.0
Customizability
40%
4.0
Integration with Salesforce.com
N/A
N/A
Integration with Microsoft Dynamics CRM
60%
6.0
Integration with SugarCRM
N/A
N/A
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.
February 12, 2020

Basic - But Not Stable

Score 1 out of 10
Vetted Review
Verified User
We used the mass email marketing, event participations and webinar surveys, forms and landing pages, and campaign automation. It is very convenient to have this integrated with Dynamics 365 and we wrote many workflows to further share information between the two. We also used the script on our website to track visits and page views.
  • Integration with Dynamics 365.
  • Email editor options, including HTML and Free Form.
  • Support - Tier 1 is inadequately trained, and other tiers are inadequately staffed.
  • Product maturity - The product is not stable and consistent.
If you have basic marketing needs this product may work well for you. However, we do not recommend that you choose this product based on the integration with Dynamics 365 as the statistics, the performance, the stability, and consistency will negate the benefits of integration. It performs basic functions and provides many features but other software that performs the same functions is cheaper, especially when you experience intermittent data loss.
  • 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.
Email & Online Marketing (8)
65%
6.5
WYSIWYG email editor
70%
7.0
Dynamic content
70%
7.0
Ability to test dynamic content
80%
8.0
Landing pages
50%
5.0
A/B testing
80%
8.0
Mobile optimization
70%
7.0
Email deliverability reporting
30%
3.0
Triggered drip sequences
70%
7.0
Lead Management (3)
36.666666666666664%
3.7
Lead nurturing automation
30%
3.0
Lead scoring and grading
50%
5.0
Data quality management
30%
3.0
Campaign Management
N/A
N/A
Social Media Marketing (2)
55%
5.5
Social sharing and campaigns
80%
8.0
Social profile integration
30%
3.0
Reporting & Analytics
N/A
N/A
Platform & Infrastructure (2)
80%
8.0
Customizability
70%
7.0
Integration with Microsoft Dynamics CRM
90%
9.0
We selected ClickDimensions because it integrates with Dynamics 365. We previously used iContact, Survey Monkey, Outlook functionality, and Google Analytics. We went back to all of these after severing ties with ClickDimensions for our company. We continue to support ClickDimensions for some of our clients. We have created a comparison of 15+ email mass marketing tools and will be using this to select our next product.
Yes
It came with the package. The training videos onsite are pretty good. They have a blog and you can find answers there, but they rarely clean out old articles and so you have to be careful that you choose the latest articles or you may get a wrong answer. They have certifications available so you can do a deeper dive. The University icon is available from Campaign Automations which is convenient. But regular support is dismal. It is email support, but if you push you can set up a phone call or WebEx support session.
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.
Yes
We worked with higher tier support for over a year to get their Email Statistics accurate and complete. Last we heard there were some defects created but we never heard if they were ever resolved. We learned to take their statistics with a grain of salt. When you run reports and compare them to Google Analytics nothing will match.
  • Email Editor.
  • Forms Editor.
Yes, but I don't use it
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
ClickDimensions will soon be deprecated within our organization due to the fact that we have found a marketing automation solution that better fits our needs and integrates with other products. While it's great for Microsoft Dynamics 365/CRM users, solely, if you're using more channels, it's not as thorough or compatible, so to say.
  • Connects with Microsoft Dynamics
  • Multi-channel integration
  • User-friendliness
  • Relevance to modern marketplace
ClickDimensions is well-suited for those using Microsoft Dynamics 365/CRM environments. Even if you are using Dynamics, I would advise you to conduct thorough business analyses before deciding on something to be assured it's the right one for you. Things aren't black and white in the world of technology. Change is the only constant, much like in life. Evolution is inevitable. You need something that'll grow with your business and business plans. ClickDimensions isn't fitting the bill lately, in my opinion. It's not a bad solution, but a subjective criticism.
  • Integration with Microsoft Dynamics 365/CRM is Easy
  • User-friendly Syncing with Microsoft Dynamics 365/CRM
  • Training is Accessible
Email & Online Marketing (8)
25%
2.5
Dynamic content
40%
4.0
Ability to test dynamic content
40%
4.0
Landing pages
20%
2.0
A/B testing
20%
2.0
Mobile optimization
20%
2.0
Email deliverability reporting
20%
2.0
List management
30%
3.0
Triggered drip sequences
10%
1.0
Lead Management (4)
25%
2.5
Lead nurturing automation
10%
1.0
Lead scoring and grading
10%
1.0
Data quality management
50%
5.0
Automated sales alerts and tasks
30%
3.0
Campaign Management (1)
30%
3.0
Calendaring
30%
3.0
Social Media Marketing
N/A
N/A
Reporting & Analytics (3)
36.666666666666664%
3.7
Dashboards
40%
4.0
Standard reports
40%
4.0
Custom reports
30%
3.0
Platform & Infrastructure (1)
80%
8.0
Integration with Microsoft Dynamics CRM
80%
8.0
I prefer Act-On to ClickDimensions. I've studied both technologies and have been trained in them, but I find that Act-On is more suited to fit my needs and the needs of my team and organization as a whole. I think Act-On is more equipped to handle shifts in marketplace due to social demands.
