ClickDimensions Reviews & Product Details


What is ClickDimensions?

ClickDimensions is the only marketing automation solution natively built in Microsoft Dynamics 365. Our solution includes essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms, social marketing and more to help Dynamics 365 users attract more leads, close more sales and more effectively engage customers.

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ClickDimensions Profile Details

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Languages Supported
English
Vendor
ClickDimensions
Company Website
Year Founded
2010
HQ Location
Atlanta, GA
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
194
Twitter
@ClickDimensions
Twitter Followers
5,480
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Companies Using ClickDimensions

Ericsson
Harris
Cerner
Deloitte
KPMG
National Oilwell Varco
Aflac
PwC
Grant Thornton
AAA
CAN Capital
Kenworth

ClickDimensions Reviews

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Business Intelligence Analyst & CRM Administrator
Biotechnology
Mid-Market
(201-500 employees)
Validated Reviewer
Verified Current User
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"Terrible Tech Support & Service Reliability"

What do you like best?

Dynamics CRM integration (like everyone else)

What do you dislike?

We require days or even weeks to get simple issues resolved. The turnaround time is hours or days between a support agent asking us for information (which we provide immediately) and them getting back to us with anything other than speculation that the issue is not on our side (we must've broken something). On two issues, we discovered that our problems were due to a fault on their side (to which we have zero exposure), and both times, it was like pulling teeth to get any acknowledgement. Almost all of our other support experiences have been equally unsatisfying ... some were even closed without resolution/explanation. Once or twice, we had a good support experience out of about 20 I can recall. Very little accountability. My CSM even criticized my use of 'CDI' in reference to ClickDimensions ... said that was 'confusing' even though that's what many customers and CDI employees refer to it in text. Also, Email Statistics were BROKEN for years and still have issues. Issues are less frequent now, but getting them resolved is a real chore, because each and every time, we need to basically argue with their techs that the issue is not our 'fault' but rather on the CDI side in most cases. Our data is in a "black box" on the CDI side, and they often fail to deliver or provide explanation, even upon explicit request.

Full disclosure: We did once have an 'issue' that was purely our own fault, and we did press them a bit as if it were a CDI problem. I apologized profusely.

Recommendations to others considering the product:

It needs time to more fully mature; although, it is much better today than it was a year ago. They need to drastically improve their customer service results and accountability. They are all 'nice', but that means little when they lack accountability or get defensive or insinuate that they don't have much respect for their customers as evidenced by their tech-support follow-through, explanation, and accountability.

Also, this product is married to Microsoft Dynamics CRM and will live or die by that platform, which has many of its own issues.

What problems are you solving with the product? What benefits have you realized?

tying information from marketing campaigns to leads and customers (when it works). Campaign automation (when it works). email marketing (when it works)

Full disclosure: The application and service has been working much better since late 2017; however, a service failure caused by a CDI "feature issue" (vague, right??) that took 4 days for them to acknowledge is why I am taking the time to write this review.

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Senior Vice President
Financial Services
Small-Business
(11-50 employees)
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Verified Current User
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"Weak Product No Support "

What do you like best?

The only value is that it is native to MS Dynamics.

What do you dislike?

Everything. The product is difficult to use. It is native to MS Dynamics, yet the most basic requests need customer support to find a solution. It took a month to onboard, the on board person did nothing. The sales person ignored our calls after we signed the agreement. The only other point of contact was nice, yet she knew nothing about the product. We finally had a person who seemed helpful, yet at the end of the day he did nothing. We spent months trying to get a simple DRIP Campaign to work. We paid for support with zero results. Our marketing needs are very basic. We send a newsletter and we were attempting to provide a DRIP campaign. Dont buy this product

Recommendations to others considering the product:

Run away as fast as you can.

What problems are you solving with the product? What benefits have you realized?

None, we cancelled our service. Click Dimensions won't solve your problem, they will add to your problems.

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Mid-Market
(501-1000 employees)
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"Easy to get going - but several limitations"

What do you like best?

ClickDimensions being a solution in Dynamics 365 means direct access to data and very easy to use for marketing departments being used to the product.

It's very easy to get going with ClickDimensions. Emails, advanced campaign automation, webtracking etc are just a few clicks away once the product is installed.

What do you dislike?

Many features are lacking depth and flexability, which means that especially personalized content is difficult to create.

