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.
Integrates well with Dynamics CRM, but be wary of support
ClickDimensions Review
Basic - But Not Stable
ClickDimensions Marketing!
ClickDimensions is Best Suited for Microsoft Dynamics 365/CRM Users
ClickDimensions Review
Good marketing platform in a regrettable CRM
Clickdimensions - where integration actually becomes an impediment
ClickDimensions User Review
Best Option for Microsoft Dynamics CRM Users.
Popular Features
- Dynamic content (10)4.040%
- A/B testing (10)3.737%
- Landing pages (10)1.717%
- Ability to test dynamic content (10)1.414%
Pricing
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
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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.
Product Demos
ClickDimensions - Intelligent Dashboard Demo
ACE's ClickDimensions Webinar
How ClickDimensions can help Marketers with GDPR
ClickDimensions Intelligent Dashboards Demo
ClickDimensions Landing Page Demo
ClickDimensions Demo 1 26 2021
Features
Email & Online Marketing
Using software to manage lists, send emails, automate email campaigns, and track results.
- 5.3WYSIWYG email editor(8) Ratings
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
- 4Dynamic content(10) Ratings
Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).
- 1.4Ability to test dynamic content(10) Ratings
Users can test dynamic content prior to launching a campaign.
- 1.7Landing pages(10) Ratings
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
- 3.7A/B testing(10) Ratings
Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.
- 1.7Mobile optimization(10) Ratings
Users can easily optimize emails and landing pages for mobile devices.
- 4.6Email deliverability reporting(10) Ratings
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
- 6List management(9) Ratings
This involves creating, filtering, editing, merging and de-duping lists of contacts.
- 6.3Triggered drip sequences(9) Ratings
The software allows users to set up automatic / drip email campaigns triggered by certain events.
Lead Management
The process of tracking and managing prospective customers from lead generation to conversion.
- 7Lead nurturing automation(9) Ratings
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
- 5Lead scoring and grading(9) Ratings
Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.
- 3Data quality management(8) Ratings
The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.
- 4Automated sales alerts and tasks(7) Ratings
The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.
Campaign Management
Users can schedule campaigns and/or events with reminders, announcements, etc.
- 4Calendaring(5) Ratings
The software helps users maintain a calendar of all marketing activities.
- 1Event/webinar marketing(6) Ratings
Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.
Social Media Marketing
Using social media networks to help amplify marketing endeavors.
- 8Social sharing and campaigns(3) Ratings
Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.
- 3.1Social profile integration(3) Ratings
The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 2Dashboards(9) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 2Standard reports(9) Ratings
The software offers pre-built reports with metrics standard to the category.
- 3.8Custom reports(7) Ratings
Users can create custom reports.
Platform & Infrastructure
Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.
- 1API(5) Ratings
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.
- 1Role-based workflow & approvals(5) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
- 2Customizability(7) Ratings
Users can customize their instance with features like custom fields and custom objects.
- 7Integration with Salesforce.com(2) Ratings
The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
- 7.3Integration with Microsoft Dynamics CRM(10) Ratings
The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
- 8Integration with SugarCRM(2) Ratings
The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is ClickDimensions?
ClickDimensions Screenshots
ClickDimensions Competitors
ClickDimensions Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(35)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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:
-
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.
-
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.
-
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)- 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.
- ClickDimensions has better enabled us to reach prospective students.
- We are now able to automate some of our processes.
- 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 nurturing automation
- 70%7.0
- Lead scoring and grading
- 50%5.0
- Data quality management
- N/AN/A
- Automated sales alerts and tasks
- N/AN/A
- Calendaring
- N/AN/A
- Event/webinar marketing
- N/AN/A
- Social sharing and campaigns
- N/AN/A
- Social profile integration
- N/AN/A
- Dashboards
- 20%2.0
- Standard reports
- 20%2.0
- Custom reports
- N/AN/A
- Customizability
- 10%1.0
- Integration with Microsoft Dynamics CRM
- 80%8.0
ClickDimensions Review
- 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.
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.
- 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 nurturing automation
- N/AN/A
- Lead scoring and grading
- N/AN/A
- Data quality management
- 30%3.0
- Automated sales alerts and tasks
- N/AN/A
- Calendaring
- N/AN/A
- Event/webinar marketing
- 10%1.0
- Social sharing and campaigns
- N/AN/A
- Social profile integration
- N/AN/A
- Dashboards
- 20%2.0
- Standard reports
- 20%2.0
- Custom reports
- N/AN/A
- API
- 10%1.0
- Role-based workflow & approvals
- 10%1.0
- Customizability
- 40%4.0
- Integration with Salesforce.com
- N/AN/A
- Integration with Microsoft Dynamics CRM
- 60%6.0
- Integration with SugarCRM
- N/AN/A
- Acoustic Campaign (formerly IBM Watson Campaign Automation) and Campaign Monitor
Basic - But Not Stable
- 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.
- 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.
- 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 nurturing automation
- 30%3.0
- Lead scoring and grading
- 50%5.0
- Data quality management
- 30%3.0
- Social sharing and campaigns
- 80%8.0
- Social profile integration
- 30%3.0
- Customizability
- 70%7.0
- Integration with Microsoft Dynamics CRM
- 90%9.0
- Email Editor.
- Forms Editor.
- Connects with Microsoft Dynamics
- Multi-channel integration
- User-friendliness
- Relevance to modern marketplace
- Integration with Microsoft Dynamics 365/CRM is Easy
- User-friendly Syncing with Microsoft Dynamics 365/CRM
- Training is Accessible
- 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 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
- Calendaring
- 30%3.0
- Dashboards
- 40%4.0
- Standard reports
- 40%4.0
- Custom reports
- 30%3.0
- Integration with Microsoft Dynamics CRM
- 80%8.0
- 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
- Product Usability
- Vendor Reputation
- Analyst Reports
- 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 has allowed us to email our list of 100,000+ contacts regularly.
- 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 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
- Event/webinar marketing
- 60%6.0
- Dashboards
- 30%3.0
- Standard reports
- 40%4.0
- Custom reports
- 30%3.0
- Role-based workflow & approvals
- 50%5.0
- Customizability
- 50%5.0
- Integration with Microsoft Dynamics CRM
- 80%8.0
- 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.