ClickDimensions Blog
Editor’s Picks
How Sales and Marketing Alignment is your Key to SMB Success
Many small to medium businesses (SMBs) often grapple with one common challenge: disjointed sales and marketing communications. This misalignment can lead to missed opportunities, frustrated customers, and ultimately hindered [...]
How to Improve your Account and Buyer Insights
Understanding your target accounts and buyers is critical in today's competitive business landscape. However, many small to medium sized businesses (SMBs)face one common hurdle: the absence of comprehensive account [...]
Navigating the Sales Pipeline: Top 5 Challenges and Solutions
A well-managed sales pipeline is the lifeblood of any successful sales operation. However, it's not without its challenges. Small to medium sized businesses (SMBs) with well-defined sales processes and [...]
Navigating the Maze: Top 5 Lead Qualification Challenges
In the realm of sales and marketing, lead qualification is the cornerstone of success. It's the process of determining whether a potential customer is a good fit for your [...]
Breaking Down Silos: Integrating Sales and Marketing Data for SMB Success
In the dynamic world of small to medium-sized businesses (SMBs), seamless coordination between sales and marketing is essential for sustainable growth. Unfortunately, many SMBs face a common challenge: siloed [...]
Building Trust with Your Customers: A Guide to Success
In the ever-changing world of business, one thing remains consistent: trust is the foundation of a successful customer relationship. Building and maintaining trust is crucial for businesses of all [...]
Complex and Costly Sales and Marketing Tech: Navigating the Landscape for B2B Success
In the fast-paced world of B2B sales and marketing, the landscape of complex and costly tech solutions can be overwhelming but also the key to success for small to [...]
Unlocking Success: How AI Empowers SMBs
Small and medium-sized businesses (SMB’s) have all faced unique challenges when it comes to competing in the digital landscape. Limited resources and workforce often make it challenging to keep [...]
Data Hygiene Best Practices for Marketing Success
Just like any valuable resource, data can become polluted and ineffective if not properly maintained. Data hygiene is the practice of keeping your data clean, accurate, and up-to-date, and [...]
How Marketing Segmentation Puts You Ahead of Your Competitors
Market segmentation is a powerful tool to help businesses target specific groups. By dividing customers into smaller groups, businesses can create more personalized marketing campaigns. These groups could be [...]
Building Trust with Your Customers: A Guide to Success
In the ever-changing world of business, one thing remains consistent: trust is the foundation of a successful customer relationship. Building and maintaining trust is crucial for businesses of all [...]
Drive Demand Generation in 7 Steps
Surveys can be a fantastic research method to gather insights about your product or service from a wide variety of different people, whether these people are your customers, colleagues, [...]
Email Marketing Best Practices
The past few years have brought about major changes to the way businesses operate, but SMBs that sell to other businesses are largely still reliant on the same B2B [...]
Why SMBs Struggle to Modernize B2B Marketing and Sales Strategies
The past few years have brought about major changes to the way businesses operate, but SMBs that sell to other businesses are largely still reliant on the same B2B [...]
Why Unifying Sales and Marketing is a Better Approach for SMBs
Previously, we discussed why the traditional approach to sales and marketing is becoming increasingly ineffective , and some of the challenges that SMBs face when trying to modernize their sales [...]
Introduction to Unexpected Click Email Events
For many years, email marketers have either known or suspected that some of the Clicks recorded for their campaigns are not all being created by their subscribers. That instinct [...]
3 Reasons Your SMB B2B Sales and Marketing Strategy isn’t Working
Increasingly, small and medium-sized businesses are struggling to fill their pipelines and convert prospects into customers. But why is this happening? While the business landscape is constantly evolving, the [...]
What is a Customer Journey Map and Why is it Important
A customer journey map is a visual representation of the path your customers take from discovering your brand to becoming an advocate for your brand. This map allows you [...]
4 Ways to Optimize Your Social Presence to Meet Your Business Objectives
Today, 76 percent of businesses utilize social media to meet their business objectives. That means there is a very good chance that your business is on social media. But [...]
What are the 5 stages of the customer journey?
Did you know nearly 70% of online shoppers abandoned their carts in 2021? Let’s take a closer look at why this may be. To do this, we’re going to need to [...]
Your Ultimate Guide to Marketing Automation for Financial Services
Marketing Automation has played a huge role in the success of many financial services, such as accounting and legal, when nurturing and engaging customers throughout their journey. Unlike other industries [...]
An Introduction to UTMs (with examples)
UTMs can be used as the backbone of many marketing efforts as they provide high level insight into traffic sources, the effectiveness of particular campaigns, messages and platforms and [...]
Marketing Automation for Education
Automation has made many processes in life easier and quicker, from automated medical equipment to auto focus on cameras, there are many different types and ways automation improves our [...]
The Importance of Marketing Campaigns for Revenue Generation (and how marketing and sales alignment can help)
Every time that we hear about marketing campaigns, emails are often the main channel that come to mind especially for SMBs, but there's so much more to campaigns than [...]
Top 5 Updates You Need to Know About GA4
By now, you have probably heard the news about GA4. If you haven’t heard, Google Analytics 4 (GA4), is replacing Universal Analytics (UA) and will be fully rolled out [...]
What Makes a Good Survey?
Surveys are a great way to capture and find out more data about your customers, or even your colleagues, if you decide to conduct an internal survey. The data [...]
The Top 5 NFP Problems Solved
There are over 1.5 million NFP (Not-for-profit), NGO (non-government organizations) and NPO (non-profit organizations) businesses in the US alone, making this industry the 3rd largest workforce in America, behind [...]
5 Questions: An Introduction to Marketing Services
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. Today we will interview Barry O'Callaghan, Global [...]
What is Marketing Automation in 2023?
Marketing Automation refers to the technology which helps marketers find, nurture, covert and engage with customers automated tasks and actions, including essential tools such as email marketing, campaign automation, [...]
What is a user persona and how to build one in four easy steps
You might have heard of the term ‘user persona’ before, but what does it actually mean? A user persona is the creation of a business-based fictional character designed to [...]
The Power of Marketing Automation in the Manufacturing Industry
Manufacturing has changed considerably within the last 3-5 years. As an industry which relies heavily on in-person meet-ups, the effects of COVID-19 were significantly felt by manufacturing businesses as trade [...]
The Top 35 Digital Marketing Acronyms You Need to Know
Digital marketing can be difficult to grasp at the best of times, especially with so many acronyms being used across the marketing landscape. With acronyms such as ‘DKIM’ and [...]
Marketing and Sales: What are the strategies and tools to help these teams work together?
We all know that closing deals requires input from different internal teams to make sure that your business is matching your prospect’s expectations, and also to ensure that you’re [...]
The SMB Landscape for 2023
There is approximately 300+ million SMBs (small to mid-sized businesses) worldwide. Over 30 million of those businesses operate in the US, with a further 5.5 million in the UK, [...]
How to Build Patient Relationship with SMS in the Health Sector
SMS within the health sector is still in its initial stages of maturity. In places where SMS has started to make its mark, for many companies and businesses, including [...]
Benefits of using SMS Marketing for the Nonprofits
In this SMS Guide for NGOs, you will learn about the benefits of SMS marketing for nonprofits. This includes how to use SMS campaigns to organize volunteers and promote [...]
3 Benefits of Using SMS Marketing for Financial Services
SMS marketing is now one of the most personal marketing communication channels across the globe spanning almost every industry imaginable, including financial services. This blog post brings together 3 [...]
2023 Marketing Trends: Which Trends Will Come Out On Top?
2023 Marketing trends: Which strategies will come out on top and which ones will be forgotten? 2022 was a pivotal year for marketeers as digital marketing trends took over [...]
B2B buying behavior has changed, how can you adapt to the new norm?
B2B buying behaviors have changed significantly within the last three years. For SMB (small to mid-sized) B2B businesses the pandemic acted as a catalyst speeding up slow-growing trends and [...]
3 ways B2B companies need to update their Digital-First Approach
B2B (business-to-business) digital-first sales cycles are here to stay. Influenced by the global effects of COVID-19, most SMB (small to mid-sized) B2B businesses have been heavily focused on digital [...]
