Marketing automation enables companies to target leads and customers with automated messages across multiple channels, including email, web, social media, and SMS. It helps organizations attract, engage, and nurture leads more efficiently.
Any effective marketing automation platform should support:
- Email marketing
- Event management
- Social media marketing
- Campaign automation
- SMS messaging
- Reporting
- Form capture
- Surveys
- Landing pages
- Training and support
- Web intelligence
- Lead scoring
It’s no longer optional, marketing automation is essential for modern businesses.
In this article, we’ll cover:
- Key statistics you should know
- What Microsoft Dynamics 365 is
- Why ClickDimensions is a strong option
- 8 essential questions to ask when selecting a marketing automation tool for Dynamics 365
Important Stats to Keep in Mind
- 89% of customers begin their buying process with a search engine. (Fleishman-Hillard)
- It takes an average of 10 marketing touches to convert a lead into a revenue-generating customer. (Aberdeen Group)
- 79% of leads never convert due to a lack of nurturing. (MarketingSherpa)
- 80% of marketers rely on automation to drive lead generation. (LinkedIn)
- Companies using marketing automation see stronger collaboration between sales and marketing. (Forrester Research)
- 63% of companies outperforming competitors use marketing automation. (The Lenskold Group)
The takeaway? If you’re not automating, you’re falling behind.
What Is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a marketing automation platform that turns prospects into business relationships. It integrates seamlessly with Dynamics 365 Sales and includes built-in business intelligence tools.
Dynamics 365 lets you:
- Create engaging email campaigns and online content
- Build personalized customer journeys
- Tap into LinkedIn business audiences
- Coordinate efforts across teams
- Promote and manage events
- Measure your marketing ROI
- Collect and act on survey insights
Why Choose ClickDimensions?
ClickDimensions is a native marketing automation solution built specifically for Microsoft Dynamics 365. That means:
- No integration hassles
- No data sync delays
- No separate systems to manage
You’ll get a unified view of leads and customers across marketing, sales, and customer success.
ClickDimensions is the only provider 100% committed to the Microsoft ecosystem, boasting six times more Dynamics 365 customers than its nearest competitor. Its robust training, support, and onboarding services help you get results fast, whether you’re managing campaigns in-house or outsourcing.
8 Questions to Ask When Choosing a Marketing Automation Platform for Microsoft Dynamics 365
-
Does it include the features your team needs?
Consider features, setup fees, training costs, integration, user limits, and ongoing maintenance. -
Is it easy to implement and use?
A complex tool won’t be adopted. Look for platforms that combine functionality with usability. -
What are the training and support options?
Seek flexible learning formats and support hours that match your operations, especially if you have global teams. -
How deep is the integration with Microsoft Dynamics 365?
Native or tightly integrated platforms will offer better performance and faster time-to-value. -
How frequently is the platform updated?
Vendors should roll out new features regularly and evolve based on customer feedback. -
What kind of reporting and analytics does it offer?
Look for tools that provide clear, actionable insights across the entire organization. -
What’s the total cost?
Make sure to factor in hidden costs like training, contacts, users, or extra modules. -
Does the vendor have a strong reputation?
Research testimonials, reviews, and whether the vendor is a trusted Microsoft Partner.
Final Thoughts
Marketing automation tools are not one-size-fits-all, especially when you’re using Microsoft Dynamics 365. The right choice can make or break your success. If you’re looking for a native solution that delivers results, ClickDimensions is often the best fit for Dynamics 365 users.
