MICROSOFT DYNAMICS 365 FOR MARKETING

Harnessing ClickDimensions – an easy-to-use marketing automation add-in for Microsoft Dynamics 365 – learn more about your customers, drive more leads and bring together disparate marketing activities into a single customer view.

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Unify sales and marketing to connect customer experiences

Marketing CRM

Email marketing

Easy-to-use email marketing native inside Microsoft CRM

An intuitive experience that allows you to create and send bulk HTML emails with all send, open, click, and bounce data reporting at the mailing and individual level.

Campaign automation

Put your campaigns on auto-pilot

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.

Service CRM
Social CRM

Web forms

Capture and identify new prospects with web forms

Easily create web forms with the drag-and-drop designer. All of the data the visitor submits on the form is linked to their CRM record, and lead or contact records can be created for visitors who are not already in your CRM.

Event management

Integrate with event and webinar solutions

ClickDimensions’ integrations with GoToWebinar, WebEx, Eventbrite and Cvent bring event, registration and attendee information automatically into Microsoft Dynamics 365. Easily track which contacts or leads are registering for and attending your events all in one place.

Social CRM
Social CRM

Reporting

Evaluate the success of your sales and marketing efforts

Integrated reporting links your emails, web visits, page views, and form captures directly to CRM campaign records. Go further with visualising marketing data using simple integration with Microsoft Power BI.

Web intelligence

Discover interested prospects through web intelligence

Want to know what a specific prospect has viewed on your website before making the opening call? ClickDimensions for Microsoft Dynamics 365 will help 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 website.

Social CRM
Social CRM

Lead scoring

Quickly and easily determine which leads to pursue

By tracking individual visitor activity on your website, each visitor accumulates a score based on their visits, page views, and more. Scoring is based on default values you set, meaning you may score certain pages higher or lower based on their importance in showing visitor intent.

Landing pages

Create landing pages without knowing HTML

Easily create landing pages within Microsoft Dynamics CRM. You can track all of the visits to the landing page, as well as embed forms and surveys in the landing page to create interactive marketing campaigns.

Social CRM
Social CRM

SMS messsaging

Reach prospects with SMS

Integrated SMS messages allows you to send text messages in bulk and from Microsoft Dynamics CRM workflow.

Social media

With Microsoft Social Engagement and ClickDimensions, you get a powerful suite a social media monitoring and engagement tools that can leverage the power of social. You can track sentiment, be alerted to comments made about your brand and can identify potential leads.

Social CRM
“Crimson’s straightforward approach has ensured successful adoption.”Felicity Sutton, CRM Manager
Felicity Sutton, CRM Manager

Get the most from your investment in Microsoft Dynamics 365

As an established Microsoft Gold Partner that’s part of the $1B global Harvey Nash Group, Crimson gives you the confidence to move forward with your project.

Establish the business case to win hearts and minds

Our team can help you clarify and focus your goals, help you get buy-in to your project, and gain the proactive support of your peers.

Rapid prototyping that unlocks value

Say goodbye to big bang, risky projects. Crimson quickly builds prototypes so your team can begin realising the opportunity sooner.

Bite-sized project approach that drives user adoption

We break up larger projects into smaller chunks. We get your users involved so they feel part of the process, while still juggling their day job.

Accelerators that get you there sooner

Crimson has industry-specific and cross-industry processes that minimise software development time and help you squeeze more from your investment.

Discover what Microsoft Dynamics CRM can mean to you with Assess to Progress

Crimson unites people, processes and technology, unlocking the value of technology investments. We invite you to apply for Crimson’s Assess to Progress workshop, where you get to evaluate how Microsoft Dynamics CRM could add value to your organisation.