The Future of Sales and Marketing in the Digital Age of B2B
The future of sales and marketing is changing. As 2022 nears its end, many SMB (small to mid-sized) B2B businesses are looking toward the evolving future of their sales [...]
Sales Automation and Its Role in a Holistic Marketing Strategy
Sales Automation is quickly becoming the most important tool for SMB (small to mid-sized) B2B businesses, but why? Sales and Marketing misalignment is the big black hole your hot [...]
How to Make Forms Inactive
From time to time, you might want to get rid of a ClickDimensions form that you created. In these situations, your first thought might be to delete the form, [...]
The Hidden Benefits of Clean Data You Need to Know
From data chaos to data-driven results Clean and complete data is the cornerstone for effective revenue generation. Practically everybody - including business leaders, marketers and sales professionals - agree [...]
The Future of Data for Marketers
Democratization of Data Is data the great equalizer for helping small and medium-sized companies compete with larger, more established firms? Large, established organizations can count on numerous advantages that [...]
5 Questions: Scott Hurley
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
How to Formalize a Social Media Policy
Congratulations! You’re in charge of your companies’ social media program. While you’re getting set up with all the necessary log in credentials, be sure to confirm your business has [...]
Putting Together a Lead Scoring Model with ClickDimensions
The ClickDimensions lead scoring model uses a point range of 1-100. Points are assigned to actions that reflect the typical buyer journey. Behaviors that indicate more serious buyer intent [...]
Why Understanding the Buyer Journey is the Key to a Successful Scoring Model
Here’s an age-old point of friction between marketers and salespeople: marketers are typically evaluated on the volume of leads they generate, but often don’t receive much meaningful feedback from [...]
Measuring ROI for your Employee Advocacy Program
The days when it was virtually impossible to measure social media in general, and employee advocacy ROI specifically, are long gone. With the right methodology and supporting tools, you [...]
Driving Adoption in your Employee Advocacy Program
Congratulations! You've successfully piloted and launched your employee advocacy program. What's next? The ongoing success of any employee advocacy program largely depends on motivating your colleagues to share more [...]
5 Easy Steps to Launch Your Employee Advocacy Program
The key to launching a successful employee advocacy program is planning ahead. This step-by-step guide is based on our experience helping hundreds of B2B marketing teams get social advocacy [...]
What is Employee Advocacy and How Can it Help My Small Business?
When it comes to social media, your employees are your hidden superpower. Collectively they can average 10 times more followers than a typical corporate profile, so enlisting them as [...]
2021 Customer Benchmarking Survey Report
As a marketer, do you wonder what all the other marketers are doing? Are you wondering if you are ahead of, or behind, the marketing curve? Did you somehow [...]
22 Marketing Ideas for 2022
The overwhelming amount of content on digital marketing is enough to short-circuit any marketing mind. We’ve done some of the heavy lifting for you and have curated the best [...]
Happy Holidays & A Dynamics New Year
With the holidays and a new year fast on our heels, the elves in Microsoft’s workshop are ever busy with many exciting additions to D365 Sales & Microsoft teams. [...]
What is Social Selling and How Can You Get Started?
It’s no surprise that in an all-digital landscape, nearly half of the world’s population is now active on social media. While it’s important for your business to be represented [...]
Infographic: Close the Year with Holiday Cheer: Tips for Helping Your Team Maximize B2B Marketing Efforts
As the year comes to a close, there's no shortage of marketing projects to knock out this holiday season. In this infographic, we explore how your team can finish [...]
Increase Leads by Extending your Forms with Landing Pages
When executed correctly, forms have the potential to directly impact conversion rates of your digital content. So, how can you increase the effectiveness of your forms? Extend the use of a ClickDimensions form by placing it onto a landing page. Why just link to a form, [...]
CRM News: Catch the Wave
The Microsoft Dynamics 365 Release Plan Wave 2 was officially announced this past July and enhancements to D365 are starting to roll out this month through March. To save [...]
Guest Post: Dynamics Best Practices: Dynamics Business Central ERP and Dynamics 365 for Sales CRM – A Unified and Integrated Platform
Thank you to Shannon Mullins, Chief Revenue Officer of Arbala Systems; Microsoft MVP of Business Applications, for this guest blog post. The buying and selling process has been flipped [...]
Cleaning Up and Re-Filling Your Pipeline: How to Identify More Qualified Opportunities
As companies assess their sales tactics and results over the last 18 months, one thing is clear – buyers now demand a digital-first experience. If organizations cannot cater to [...]
4 Ideas for Targeting Accounts with Campaign Automations
Looking for a way to engage your audience that you may not have tried before? Interacting with your Microsoft Dynamics Account records via the ClickDimensions campaign automation tool might [...]
Infographic: The Keys to B2B Success with Lengthy Lead Nurturing
In the wake of the pandemic, B2B buying and selling has forever changed. This includes the lengthening of buying cycles. However, a drawn-out buying process doesn't have to mean [...]
What is Marketing Maturity and Why is it so Important Right Now?
What is marketing maturity? In its simplest definition, it is the move from a seller-centric to a buyer-centric approach to marketing. Those lower on the spectrum of maturity tend to [...]
3 Ways to Optimize Your Website for Lead Generation
A digital-centered customer journey has emerged from the pandemic, and businesses must now put into place new funnel strategies to match. If your organization fails to meet the digital-first [...]
How to Develop an Inbound Marketing Strategy
Curious about inbound marketing and how to use it to your advantage? Inbound marketing fosters relationships between your organization and potential customers by building meaningful, value-based interactions. To get [...]
Infographic: How to Elevate Your Social Media ROI
How can you maximize your social media return on investment? This is a common question for marketers and B2B business stakeholders alike. In this infographic, we explain best practices [...]
Building a Community: How to Authentically Connect on Social Media
Every brand wants a loyal following on social media. But to draw your audience in and create connections with them can often be much easier said than done. Ready [...]
What Not to Do: Lead Generation Mistakes to Avoid
Every organization needs to generate leads to bring in new business. However, marketing teams can often struggle with bringing in a regular supply of new, high-quality leads. To help [...]
Infographic: The Post-Pandemic Revenue Recovery Reality Check
Still waiting for your sales to return to pre-pandemic levels? Sales and marketing tactics have changed and it is time for a reality check. In this infographic, we explore [...]
What is Cross-Channel Marketing and Why Should You Implement It?
To have an effective marketing strategy, you must understand your target audience and how they interact with brands to make buying decisions. In an all-digital world, consumers are bombarded [...]
ClickDimensions Named to Inc. 5000 for Seventh Year
Marketing technology leader for Microsoft Dynamics 365 recognized as one of America’s fastest-growing private companies once again ATLANTA (August 17, 2021) – ClickDimensions, the leading marketing technology and services provider for [...]
5 Questions: Kisha Thompson
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
6 Tips for Avoiding Common B2B Social Media Marketing Mistakes
The social media landscape today is filled with potential pitfalls and landmines for the B2B brands attempting to navigate it. As such, B2B marketers are bound to have their [...]
Negative Customer Experiences: The Top 5 Mistakes You Need to Avoid
Customer experience is made up of each interaction that your customers have with your organization, and how they perceive those interactions. A great customer experience is no longer an [...]
ClickDimensions Names Kisha Thompson as Chief People Office
Dedicated executive with more than 10 years of experience leading staffing and strategic planning initiatives tapped as organization’s first C-level HR hire ATLANTA (August 3, 2021) – ClickDimensions, the leading [...]
5 Questions: Katy Kiger
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
CRM News: Boosting Sales Productivity with Microsoft Dynamics 365
Microsoft Dynamics 365 is an indispensable tool for every sales team. As a set of applications and services that combines customer relationship management and enterprise resource planning activities, Dynamics [...]
4 Effective Campaign Automation Ideas
Marketing automation is an exciting venture for any company but can seem overwhelming if you don’t know where to start. Automated campaigns, also known as campaign automations, are an [...]
ClickDimensions Announces 2021 Top-Performing Partner Honorees
Leader in marketing technology and services for Microsoft Dynamics 365 recognizes 12 partner companies for outstanding performance in annual awards program ATLANTA (July 21, 2021) – ClickDimensions, the leading marketing [...]
