Click gives Dynamics 365 users a powerful, native marketing automation platform designed to help you engage customers, nurture leads, and drive measurable growth, all from within the Microsoft ecosystem. With tools for email marketing, campaign automation, web intelligence, social posting, lead scoring, surveys, and event management, Click brings your marketing activity into one connected environment. Create meaningful journeys, understand real engagement, and empower your teams to deliver the right message at the right time, every time.
Choosing the right marketing solution should feel informed and confident. Our role is to help you understand whether Click is the right fit for your organisation, your marketing strategy, and the channels you want to elevate, while also identifying any gaps and how they can be addressed from the outset.
We take time to understand how your marketing team operates today, the capabilities you already have, and the dependencies that shape your current processes.
From there, we look at the channels you use to engage customers, define what success looks like for your digital strategy, and explore your requirements in detail. This helps us determine how Click could support a more connected, efficient marketing ecosystem alongside tools such as Dynamics 365 and Microsoft Teams.
By the end of the process, you’ll have a clear understanding of whether Click is the right solution for your organisation and how it could help you deliver more effective, integrated marketing at scale.
Design automated campaigns that feel personal, timely and meaningful. Guide every contact through a journey that reflects their interests and intentions, helping you build stronger relationships at every stage.
Unify your marketing activity inside Dynamics 365 so every interaction, insight and engagement sits together. With everything connected, your team gains a clearer understanding of who your customers are and what they need.
Use real performance data to refine your messaging, improve email results and strengthen your digital presence. With clear insights at your fingertips, every campaign becomes sharper and more effective.
Turn website behaviour into powerful insight. Track visits, clicks and form submissions to understand what captures attention, then use those signals to trigger automations, score leads and tailor your follow up.
Help your sales team see the full picture with access to every marketing touchpoint inside Dynamics. With shared data and clear lead scoring, handovers become smoother and opportunities are prioritised with confidence.
Use connected reporting to understand what is working and where to improve. With campaign performance and engagement data tied directly to your Dynamics records, you gain a clearer view of impact and return.
| Duration | 2-4 months per phase | Dependent on recovery needs | |
| Scope | Variable | Variable | |
| Level of configuration | Unlimited | Unlimited | |
| Reporting | Tailored | Custom | |
| Data Migration | |||
| Suitable for companies with legacy CRM | |||
| Number of users | 10+ | 10+ | |
| Single view of business/function data | |||
| Secure and trusted Microsoft platform | |||
| Access anywhere on any device | |||
| Collaboration with existing Microsoft tools | |||
| Live reporting and insights to understand your data, trends and risks | |||
| Data import | |||
| Fully managed with break fix and unlimited adhoc training | Including ongoing optimisation, tailored training and ongoing adjustments. | Including ongoing optimisation, tailored training and ongoing adjustments. | |
| Self-Service portal | |||
| Advanced BI and reporting | |||
| Advanced marketing automation | |||
| Change management | |||
| Automation |
