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  Third-party solution  

 

Click (formerly ClickDimensions) is a marketing automation suite designed exclusively for users of the Dynamics 365 platform, including Engage. Like most marketing suites, it is designed to help plan and automate mass communications and social media and relate those activities back to the CRM where appropriate. Features include web forms, email marketing, social media posting, and campaign automation.

 

Engage's take:  Click is unique: it is both a 'complete' automation suite & is designed to be used 100% contained within the Engage user interface, offering a deep integration with Engage.

 

Helpful Links

 

Note:  Engage neither resells nor provides technical support for third-party solutions. This article includes links to outside resources. We are not responsible for the content on the external site. If there is a link that does not work, please email [email protected] and we will attempt to adjust the information with an updated link. 

 

Video: Optimizing Advisory Marketing through Engage & Click

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