Infographic: The High Cost of Dirty Data for B2B Companies
Did you know that 65 percent of organizations do almost nothing to fix data that is incorrect, incomplete or inconsistent? Dirty data is rampant today, but cleaning it up [...]
Back to Basics: The Difference Between Customer Service and Customer Experience
To attract, retain and convert customers, you need to offer both a great customer experience and customer service. Each one is essential to reaching sales targets, keeping your customers [...]
Listening to Your Customers: When to Collect Feedback During the Buyer’s Journey
As marketing and sales professionals know all too well, very few customers find a product they need and decide to purchase it immediately. Customers can take days, weeks or [...]
What Does Apple’s new Mail Privacy Protection Mean for Emails Sent Through ClickDimensions?
With Apple’s release of iOS 15, and macOS Monterey in late 2021 Apple have rolled out their Mail Privacy Protection feature for email read on iPhones, iPads, and Mac [...]
5 Questions: Ashley Brower
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
What You Need to Know About South Africa’s Protection of Personal Information Act of 2013 (POPIA)
South Africa’s Protection of Personal Information Act of 2013 (POPIA) officially came into effect on July 1, 2020, but organizations were given until July 1, 2021 before enforcement is [...]
5 Tips for Successfully Delighting Your Customers with Email Marketing
Marketers today spend a lot of time thinking about the best ways to convert and retain customers. When used correctly, email marketing is a great tool for connecting with [...]
4 Tips for Reducing Customer Acquisition Cost
What is customer acquisition cost and why is it important to your business? Customer acquisition cost, or CAC, is an important metric used by companies to determine the resources [...]
Webinar: Understanding Marketing Maturity
Digital transformation has been a hot topic in recent years. And yet, for all the talk about it, the focus has been misplaced. “Transformation” implies that the evolution to [...]
5 Tips for Creating Surveys that Actually Garner Responses
Surveys are one of the easiest ways to gain information and opinions from your customers, fellow employees or other audiences. Whether you send a survey out after an event, [...]
5 Sales Tips to Increase Conversions and Accelerate Revenue
Did you know that 82 percent of B2B decisionmakers think that sales reps are unprepared? This statistic reflects the all-too-familiar drawn-out sales presentations and calls that many executives have [...]
Infographic: How to Ride the Wave to Revenue Success with Marketing Maturity
It’s no secret that marketers have been forced to adapt to a new all-digital world. This can pose a significant challenge, as different organizations start in different places on [...]
Back to the Basics: Email Marketing Metrics You Need to Know
Many marketers already know how to create and send email campaigns but may need to refine their skills when it comes down to understanding the performance metrics that follow. [...]
The Top 4 Ways Managed Services Can Benefit Marketers
Did you know that there are more than 8,000 marketing technologies on the market today? And according to an annual look by Chief Marketing Technologist blog, the number of [...]
5 Questions: Trond Johnsen
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
6 Graphic Design Rules to Live By
I am sure many of you have seen your fair share of bad graphic design and have thought, “I can create something better than that!” While it may seem [...]
Understanding Buyer Readiness for Greater Sales Effectiveness
To successfully personalize the sales process for your potential customers, you must first understand the buyer’s journey and their readiness. The buyer’s journey begins when a potential customer becomes [...]
5 Questions: Sarah Munson
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
CRM News: Microsoft Dynamics 365 and Teams Become More Integrated
For those of you in the Northern Hemisphere, spring has sprung and along with the blooming flowers comes an abundance of new features for Microsoft Dynamics 365 Sales. Features [...]
ClickDimensions Recognized as a Fastest-Growing Company by The Financial Times for Second Consecutive Year
Leader in marketing for Microsoft Dynamics 365 awarded for revenue and business growth ATLANTA (April 27, 2021) – ClickDimensions, the leading marketing technology and services provider for Microsoft Dynamics 365, [...]
What is Data Storytelling and How Can Marketing Dashboards Help You Succeed with It?
“I’ve got data. Now what?” Marketers the world over can relate to this sentiment. The volume of data is no longer an issue – we often have more of [...]
5 Questions: Anne Zemlicka-Hayes
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
Retention is the New Growth: Delighting Your Customers
What is customer retention and why is it so important today? Being able to retain customers over an extended period has always provided great earning potential but is especially [...]
Watch Out for These 3 Data-Driven Marketing Obstacles
There are two essential roles for data in the digital space today. First, data acts as fuel, feeding into automated systems and processes to power them. The second function [...]
Back to the Basics: What NOT to Include in Your Email Newsletter
An email newsletter can be a powerful content piece in your marketing lineup. However, newsletters can just as easily be skipped over in a customer’s or a potential customer’s [...]
Infographic: How to Create Smooth Landing Page Experiences
A great landing page catches your audience’s attention and inspires action. How can you accomplish this goal? In this infographic, we explore tips for creating pages that lead to [...]
Making the Sale: Understanding Wants Vs. Needs
Do you know the difference between the wants and needs of your customers? It is essential to understand how you can appeal to both to create a successful sale [...]
10 CRM Experts Share Their Quick Tips for Becoming a Microsoft Dynamics Superuser
Microsoft Dynamics 365 is a powerful solution that can help organizations achieve many of their critical business goals. However, as with most technology, what users get out of a [...]
Invest in Yourself: Learning Resources to up Your Marketing Game in 2021
Over the last year, it has become apparent that it is vital for marketers to learn and adapt in order to stay ahead in the industry. Whether you want [...]
Infographic: Why Data-Driven Marketing is Essential Today
Want to know who your audience is, what kind of content they want and when they’re looking for it? Data-driven marketing can help you achieve all these things and [...]
From Subject Lines to Closing: How to Capture Attention in Emails
Take a moment to think about why you opened a recent email. It may have been a killer sale at 50 percent off or relevant shipping information from a [...]
What is an Employee Advocacy Program and Why Do You Need It?
In an all-digital age, being able to effectively connect with your customers through social media marketing is imperative. And yet, it isn’t enough for businesses to simply have a [...]
5 Questions: Mark Wilson
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
5 Things to Love About Working in Marketing
According to The Beatles, all you need is love. And for marketers, there are plenty of reasons for us to love our profession. Interestingly, that list of loves is [...]
ClickDimensions Acquires Intelligent Monitoring and Collaboration Provider Eletype
Acquisition will allow leading marketing technology provider for Dynamics 365 to build on their sales and marketing unifying capabilities ATLANTA (February 11, 2021) – ClickDimensions, the leading marketing technology and [...]
CRM News: The Latest Microsoft Naming Change
“What’s in a name? That which we call a rose by any other name would smell as sweet.” What does this famous William Shakespeare quote have to do with [...]
5 Reasons You Should Survey Your Customers
Asking questions is an essential part of how we all learn and grow. This is as true for businesses as it is people. And it is the root of [...]
7 Common Mistakes to Avoid in a Website Makeover
Website design is an art form that can be difficult to master. Your website is a visual representation of your business; its purpose should be to combine form and [...]
What is a Go-To-Market Strategy and Why Do You Need One?
Launching a new product or service is very exciting for any organization. New offerings can help businesses achieve a variety of goals including expansion into new markets, increased customer [...]
5 Reasons Why Press Releases Are Still Relevant Today
Did you know that the first press release was sent in 1906? It might be tempting to dismiss a tactic that is just shy of celebrating a century in [...]
3 Essential Elements for Creating a Successful Digital Marketing Strategy
The words “plan” and “planning” are heard frequently in marketing teams this time of year. As we marketers prepare to close out the current year and focus on a [...]
5 Design Tips for Creating Engaging Infographics
In a world where people are being constantly overloaded with information, it can be hard for marketers to engage audiences. To add to marketing challenges, individuals are increasingly seeking [...]
Video: Explore ClickDimensions Social Marketing
From driving awareness to generating leads and revenue to customer engagement and customer service, social media is an essential part of marketing today. Yet it can be difficult for [...]
What is Revenue Marketing and Why Does it Matter Today?
After reading the title of this blog post, you might be asking yourself, "Isn't all marketing today revenue marketing?" With the transformation of marketing in recent years to a [...]
5 Tips for Increasing Engagement with B2B Social Media Followers
You’ve worked hard to attract your social media followers. But now what? How do you keep your social fans engaged so your follower counts are more than just a [...]
