Reinvent Your Marketing Approach with ClickDimensions and CRMKnowledge

Reinvent Your Marketing Approach with ClickDimensions and CRMKnowledge

In today's competitive business landscape, harnessing the power of marketing automation and digital marketing is essential for SMBs to thrive. In our latest blog, we delve into the transformative capabilities of ClickDimensions with CRMKnowledge. From streamlining campaign automation to enhancing email marketing and web intelligence, this comprehensive solution offers SMBs the tools they need to achieve marketing excellence. Join us as we explore the key features and benefits, providing insights and strategies to help your business stay ahead of the curve. Discover how ClickDimensions with CRMKnowledge can empower your SMB to maximize efficiency, drive engagement, and achieve success in the digital realm. Read on to unlock the full potential of your marketing endeavors.

Are you an SMB navigating the complexities of marketing? If so, you're likely familiar with the many challenges that come with effectively promoting your products and services. The demands are high, and the competition is fierce.

But what if there was a way to simplify your marketing efforts, nurture leads with ease, and drive revenue growth—all while maintaining a personalised touch? For SMBs already utilising Microsoft Dynamics 365 as their CRM solution, the answer could lie in the integration of marketing automation tools.

At CRM Knowledge, we are both dedicated users and seasoned implementers of marketing automation solutions, we recognise the role that these tools play in shaping marketing success.

So, how do you choose the right platform—one that integrates with D365 and caters to the unique needs of SMBs? Designed specifically for D365 users, ClickDimensions offers a wide array of features and functionalities to help SMBs achieve more with their marketing efforts.

Campaign Automation

ClickDimensions allows marketers with the ability to create highly personalised and interactive automations, all based on the behaviours and actions of their prospects. Through its intuitive platform, ClickDimensions allows users to design dynamic campaign workflows that adapt and respond to individual prospect interactions in real-time.

Marketers have the flexibility to create custom workflows tailored to their specific marketing strategies and objectives. Begin by building a flow of triggers, timers, and actions in the drag-and-drop campaign automation builder. No knowledge of CRM is required. This feature allows marketers to create sophisticated campaigns without the need for extensive technical expertise.

Email Marketing 

ClickDimensions simplifies email marketing with its user-friendly interface and robust features. You can easily create, send, and analyse email campaigns. The platform provides comprehensive reporting, including metrics like open rates and click-through rates, for valuable insights into campaign performance.

Additionally, ClickDimensions offers extensive customisation options for email creation. With drag-and-drop editors and customisable templates, marketers can design visually appealing emails that align with their brand.


Web Forms 

Web forms have always been important for capturing prospect data and converting website visitors into leads. ClickDimensions streamlines the creation of web forms and their integration with CRM systems like Microsoft Dynamics 365.

With ClickDimensions, you can easily design custom web forms using a drag-and-drop editor, ensuring they align with branding. These forms integrate with CRM, automating data capture and eliminating manual entry.


Event Management 

ClickDimensions stands out with its integrations with top event management platforms, including GoToWebinar, WebEx, Cvent, Eventbrite, Zoom Webinar, and Microsoft Teams Events.

Tracking event attendance and engagement within CRM offers numerous benefits. It provides businesses with one singular place to manage all event-related data, from registration details to attendee interactions. By consolidating this information within CRM, businesses gain valuable insights into attendee behaviour, preferences, and interests.


Marketing Reports 

ClickDimensions' integrated reporting is a game-changer for marketers, as it directly links marketing activities to CRM campaign records.

By linking marketing activities directly to CRM campaign records, ClickDimensions allows your business to gain comprehensive insights into the success of their marketing efforts. Marketers can track key metrics such as email open rates, click-through rates, and conversion rates, providing valuable data-driven insights into campaign performance.



ClickDimensions simplifies survey creation and response automation, making it easy for you to gather valuable feedback and insights from your audience.

With ClickDimensions, creating surveys is natural and simple. The platform offers a drag-and-drop survey designer, allowing your marketers to design custom surveys tailored to their specific needs. From customer satisfaction surveys to market research questionnaires, ClickDimensions provides the tools necessary to create engaging surveys that resonate with respondents.

Moreover, ClickDimensions enables businesses to automate processes based on survey responses. For example, marketers can set up automated workflows to trigger actions such as sending follow-up emails, updating CRM records, or assigning tasks based on specific survey responses. This automation not only saves time and resources but also ensures timely and personalised responses to survey feedback.


Web Intelligence 

Web tracking is vital for identifying prospect interest and understanding visitor behaviour on your website. ClickDimensions provides comprehensive web tracking capabilities that provide insights into both anonymous and identified visitor activities.

By using ClickDimensions' web tracking features, you can gain valuable insights into prospect engagement with your website content. This includes tracking page views, click-through rates, and other interactions, allowing marketers to identify areas of interest and tailor their messaging accordingly.

For anonymous visitors, ClickDimensions tracks their interactions with the website, providing valuable data on their browsing behaviour and interests. This information can help marketers understand overall website performance and identify trends in visitor engagement.

For identified visitors, ClickDimensions goes a step further by linking their web activity directly to CRM records. This means that businesses can track individual prospect interactions with the website, providing a detailed view of their interests and engagement levels. Using this information, marketers can personalise their outreach efforts, nurture leads more effectively, and generate conversions.


SMS Marketing 

With ClickDimensions, your business can easily incorporate SMS messages into your marketing campaigns, allowing you to reach customers and prospects directly on their mobile devices.

One of the key features of ClickDimensions' SMS marketing is its integration with CRM workflows. As a marketer, you can trigger SMS messages directly from CRM workflows, allowing you to deliver personalised and relevant messages to their audience at the right time. ClickDimensions also logs SMS messages as closed activities in CRM records, providing your business with a full view of your communication history with customers and prospects.

Marketing Calendar 

An integrated marketing calendar offers your business many benefits for better planning and scheduling of marketing activities. ClickDimensions provides just this.

With ClickDimensions' integrated marketing calendar, businesses can visualise all their marketing campaigns and related activities in one location.


The visibility provided by ClickDimensions' marketing calendar extends beyond individual campaigns to encompass multichannel marketing efforts. Marketers can easily track and monitor various marketing channels, including email campaigns, social media posts, webinars, events, and more.

Furthermore, ClickDimensions' marketing calendar facilitates collaboration among team members by providing a shared platform for planning and scheduling marketing activities.

In conclusion, ClickDimensions Marketing Automation offers a multitude of advantages for SMBs seeking to advance their marketing efforts. From campaign automation to reporting and integration with CRM systems such as Microsoft Dynamics 365, ClickDimensions empowers businesses to achieve more with their marketing efforts.

At CRM Knowledge, we not only advocate for the power of ClickDimensions Marketing Automation, but we also utilise it ourselves. Our first-hand experience with the platform offers us as trusted advisors who understand the challenges and challenges that SMBs face in the field of marketing.

We invite you to explore how CRM Knowledge can help implement ClickDimensions solutions for your business. Whether you're looking to enhance your existing marketing efforts or are new to CRM and marketing automation, our team stands ready to assist you every step of the way. Contact us today for a demo of ClickDimensions or a free 45-minute consultation to discuss how it could benefit your business. Don't miss out on the opportunity to unlock the full potential of your marketing initiatives with ClickDimensions and CRM Knowledge by your side.

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Peter Clements

Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.