Rocket CRM launch new ClickDimensions Health Check product

Any software is a big investment, so businesses should be looking to get the most from their marketing software in a data-driven world to remain competitive and be seen and heard.

We are highly this problem, as we are often asked by clients how they can get more from their ClickDimensions licenses and as a Platinum ClickDimensions Partners, we take this kind of task in our stride. In fact, we get great satisfaction from helping clients get more from Dynamics 365 and ClickDimensions to power up their sales and marketing activity.

ClickDimensions is the leading marketing platform for Dynamics 365 users and its powerful tools and data analytics can be a game-changer for businesses who are serious about levelling up their digital marketing. Yet sometimes, a client needs guidance and expertise to squeeze even more from their software.

This is why we have launched a new product that does just this; the ClickDimensions Health Check. Following a short project for one of our clients where we looked at uncovering opportunities and addressing specific issues the client was having, we evolved this into the ClickDimensions health Check product.

The ClickDimensions Health Check is a deep dive into the settings and utilisation of this powerful marketing automation tool with the aim of helping users get the very best from their marketing software. We often find there is a mixture of quick wins that can help users deliver better marketing almost immediately, as well as training and configuration tasks that will need to be addressed in time.

The Health Check service includes an initial fact-find, a comprehensive system diagnostic, complete with a detailed report and finished off with a one-hour workshop where we will run through the report and show the client quick wins and highlight utilization gaps and training needs. The report and workshop demonstrate to the client exactly how to get more from the features and tools, explaining how it will help support their existing marketing strategy.


There is a cost associated with this diagnostic, as this is a comprehensive piece of work, however, clients can use their managed service hours to pay for part or all of the Health Check.

If you want to squeeze more from ClickDimensions and make it work harder for you, find out more by clicking here or contact us

Rocket CRM is a Microsoft Dynamics 365 and a Platinum ClickDimensions 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. 

About Natalie Silva

Natalie has over 13 years of digital marketing experience, spanning a variety of sectors and business types, from start-ups to established SMEs, and even European Plcs. Pragmatic, creative and goal orientated, Natalie enjoys exploring new ways to expand Rocket CRM's reach.