While ClickDimensions is installed into Dynamics 365, it doesn't feel like data is being utilized very well. There's no segmentation beyond the existing margeting lists. Most of the time only data existing in fields directly on the contact, account or lead entities can be used.

Recommendations to others considering the product:

You can get really far, very quickly and for a low price with ClickDimensions.

Be aware of limitations in segmentation and personalization.

What problems are you solving with the product? What benefits have you realized?

Advanced campaign automation flows for new customers.

Contests.

Improved data quality on customers through custom forms.

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Director of CRM Applications
Transportation/Trucking/Railroad
Mid-Market
(201-500 employees)
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Verified Current User
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"Native Dynamics 365/CRM Marketing Automation"

What do you like best?

ClickDimensions natively integrates to Microsoft Dynamics 365/CRM so we can work within one application. We can also get analytics and business intelligence from email campaigns directly in Dynamics. Our online forms are integrated to ClickDimensions so our lead and marketing automation is automated. ClickDimensions is also fairly easy to use, even for a non-technical person.

What do you dislike?

The biggest things we dislike about ClickDimensions are the customer support, lack of customized templates, the customer survey features is poor, and the limited or lack of integration with custom entities.

Recommendations to others considering the product:

If you are looking for an easy marketing automation tool for Dynamics, then ClickDimensions is a great fit. If you are looking for something more advanced with a lot of features and functionality, then ClickDimensions is probably not a good fit.

What problems are you solving with the product? What benefits have you realized?

We have a native tool for marketing automation within our Microsoft Dynamics 365/CRM system. We can track leads and customers within one application.

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Director of Marketing
Marketing and Advertising
Small-Business
(11-50 employees)
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Verified Current User
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"Convenient, but lacking in features"

What do you like best?

The native integration with Dynamics CRM is what sold me. It's definitely convenient having everything in one place.

What do you dislike?

Support:

-Not very responsive, and in some cases not very knowledgeable. There have been a few cases where I had to explain something several times because their response was not helpful.

Features:

-Definitely lacking on some of the features, compared to other solutions. In some cases it's shocking what it doesn't do or doesn't do well.

Recommendations to others considering the product:

It's definitely convenient having a marketing automation tool that works natively in Dynamics CRM, and that was a huge selling point for me. However, its features are definitely lacking compared to other solutions, and in some cases shockingly so. They have a lot of improvements to make, including their survey tool, campaign automation, and A/B testing. I also seem to have a lot of technical issues I have to work through with them on a monthly basis.

What problems are you solving with the product? What benefits have you realized?

The native integration with Dynamics CRM is extremely valuable. With our previous tool, we needed a third-party tool to sync leads from the marketing automation to CRM, which cost us extra money. Having everything all in one place is very convenient.

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Data Analyst
Aviation & Aerospace
Mid-Market
(201-500 employees)
Validated Reviewer
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"Click Dimensions is an adequate email tool with CRM integration."

What do you like best?

Integrating with our CRM, Microsoft Dynamics 365, is very appreciated. The email builder works well and metrics come out in a usable format.

What do you dislike?

Marketing lists, in that I cannot upload them as an excel directly or it would make duplicate contact records in our CRM. Instead, I have to add people manually, on by one, or send over to IT to run various back-end workflows to upload them (uploading and merging with existing contacts. Some metrics like viewing open rates and click-through-rates by organization/account level, are unavailable (which I have contacted Click Dimensions about).

Recommendations to others considering the product:

Compare to other email campaign tools. If you don't need CRM integration, then Constant Contact is likely a better option in terms of overall value. IF you're looking for a CRM and email tool all in one, HubSpot would likely be a better choice.

What problems are you solving with the product? What benefits have you realized?

A tool to create, send, and analyze email campaigns making use of contact records in our CRM.

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CRM Consultant
Information Technology and Services
Enterprise
(1001-5000 employees)
Validated Reviewer
Verified Current User
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"Email marketing on steroids!"

What do you like best?

The effortless integration with Dynamics CRM is first on my list of likes! There is nothing more frustrating than having to keep seperate databases in sync. I like the way we get a 360 degree view of our clients all in one place! Love how easy it is for anyone, even a non-tech to design beautiful html mailers, webforms, subscription forms and landing pages.

What do you dislike?

The fact that we cannot simply use custom or other entities to create webforms on. To update custom entities right now takes a tremendous amount of effort to implement workflows to do that for you.

