Ambitions to grow? That’s great! But this must be met with a desire to ramp up your marketing ambitions if you want to see that growth materialise. That ramping up might look like moving beyond manual email lists, basic tracking tools, and disconnected systems. It may also involve moving from a reactive “suck it and see” mindset and “let’s just do some marketing” to a more structured, data-driven, multichannel approach. And it is this structure and data-driven focus that will drive results and help you prove ROI of your sales and marketing. BUT, to achieve this, you need the right tools at your fingertips.
Sound simple enough? However, the challenge lies in the fact that most SMEs don’t have huge teams or unlimited budgets, making this scaling phase difficult. And when it comes to having the right systems in place – you likely don’t have the most compatible CRM. You may even, dare I say it, be working from spreadsheets still. Or, on the other side of the scale, you may have a good off-the-shelf CRM platform, but be paying for numerous different platforms to provide you with all the tools you need to accomplish your goals, all while incurring hefty annual and monthly license fees, and dealing with the headache of managing and using these disparate systems, as well as battling with data silos or half-baked integrations.
Either way, what is required is better solutions that integrate your data, streamlines sales and marketing operations and gives you better visibility of the sales and marketing pipeline.
What is needed is a minimal number of platforms, a minimal license, minimal fuss and maximum output with seamless integration.
If your business uses Microsoft Dynamics 365 and you’re looking for a solution like this, here’s one that fits perfectly: Click Marketing Automation.
Why Click Is the Ideal Fit for Scaling SMEs
Unlike many marketing platforms that require expensive integrations, multiple systems, or steep learning curves, Click is natively built for Microsoft Dynamics 365. That means you’re not clumsily bolting on another tool— rather, you’re enhancing the system you already rely on and know your way around. The learning curve is gentle and the set up and rollout is super quick!
Because it’s a native integration, Click Marketing Automation software feels like it’s part of Dynamics 365—because it is. Everything from campaign management and lead scoring to reporting and analytics happens within your CRM. There’s no data lag, no third-party sync issues, and most importantly, no data siloes! And this is a game changer for SMEs ready to scale up their marketing efforts from ad hoc emails to multi-channel integrated marketing campaigns!
Built-In Features to Help SMEs Grow Smarter
Here are just some of the built-in features that our clients love about Click Marketing Automation for Dynamics 365…
1. All-in-One Email Marketing & Automation
Click makes professional email marketing straightforward with a drag-and-drop email builder that allows anyone to create branded, responsive emails. The phrase many marketers delight at “no coding needed”! And of course, for the more techie marketers who prefer custom HTML – That’s available too.
But what makes Click ideal for growing businesses is its automation canvas—a visual workflow builder that lets you create smart nurture sequences and drip campaigns based on customer behaviour. Letting you achieve the highly coveted “set it and forget” approach to email marketing, which can be personalised and scaled with complete ease. And whilst these nurture and conversion campaigns can be front-ended and take time to set up, it’s an absolute no-brainer for small teams with big dreams.
Don’t forget that these features are fully integrated into your CRM, meaning every interaction (opens, clicks, conversions) feeds into the contact’s Dynamics 365 record, giving that vital 360 customer journey insight, and no more juggling spreadsheets or manually updating lead statuses.
Why does this matter? Put simply. If you know where in the customer journey your leads and contacts are, the better you can speak to them. Tailor the messaging to where they are in relation to knowing you, your business and your products, and then deliver value in the form of content!
You can then implement lead scoring to take your digital marketing efforts to the next level. Let’s look at the lead scoring tools in Click Marketing Automation…
2. Real-Time Lead Scoring & Sales Prioritisation
SMEs often struggle with lead quality— and insight into the sales and marketing cycle. How can you possibly market to the best of your ability if you don’t know which leads are ready to talk to sales and which ones need more nurturing further? This is a common struggle which can be easily solved with the right platform features.
