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Email Marketing and Marketing Automation for Microsoft Dynamics CRM


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 prioritise the best leads and opportunities. Providing Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Form Capture, Surveys, Landing Pages, Nurture Marketing, Subscription Management, Campaign Tracking and more, ClickDimensions allows organisations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

While using ClickDimensions, your organisation will be able to:

  • Discover who is interested in your products and services
  • Quantify your prospects’ level of interest
  • Take the right actions at the right time
  • Prioritise Leads and Opportunities

Email Marketing

ClickDimensions built-in email marketing capability makes creating, sending and tracking great looking emails quick and easy.
Send bulk email to marketing lists, send email to individuals directly, or trigger emails to be sent by CRM workow. All tracking comes back into CRM so the results are visible and actionable.

Web Tracking

With ClickDimensions you discover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your web site. Interested in which companies and organisations are browsing your site and what interests them? Want to know what a specific prospective customer has viewed on your site before making the opening call? ClickDimensions allows you to do all this and more.

Lead Scoring

As ClickDimensions tracks individual visitor activity on your web site each visitor accumulates a score based on his or her visits, page views, email clicks and more. Scoring is based on default values you set but you may also score certain pages higher or lower based on their importance in showing visitor intent. Using the lead score your sales team can quickly and easily determine which leads to pursue.

Form Integration

ClickDimensions makes it easy to create web forms with our drag and drop designer. You can also integrate your web site’s existing forms into Microsoft Dynamics CRM. When a visitor completes a form, his or her email address is checked against all email addresses in CRM to avoid duplicate data. Lead or Contact records can be created for visitors who are not already in your CRM and all the data the visitor submits on the form is linked to their CRM record.


ClickDimensions makes it easy to create surveys with our drag and drop survey designer. The surveys may be emailed to Leads, Contacts and Accounts and may even be linked to Case records. Surveys may also be posted as pages so they can be completed by Anonymous Visitors. When a respondent completes a survey all the data the visitor submits is linked to their CRM record.

Social Discovery

ClickDimensions uses the latest social discovery techniques to find publicly available prospect information from the social web. ClickDimensions social discovery will find the individual’s exact LinkedIn profile and brings the individual's picture into CRM along with job title updates.

If you would like to learn more about how ClickDimensions can deliver marketing results for your organisation - contact SGS Professional today.