It is also very dissappointing that the event management entities are not related to the email send or form functionality, it would have been really useful if we could use a Clickdimensions form to create event responses without needing a hectic workaround through workflow or custom plugins. Same goes for events: it would be very useful if we could draw from an event record details to merge into an email send so the event management process and its communications can be automated much more.

Recommendations to others considering the product:

Highly recommended. This is the full service marketing automation solution.

What problems are you solving with the product? What benefits have you realized?

We are able to communicate with our database effortlessly without needing to keep an external database in sync. We truly get a 365 degree view of our customers and can study recipient behaviour to our communications and use that information to help improve our campaigns.

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Vice President, Sales & Marketing
Information Technology and Services
Small-Business
(2-10 employees)
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"ClickDimensions works great for us and our clients"

What do you like best?

We use ClickDimensions primarily for email broadcasts and tracking click back data of prospects and clients. Web analytics are very useful as well. The solution and all the data reside within Dynamics 365 so it's very easy to access -- no connectors needed. Also the people there are great. Very responsive before and after the sale. We are technology consultants and recommend it to our clients. Feedback is very good.

What do you dislike?

Honestly, I don't have anything major to complain about.

Recommendations to others considering the product:

If you are using Dynamics 365 or CRM this should be the first marketing automation solution you look at. Works 100% inside Dynamics 365. Price is reasonable. Training and support resources are included with the cost of the software.

What problems are you solving with the product? What benefits have you realized?

We need to use email marketing to attract leads and stay engaged with clients, e.g., invitations to webinars and monthly newsletters. ClickDimensions is a great tool for that. The email templates are easy to create and reuse. Saves time for me because I wear many hats around here.

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Senior Solutions Delivery Consultant - Dynamics 365
Management Consulting
Mid-Market
(51-200 employees)
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Verified Current User
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"Click Dimensions with MS Dynamics 365 / Dynamics CRM"

What do you like best?

All in one customer profiling inside of Microsoft Dynamics CRM it is a beautiful thing.

- Marketing Emails

- Web pages visited

- links clicked

- lead scoring

- Eventbrite and GoToWebinar integration

Then there is the capability to build nurture campaigns... very cool

Oh and there is integration for go to webinar that links webinar registrations to contacts or leads

It does a great job of deciding whether something is already a contact or lead and linking to that record instead of just creating a new (duplicate) record.

What do you dislike?

Dashboards that give a graphical representation of the information help to interpret the raw data and in future releases I would like to see improvements to the default dashboards in future releases.

Recommendations to others considering the product:

Amazing product broad and deep capabilities, but plan on hiring a Microsoft Partner to do some set-up, customization, and tweaking to ensure you get the most out of the solution.

Call Amaxra and ask for Jeff, we can help!

(425) 749-7471

www.amaxra.com

What problems are you solving with the product? What benefits have you realized?

All in one profile of customer data tells you what, when, and where your customers and prospects are doing. All this information being inside of Dynamics 365 gives your company insights on your customers and prospects that allow you to use targeted highly relevant information on your customers and prospects that can optimize your sales and marketing processes.

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Owner
Computer Software
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
Review Source
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"A complete experience for CRM Marketing"

What do you like best?

The full integration with the Microsoft Dynamics 365 and the email marketing are excellent for professional and fast deployments. In addition, the email campaign marketing allows to implement the marketing strategy and implement it easily via the unique user interface.

What do you dislike?

The surveys that have no option to save your save answers and resume at a later stage.

Recommendations to others considering the product:

If you are using Microsoft Dynamics 365 or earlier versions of Microsoft Dynamics CRM and you need a professional marketing tool for attracting more customers and increase your sales, then this is the product you are looking for.

What problems are you solving with the product? What benefits have you realized?

We create professional email templates in the blink of the eye and the email marketing gives all the statistics and data for analysis and decision making. In addition, the various forms, such as subscription forms and landing pages are awesome for leveraging you sales and marketing personnel for promoting new products and services immediately.

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Dynamics CRM Presales
Computer Software
Mid-Market
(201-500 employees)
Validated Reviewer
Verified Current User
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"This stuff is THE BOSS of Dynamics 365 marketing Tools."

What do you like best?

