See the Power of ClickDimensions Campaign Automations

by | May 20, 2019 | Business, ClickDimensions, Marketing, Microsoft Dynamics 365, sales

See the Power of ClickDimensions Campaign Automations

by May 20, 2019Business, ClickDimensions, Marketing, Microsoft Dynamics 365, sales

It’s not often that an attendee describes what they are viewing as “Jaw dropping” but that happened to us last Thursday while walking through a demo of ClickDimensions Campaign Automation at Microsoft Marketing Surestep Office hours


We started off by talking about what marketing automation is and why it is so important in today’s market. We discussed some of the features of ClickDimensions, as well as some important considerations when choosing a marketing automation solution. We then discussed the drip marketing campaign we’ve been working on for our new concept, Dynamics 365 Support, of providing Dynamics 365 support to companies that don’t currently have an existing Dynamics 365 partner or MSPs looking for someone to do their Dynamics 365 support. Brian Begley, president and chief consultant at enCloud9, demonstrated how to easily create a drip marketing campaign. Based on a certain trigger, a series of automated actions occur, such as emails, phone calls being scheduled, etc…

Brian not only demonstrated the process of creating the campaign but also showed us what happens meanwhile in Dynamics 365. Some of the things that happen in Dynamics 365 are:

  • Leads are created automatically and assigned to specific campaigns.
  • Tasks are assigned to particular people or teams.
  • Emails and phone calls are delivered as if they came from the salesperson.
  • Interactions can be tracked in real time.
  • Name added to a lead marketing list for the future

Reactions and Comments

Many of the attendees at the Office Hours were amazed at the power of ClickDimensions. Partners loved it and were very engaged. One attendee stated that her jaw was dropping seeing what can be done and how useful it would be. Another commented on the ease of the drag and drop options in creating the campaign. Another commented on how “slick” it all was.  Overall. I think many partners saw the usefulness of this and how helpful it would be. It was a great learning experience for other partners, as well as a great opportunity for enCloud9 to share its expertise. Recently, the Microsoft Marketing Surestep office hours has been having a lot of partners share their area of expertise and the results have been great. It has been great learning from others.



On the ClickDimensions website or the enCloud9 resources page, you can find a plethora of great information and resources. Some of our favorite resources on Marketing Automation with Dynamics 365 are

How Can We Help?

enCloud9 uses its unique approach to help small and medium-sized businesses to increase efficiency and boost productivity through Microsoft’s powerful range of cloud-based software. enCloud9 strives to help companies increase their salesimprove their customer service, and achieve better results from their marketing efforts. We help companies make the best of their technology, from networking to ERP solutions and more.  We are one of the most recognized Dynamics 365 partners for longevity and client service.  Contact us today. We’d love to hear from you!

If you have any questions on ClickDimensions or would like to see a tailored demo, contact the experts at enCloud9. You can view the recording of the presentation here:

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