What is Marketing’s Role in Sales Enablement?
Today, there are more barriers than ever to selling. The modern sales process is buyer-led and organizations succeed by meeting buyer expectations, needs and questions. Buyers today are informed [...]
5 Tips for Improving Your Brainstorming Sessions
Many great ideas start with a good brainstorming session. Brainstorming is a key process in any business. It’s the practice of generating new ideas or solutions to problems, and [...]
Infographic: Marketing in a Digital Wonderland
Like most things in 2020, holiday marketing will look a little different this year than in years past. One of the biggest differences will be the heavier reliance on [...]
CRM News: What’s New in Dynamics 365 Sales
It’s time again for some Microsoft Dynamics updates. The 2020 release wave 2 for Microsoft’s CRM system further enables sellers to cater to buyers’ increasing preference for a smooth [...]
4 Ways to Maximize Your Webinar Attendance
With the cancellation of in-person events for the foreseeable future, webinars are now more popular than ever for marketers looking to connect with their audiences and achieve their goals. [...]
5 Strategies That You Can Implement to Help Reach Your Social Media Marketing Goals
There are currently 3.96 billion active social media users worldwide. With social media usage only expected to climb, social media marketing only becomes more critical to brands. Social media [...]
5 Tips for Effective Responsive Email Design
As consumers increasingly move to mobile for more of their communication needs, designing emails for different sized screens becomes increasingly important. A responsive email is an email that is [...]
Customer Thank-You Emails – Why, When and What to Send
Everyone likes to feel valued and appreciated. Your customers are no different. So why not take the time to express your organization’s gratitude? A simple customer thank-you email can [...]
Understanding How the Common Data Service, Power Platform and ClickDimensions Connect
At the core of every platform and system is data. How that data is modeled, stored, accessed and utilized is key to a successful application. It is vital that [...]
Account-Based Marketing: Building Simple Reports of ClickDimensions Emails with Power Automate
Recently, I was asked by a ClickDimensions customer if there was a way to view all email activities from contacts that belong to an account. Initially, I thought, “No [...]
5 Ways Marketing Dashboards Benefit Businesses
The world today is driven by data – huge amounts of it. In theory, these large volumes of data allow marketers to better plan their campaigns, gauge their performance [...]
5 Questions: Julie Turner
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
Infographic – Good Questions: How to Create Successful Surveys
Do you want to know what attendees thought about your company’s most recent webinar or their impressions of your brand-new product? Surveys can provide you with insights in these [...]
Using Campaign Automation to Send Emails Based on a Recipient’s Time Zone
In today’s global society, more and more businesses have customers in multiple time zones. This means that timing emails according to an audience’s time zone becomes an important consideration [...]
3 Ways B2B Social Media Marketing is Different from B2C
In the early days of social media, B2B businesses often struggled to find value in social channels. It was difficult for a payroll software provider or a freight company, [...]
A Customer Shares What It’s Like to Use ClickDimensions Intelligent Dashboards
Marketers today have access to more data than ever before. Yet they are often still unable to efficiently report on the specific sales and marketing activities that are driving [...]
5 Ideas for Energizing Your Email Marketing Efforts
Think for a moment about your first cup of coffee in the morning. Or a walk around the block in the middle of your workday. Or a power nap [...]
4 Things to Keep in Mind When Getting Started with SMS Marketing
SMS Marketing is a method used by many companies to reach their client base instantaneously with promotional or informational text messages. While it doesn’t have the high adoption rate [...]
Video: Introducing ClickDimensions Intelligent Dashboards
Marketers today have access to more data than ever before, yet they are often still unable to efficiently report on the specific sales and marketing activities that are driving [...]
4 Ways to Breathe New Life into Email Newsletters
Did you know that the average time an email newsletter is viewed by a recipient is 51 seconds? That is if it even gets read it at all. Newsletters [...]
ClickDimensions Earns Inc. 5000 Ranking for Sixth Consecutive Year
The leader in marketing technology and services for Microsoft Dynamics 365 recognized again as one of America’s fastest-growing private companies ATLANTA (August 12, 2020) – ClickDimensions, the leading marketing technology [...]
How to Measure Campaign Automation Success
Digital marketing is now more important than ever, but many marketers today still struggle with measuring the effectiveness of their digital campaigns. If you’re a ClickDimensions customer, you probably [...]
ClickDimensions Recognized as a Fastest-Growing SaaS Company
Leading marketing technology and services provider for Microsoft Dynamics 365 featured on SaaS 1000 ATLANTA (August 10, 2020) – ClickDimensions, the leader in marketing technology and services for Microsoft Dynamics [...]
The 4 Don’ts of Sharing Curated Content on Social Media for B2B Marketers
For B2B marketers, sharing curated content is a great way to provide value to your audience in addition to your organization’s own social media content. Consider it an opportunity [...]
CRM News: Microsoft Inspire 2020 Wrap-Up
Microsoft Inspire was a little different this year. While we couldn’t all be together in-person at Microsoft’s major yearly partner event, that didn’t stop them from putting on a [...]
Infographic: 8 Essential Skills for Marketers Today
As a marketer, do you feel confident that the skills you utilized most yesterday are the ones that will help you succeed today? In a world that is rapidly [...]
5 Questions: Traci Winter
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
Private: ClickDimensions Partners with InsideView to Offer Data Cleansing and Enrichment Solutions
The leader in marketing technology and services for Microsoft Dynamics adds leading data management and intelligence solutions for customers, partners ATLANTA (July 21, 2020) – ClickDimensions and InsideView today announced a partnership that will [...]
5 Ways to Improve Your Presentation Design
The COVID-19 pandemic has had a major impact on how people and businesses operate. With social distancing guidelines in place and many companies continuing to follow work from home [...]
A 6-Step Checklist for Increasing Landing Page Conversions
Your landing pages may receive a ton of traffic, but are you converting those visitors to leads? For marketers, there’s nothing more disheartening than rushing to your analytics to [...]
ClickDimensions Announces 2020 Top-Performing Partner Award Winners
The leader in marketing technology and services for Microsoft Dynamics 365 recognizes three partner companies for exceptional performance in annual awards program ATLANTA (July 9, 2020) – ClickDimensions, the leading [...]
What is Demand Generation and Why is it So Important to Marketers Today?
Generating demand – in its simplest terms, that’s what demand generation is all about. It’s a term that is engrained in today’s marketing vocabulary and it’s gaining importance for [...]
6 Questions to Ask Yourself to Improve Your Email Conversions
Email marketing just became a lot more important. Driven by the move to digital everything in the wake of the COVID-19 pandemic, marketers around the globe are leaning more [...]
ClickDimensions Turns 10: Thank You for an Incredible Decade
Digital marketing in 2010 was very different than it is today. Many of the tools, tactics and platforms – think social media marketing, video marketing, remarketing and mobile marketing [...]
5 Tips for Content Marketing Success in Changing Times
Raise your hand if you’re tired of seeing the word “unprecedented” in brand communications. Just as I thought. Lots of hands raised. Like so many other businesses (maybe yours [...]
The 5 W’s to Ask When Building A Social Media Marketing Strategy
Building a social media marketing strategy can seem like a daunting task. There are so many factors to consider and, with social media marketing being such an essential way [...]
Email Deliverability: Understanding Blacklists
Within your email marketing stats, you may occasionally see a bounce that has been recorded for an email you sent, and the reason for the bounce refers to a [...]
Budgeting and the Microsoft Dynamics Campaign Entity
The campaign entity in Dynamics 365 is a practical and versatile entity to use when keeping track of your marketing efforts. One great way to use the campaign entity [...]
7 Types of Campaigns That Can Increase Customer Satisfaction and Retention
In recent years, marketing’s focus has started to shift to include customers in addition to leads. For many organizations, this shift into retention from solely acquisition has been gradual [...]
Social Media Checklist: Ensuring Optimal Success for Every Post
As the digital world has become more prevalent than ever, the social media landscape has become a familiar place for brands. For marketers, the importance of posting regularly and [...]
How to Create a Customer Journey Map and Why You Need One
A staggering 87 percent of customers think brands need to put more effort into providing a seamless experience, according to a survey conducted by Zendesk. A lot of prep work [...]
