How Connected Marketing can Strengthen Every Client Interaction5 min read
Client communication is becoming one of the clearest ways for organisations to stand out. Clients expect relevant, timely and useful contact from the businesses they choose to engage with. For marketing and sales teams, that means every email, event invitation, form submission and follow-up carries more weight than ever.
ClickDimensions has more than 15 years in the market and is trusted by 2,500 organisations, as it is an end-to-end marketing platform built by marketeers for marketeers. Truly native to Microsoft Dynamics 365, Click can help organisations make their marketing feel more focused, more measurable and more closely aligned with sales, as both teams can work from the same client data. That comes through in the way teams can personalise email campaigns, automate follow-up, connect event insight and prioritise leads with greater clarity.
Email Marketing
Email remains a powerful marketing channel. The value is in how Click brings email creation, sending, deliverability checks and reporting into Dynamics 365. Marketeers can build emails with a drag-and-drop designer, use CRM data to personalise content, and then see the results against the leads and contacts already held in the system.
This gives teams a more natural way to communicate. First name personalisation, product interest, customer status and previous engagement can all shape what someone receives and how the business follows up. Instead of treating email as a standalone send, it becomes part of the client relationship.
You can also pull email statistics from Click, such as how many opens and clicks an email receives, so you can see what is working and what isn’t.
Campaign Automation
Campaign automation is one of the areas where Click can add the most value. Its workflow builder helps teams respond to enquiries, route leads, create sales tasks and trigger follow-up activity based on the information already stored in Dynamics 365.
This is the kind of practical improvement we see making a real difference for clients. A form submission can become a timely sales task. A new lead can be directed to the right person. An existing customer can follow a different communication path based on their relationship with the business. The experience feels smoother for the client, while the team behind the scenes has a clearer process to follow.
Event Management
Events and webinars can be a valuable source of engagement, especially when that activity feeds back into the CRM. Click connects with platforms such as Cvent, Eventbrite, Zoom, GoTo Webinar and Teams webinars, helping teams track registrations, attendance and follow-up activity from within Dynamics 365.
This gives marketing teams a fuller picture of client interest, and gives sales teams better context for follow-up. The event record is forever stored in Dynamics 365, so six months after an event, the team can still see who attended, what they engaged with and where the next conversation might naturally begin.
Lead Scoring
Lead scoring gives teams a clearer way to understand engagement. Click allows organisations to build scoring models around actions such as email opens, link clicks, website visits, and form submissions. Someone opening an email may be given a score of 5, whereas someone who opens an email and clicks on a link within the email will earn a score of 10, as they are a more fruitful opportunity.
We see this as a practical way to help sales and marketing teams focus their energy. Sales teams can see which leads are becoming warmer and why, while marketing teams can understand which activity is creating movement. Once a lead reaches a certain score, Click can trigger an automated action, such as notifying a salesperson or creating a follow-up task.
Looking Ahead
Click’s roadmap gives a useful sense of where the platform is heading. It already supports AI-assisted content creation in the email builder and social tool, alongside website and support agents. AI-assisted dashboarding is also on the roadmap, designed to help marketing teams use natural language prompts to explore campaign performance and spot useful trends.
Click also supports omnichannel activity across email, SMS, social and paid advertising tracking. For Dynamics 365 users, the important part is that engagement can be brought back into the CRM, giving teams a more connected view of how clients and prospects interact across different touchpoints.
As organisations plan communication strategies, our view is simple: the best results come from making marketing part of the customer picture already held in Dynamics 365. Click gives teams a practical way to do that. If you would like to learn more about how Click could benefit your marketing strategy, contact us at sales@cloud9insight.com.
You can also watch our previous joint webinar with Click to hear straight from the source.