Incredibly seamless integration with Dynamics 365 eliminates expensive manual integrations with other 3rd party marketing providers. The ability to embed web content easily within webpages and track responses and interactions through to leads and against contacts within Dynamics CRM. The power of this product leveraging the already powerful marketing automation base provided to you within Dynamics 365 and configuring business related processes and rules around this functionality. I have not yet seen a marketing automation suite that provides this type of configurable functionality. Even through dashboards and Microsoft Power BI, the most amazing reports can be generated providing your knowledge of Dynamics 365 & the data structure is strong enough.

What do you dislike?

There are a couple of things Id really like to see extended such as the campaign Automation (which is currently being extended I believe), a proper, graphical, pretty campaign and events calendar (similar to that of MDM, even though MDM was junk), DYNAMIC TEMPLATES not having to use loads of Freemarker. (I realise this is a big ask)

Recommendations to others considering the product:

Id recommend that you select the right partner to help you implement this product or you do some good learning within Dynamics 365 that wil help you leverage the true capabilities of ClickD. The product is amazing and when correctly implemented and integrated with the right Dynamics 365 functionality, MASSIVE and AMAZING things will happen!

What problems are you solving with the product? What benefits have you realized?

MANY.... We have used Click D across multiple verticals and in multiple businesses to solve a host of problems all the way from emailing out "Email Invoices" to transactional customers to bulk mailing massive marketing lists, tracking web interactions and document downloads (don't ask). Click D has amazing capabilities but is menat to act as a base for marketing automation. The out the box solution is amazing but once Dynamics 365 is configured correctly around the marketing automation functionality, the most amazing things can be unlocked and achieved.

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Marketing Technology Consultant
Information Technology and Services
Mid-Market
(51-200 employees)
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Verified Current User
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"Best CRM marketing integration with Dynamics"

What do you like best?

The integration with dynamics is 110%, so all the data is flowing through our CRM, so we can take decisions from that data.

The facility to install and configure, as well as the ease of use at the first steps.

What do you dislike?

The way to personalise the forms and i dislike that in marketing automation we cannot access to custom entities (only if you build a CRM workflow). neither in forms or surveys, clickdimensions Out of the Box work with Accounts, Leads, Contacts

Recommendations to others considering the product:

Clickdimensions will help you with the marketing of your business integrating all the data in Dynamics 365, this data is shared with other departments so they are aware in every moment what marketing and trade so there is a better communication among all the departments

What problems are you solving with the product? What benefits have you realized?

Clickdimensions solves the problems with the intergation with Dynamics 365 as occur with other platforms as Hubspot.

All the email marketing is done with Clickdimesions, so we have the tracking of all the emails visits, etc, so we can take decisions regarding this data

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Marketing Project Manager
Management Consulting
Mid-Market
(51-200 employees)
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Love this tool "

What do you like best?

I love that the CilckDimensions tool is fully integrated with Dynamics 365. It works together in the same familiar environment seamsly, making you forget your using two different applications. Some of my favorite features include;

- Drag and drop templates. They are easy to use, easy to teach others how to use, and you can customize them enough to make them branded to your company and your own

- The granular level of detail that you can review after sending out communication. Ability to review heat maps, bounce rates, engagement rates, unsubscribes, click rates, etc. Everything I would want to know (and more) about the communication I sent is available at my finger tips

- Campaign automation feature

- Ability to clone favorite templates (huge time saver)

- Widgets and tracking for company website

- Event connectors

- Level of support that ClickDimensions offers. Our account rep, Nicole Steen, is always available to help and or participate in co-hosted webinars. The support from the help desk is always quick and proficient

What do you dislike?

- Spam reports are not easy to understand

- Communication could be better when features are down

- Social media engagement. I would like this tool to have the ability to send social posts and do tracking for sites such as LinkedIn, Facebook and Twitter.

Recommendations to others considering the product:

Highly recommended

What problems are you solving with the product? What benefits have you realized?

We utilize ClickDimensions to do general marketing to lists in our CRM. Using this tool is a huge time saver, allowing us to personalize emails and still send to a large list of our active clients.

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Director of Product Development
Information Technology and Services
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
Review Source
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"The best email solution for Dynamics CRM"

What do you like best?

Since ClickDimensions is based exclusively on Dynamics CRM there's very deep integration points. The web analytics, email analytics, and more all write back to CRM and provide a great unified view of the marketing efforts. The documentation on the CD site is also very thorough, and their support team is excellent.

What do you dislike?

Initial setup can be a little tricky (adding Cname records to use personalized links, for example) can be a tad tricky, but nothing too difficult if you follow their documentation. The only other thing I've noticed is that it can be difficult to integrate some data from custom CRM entities into emails, but that's also a function of how Dynamics CRM handles the data relationships.