Infographic: 15 Types of Content to Post on Social Media
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Guest Post: Using Data to Make Better Decisions [RESEARCH]
Thank you to Todd Lebo, Partner and Chief Marketing Officer at Ascend2, for this guest blog post! Most marketers today would agree that it is reckless and risky to make decisions [...]
Shifting from In-Person to Online: 5 Tips for Successful Virtual Events
In the wake of the COVID-19 pandemic, the list of cancelled in-person events continues to stretch later and later into the calendar year. And for some organizations, these cancellations have [...]
CRM News: Getting the Most Out of the Dynamics Campaign Entity
Understanding the return on investment for a given marketing effort is a critical part of marketing today. To understand what our ROI is for a particular campaign or set [...]
4 Steps for Getting Out of the Junk Folder
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5 Tips for Navigating Email Marketing in the Face of a Pandemic
What do our subscribers need from us right now? As we collectively navigate the ongoing COVID-19 pandemic around the globe, that’s the most important question that brands can ask [...]
6 Tips for Using Color Effectively in Your Designs
Imagine you are looking at an advertisement with absolutely no text. Would you be able to tell what brand the advertisement is for based on the colors used? Color [...]
Marketing Planning in Uncertain Times: How to Plan When Everything is in Flux
In the recent weeks and months of the COVID-19 pandemic, marketers around the globe have had to come to terms with the fact that their carefully laid marketing plans can’t [...]
How Brands Can Effectively Utilize Social Media in Times of Crisis
Social media is one of the most popular marketing channels for businesses around the world. But in this time of the COVID-19 pandemic where everything is anything but business [...]
How to be Compliant When Switching Email Vendors
Switching email vendors is usually no small task. There are a lot of things to remember; email templates, images, segmentation, forms, etc. all need to be moved. Users will need [...]
6 Productivity and Collaboration Tips for Marketers Working Remotely
Work looks different right now for many of us. We have traded our workplace cubicles and offices for a seat in the home office or at the kitchen table. Our [...]
5 Questions: Gus Martinez5
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know these [...]
Communicating Business Continuity in Times of Crisis
As a pandemic sweeps through countries around the globe, the topic of communicating business continuity plans is a hot one among businesses of all kinds. Looking through your inboxes – [...]
Guest Post: Aligning Account-Based Marketing and Account-Based Selling for a Better Customer Experience
Thank you to Gideon Thomas, VP of Marketing and Growth at DealHub, for this guest blog post. In today’s world of rapid-fire product release where – it’s been said – [...]
How to Avoid Tone Deaf Marketing in Uncertain Times
How can you avoid ton deaf marketing? To say that these are unprecedented times we are living in would be an understatement. With the spread of COVID-19 into a [...]
How to Organize Your ClickDimensions Email Templates with Tags
When working with a new ClickDimensions customer, one of the first things I always introduce them to is the tag functionality built into ClickDimensions email template records. By simply [...]
Guest Blog: Optimizing the Performance of ClickDimensions Email Sends
Thank you to Roma Gupta, Sr. CRM Consultant at Nihilent, for this guest blog post! Email marketing has always been one of the key features in the ClickDimensions marketing automation [...]
How and Why Microsoft Dynamics CRM Admins Should Approach the Marketing Automation Conversation
You may be your company's CRM administrator, but the strategy for your CRM system is not always your own. In many organizations, different departments fight for priority and try to [...]
4 Ways to Re-Engage Prospects and Customers with Marketing Automation
When your organization's relationship with an individual is brand new, it can often seem like they love every message you send, engage with every piece of content you create [...]
Understanding Color Theory: A Quick Overview for Marketers
There are many factors that make up a compelling design, and color is arguably one of the most important ones. Although it might seem simple, sometimes picking out the [...]
4 Tips for Optimizing Your Website’s Lead Generation Powers
From individuals to the largest of corporations, it seems like just about everyone and every business has a website. And why not? Websites are often the go-to source for consumers [...]
Infographic: The Marketing Cloud – A Love Story for Marketers Who Use Microsoft Dynamics 365
There is no shortage of marketing technology available today, which is both good and bad for marketers at organizations that use Microsoft Dynamics 365. Having so many options to choose [...]
5 Questions: Larry Mieldezis
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know these [...]
ClickDimensions CEO Joins Forbes Technology Council
The council is an invitation-only, thought leadership community for leading technology executives ATLANTA – February 6, 2020 – ClickDimensions, the leader in marketing for Microsoft Dynamics, today announced CEO Mike [...]
CRM News: Marketing Lists vs. Views – What Are They and When to Use Each
If you have spent any time in Microsoft Dynamics, you know it's a powerful piece of technology with vast capabilities. And it can sometimes feel like you're just scratching [...]
Finding Your Voice: 5 Tips for Connecting with Your Social Media Audiences
Sometimes it isn't what you say, it's how you say it. That's a lesson many of us have learned all too well in the age of digital communications. You [...]
Back to Basics: What is Digital Marketing?
Marketers go where their customers are. And that is why digital marketing has flourished in recent years. Audiences are increasingly found online in both their professional and personal lives. So, [...]
Everyone is Talking About Word of Mouth Marketing – Should You Too?
Everything old is new again. You don't need to look far to see just how true that statement is. At any given time, do a little window shopping at [...]
5 Best Practices for Aligning Your IT and Marketing Teams
Did you know that 78 percent of IT professionals think they work collaboratively with marketing, but only 58 percent of marketers agree that is the case? While this statistic from [...]
5 Questions: Marissa Clontz
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know these [...]
Guest Post: Unlocking the Hidden Power of Your Data with Microsoft Dynamics 365 and ClickDimensions
Thank you to Russ Powell, Head of Marketing at Innervate, for this guest blog post! As marketers we're constantly told that we need to be more data driven. But how [...]
7 Benefits of Social Media Marketing
Why should your business be on social media? The short answer is that everyone else is – your customers, your competitors, nearly everyone. According to We Are Social, 3.48 [...]
4 Tips for Engaging Employees in the Customer Experience
Teamwork makes the dream work. This cliché phrase rings true in many areas of our lives. The customer experience is no exception. That's because the best and most effective customer [...]
Video Infographic: Marketing Automation Integration from the B2B Perspective
Marketing automation is a powerful tool for making marketing tactics, processes and campaigns more efficient and effective. But how are B2B marketers integrating this technology into their overall strategy? Find [...]
6 Ways to Improve Your Email Marketing Copy
Email marketing is not dead. Despite assertions to the contrary for many years, marketers know that email is still one of the most effective ways to reach audiences. However, [...]
4 Best Practices for Creating a Social Advertising Strategy
"Show me the money!" While this phrase was made famous by the movie Jerry Maguire, for marketers it can sometimes feel like that's the mantra of social networks towards [...]
The California Consumer Privacy Act: What You Need to Know for 2020
The California Consumer Privacy Act of 2018 (the CCPA), California's consumer data privacy bill, is continuing to evolve even as we get closer to the effective and enforcement dates. [...]
How to Display Total Sent Emails by Leads and Contacts
Recently I was asked by a customer to assist in producing a report that details the number of emails sent over the past year to leads and to contacts. [...]
Infographic: The Marketing Data Sweet Spot
For marketers today, there is a marketing data problem. It once was getting enough data, but now the challenge is driving smarter decisions with it. Yet many marketers struggle to [...]
5 Questions: Kay O’Mahony
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know these [...]
5 Tips for Coping with a Marketing Failure
"Why do we fall? So we can learn to pick ourselves up." This quote from wise Alfred to a defeated Bruce Wayne in the movie Batman Begins illustrates the beauty [...]
4 Holiday Email Sending Pitfalls to Avoid
All over the world, consumers are very familiar with Black Friday and Cyber Monday, and of course the seasonal festivities of Christmas, Hanukkah, Kwanzaa, New Year's (Gregorian) and Thanksgiving. [...]
5 Steps to Building a Customer Retention Strategy
Did you know that the probability of selling to a new prospect is 5-20 percent while the probability of selling to an existing customer is 60-70 percent? This stat from [...]
Infographic: 5 Ways to Drive Sales with Marketing Automation
Marketing automation isn't just for marketing anymore. These powerful platforms help departments throughout an organization reap big benefits, including sales. Learn more about how marketing automation has become an essential [...]