3
In my place of business, three of us use ClickDimensions to help clients solve problems with more effectiveness. They are part of the marketing and business consulting sides of our business. The only reason I give it an 8 out of 10 instead of a 10 out of 10 is because I think it is more suitable for Microsoft Dynamics 365 than other CRM technology, and that is a big selling point in the marketplace today to be able to accommodate more CRM systems. Since it only accommodates one, but does it very well, I give it this rating.
3
This is a rough number. More people are learning it everyday. As we gain more clients who want to integrate a marketing automation solution with CRM technology like Microsoft Dynamics, we may recommend this after conducting business analyses to see if their process would benefit from this solution. ClickDimensions requires a technological background, but I think the learning process is user-friendly even if your'e just getting started.
  • For Microsoft Dynamics 365/CRM users who want to integration marketing automation technology to create better outcomes
  • For those in our organization who want to learn more marketing automation software and increase their skill sets
  • ClickDimensions continues to grow, and as the marketplace evolves, I think it's important for marketers to stay up to date with what's available in order to provide the most objective and thorough recommendation to clients
  • We use ClickDimensions to help a variety of businesses solve everyday problems they have surrounding marketing strategies
  • ClickDimensions is the number one marketing automation technology for Microsoft Dynamics 365/CRM, so as more clients implement it, the two tend to go hand in hand
  • ClickDimensions not only is a good technology, but good resource for marketing tips, advice, and strategies - their blogs always are leading conversation
  • ClickDimensions is good for us on the Business and CRM Consulting sides of our business - it integrates into an organization's collective strategy, and can be used by multiple departments
  • I am excited to see how it evolves in harmony with Microsoft Dynamics 365/CRM
  • I think as the technology evolves we may see that it can support more CRM technology even better
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.
No
  • Product Usability
  • Vendor Reputation
  • Analyst Reports
I think the most single important factor for us that is reflected in other answers I've provided is how well ClickDimensions integrates with Microsoft Dynamics 365/CRM. We are able to help clients solve all of their business challenges on a broad spectrum, not just in relation to the technology, but everything that supports the technology's use, functionality, and continuous adoption.
This is not relevant to me being a partner of ClickDimensions in the B2B marketplace. It is a no-brainer for us to know it and have our business consultants and CRM consultants know it to help clients understand what's available, how it works with their CRM, what's possible, and then go on to implement and utilize it.
Chris Thorne | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
Clickdimensions is used primarily as an email marketing tool by our company, allowing us to send emails to marketing lists and measure their effectiveness. We also use it to gather contact information from forms on our website. More recently we've started to use the data on website traffic and page views. It is used primarily by central marketing, although product marketing is responsible for generating email content. Clickdimensions was implemented to allow us to do email marketing directly from Microsoft Dynamics CRM.
  • Easy to pull information from Dynamics CRM, as it's fully integrated.
  • Straightforward email marketing tools.
  • Form builder is easy to use, and pushes captured information straight into Dynamics.
  • 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.
Clickdimensions would be suitable for low throughput email blasts to non-segmented lists from Microsoft Dynamics CRM. Its automation is limited and segmentation is really hard in Dynamics, making it unsuitable for complex nurture campaigns or marketing following behaviour based triggers.
  • Clickdimensions has allowed us to email our list of 100,000+ contacts regularly.
Email & Online Marketing (9)
28.88888888888889%
2.9
WYSIWYG email editor
40%
4.0
Dynamic content
20%
2.0
Ability to test dynamic content
10%
1.0
Landing pages
20%
2.0
A/B testing
50%
5.0
Mobile optimization
50%
5.0
Email deliverability reporting
40%
4.0
List management
10%
1.0
Triggered drip sequences
20%
2.0
Lead Management (4)
27.5%
2.8
Lead nurturing automation
20%
2.0
Lead scoring and grading
30%
3.0
Data quality management
30%
3.0
Automated sales alerts and tasks
30%
3.0
Campaign Management (1)
60%
6.0
Event/webinar marketing
60%
6.0
Social Media Marketing
N/A
N/A
Reporting & Analytics (3)
33.333333333333336%
3.3
Dashboards
30%
3.0
Standard reports
40%
4.0
Custom reports
30%
3.0
Platform & Infrastructure (3)
60%
6.0
Role-based workflow & approvals
50%
5.0
Customizability
50%
5.0
Integration with Microsoft Dynamics CRM
80%
8.0
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.
  • Once templates are setup, building and sending an email is really straightforward
  • Creating segments using marketing lists in Clickdimensions and Dynamics is a real pain in the bum.
  • Importing data into the system is very cumbersome and buggy.
Clickdimensions has some very usable features such as form builder and email editor. However, the intergation with Dynamics makes it hard to achieve anything with this system at speed, and really leverage the value.
Return to navigation