Best Option for Microsoft Dynamics CRM Users.
January 27, 2016

Best Option for Microsoft Dynamics CRM Users.

Emily Olson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ClickDimensions

Our organization uses ClickDimensions for marketing automation, email marketing (A/B split testing, email sends, campaign responses, engagement, etc.), surveys, landing pages, forms, campaign automation, and lead qualification. We use it specifically in the Marketing Department for these reasons however, we have used it to survey employees as well as a weekly communication & test for our safety bulletin because we work in the construction industry.
  • Developing Landing Pages, Email Sends, Forms, and Surveys without HTML Knowledge. It can be used with code knowledge or without making it a super easy interface to work in.
  • Integrates flawlessly with Outlook and Microsoft Dynamics CRM Versions 2011-Current.
  • ClickDimensions offers a free certification for deployment in a 3 class, online webinar & test. Great way to learn Microsoft CRM capabilities and the software itself.
  • Survey functionality is not as robust as other platforms such as Qualtrics.
  • When upgrading, certain aspects of Microsoft Dynamics can revert back to initial deployment state.
  • Only integrates with Microsoft Dynamics.
  • Tracking Email Engagement by customer is much easier. Real Time Stats/Email Engagement Report already built in.
  • Lead scoring helps develop more qualified leads.
Evaluated Salesforce, Marketo, Hubspot. Selected ClickDimensions for cost and integration with Microsoft Dynamics.
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.

ClickDimensions Feature Ratings

WYSIWYG email editor
9
Dynamic content
10
Ability to test dynamic content
10
Landing pages
8
A/B testing
8
Mobile optimization
9
Email deliverability reporting
8
List management
3
Triggered drip sequences
8
Lead nurturing
7
Lead scoring and grading
9
Automated sales alerts and tasks
10
Calendaring
8
Event/webinar marketing
7
Dashboards
7
Standard reports
9
Custom reports
7
API
8
Integration with Microsoft Dynamics CRM
10

Using ClickDimensions

Easy to use! Although we are still using Microsoft Dynamics CRM 2011, the interface is still extremely usable and functions without flaw.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
None
  • Email Templates
  • Landing Pages
  • Forms
Yes - ClickDimensions uses a 3 column approach to designing surveys or forms in a mobile interface. It is easy to clone a survey or form template and then put all of that data it into the first column to create a mobile optimized version. All email templates are already mobile optimized when you design them.