EMAIL MARKETING and MARKETING AUTOMATION for Microsoft Dynamics

EMAIL MARKETING and MARKETING AUTOMATION for Microsoft Dynamics CRM www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Today’s Agenda Marketing 2. 0 The convergence of CRM and marketing automation Brief introduction to Click. Dimensions Using Marketing Automation • Lead Generation • Marketing Automation • Sales Engagement • Campaign Analysis • Sneak peak: Automation Builder! www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Awards & Certifications #227 on the 2015 Inc. 5000 list of the fastest growing private companies Highest ranked email marketing provider Ranked 25 th overall in the software industry segment The only 100% Microsoft Dynamics CRM Certified, Gold Partner for Microsoft Dynamics CRM marketing automation vendor Highest ranked solution on the Microsoft Dynamics Marketplace www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com Partner of the Year winner in 2012 and Partner of the Year finalist in 2011

Our Customers www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Traditional Marketer’s Tools Basic lead/contact integration Constantly synching, exporting, importing Microsoft Dynamics CRM Email Marketing Social Discovery and/or Monitoring ? List ≠ List Campaign ≠ Campaign Web Forms Lead (prospect) ≠ Lead Website Analytics Surveys www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Integrated Solution CRM + Email + Analytics + Surveys + Social All data in one place • • Dynamics CRM data Email marketing data Web analytics data Surveys, social Customer Website(s) Click. Dimensions on Windows Azure Click. Dimensions API Microsoft Dynamics CRM Recipient Inboxes www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Marketing Automation Email Marketing Web Intelligence Lead Scoring Form Capture Surveys Landing Pages Nurture Marketing SMS Messaging Social Discovery Event Management www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com Campaign Tracking Training & Support

Native Inside CRM www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Lead Generation • Online Ad campaigns • Content marketing • Event management www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Online Advertising www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Making the Visitor Connection Anonymous Visitors Identified Organizations Identified Visitors Click. Dimensions tracks all website visitors and their activity Click. Dimensions discovers the organizations from which visitors are browsing Through email link clicks or form captures visitors identify themselves Click. Dimensions calls social discovery Click. Dimensions links past anonymous browsing Can be new CRM lead or existing CRM lead or contact www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com 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

Drag and Drop Designer Easily create forms and surveys Create custom fields and/or map to existing CRM fields www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Event integrations Gotowebinar Webex Eventbrite Use Go. To. Webinar to create and host online events (webinars) Web. Ex Event Center allows for creating and hosting online events (webinars) Create invitations, facilitate registration/payment, issue tickets, and more for live events www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Event Dashboard s www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Import Tool Import as new Leads or Contacts (based on the email address) Add existing and newly created records to a marketing list, remove them from a marketing list, or generate event participations for them www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Marketing Automation • Emails • Nurture Marketing www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

3 Ways to Send Emails Bulk Single Workflow Send to any combination of leads, contacts, accounts and/or marketing lists Send any template directly from a lead or contact record Send from any CRM workflow process www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

4 Ways to Create Emails Freestyle Editor Custom HTML Simple Drag & Drop / Block Editors Medium Advanced Ideal for salespeople Simple Very flexible 100% control of HTML Wizard-driven Optional ability to edit HTML INBOXCast No HTML involved www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Inbox Preview Desktop email clients such as Outlook and Lotus Notes Mobile email clients like i. Phone, i. Pad and Android Web-based email clients in various versions/platforms -Gmail on Internet Explorer 10 for Windows, Yahoo mail on Chrome for Mac, etc. www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Dynamic Content Emails www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Split Testing A/B Testing Select A and B content strategies; modify the existing email template or create a new one. Select the size of your test group and the winning strategy. Results are displayed inside the Email Send record in CRM. www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Nurture Marketing www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Sales Engagement • Track engagement • Prioritize leads • Communicate www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Quick Send Create a Quick Send template from any email template Send an email to an individual from a Lead or Contact record www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

INBOXCast Emails from Sales Easily send marketing emails using your email (Outlook, Gmail, etc. ): www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com • Click the Inbox. Cast icon to get the marketing list’s unique Inbox. Cast email address • Send your email using the CRM list’s unique email address and even personalize your email. • Your recipients will receive a trackable email identical to the one you built using your email client and all tracking results will be available inside CRM.

Campaign Analysis www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Sample CRM Dashboard Email Campaign www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Sample CRM Dashboard Search Visits www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Power BI integration Sneak peak! Coming November 2015! www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Clickdimensions. com/R www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Lead Generation Marketing Automation www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com Sales Engagement Campaign Analysis

Sneak peak! Coming November 2015! Campaign automation www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Campaign builder – Coming November 2015! www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

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web Clickdimensions. co m email Meghan. burner@clickdimension s. com phone 678. 369. 4315 www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com

Premium Content Marketing Hooked on Content: Content Marketing Strategy for MSCRM Training Guide Idea e. Book Your Passport to the World of Email Marketing Automation for Microsoft Dynamics CRM live and recorded webinars Training Resource Guide for Microsoft Dynamics CRM Marketing with Microsoft CRM Idea e. Book Email Marketing Webinars Nurture Marketing Grow Your Business with Nurture Marketing www. clickdimensions. com | +1 888. 214. 4228 | sales@clickdimensions. com Blueprint Microsoft CRM Implementation Blueprint