CRM News: 3 Reflections on User Group Summit North America 2019
The annual North American gathering of Microsoft Business Applications Platform users and partners alike has concluded for another year. User Group Summit North America 2019 was the biggest such [...]
4 Scary Marketing Stats and How to Make Them Less Frightening
Happy Halloween! 'Tis the season for costumes, candy and creepy creatures. Haunted houses and scary movies are popular this time of year for fun frights, but there are truly terrifying [...]
5 Essential Tips for Effective White Papers
Whether you have been in marketing for many years or you are brand new to it, you have very likely heard the phrase "content is king" – sometimes repeatedly. But [...]
How to Link ClickDimensions Campaign Automations
What's better than a campaign automation? Sometimes the answer is two or more automated campaigns. On occasion, ClickDimensions customers may have a need to create a tiered or multi-level [...]
3 Ways to Create Opt-In Preferences for GDPR Compliance
In order to be GDPR compliant, you must obtain consent from recipients and maintain records of how you got that consent. With ClickDimensions, there are three easy ways to [...]
ClickDimensions Launches Intelligent Dashboards, Powered by Sweetspot
New marketing analytics offering brings enterprise-quality reporting capabilities to businesses of all sizes that utilize Microsoft Dynamics ATLANTA (October 15, 2019) – ClickDimensions, the leading marketing technology and services provider [...]
What is a Spam Trap and How to Avoid Them
The most important aspect of email deliverability is list quality. We are not just talking about making sure that the email addresses on your marketing list exist but also [...]
5 Tips for a Successful Rebranding
The marketplace is constantly changing. In order to keep up, businesses must change as well. For many companies, a rebrand will eventually be one of those changes. Organizations choose to [...]
2 Dos and 2 Don’ts for Paid Social Success
As algorithms have changed on social platforms to the detriment of brands, so too has the shift towards paid social. Paid social is just that, paid placement of content [...]
Dynamics 365 for Time Travel: The Data Export Service and SQL Temporal Tables
Kudos to Microsoft for adding the Data Export Service replication service to Dynamics 365 Online and using the common SQL database for its source. The service has the potential [...]
Guest Post: How to Create a Lead for Every ClickDimensions Posted Form
Thank you to Megan Walker, Microsoft MVP, for this guest post! I've loved ClickDimensions for a long time, at least 10 years. I've used it as a Marketing Manager [...]
5 Essential Elements of a Brand Style Guide
Have you ever been shopping, reading a magazine or just browsing the internet and immediately recognized a brand based on their colors, logo or fonts? Chances are good that [...]
9 Insights from Content Marketing World 2019
"Ladies and gentleman, prepare to be amazed!" Are these words you might hear at a circus? Yes. But they're also ones that should set the stage for your audiences as [...]
Guest Post: An Insider’s Guide to Marketing to Associations
Thank you to Evan Hendershot, Digital Marketing Specialist at Protech, for this guest post! Every association is unique. They have different goals, and varying job roles and responsibilities from organization [...]
Dynamics 101: The Core Records – Leads, Contacts and Accounts
At its most basic level, Dynamics Customer Engagement (also known as Dynamics CE) is a tool that allows you to maintain a virtual Rolodex – it's a central location [...]
Talking the Talk: How to Craft a Successful Elevator Speech
"What do you do?" With tradeshow season approaching again, it's a question that many marketers will be answering – often repeatedly – very soon. While the more traditional school [...]
How to Implement an Approval Process for ClickDimensions Email Templates
In my role at ClickDimensions, a question I commonly hear is "How can I implement an approval process for my email templates?" Fortunately, with just a couple of customizations, [...]
What is DMARC and Why Should You Use It?
The recipients of your email messages can use the SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail) records you have created to validate your email and apply policies [...]
6 Social Media Lessons from National Geographic’s Huge Instagram Following
112 million – as I write this article, that is how many followers National Geographic (@natgeo) has on Instagram. This is currently more followers than major brands like Nike [...]
The ClickDimensions Removed from List Trigger: A Clever Campaign Automation Use Case
ClickDimensions campaign automation builder provides marketers with a wide variety of options for connecting with customers and prospects through triggers, actions and more. In this blog post, we will [...]
ClickDimensions Earns Inc. 5000 Ranking for Fifth Time
Leading marketing technology and services provider for Microsoft Dynamics 365 is once again among the fastest-growing private companies in America ATLANTA (August 14, 2019) – ClickDimensions, the leading marketing technology [...]
How to Effectively Monitor and Maintain Your Brand’s Social Presence
There just isn't enough time in the day! That statement is ubiquitous in today's busy, overbooked society. It also mirrors how many marketers feel about managing their brand's social media [...]
11 Email Deliverability Terms Every Marketer Should Know
What is email deliverability? That's an easy one, right? Yes and no. Email deliverability is fairly simply defined as the ability to get your emails into your subscribers' inboxes. [...]
Creating Multiple Contact Records Using ClickDimensions Forms
Some of our customers here at ClickDimensions run into a situation where they want to gather information on more than one individual at a time and create contact records [...]
5 Benefits of Aligning IT and Marketing
The relationship between marketing and IT has traditionally fallen into one of two camps: rocky or nonexistent. But the ways of the past can't pave the way for success in [...]
Calculating the Cost of Marketing Automation for Microsoft Dynamics
When researching a marketing automation platform, outside of functionality, cost may be the next biggest deciding factor. We all know that price does not necessarily mean quality – the most [...]
Using FreeMarker to Create a Flawless Email Introduction
Creating personalized emails has never been easier with the ClickDimensions personalization tool. However, things can sometimes get a little tricky if you're sending an email to both leads and [...]
ClickDimensions Announces 2019 Top-Performing Partner Awards
Marketing technology leader recognizes three Microsoft Dynamics 365 partner companies for outstanding partner year performance in new awards program ATLANTA (July 15, 2019) – ClickDimensions, the leading marketing technology [...]
So You Generated Some Leads – Now What?
Congratulations! You just generated a bunch of new leads for your organization. But now what? How do you turn those interested individuals sitting in your CRM into revenue-generating, loyal [...]
7 Essentials for Content Marketing Success
Buyers today often want to educate themselves on solutions to the problems they have and answers to the questions they face. When done correctly, content marketing does exactly that [...]
6 Considerations When Sending Follow-Up Emails to Unresponsive Prospects
No matter the type of emails you are sending, you have no doubt had your fair share of unresponsive recipients. It makes sense to send follow-up emails in these [...]
Video Infographic: The B2B Perspective on Marketing Resource Effectiveness
With so many marketing tactics, technologies and channels to choose from today, well-planned marketing strategies are more important than ever. Increasingly, marketing teams are turning to outside resources to [...]
Guest Post: How to Fix a Leaking Sales Funnel
Thank you to Hans Van de Velde, Marketing Manager at Net IT, for this guest post! Marketing generates leads via different channels, but only a small percentage become new [...]
10 Insights from Microsoft Business Applications Summit 2019
Have you ever wanted to hear and learn directly from the Microsoft experts responsible for the business applications that you use every day? The Microsoft Business Applications Summit is [...]
5 Ways to Feature Customers in Your Content
When was the last time you made a purchase without looking at reviews? Today, it isn't enough to tell people how great your product or service is. You need [...]
How to Choose Effective Digital Marketing Goals and KPIs
Think about where you spent your time today. Maybe your home, your office, your car, a restaurant, the grocery store, the gym – the list could go on and [...]
Targeting Audiences: Using Segmentation for Survey Success
Having the right target audience is critically important for a successful survey. First, consider who your target audience is. Are they leads or contacts, or a specific demographic within [...]
11 Types of Campaign Automation Strategies
Campaign Automation, also known as nurture campaigns, are an effective way for brands to connect with their audiences while also increasing the efficiency of their marketing teams. But what [...]
Customizing a Microsoft Dynamics 365 Account’s Related Records Menu
Sometimes in marketing you want a macro view of your data and other times a micro view is exactly what you need. To this point, organizations may at times [...]
How to Track Contacts with Microsoft Dynamics 365 Campaigns
Attribution is an essential part of marketing today. In order to direct their dollars to the most successful initiatives, marketers must be able to track where a lead originated. [...]
