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CRM for Marketing

CRM for Marketing gives marketers the tools for marketing operations, planning, execution and analytics across all channels- digital, social and traditional. Dynamics CRM for marketing brings together sales and marketing for effective collaboration. Sales can have visibility of the marketing activities specific to their accounts or contacts. Marketers can generate analytics on campaign performance and initiatives to determine return on marketing investment.

Esuasive can help your marketing team get the most of Dynamics CRM. We practise what we preach: Dynamics CRM sits at the heart of our marketing operations. We know that Dynamics CRM on its own may not fulfil all of your marketing requirements. We use tools like WordPress, Communigator, HootSuite, SharePoint, Yammer and Power BI for content management, email marketing and business intelligence. And we know how to hook up Dynamics CRM to deliver a powerful marketing capability.

Engage Customers

Help marketers engage with customers, create effective marketing plans, coordinate activities and control budgets.

Build Pipeline

Marketers can plan and streamline multi-channel campaigns, automate email campaigns and manage leads.

Demonstrate Impact

Marketing teams need to be able to show where they are spending their budget, show ROI and how this is accelerates conversions.

Market to the Right People

Create targeted audience lists to reach new prospects and retain existing customers using intelligent segmentation features, which can be used time and time again.

Multi-Channel Campaign Management and Planning

Engage with customers with personalised multi-channel marketing campaigns. Define and distribute tasks to the marketing team, allocate budget, define marketing material and schedule follow up activities.

Lead Management and Scoring

Using pre-defined or tailored CRM workflows, you can score leads or automatically assign them to people within the sales team. You can also nurture leads through drip feed campaigns until they become ‘sales ready’ and then automatically pass them over to the sales team.

Remove silos between sales and marketing teams

Dynamics CRM facilitates better communication between sales and marketing teams as they have the same view of all interactions with a lead, giving one complete picture.

Social Marketing

The Microsoft Social CRM solution allows you to measure campaign performance and impact. Track share of voice across social channels including Twitter, Facebook and Youtube. Monitor global sentiment and brand presence.

Learn more about Microsoft Social Engagement.

Marketing Analytics

Dynamics CRM allows marketers to see real-time visibility of their campaigns. Personalised, real-time dashboards gives a clear overview of all marketing results to quickly review performance and make decisions. This allows marketing teams to hone in on the most successful campaigns, and replicate them. Pipeline and revenue can be measured across every marketing investment to get a true view of ROI.


Want to deliver a better online customer experience?

Find out how social engagement can help you connect better with customers


ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing email marketing, web intelligence, lead scoring, social discovery, web forms, surveys, landing pages, nurture marketing, subscription management, campaign tracking and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Features of ClickDimensions

ClickDimensions built-in intuitive email marketing capability allows you to create, and send bulk HTML emails quickly and easily. Track all send, open and bounce data with reporting at both the aggregate and individual level.
ClickDimensions enables you to build multi-channel, automated campaigns using an easy drag-and-drop interface. Quickly create nurture marketing campaigns, sales engagement campaigns, new customer onboarding and retention campaigns, and much more.
ClickDimensions makes it easy to create web forms with the drag-and-drop designer. The data submitted by the visitor on the form is linked to their CRM record. A lead or contact record can be created for visitors who are not already in your CRM.
ClickDimensions’ integrates with GoToWebinar, WebEx, and Eventbrite. You can bring event, registration and attendee information automatically into Microsoft Dynamics CRM. In one place, you can easily track which contacts or leads are registering for and attending your events.
As ClickDimensions is native inside Microsoft Dynamics CRM you can view data and create reports from a number of different sources. Link emails, web visits, page views and form captures directly to CRM campaign records as well as individual records. You can visualise marketing data in Power BI, through the ClickDimensions content pack.
Create surveys with ClickDimensions in Dynamics CRM. The surveys can be emailed to leads, contacts or accounts and can even be linked to case records. When a survey has been completed, all the data submitted is linked to the respondents CRM record.
ClickDimensions enables you to discover what prospective customers have viewed on your website before making contact with them. Understand who is interested in your products and services as you will be able to see the web activity of anonymous and identified visitors on your website.
ClickDimensions tracks individual visitor activity on your website, which means each visitor accumulates a score based on their visit, page views and more. You can set the scores, higher or lower, depending on their importance.
With Click Dimensions you can easily create landing pages in Dynamics CRM, without knowing HTML. You can automatically track all of the visits to your landing page and embed forms and surveys in the landing page to create interactive marketing campaigns.
ClickDimensions’ SMS messaging allows you to send text messages in bulk and from Microsoft Dynamics CRM workflow.
Using the latest social discovery techniques, ClickDimensions can find publicly available information from the social web. Social discovery will bring back data linked to a lead or contact’s identities from a variety of social networks including LinkedIn, Faceboook, Twitter, Youtube and more.
ClickDimensions have extensive training resources and helpful customer support team. All customers have unlimited access to the
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Is ClickDimensions right for you?

Find out how ClickDimensions & Dynamics CRM can help your business grow.
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