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IndustrySpotlight

Investment Banking

Email Marketing and Marketing Automation for Microsoft Dynamics CRMThe ClickDimensions marketing automation solution for Microsoft Dynamics CRM enables investment banking firms to automate and streamline many aspects of attracting and nurturing leads and customers while increasing the effectiveness of these activities. Using ClickDimensions, you can quickly and easily create multi-channel lead-nurturing campaigns, sales engagement campaigns, promotional or event campaigns, new customer onboarding and retention campaigns, and more.

With ClickDimensions, you can engage prospects and customers through email marketing, learn more about them by seeing what interests them on your website, and easily capture information about them through web forms, surveys, and more – all while working inside Microsoft Dynamics CRM.

Investing in Client Engagement Example Scenario: Client Outreach with ClickDimensions

With a full calendar of lunch and learns, golf outings, galas and more to engage clients, Summit Capital Partners wanted to make event registration and management easy for their team and their clients.

Using the ClickDimensions easy-to-use drag and drop email editor, the firm’s marketing team created an email invitation, no HTML coding knowledge required, for their next big event, their annual charity fundraising ball.

74% of event attendees say that they have a more positive opinion about the company, brand, product or service being promoted after an event.Source: Event Marketing Institute

www.coderight.com+1-781-591-2765Sales@CodeRight.com

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The email links to the fundraising event that Summit Capital Partners created in Eventbrite.

Event technology can help increase event attendance by 20% and decrease costs by 30%.Source: Frost & Sullivan

ClickDimensions’ integrations with Eventbrite, Cvent, GoToWebinar and WebEx allow the firm to bring event, registration and attendee information automatically into Microsoft Dynamics CRM for a wide variety of events. They can easily track which contacts or leads are registering for and attending the firm’s events all in one place.

Summit Capital Partners also has the option of managing events without event integrations using forms and landing pages they can create quickly and easily using ClickDimensions.

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56% of digital marketers cited email marketing as the most effective program for retaining customers. Source: eMarketer

When someone registers for the event using the landing page form, an email notification is generated and sent to a specified contact within the firm.

To help engage and retain clients, Summit Capital Partners also uses the email marketing feature within ClickDimensions to send birthday messages and new deal and company announcement emails. The ClickDimensions drag and drop email editor allows for personalization, which the firm uses to add an email recipient’s name and other personal details for a customized email experience.

In addition to email marketing, event management, landing pages and forms, ClickDimensions gives you a wide variety of tools that can be incorporated into client engagement efforts – or any other marketing initiatives! – including campaign automation, surveys, SMS messaging and web intelligence.

See ClickDimensions in ActionInterested in learning more about how the ClickDimensions marketing automation solution can streamline your sales, marketing and customer engagement efforts? We are happy to show you examples like the one above and more during a demo. Contact sales@clickdimensions.com or call us at +1.888.214.4228 today.