FAQs About the California Consumer Privacy Act
It seems like not too long ago, we were all preparing for GDPR to come into effect. Now, it's another year and another regulation. This time, it's the California [...]
Rebranding: After A Makeover or Takeover, Communication is Key
These days, it seems like graphic design—just like everything else—is constantly evolving at the speed of light. Think about websites of the early 2000s; they were atrocious, right? Flashing [...]
Infographic: Why Modern Marketers Need Services
Technology alone can't meet the needs of marketing teams today. To be successful in a time of more - more technology, more tactics, more channels - marketers need skills [...]
Grouping Survey Submissions by Account in Microsoft Dynamics
In ClickDimensions, posted surveys, forms and subscriptions are all valuable records generated from an individual submitting a piece of what we at ClickDimensions call web content. These submissions tie [...]
ClickDimensions Honored as One of Atlanta’s Fastest-Growing Private Companies for Sixth Time
Leading marketing technology provider for Microsoft Dynamics 365 again receives Atlanta Business Chronicle accolade ATLANTA (April 25, 2019) – At the 2019 Pacesetter Awards ceremony held this morning at [...]
Marketing Your Press Coverage: How to Maximize Media Exposure
Extra! Extra! Read all about it! Your company just secured some great press coverage - congrats! Whether it was seen by hundreds of readers of a local trade publication [...]
Aggregating Email Statistics on the Dynamics 365 Campaign Entity
Here at ClickDimensions, we get a lot of questions from our customers about how to use the Dynamics 365 campaign entity. If you're looking to take advantage of this [...]
Why Marketers are Moving from DIY to DIFM
Not too long ago, from home improvement and craft projects to income tax preparation and even cough syrup, the do-it-yourself movement was seemingly everywhere. Over time, however, the enthusiasm [...]
4 Marketing Warning Signs You Can’t Ignore
I was working from home recently, writing a blog post much like this one when I heard it. It was the all-too-familiar and entirely too loud beep – followed [...]
5 Questions: Alfredo Mezquita
In our 5 Questions blog series, we profile our customers, partners and team members to help the ClickDimensions community become better acquainted. We hope you enjoy getting to know [...]
13 Email Marketing Best Practices Every Brand Should Follow
Data drives everything in marketing today. In email marketing, what is successful for a retailer might not work for a law firm – and their individual data will dictate [...]
Thinking Outside the Booth: How to Plan for Trade Show Success
The booth – it's often thought of as the heart of every company's trade show appearance. Yet true trade show effectiveness is determined well before exhibitors are gathered in [...]
Honoring Subscription Preferences within a Campaign Automation
An automated campaign can be an effective way to connect with new subscribers and customers, but it's important to balance your content with your subscribers' preferences. Yes, getting your [...]
Infographic: 7 Technical Best Practices for Email Deliverability
No matter how much time you spend crafting the perfect email, if it doesn’t make it to your audience’s inboxes, your email marketing program won’t be the least bit [...]
ClickDimensions Acquires Marketing Dashboard Provider Sweetspot
Acquisition will allow the leading marketing automation provider for Microsoft Dynamics 365 to provide robust data intelligence built by marketers, for marketers ATLANTA (March 21, 2019) – ClickDimensions today [...]
Monitoring Bounces or Blocks in Your Campaign Automations
ClickDimensions campaign automations are great for automating many types of tasks such as sending emails. Once an email has been sent, your recipients can be nurtured as needed and [...]
How to Track Clicks on Social Media Posts in Microsoft Dynamics 365
With social media being such an essential part of marketing today, marketers are looking to make the social posting and tracking process quick and easy while also making it [...]
8 Tips for Creating User-Friendly Forms
Forms are an important channel through which organizations engage customers online and can sometimes be a customer's first impression of your business. A well-designed form lets you gather information [...]
How to Monitor the Effectiveness of Paid Search with a Search Marketing Dashboard
If you use paid search, you probably have a number of different campaigns running across a number of different platforms. You might use Google AdWords, Bing Ads, LinkedIn, Facebook, [...]
How to Use Google Search Console to Improve Your Search Ranking
Google Search Console is a free service by Google that helps you monitor your website and its presence in Google's Search Engine Results Pages (SERPs). Google crawls your website [...]
Email Personalization Dos and Don’ts
Think about how many emails you receive daily. That number is probably well over 100, if you include work emails, personal emails and advertisements. Are there any emails that—to [...]
How to Create Successful Surveys
Surveys allow you to collect a ton of data you can use to improve customer service, better your product or service, or collect other useful information. For most surveys, [...]
What is Social Listening and Why Should Your Brand Care?
Did you hear that? If you aren't participating in social listening, the answer is likely "no." And what exactly is the "that" you didn't hear? Insights into your brand [...]
Infographic: Bridging the Digital Marketing Divide
While marketing technology has the potential to help marketers achieve great things, as MarTech stacks grow, often so too does the divide between having marketing technology and driving results [...]
The Top 5 Campaign Automation Scenarios for ClickDimensions Customers
Automating campaigns is an exciting prospect for every brand, but it can be overwhelming deciding where to start. Often, new ClickDimensions customers will ask, "What are the most popular [...]
7 Ways to Make People Fall in Love with Your Website
Do you remember your first digital marketing love? In the early days of digital marketing, for most marketers, it was their website – full of new and exciting ways [...]
Video Infographic: The B2B Perspective on Marketing Technology Trends
Marketing technologies today are constantly evolving to meet the needs of modern marketers, but effectiveness isn’t assured with this evolution. The way in which these technologies are implemented and [...]
ClickDimensions Launches New Managed Execution Services Offering
Leading marketing automation provider for Microsoft Dynamics 365 will now offer managed marketing services to help customers get better results, faster and at a lower cost ATLANTA (February 6, [...]
CRM News: 5 Hidden Treasures in Microsoft Dynamics 365
Over the last few weeks, I have been party to several conversations that centered around some of the most underappreciated or obscure features in Microsoft Dynamics 365 Customer Engagement. [...]
5 Ways to Connect Dynamics 365 and Google
Marketers know that data is better when it's all together. ClickDimensions offers a variety of ways to connect your data in Dynamics 365 with your Google accounts, be that [...]
6 Tips for Managing a Social Media Crisis
Maybe not today, maybe not tomorrow, but one day, chances are very good that your business will have to deal with a social media crisis. With the continued and [...]
How to Create a Lead Scoring Strategy
Lead scoring involves ranking leads on a scale based on how interested a prospect is in a company's products or services, how likely they are to buy and how [...]
How B2B Marketers Can Get Started with SMS Marketing
SMS Marketing has traditionally been used by B2C brands but B2B marketers shouldn't miss out – particularly since, according to Mobile Marketing Watch, SMS messages have an open rate [...]
Infographic: Using Marketing Automation Throughout an Organization
Despite the name, marketing automation isn't just for marketing anymore. When used throughout an organization, today's sophisticated marketing automation platforms can help a variety of departments overcome individual challenges [...]
Mobile Marketing: 3 Best Practices for Email Marketing on Mobile Devices
Weather updates, music streaming, social sites, online shopping – our phones, tablets and smart watches are our go-to method for online activities. Today, more people open their email on [...]
3 Email Design Tips for Non-Designers
Email marketing is one of the easiest and most common ways for businesses to communicate and connect with their customers. Since we live in such a visual world today, [...]
Suppression and the Real Difference Between Opt-In and Opt-Out Subscription Management
What's in a name? That which we call a rose by any other name would smell as sweet! In this case, our rose is permission-based marketing. Call it what [...]
Paid Social: Three Basics for Getting the Most Bang for Your Buck
Advertising through social media platforms can get a little tricky. Unlike paid search, there is no sure-fire way to guarantee how many clicks or impressions you will receive. So, [...]
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You have marketing data. So, now what? For marketers, the volume of data is no longer an issue. The real challenge is bringing meaning to the numbers.
eBook
Marketing Lessons from Disruptors: What Marketers Can Learn From 10 of Today’s Most Innovative Companies
We have compiled marketing lessons from some of today’s most innovative companies, so you can apply them to your own marketing plans.