What problems are you solving with the product? What benefits have you realized?

Having a unified communications platform with deep integration to Microsoft Dynamics CRM. The benefits are in the ability to manage all aspects of our marketing efforts in a single system instead of splitting efforts between two sites.

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A
Mid-Market
(51-200 employees)
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"Potentially a great tool but experience to date has been poor"

What do you like best?

It's full Integration with Dynamics CRM and it's functionality (Email, Forms, website tracking, SMS and more) make it an appealing option for a company wanting a holistic view of their customers' interactions.

What do you dislike?

lack of product stability, product bugs and how it can take a long time to get a solution from support. Poor account management, no response when escalating an issue and material price increases.

Recommendations to others considering the product:

Be careful, it's full and seamless integration with CRM is alluring but also ties you in. The product appears to be capable and I have heard positive use cases but my experience has been average at best. The product has felt flakey, persistent error messages have prevented access to functionality, significant numbers of emails have failed to be sent, the automated campaign feature had limitations so we could not use it, a product bug with the send date in an automated campaign prevented an important campaign going out at the right time. Support, whilst readily available, takes a long time to come with an answer if at all and when escalating to account manager we received no response. Price changes of around 20% within our first year on the back of the negative experience positions this software as one of the worst software experiences I have had in 20 years.

On a positive note, we are continuing to use it due to its integration with CRM and I want it to work! However, if there was an alternative with a similar level of CRM integration I certainly would have moved by now.

What problems are you solving with the product? What benefits have you realized?

Email marketing and communication with succinct integration back to client records.

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CRM Consultant
Computer Software
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
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"Best solution for marketing automation with Microsoft Dynamics 365 (CRM)"

What do you like best?

The full integration with Microsoft Dynamics CRM without a need for opening another application. Also, you can leverage CRM functionality to enhance the capabilities of Click Dimensions and vice versa.

What do you dislike?

Not able to directly market to Opportunities. I would love to be able to put older Opportunities into a nurture campaign, especially for products/services that have a longer sales cycle.

Recommendations to others considering the product:

If you are on Microsoft Dynamics 365 (CRM) and need a marketing automation platform make sure you look at Click Dimensions. They have a robust feature set today that is continuing to expand. They have a great on-boarding process and training materials plus a fantastic support network and help area.

What problems are you solving with the product? What benefits have you realized?

I have helped customers implement Click Dimensions and use most, if not all, aspects of CD from web form submissions, nurture campaigns, SMS messages, surveys, landing pages, and email templates to name a few. We use Click Dimensions internally as well and we have used it for everything from one-off email blasts to nurture campaigns, events, web forms, lead scoring, and surveys.

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Principal Solutions Architect
Information Technology and Services
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
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"Excellent Insights to our Potential and Existing Customers"

What do you like best?

The full set of features, which is everything from managing web content such as forms and surveys to intelligent, tracked-backed content from targeted emails, to full-blown campaign automation. We have made particular use of launching campaigns with links, when clicked, automatically raise the score of the value of the prospective client, so that we can focus on the people who are most interested in what we have to say. Another feature we made extensive use of is the tracking tokens placed on web pages, because we find it easier to build meaningful charts based on visit data than we do in some of the more traditional SEO platforms. When we combine these sets of data with our campaigns, we get a very rich picture of what is going on with our Marketing efforts.

What do you dislike?

We haven't ran across anything that we actively dislike. Occasionally the amount of time it takes to receive information back takes a few minutes, but we understand that this could be due to outside forces, such as mail queues, etc.

Recommendations to others considering the product:

If you purchase this solution, make sure you take the time to learn all of the things it does. There are a lot of features and you won't be getting your full value if you don't spend some time digging into things like campaign automation and nurturing your customers. That's great value there, since you can automate your communications in a somewhat personal way.

What problems are you solving with the product? What benefits have you realized?

There is no way to send directly out of Microsoft Dynamics CRM or 365 an email with interactive links where the data flows back into Dynamics in the context of the person receiving the email. Also, we would need to code our own solution to drop a form on a website that creates a lead in our CRM. Both of these issues are solved within minutes with ClickDimensions. Also, we are able to build charts for our web site visit data right in CRM, which is helpful when making strategic decisions about the website.