Thankfully, Click solves this issue with automated lead scoring that updates in real time based on engagement:
- Email opens and link clicks
- Web visits
- Form submissions
- Event registrations
- SMS responses
As leads hit key thresholds (set by you), they can be automatically routed into different journeys – ensuring sales-ready prospects go straight to your team ready for conversion, while colder leads are guided through targeted nurture paths.
This results in more effective marketing campaigns and an efficient use of time in your sales team. As you can eliminate time wasted on sales chasing cold leads, only to be deflated as they come to dead ends.
3. Landing Pages & Forms That Convert
As an SME, you may not have in-house developers on call to build custom landing pages for every campaign. And if you outsource your dev work to an agency, that can be a costly exercise too. Avoid this unappetising cost with Click’s easy-to-use landing page builder, which offers some great features:
- Drag-and-drop interface
- Mobile preview mode
- Embed forms, videos, and more
- Fully branded to match your website
The result is that all form data syncs directly into your Dynamics 365 sales CRM—no integrations, no imports. And it’s straightforward to see every sign-up, download, or inquiry inside the contact’s record in real time, ready to trigger workflows or follow-ups.
Seamless data capture and nurturing that saves time and drives sales leads. It really is that simple and brilliant.
And when it comes to reporting, you have all this powerful data to prove ROI and effectiveness of your campaigns. You can show exactly how many form completions there are and how many have converted into an enquiry, a trial, a download, and ideally, a paying customer. That’s helping you create your marketing funnel right there!
4. SMS Marketing for Real-Time Engagement
If you’re running events, flash promotions, or time-sensitive communications, email isn’t always fast enough. With Click, you can send bulk SMS messages or include personalised texts within your automation flows.
And because it’s all inside Dynamics 365, you can:
- Personalize messages using CRM fields
- Track SMS responses alongside email and web engagement
- Get a complete communication history in one place
This gives you a simple but powerful new channel to reach your audience—especially valuable when growing your reach without expanding your team.
5. Website Visitor Tracking & Intelligence
As SMEs grow, understanding buyer behaviour becomes more important—and Click’s web intelligence tools give you just that.
Track which pages a prospect visits, how long they stay, and what content they engage with, and this data feeds directly into Dynamics 365, allowing you to:
Trigger automated emails or SMS messages based on page visits
Adjust lead scores based on high-intent activity
Understand what content is truly driving interest
This insight helps your team spend time where it matters most—and make smarter marketing decisions.
6. Real-Time Reporting to Prove ROI
Scaling marketing efforts means nothing if you can’t prove they’re working. Click delivers robust reporting tools and customisable dashboards that show exactly how your campaigns are performing—right from within Dynamics.
Track metrics like:
- Email open and click-through rates
- Landing page conversions
- Form submissions
- Lead-to-sale conversion timelines
Because all this data is stored within your CRM, it’s always up to date and easy to share with leadership, finance, or sales. You’ll finally have the numbers to back up your budget requests—and prove that marketing is delivering real business value.
Designed for SMEs: Why Click + Dynamics 365 Is a Perfect Match
A lot of our Click customers are established SMEs who have decided that the likes of Mailchimp, HubSpot, Zoho, etc, simply don’t cut it anymore. Their move to Dynamics 365 always marks a fresh direction in their marketing strategy and pays back many times over. Here are just some of the reasons our clients love Click Marketing Automation software:
- Native Integration – Feels like one system, not two
- No Data Silos – Everyone works from the same real-time data
- Easy to Use – Designed for non-technical teams- Scales with You – Start simple, grow into more advanced campaigns Affordable ROI – More value with fewer tools and no third-party platforms
In summary, if you’re an SME using Dynamics 365 and you need a better marketing tool that will support your growth plans, take a closer look at Click.
About Rocket CRM
Rocket CRM is a Microsoft Dynamics 365, and a platinum Click accredited partner, helping small to medium-sized businesses and charities harness the power of scalable CRM technology. Our mission is to make powerful CRM software simple with custom-built, user-focused solutions.
Website: rocketcrm.co.uk
Podcast: RocketPod
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