The Microsoft Dynamics CRM Implementation Blueprint

When you implement and use software, it is pretty common to want to know how other organizations are using it. This guide will show you how the ClickDimensions team uses Microsoft Dynamics CRM with our own ClickDimensions marketing automation solution. Having worked with Microsoft CRM for years, we feel that we understand and use it well. While we are not proclaiming to have the ideal model for every business, we believe that organizations can always benefit from seeing what others are doing.

In this white paper you will learn how one company has deployed to its team an integrated solution based on Microsoft CRM to:
  • Manage CRM data like leads, contacts, opportunities, accounts, and demo activities.
  • Perform strategic marketing automation activities like email newsletters, lead nurturing, content marketing, and web visitor tracking.
  • Develop dashboards to help different people track key metrics, like revenue, pipeline, customer support performance, and web site performance.

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ClickDimensions is the leading marketing automation platform for Microsoft Dynamics 365, natively built inside your CRM environment. Our solution brings together email marketing, campaign automation, web intelligence, surveys, web forms and...READ MORE