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Director of Marketing
Information Technology and Services
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source
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"The "Honda Accord" of Marketing Automation - reliable, cost effective and functional"

What do you like best?

ClickDimensions is fully integrated with Dynamics CRM, which is a great benefit, in that you are always functioning in one system. Having one database and only having to log into one system is a nice perk. It has some great functionality when it comes to email campaigns and newsletter templates, and nurture campaigns and it is pretty easy to setup and learn to use. There are a lot of training materials, videos, and classes. And they also are committed to rolling out new features every month.

What do you dislike?

We had a couple of small issues, one being the limitation around email campaigns using static lists. We found it a little cumbersome to not have dynamic list functionality, and having to pull a new list every time we sent a campaign. Dynamic lists are supported for bulk emails, but not for other types of communications. I hope they fix that.

Also, when we were getting started, there wasn't an onboarding process at all. We were kind of left to our own devices. Which was fine, since we are fairly technical. But for those who aren't, that could be a real pain.

Recommendations to others considering the product:

ClickDimensions is a solid performer, and offers a lot of functionality for a modest price. It is a good option for mid-market companies with small marketing departments. And it will only get better as they add features.

What problems are you solving with the product? What benefits have you realized?

We solved the pain of using the old solution we had, where the content editor was so buggy and frustrating that we had to start over with new templates every time we did something. The content editor in ClickDimensions is very good. And the templates are nice. It is easy to set something up quickly, which we love.

Our team is happier with the ease of sending out newsletters and training class blasts, and with getting registrants to our webinars tracked easily.

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President & CEO
Management Consulting
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source
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"Excellent product - covers everything you need for marketing automation"

What do you like best?

We've been using ClickDimensions for 3+ years. We were very new to the whole world of marketing automation before this - yes, we were sending out customer emails in Outlook! - but the product has really helped us form our strategy and they have been invaluable in helping us get the most out of it.

What do you dislike?

Nothing really. Just make sure you have resources to sign. it's very powerful but that means you have to take the time to learn and understand what it can do.

Recommendations to others considering the product:

Take the time to fully understand what it can deliver. We are still discovering things 3 years later and we help customers deploy as well. It does A LOT.

What problems are you solving with the product? What benefits have you realized?

Outbound communication, touches to our website, understanding interaction from potential leads. I cannot imagine a Dynamics CRM/365 implementation without ClickDimensions.

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Business Consultant
Computer Software
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source
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"Marketing automation on steroids - easy to implement, easy to use"

What do you like best?

Once you deploy it, you doesn't even know, it is not part of Dynamics 365. It works seamlesly and the best thing is, that it's not only a "email's sender", but it helps you with a full martketing automation. The cooperation with support team and our Partner Account Manager Linda Johnson is more then amazing - it just works.

What do you dislike?

Pricing model should not be based on email sents, but based on functionality (a là Dynamics 365 model)

What problems are you solving with the product? What benefits have you realized?

Mostly used to process the leads (from the moment a lead is created, thru the scoring processes, to ready-for-sales stage) from multiple web sources. It helped us to streamline the lead process, to decrease the time needed to quailify the lead and to turn it into an opportunity by 80% and to increase the convertion rates by 50%.

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Founder and President
Computer Software
Small-Business
(2-10 employees)
Validated Reviewer
Verified Current User
Review Source
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"The best marketing solution for Dynamics365 (nee CRM)"

What do you like best?

I like that the marketing data is in the same database as other Dynamics365 data. We don't have to sync or export - it's all there and able to be used with any Dynamics365 function.

What do you dislike?

Not much! The ClickDimensions people have continued to improve all the functionality, add new capabilities regularly, and support the hell out of it.

Recommendations to others considering the product:

There are so many abilities that ClickDimensions brings to Dynamics365 that someone considering CD should also know Dynamics365 inside and out. Or, find a Partner who knows. The scenarios available are best thought through with a real plan and needs in place.

What problems are you solving with the product? What benefits have you realized?

We have a much greater handle on who comes to our website, where they visit, what they're interested in, and we can track them through the marketing process.

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CM
Small-Business
(11-50 employees)
Validated Reviewer
Verified Current User
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"ClickDimensions is a perfect tool for us and our clients"

What do you like best?

We use ClickDimensions primarily for email broadcasts and tracking click back data of prospects and clients. The solution and all the data reside within Dynamics 365 so it's very easy to access -- no connectors needed and it works inside Dynamics 365, very need. We have in different cases worked with the people at ClickDimensions, it worked fantastic, both with us and our customer. We are partners with different consultants and recommend it to our clients. Feedback is fantastic.

