The pressure on sales and marketing teams to be able to drive growth and prove marketing ROI is never going to lessen. If anything, accountability, visibility and evidence of ROI are more critical than ever. This means marketers need software that gives seamless integration and visibility across the full sales and marketing pipeline.
Marketing teams are also under pressure to do more with less and need powerful tools that streamline efforts, amplify their communications and drive conversions. Whilst also serving up the data that shows their marketing is working and delivering ROI.
For Microsoft Dynamics 365 users, Click (formerly known as ClickDimensions) serves up a robust all-in-one marketing platform solution that does all the above whilst integrating seamlessly with Dynamics 365 to deliver automated campaigns, improve customer engagement, and ultimately maximise sales. Unfamiliar with Click? Let us enlighten you….
What is Click marketing software?
Click is a marketing automation platform designed specifically for Microsoft Dynamics 365 users and integrates seamlessly into your Dynamics 365 environment to the extent that it feels like you’re using one system. Essentially, it is, as it is natively built, and your data is held in one unified platform. So, that ‘two in one’ feeling is deliberate. Plus, being natively built eliminates the need for third-party integrations.
As far as marketing platforms go, Click is packed to the rafters with lots of tools marketers will love. Everything is designed to help them manage and execute integrated automated campaigns, from email marketing to lead nurturing, while tracking and analysing campaign performance in real-time.
Let’s dive a little deeper into Click’s core features and see what it means for the typical marketer with a to-do list, the length of their arm, a limited budget and the pressure to deliver.
Core features of Click marketing software
Here are some of Click‘s most notable tools, which make it the go-to marketing tool for Dynamics 365 users, and why they are valuable for modern marketers.
Email marketing & automation
Email campaigns – Click serves up a really easy-to-use email builder, with the option of using the simple drag-and-drop designer for those who aren’t coders or the HTML version, if that’s what you prefer. Resulting in visually appealing responsive emails that engage and convert. You can set up your brand palette and create templates so that creating new campaigns is quick and easy. And with the built-in campaign creation function and tracking cookie, you’ll be able to track the impact of your email campaigns.
Along with the email builder tool, marketers can also use the email automation builder to automate email responses and workflows using the automation canvas. This feature will set up automated nurture sequences, follow-up emails, and other communications. A vital but straightforward tool to scale up your marketing and benefit from a ‘set it and forget it’ template. Small, lean marketing teams will wonder how they ever survived without it!
Lead Scoring & nurturing
Lead Scoring: One of the key features of Click is its lead scoring capability, which automatically assigns scores to leads based on their behaviours and interactions with your content. From brand new leads to MQL (Marketing qualified lead) to SQL, SQP and finally closed won, you’ll know exactly how engaged they are, categorise them and then act appropriately with further sales and marketing activities depending on where in the buyer journey they are.
This lead nurturing activity is made simple by building customised lead nurturing campaigns that guide leads through the sales funnel, turning potential customers into loyal buyers.
All the while, sales can prioritise their most engaged leads and focus on high-value prospects, increasing the chances of conversion and ultimately working smarter, not harder.
Landing Pages & Forms
Landing Page Builder – A basic way marketers can drive engagement and capture interest is through an effective web page. Of course, you may want to develop pages natively on your existing website; sometimes, this isn’t practical or cost-effective, and that is when landing page builders prove really handy. Click comes with a user-friendly landing page builder that can be integrated directly into Dynamics 365 so that all that valuable data is synced seamlessly.
Forms – Marketers can also create custom forms that are easily dropped into a webpage with an iframe or widget and can be stylised to match your brand guidelines. The beauty of integrated forms with Click is that the data captured goes straight into Dynamics 365. You can set alerts for those handling enquiries and view insight dashboards for this activity.
These forms are super versatile and can be used for all sorts of marketing activities, from lead generation through downloadable content, event registration, or contact inquiries; all of this valuable data is collected and held in the unified data centre. When these enquiries, downloads, and registrations come through, you can pop them into automation campaigns to engage and nurture even more. It’s really light touch for the marketing team and ensures it keeps your audiences engaged and your brand top of mind.
Campaign Management
Campaign Tracking – delivering campaigns is one thing, but can you prove it worked? Did it engage or convert? What impact did it have on the sales pipeline? Can you prove that your marketing-sourced leads are delivering real growth? All these questions can be answered through campaign tracking by monitoring key metrics such as open rates, click-through rates, and conversions.
By tracing the source of your leads, you can pinpoint the marketing activity that’s moving the needle and driving growth. And just as importantly, identify what’s not working and then ask the critical questions as to why.
Multi-Channel Campaigns – Whether your campaigns are email-based, social media-driven, or even event-focused, Click provides all the tools needed to manage multiple channels from one platform. Keeping everything in one place is practicable, saves time, and ensures your message is consistent across all platforms. As marketers know, consistency and frequency are key!
Web Intelligence & Visitor Tracking
Website Visitor Tracking – Alongside your campaign analytics and email insights, Click also offers web intelligence features that are game changers. This tool allows marketers to track visitors’ activities on their website, see which pages have been visited, how long visitors stayed, and whether they took any specific actions.
Social Media Integration
Social Media Engagement – another brilliant feature that prevents marketers from having to pay yet another subscription for a third-party social media tool. Click integrates with major social media platforms, enabling businesses to manage and monitor their campaigns directly within Dynamics. Marketers can schedule posts, track engagement, and measure the success of their campaigns. If Hootsuite prices are too high to justify, imagine having an integrated tool that lets you do everything you need for slicker and smarter social media activity.
Plus, as a bonus, Click provides analytics to help you gauge social media performance, identifying trends, engagement levels, and opportunities for improvement.
Reporting and Analytics
Click’s real-time reporting analytics is another powerful tool, enabling marketers to quickly analyse campaign performance, identify any trends, and then react by optimising tactical activities in real-time. This makes the marketing team smarter, more agile, and more responsive, giving them a competitive edge. Switched-on marketers know how to adapt to drive engagement further and impact ROI.
Plus, the user interface in the reporting module is fantastic, as users can create simple to-interpret dashboards that reflect the most important and relevant metrics. This is a win for the marketing team on the ground and the leaders signing off on the budget!
Whether you’re tracking email open rates, form submissions, or lead conversions, ClickDimensions makes it easy to visualise your success and share that internally.
Benefits of Click software for Microsoft Dynamics users
We weren’t exaggerating when we said it was packed to the rafters! As you can see, there are enough tools to keep a team of marketers out of mischief for a while and have them feeling pretty smug about their awesomeness. But they don’t need to give all the credit to the software; the marketing team can shine!
Yet it’s Click‘s integration with Microsoft Dynamics 365, which really sets it apart for businesses using Microsoft Dynamics. The native integration is the game changer here, enabling the full buyer journey visibility, lead nurturing and workflows.
In short, if you’re a Microsoft Dynamics 365 who is eager to improve your sales and marketing efficiency, seriously consider Click. It will, without a doubt, transform how you engage with prospects, help you ramp up lead generation and nurturing, and improve conversion rates and sales collaboration sales. Click is the ultimate marketing solution for Dynamics 365 users looking to stay ahead, work smarter and do more with less.
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
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