Deliver more leads with powerful marketing automation software
Set the marketing dial to ten and deliver quality leads with Click, a Dynamics 365-compatible marketing software.
Click gives SMB marketers all the digital tools they need to deliver quality, personalised digital marketing communications, all within your Dynamics 365 CRM platform.
What makes Click different?
When you need marketing automation with seamless Microsoft Dynamics 365 compatibility, Click is in a league of its own. Here’s why...
When 2 become 1
Click is natively built for Dynamics 365, meaning both platforms work like one single system, offering seamless data integration and an enhanced user experience.
A lead nurturing machine
Connect sales and marketing in one centralised place and prove the value of marketing by capturing, nurturing and converting more leads and proving marketing ROI. With unrivalled visibility of the full sales and marketing pipeline, your sales and marketing efforts will soar.
Digital marketing tools that pack a punch
Click is packed with digital tools that enable marketing to deliver integrated multi-channel communications that drive engagement and optimise sales and marketing activity at every stage of the funnel.
ClickDimensions
Marketing Features
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Email marketing
Create personalised emails effortlessly using Click's drag and drop, freestyle, or HTML editors. Utilise pre-set templates or create custom ones with logos, images, and custom fonts. Send as bulk emails to individuals, or trigger automated workflows. Experiment with split testing for creative, copy variations, and refine campaigns through the email reporting dashboard.
Data capture tools
Data lists creation is streamlined with Click's web forms tool, offering a user-friendly drag-and-drop form designer. Embed forms on your website with ease. Customise post-form actions, such as auto responses, adding to marketing lists, alerting sales, or setting follow-up tasks. Utilise lists for nurturing campaigns, newsletters, and sales activities.
Events integration
Make event management smooth by capturing registration, attendance and other data within Microsoft Dynamics 365 Sales. Use the Click connecters to integrate your CRM with leading event management systems such as GoToWebinar, WebEx, Cvent, Eventbrite, Zoom Webinar and Microsoft Teams Events.
Survey your customers
Click's Surveys in Dynamics 365 Sales retain valuable customer feedback data. Use the drag-and-drop designer to create customised surveys and send them via email or web page to leads, contacts, and accounts. Employ response triggers to turn negative experiences into opportunities for customer delight. Automate emails to account managers to address unsatisfactory feedback.
Campaign automation
Drive meaningful communications at every stage of the buying cycle with Click campaign automation within Dynamics 365 CRM. Automate messages for various scenarios, including lead nurturing, event promotion, customer onboarding, feedback collection, and customer alerts. Boost audience engagement and build trust with seamless marketing activity.
Lead scoring
Accelerate the sales cycle by combining your automation and email tools with lead scoring and bring sales into the loop to focus them on quality prospects at just the right time. Score prospects based on buying behaviour, such as form submission, email opens, and unsubscribes. And when a prospect is ‘ready to buy’, send a real-time alert to sales for follow-up.
Social media tools
Save time and money by managing social media posts in Dynamics 365. Instantly post or schedule for Facebook, LinkedIn, Twitter, and Instagram. Use Click's Social Posting for more features, like content scheduling, curation, analytics, and reporting. Leverage social listening, campaign tracking, and advocacy programs for better marketing results.
SMS marketing
Leverage SMS Marketing with Click's Twilio, MessageNet, and BulkSMS integrations in Dynamics 365 Sales. Manage personalized text message campaigns to leads and contacts. Send bulk messages or trigger personalized SMS from CRM workflows. Record all SMS activity in your CRM for a comprehensive view of customer communications.
Web tracking
Click empowers marketers with email marketing, automation (customer journeys), lead scoring, and web pages to attract, nurture, and convert prospects. Personalised communication journeys effectively impact potential leads and guide them through the sales funnel.
Marketing calendar
Maintain transparency between teams and synchronise your marketing activities using the Click marketing calendar. A simple calendar shows those with access to what activity is happening and when, keeping everyone in the loop and focused on what counts.
Rapid implementation
Get up and running with your new Dynamics 365-compatible marketing platform quickly with our Click Platinum Accredited team onboard.
Tell us about your marketing software needs.
I’m not a Microsoft Dynamics 365 user
If you’re not a Microsoft Dynamics user and interested in Click, speak to us. We’re Microsoft Dynamics experts and can explain how you can switch to this powerful duo.
Implementing Click
Rocket CRM is a full-service Platinum Accredited Click partner famed for going the extra mile. We are backed up by Click themselves, so you can breathe easy knowing that you are in safe hands.
Our approach to implementation
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