What do you dislike?

Nothing everything works fantastic and the way they handle endusers are nice

Recommendations to others considering the product:

It is a very need tool working within Dynamics 365 to support a moden marketing function

What problems are you solving with the product? What benefits have you realized?

We need to use email marketing to attract leads and stay engaged with clients, e.g., invitations to webinars and monthly newsletters. ClickDimensions is a great tool for that. The email templates are easy to create and reuse. Saves time for us because we use the tool in different aspect.

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Mid-Market
(51-200 employees)
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"Great for Integration with Microsoft CRM"

What do you like best?

It integrated very well with Microsoft CRM, and allows us to fully automate our marketing campaigns, taking out much of the manual work we used to do with form submissions and creating leads and updating contacts. It also means we can use our CRM marketing lists rather than having to export data and have data links pushing information back into CRM that never used to work very well. This integration allows us to report more accurately on our marketing campaigns.

What do you dislike?

Some of the tools for designing landing pages and form can be a bit fiddly in order to get them looking nice. We also found some issues with embedding forms, and getting them to redirect how we wanted etc so had to use a work around. There is also no global section to cover all landing pages on the domain do any tracking codes etc has to be added on each page which is time consuming and annoying when things change as have to change each one.

Recommendations to others considering the product:

Great if you want a fully integrated marketing automation tool that links with Microsoft CRM.

What problems are you solving with the product? What benefits have you realized?

The integration with Microsoft CRM has saved so much time and given us the ability to report more effectively on our marketing campaigns. It allows us to quickly and easily communicate with our prospects and customers without having to export any data.

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Dynamics CRM Functional Consultant
Information Technology and Services
Mid-Market
(51-200 employees)
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"Best marketing automation add-on for Dynamics CRM"

What do you like best?

As a Dynamics CRM consultant with deep experience with Microsoft Dynamics, I find ClickDimensions a breeze to use. It uses the same UI as the rest of the Dynamics product, so accessing, using and reporting on the ClickDimensions data is a breeze as it sits within Dynamics itself. The new drag-and-drop Campaign Automation builder is fantastic and allows end users to create complex automated/nurture campaigns with ease. Support quality and response times are great, and Dan Gad, our main contact there, consistently goes above and beyond to ensure that any queries or issues are handled promptly.

What do you dislike?

Pricing is more expensive when comparing PURELY as an email marketing tool, but that's because ClickDimensions does so much more than just email marketing.

What problems are you solving with the product? What benefits have you realized?

The real benefit of ClickDimensions is that it brings all of the behavioural marketing data (email marketing responses, web visits, form submits etc) into CRM, providing a clear view of the customer's behaviour within one system and allowing automated responses/actions to be triggered around this.

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Digital Marketing Officer
Marketing and Advertising
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"Fantastic Customer Service"

What do you like best?

The service provided by Click Dimensions is fantastic. Even if you rate your issue as a low priority, the response is still very quick.

What do you dislike?

It's a small niggle, but for a lot of features it takes what seems to be an unnecessary amount of clicks to get from a to b.

Recommendations to others considering the product:

Take a trial out, use the online resources they've got - there's extensive training videos and articles helping you to get the most out of the system.

What problems are you solving with the product? What benefits have you realized?

Having our emails go straight from CRM means we're no longer having to pull off lists of clients from our database to import to an external email client. We can track the results of emails better and the data being visible directly against the company/contact is very useful.

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Consultant
Information Technology and Services
Small-Business
(11-50 employees)
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"Well-rounded Marketing and Communication Automation Suite for Dynamics 365"

What do you like best?

ClickDimensions provides an excellent set of functionality that includes emails, surveys, web forms, web tracking among other options. Being "inside" your Dynamics 365 allows you to leverage the data and combine the two relatively easily. They complement each other very well.

What do you dislike?

ClickDimensions is working on expanding its social capabilities, which is an added plus.

Recommendations to others considering the product:

It is important to have a phased implementation plan that considers and maps out the use of CD.

What problems are you solving with the product? What benefits have you realized?

Being able to track and create Contacts from the web and message to those Contacts throughout their business life cycle is key. The benefit of having the data in Dynamics 365 has allowed for a much easier integration and automation of serving the customer.

