1. www.eSavvy.com.au
Marketing Automation
with Microsoft Dynamics CRM &
Click Dimensions

2. Marketing Automation with Microsoft Dynamics CRM

3. Marketing Automation with Click Dimensions
Email Marketing Web Tracking Lead Scoring Nurture Marketing SMS Messaging Campaign Tracking
Form Capture Surveys Landing Pages Social Discovery Integrations
(GoToWebinar)
Training & Support

4. Email Marketing

5. Drag and Drop
Simple
Drag-And-Drop
Advanced Image Editing
Block Editor
Simple
Wizard-driven
No HTML involved
Freestyle Editor
Medium
Very flexible
Optional ability to edit
HTML
Custom HTML
Advanced
100% control of HTML
4 Editors to Create Email

6. Workflow
Send from any CRM
workflow process
Single
Send any template
directly from a lead or
contact record
Bulk
Send to any combination
of leads, contacts,
accounts and/or
marketing lists
3 Ways to Send Email

7. Create Email

8. Create Marketing Campaign

9. Link Email To Marketing Campaign
TO TRACK RESULTS

10. Create Marketing List
TO SEGMENT YOUR TARGET AUDIENCE

11. NEW – Drag and Drop Editor

12. NEW – Drag and Drop Editor – Image Editor

13. Block editor
No HTML knowledge
needed!

14. Block editor

15. Block editor - Result

16. Free Style Editor

17. Custom HTML Emails
Upload HTML or HTM Files
Sites with free HTMl email templates:
100+ free templates from Campaign Monitor
Free template examples from Mail Chimp
Free templated from Benchmark Email
FreeEmailTemplates.com
TIP!

18. 137% increase in open rate from
personal note approach
Marketing Sherpa Blog, November 27th, 2012

19. Personalised Emails

20. Social Sharing
Share
Share

21. Social Sharing Statistics

22. Dynamic Content Based on Your Audience

23. Email Statistics

24. Email Statistics – Open Rate, Click Rate

25. Email Statistics – Clicks Report

26. Email Statistics – Clicks Report

27. Emails sent as part of the campaign

28. Export files (CSV, PDF, etc),

29. Individuals’ Email Statistics

30. Score
Tip:
Increase a Lead or Contact’s Score via
CRM Workflow

31. Email Statistics – Click Heat Map

32. CRM Dashboards – Overall Performance

33. Test Emails

34. Test In Your Inbox

35. Spam Assassin Report

36. Inbox Preview

37. A/B Split Test

38. Distribute Emails - Subscriptions

39. Add Recipients
- Marketing List/s
- Contact/s
- Account/s
Or combinations of all

40. Schedule When to Send Email
Send Now
VS.
Send on a particular date and time

41. Trigger Auto Emails
Nurture Program
CRM Workflow

42. Manage Your Email Subscriptions
VS.
Generic Unsubscribe
Managed Subscriptions

43. Managed Subscriptions
A Subscription List can contain many Marketing Lists

44. Manage Bounced Emails

45. SMS / Text Messaging

46. Bulk SMS

47. Personalised SMS

48. SMS Statistics

49. Nurture Marketing

50. Nurture Program
Tip:
Use CRM Workflows to create other
nurture conditions and rules

52. Website tracking and scoring

53. Anonymous Visitors
ClickDimensions tracks all
website visitors and their
activity
Identified Visitors
Through email link clicks or
form captures visitors
identify themselves
ClickDimensions calls social
discovery
ClickDimensions links past
anonymous browsing
Can be new CRM lead or
existing CRM lead or contact
Qualified Visitors
Through social discovery,
form capture, web behavior,
lead score, etc. qualified
leads become obvious
Sales wins opportunities
more quickly and efficiently
Marketing measures, refines
and improves
Identified
Organizations
ClickDimensions discovers
the organizations from
which visitors are browsing
Maiking the Visitor Connection

54. Visits from search engines

55. Track Your Online Ads

56. Track Links to Files and External Websites
• Track all clicks from your site to a partner site
• You want to create a landing page where clicking on a PDF file is considered a conversion (instead of completing a web form)
• Track all clicks to links on your corporate overview PPT file or PDF data sheet
• Automatically trigger an email to be sent to someone who downloaded a certain file or files on your web site
• Track every time a visitor clicks on your link to a certain file; even if that file is not on your web site
make sure that the link is absolute – complete URL

57. Track clicks on links from Outlook emails

58. Individual Tracking Summary – Profile View

59. Web Content
Landing Pages, Forms, Surveys

60. Landing pages

61. LP – Block Editor

63. Surveys

64. Drag and Drop designer for Surveys and Forms

65. Surveys with Skip Logic

66. After Survey Actions
CRM WORKFLOWS

67. Forms

68. Event Registration

69. After Registration Actions

70. www.eSavvy.com.au
eSavvy – Microsoft Dynamics CRM
Gold Certified Partner
1300 799 723 info@esavvy.com.au www.eSavvy.com.au
Contact Us If You Are Interested In Improving Your Marketing Activities