White Paper
Meeting the Needs of Data-Driven Marketers: An Introduction to Marketing Dashboards for Microsoft Dynamics 365 Users
Marketers today realize the critical importance of data analytics, but using marketing data to better reach, understand and serve their audiences is still a significant challenge.
Workbook
The Campaign Automation Workbook: How to Plan Successful Drip Campaigns in Microsoft Dynamics
Say goodbye to one-size-fits-all marketing. Consumers today prefer personalized communications, and automated campaigns help marketers deliver.
Guide
Flourishing in the New Marketing Frontier: Using Marketing Automation for Customer Retention
Something is often missing from marketing plans today. That missing element isn’t about the how, when or why of marketing – it’s about the who.
Research Report
Marketing Automation Integration from the B2B Perspective
Marketing automation is a powerful tool used to make marketing tactics, processes and campaigns more efficient and effective than ever before.
eBook
The Marketing Automation Field Guide
If you are new to marketing automation, the ClickDimensions Marketing Automation Field Guide can help you gain an understanding of what automation is and why it’s an essential tool for sales and marketing departments.
Research Report
How B2B Marketers Visualize Marketing Data with Dashboards
Find out in this free research report from ClickDimensions, in partnership with Ascend2, which includes an in-depth look at the objectives, challenges, trends and benefits related to marketing dashboards today.
Guide
5 Little Microsoft Dynamics Workflows with Really Big Marketing Results
Microsoft Dynamics 365 workflows are powerful tools, helping organizations automate business processes of all kinds. But it can be a bit overwhelming jumping into the Dynamics workflow editor for the first time.
Research Report
The B2B Perspective on Marketing Resource Effectiveness
With so many marketing tactics, technologies and channels to choose from today, well-planned marketing strategies are more important than ever.
eBook
The Campaign Automation Playbook
Campaign automation is a sales and marketing MVP. No matter what type of campaign – lead-nurturing marketing campaigns, sales engagement campaigns, promotional or event campaigns.
Guide
Building an Effective Digital Marketing Strategy: A Guide for Dynamics 365 Marketers
Marketers go where their customers are, and increasingly that is to digital channels. But in order to succeed, it isn’t enough to just be there; you must have a strategy too.
Guide
Advanced Email Scenarios: Sending Data from a Child Record to a Single Recipient Using a Microsoft Dynamics Workflow
One of the many advantages of email is its flexibility. It can be used to reach a wide range of targeted audiences and in very personalized ways, particularly when executed from and paired with the right technologies.
White Paper
Moving from DIY to DIFM: How Services can Help Microsoft Dynamics 365 Marketers Yield Better Results
The do-it-yourself (DIY) movement has been everywhere in recent years – including marketing. But over time, marketers have come to realize the inefficiency and frustration that often comes with the DIY approach.
Research Report
The B2B Perspective on Marketing Technology Trends
Marketing technologies today are constantly evolving to meet the needs of modern marketers, but effectiveness isn’t assured with this evolution.
eBook
Implementation Blueprint for Microsoft Dynamics 365
Whether your organization is just starting the implementation process with a piece of software or has been using it for many years, it is always interesting to see how other organizations use the same system.
White Paper
Bridging the Divide: How to Move from Simply Having Marketing Technology to Driving Results with It
Much has been said about the digital transformation of businesses today. Yet, because it is brought on by an evolution in the buyer’s journey, this change should be viewed as less of a “transformation” – which implies choice – and more of an imperative.
eBook
10 Practical Social Media Lessons for B2B Marketers
Are you a B2B marketer looking to up your social media game? If so, 10 Practical Social Media Lessons for B2B Marketers was created just for you!
Research Report
Optimizing B2B Marketing Automation
Marketing automation is everywhere today, as more organizations of all sizes adopt this technology and make it more of an essential part of modern marketing.
eBook
The Customer Experience Cookbook
A memorable customer experience can help organizations of all kinds attract new customers, increase revenue, boost customer loyalty, create a competitive advantage and much more.
eBook
Aiming for Email Deliverability: A Guide to Inbox Delivery Success for Microsoft Dynamics 365 Marketers
Here’s a hard truth for many marketers: despite all the time you put into crafting the perfect email, if it doesn’t make it to your audience’s inboxes, your email marketing efforts are all for naught.
eBook
Training Resource Guide for Microsoft Dynamics 365
The Training Resource Guide assists Microsoft Dynamics 365 and CRM users in finding the help they need to learn this powerful platform while also introducing them to related resources and products they may not have known were available.
Research Report
Measuring B2B Marketing Attribution
In a multichannel marketing world, marketing attribution has become both a primary goal and a bigger challenge for B2B marketers.
eBook
Outsourcing to an Agency: When and How to Engage
With increasing workloads and an ever-expanding list of tactics to try, what’s a modern marketing team to do to achieve their goals? For many, outsourcing work to a marketing agency is a smart and beneficial solution.
eBook
The Quick Guide to Subscription Management
Consumers today demand choices now more than ever. At the same time, a growing body of privacy and permission-based marketing regulations around the globe demand that organizations honor these choices.
White Paper
Bringing the Human Touch to Marketing Technology Service and Support: Why it Matters for Your Success
Marketing technology helps marketers today achieve great things. However, technology alone can only take users so far. Human customer support and services are essential for a marketer’s success.
eBook
Aligning IT and Marketing: Why and How to Bring These Teams Together
Thanks to technological advances and sweeping changes in consumer behavior, IT and marketing must converge like never before.
White Paper
From Lead to Loyalty: Automating Campaigns in Microsoft Dynamics 365
Learn Why and How to Nurture Leads and Customers Throughout the Buying Cycle. Gone are the days of a one-size-fits-all approach to marketing. Today, it’s all about getting the right message to the right person at the right time.
eBook
Growing Beyond Email Marketing with Marketing Automation
An email marketing platform is an essential tool for marketers today, but these solutions can’t rival the power of marketing automation combined with Microsoft Dynamics 365.
White Paper
How to Drive Microsoft Dynamics 365 User Adoption with Marketing Automation
Are you looking to increase usage of Microsoft Dynamics 365 in your organization? There’s a solution you may have not thought of – marketing automation. And it isn’t just for marketing anymore.
White Paper
Email Marketing in Microsoft Dynamics 365: Improving Email Deliverability
How to Ensure Your Email Messages are Received. Email continues to be a preferred method of communication for most consumers today, and a successful channel for marketers too.
White Paper
Effective Lead Nurturing in Microsoft Dynamics 365
Learn How to Convert More Leads to Customers. First, the bad news: 79 percent of marketing leads never convert to customers. The good news is that there is something organizations can do about that poor performance
eBook
7 Habits of Highly Successful Marketers
What does it take to be successful
in marketing today? If you were asked what it takes to be a successful marketer today, hard work might be your first answer – quickly followed by a long list of other responses.
White Paper
10 Ways to Achieve Email Marketing Success
While there has been plenty of commentary surrounding the death of email marketing in recent years, email continues to be a preferred method of communication for consumers and marketers alike.
eBook
The B2B Marketer’s Guide to Social Media Success
Dull content, disengaged followers and a lack of social media ROI – it’s time to leave that era of B2B social media marketing well in the past!
White Paper
5 Ideas to Drive Sales Through Marketing Automation and Microsoft Dynamics 365
While best known for the benefits it brings to marketing teams, marketing automation can help departments throughout an organization – particularly sales teams.
White Paper
Re-Engaging Leads and Customers with Microsoft Dynamics 365
When your organization’s relationship with a lead or customer is brand new, it can often seem like they love every message you send, engage with every piece of content you create and are delighted by every interaction.
eBook
The Lead Generation Pocket Guide
Despite the importance of lead generation – it keeps the funnel full, increases revenue and so much more – many marketers struggle with creating an effective lead generation process.
Research Report
Marketing Automation: A View from the C-Suite
Marketing automation isn’t just for marketing anymore. Organizations today count on marketing automation to make their marketing, sales and customer experience initiatives more effective and efficient.
White Paper
Building and Maintaining High-Quality Marketing Lists in Microsoft Dynamics 365
Marketing lists in Dynamics 365 are one of the most valuable assets your company has, and keeping them in top shape is critical to your business and the success of your marketing efforts.