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CRM Business Analyst and Marketing Engineer
Information Technology and Services
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Great Marketing Provider for Dynamics CRM"

What do you like best?

I've used ClickDimensions on multiple projects that range from sending from a couple hundred emails a month to millions of emails per month. The integration with CRM is extremely easy to use and is 100% completely ran inside your already existing dynamics CRM. This makes it easier for the customers to manage their marketing automation within a system they already understand.

What do you dislike?

At the beginning the biggest struggles were dynamic content was limited to only 4 entities and also the time frame to send emails was long. I believe they have done a lot to improve these features.

Recommendations to others considering the product:

I've used other products with Dynamics CRM, ie Mailchimp, Constant Contact, and Salesforce Marketing cloud and Clickdimensions exceeded all my expectations. They made it easy for me and have made it easy for all my customers. I get excited when a customer wants to integrate Marketing with their CRM and my go to is ClickDimensions

What problems are you solving with the product? What benefits have you realized?

I have been both a Customer as well as a Business Partner with ClickDimensions and have had great experience with them.

The biggest problem click resolved was the complication of using by Dynamics CRM to manage my contacts and leads but then having to go to another marketing program to send communications. With it all being in one place it makes it extremely easy and saves a lot of time.

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Consulting Practice Manager
Accounting
Enterprise
(5001-10,000 employees)
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"The only single DB Marketing Automation solution for Dynamics365. "

What do you like best?

For many years, marketing technology owners with Microsoft CRM have had two options: a. maintain their own 3rd party integration tool or; b. dangle on the whims of their marketing automation vendor's product roadmap for a Microsoft CRM connector (like, cough, Marketo's). ClickDimensions solves this through a native Azure integration. For organizations with Dynamics365 at the hub of their ERP and CRM infrastructure, ClickDimensions is an important consideration for enabling marketing’s collaboration in building pipeline value whether it be measured in dollars, non-profit donations or retention.

What do you dislike?

Organizations who decide not to supply CRM admin support to marketing should steer clear. Day to day marketing operations are relatively easy in ClickDimensions for low-tech users. However, confidence with CRM is required for marketing issues like advanced list segmentation, CRM task automation for lead management and sales person lead queues and views.

Recommendations to others considering the product:

At an organizational level, ensure marketing users have adequate bandwidth and training for successful marketing operation of ClickDimensions.

What problems are you solving with the product? What benefits have you realized?

RSM is dedicated to understanding and helping middle market companies succeed. Our clients' marketing needs span multiple industry sectors and maturity levels. ClickDimensions is typically sold into customers who have recently adopted Dynamics365. These organizations typically want to consolidate data from multiple point solutions in their martech stack so they can enjoy a unified view of engagement across channels and a reporting solution for “best-bet” leads.

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Mid-Market
(51-200 employees)
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"Click Dimensions and the pretenders"

What do you like best?

Campaign Management, Web site visibility, one of nurture, complex 9 stage drip, ease of design and integration with website are just a few of the things I love about the Click Dimensions product. For ANY Microsoft CRM/Dynamics 365 customers this is a not brainer, seamlessly built INTO the Microsoft application i don't have to log in and out of separate solutions, all my reporting, dashboards, quick email sends, discovery to cash workflows are IN my CRM systems... no waiting for data to be pushed, no having to cross pivot reports because some data is in Marketing automation and some in CRM... anyone else that says they have "integration to Microsoft CRM" are pretending they can compete

What do you dislike?

in the early days getting support and some glitches in email launches were a challenges, this all has seemed to gotten better with recent increases in the company size .. We like to use advance predictive analytics and high performance BI tools, so pre-created integrations to QLIK, TIBCO, Power BI are just coming to light.

Recommendations to others considering the product:

if you are a dynamics CRM company of any size you should look at this product very carefully especially the integration points against the people that say they are integrated

What problems are you solving with the product? What benefits have you realized?

Discovery to cash in a account based selling environment has Click Dimensions functions written all over it ... from initial lead capture & email drop to right party contacts, to severe branching depending on response and lead score and lead routing to the right people in my organization Click dimensions has increased our ability to spend face to face time with prospects 4X by reducing the amount of manual work required by my inside sales team,,, recycle and re-use campaigns and AB testing increased our lead to opportunity conversion percentage ... the sales teams ability to send on off, personalize right party contact emails with little to no edits, directly from CRM has freed up 30-45 minutes per day per rep