Marketing Automation Solution

Dynamics 365 for Sales Professional + ClickDimensions

Marketing Automation Prepack Basic

Details
Onboarding, Set-up & Training – R13,500 once-off
Licensing Cost – $95 per user/month
Solution Cost – R9,500pm
Users – Unlimited
Contact Records – Unlimited
Emails Included – 50,000 per year

Onboarding

• Duration 30 days
• Technical setup and implementation of product
• Set up third-party integration connectors
• Self-guided Success Program –marketing platform success guide and playbook
• ClickDimensions best practices email nurture

Training

• Unlimited access to the ClickDimensions Academy eLearning portal

Basic Support

• Phone, online & live chat
• Local Business hours
• Next business day response time

Package Terms
• Contract Term = Min 1 year
• Minimum 2 users
• Data import is restricted to using the data import template provided. All data to be imported must be supplied in the set format. Any errors in the data will result in data be sent back to customer to clean.
• Payments must be paid by the 30th of every month. Missing payments will result in the solution being deactivated

Add – Ons

Onsite Training


R10,500 per day

Customized onsite training with an unlimited number of participants at customer- provided venue, includes pre- training call to gather business goals and set areas of focus.

Marketing Execution Training


R9,000 for a Block of 4 Hours

Assisting customers with executing marketing programs and strategies including email, landing page, survey, web form and campaign automation set up.

Business Support


R2,500 per month

• Phone, online and live chat
• 24 hours a day, 5 days a week
• Unlimited self-service
• 2 hour response time

Additional Email Bundles

Additional Email Bundle 100,000
R1,400 per month
Additional Email Bundle 200,000
R2,800 per month

Features

Put your campaigns on auto-pilot. With ClickDimensions, you can build multi-channel, automated campaigns using an easy drag-and-drop interface.

Email Marketing

Creating, sending and tracking great-looking emails is quick and easy. You can send emails in
bulk, to individuals or via a CRM workflow. And all your performance statistics come back into
Dynamics 365 so the results are visible and actionable.

Web Intelligence

Interested in knowing who is browsing your website and what interests them? Web intelligence
lets you view the actual web activity of anonymous and identified visitors on your site.

Other Features

Lead and Contact Management
Account Management
Campaign Management
Marketing Lists

Web Forms

Quickly build forms with our drag and drop form designer, or integrate your website’s existing
forms into Microsoft Dynamics 365. If an existing record isn’t found in your CRM, a lead or
contact record is created upon form submission and all data submitted is linked to the CRM
record.

Social Media Posting & Scheduling

Post to Facebook, Twitter, LinkedIn and Google+ directly from Dynamics 365. Publish
immediately or conveniently schedule posts for any day or time in the future, and track
interactions inside your CRM.

Marketing Automation Prepack Business

Details
Onboarding, Set-up & Training – R40,000 once-off
Licensing Cost – $95 per user/month
Solution Cost – R13,500pm
Users – Unlimited
Contact Records – Unlimited
Emails Included – 200,000 per year

Onboarding

• Duration 60 days
• Technical setup and implementation of product
• Set up third-party integration connectors
• Standard success program with success manager
• Build and execute 1 email campaign OR email marketing automation using best practices including Build 1 custom email template (using Drag and Drop editor)
• Build 1 custom landing page template (using Block editor)

Training

Unlimited access to the ClickDimensions Academy eLearning portal.

Basic Support

• Phone, online & live chat
• Local Business hours
• Next business day response time

Package Terms
Marketing Automation Business Package
Version 1.0 2
• Contract Term = Min 1 year
• Minimum 2 users
• Data import is restricted to using the data import template provided. All data to be imported must be supplied in the set format. Any errors in the data will result in data be sent back to customer to clean.
• Payments must be paid by the 30th of every month. Missing payments will result in the solution being deactivated.
• The SMS module only works with the following third party SMS providers: Twilio & BulkSMS

Add – Ons

Onsite Training


R10,500 per day

Customized onsite training with an unlimited number of participants at customer- provided venue, includes pre- training call to gather business goals and set areas of focus

Marketing Execution Training


R9,000 for a Block of 4 Hours

Assisting customers with executing marketing programs and strategies including email, landing page, survey, web form and campaign automation set up

Business Support


R2,500 per month

• Phone, online and live chat
• 24 hours a day, 5 days a week
• Unlimited self-service
• 2 hour response time

Additional Email Bundles

Additional Email Bundle 100,000
R1,400 per month
Additional Email Bundle 200,000
R2,800 per month

Features

Provide your team with the insight they need to generate more leads. Track individual visitor activity on your website and score this activity based on number of visits, page views and interactions.

Email Marketing

Creating, sending and tracking great-looking emails is quick and easy. You can send emails in bulk, to individuals or via a CRM workflow. And all your performance statistics come back into Dynamics 365 so the results are visible and actionable.

Web Intelligence

Interested in knowing who is browsing your website and what interests them? Web intelligence lets you view the actual web activity of anonymous and identified visitors on your site.

Social Media Posting & Scheduling

Post to Facebook, Twitter, LinkedIn and Google+ directly from Dynamics 365. Publish immediately or conveniently schedule posts for any day or time in the future, and track interactions inside your CRM.

SMS Messaging (cost per SMS excluded)

You can send SMS (text) messages in bulk to CRM marketing lists. The messages are sent to the mobile numbers of the lead and/or contact records on the marketing lists. CRM activity records are created to document that the message was sent. You can even personalize your text messages using data stored in CRM.

Campaign Automation

Create automated campaigns that respond to lead or customer actions for dynamic, customized experiences. With our campaign automation builder’s drag-and-drop interface, it’s easy to design targeted campaigns with a variety of triggers, timers and actions to nurture, convert and engage your audiences.

Landing Pages

Create landing pages in Dynamics 365 without knowing any HTML. Embed forms or surveys in your landing pages for dynamic, interactive campaigns, and track all your landing page activity in CRM.

Web Forms

Quickly build forms with our drag and drop form designer, or integrate your website’s existing forms into Microsoft Dynamics 365. If an existing record isn’t found in your CRM, a lead or contact record is created upon form submission and all data submitted is linked to the CRM record.

Surveys

Create your questions, drag them onto a page, and make it look how you want by inserting branding graphics and more. Create a custom confirmation message for the end of your survey, and distribute your survey to your leads, contacts or accounts. Surveys may also be posted as pages so they can be completed by anonymous visitors.

Lead/Contact Scoring

Quickly and easily determine which leads to pursue. Using lead scoring, each visitor to your website accumulates a score based on visits, page views and more. Scoring is based on values you set, so you can score certain activities or page views higher or lower based on their importance in showing visitor intent.

Other Features

Lead and Contact Management
Account Management
Campaign Management
Marketing Lists

Want to attract the right leads and nurture them into customers?