ClickDimensions has basic automation for Microsoft Dynamics CRM users, but marketers ready to graduate to a more comprehensive, yet affordable solution are checking out Salesfusion. Create event-based trigger campaigns, build custom landing pages or automate your campaigns without investing in additional middleware with Salesfusion.
While on the hunt for a true MAP solution that integrated with our CRM, Dynamics 365, we came across Salesfusion. When we saw the tight integration between the programmes as well as the easy email and nurture programme builders – transitioning to this new MAP was a clear choice. – Kirsten Palmer-Jeffery, Marketing Manager, Jaga
Switch from ClickDimensions to Salesfusion in 4 Simple Steps
Discovery & Kickoff
We take the time to understand your integration goals and timeframe, then prepare a customized plan to ensure you have a smooth transition between marketing automation platforms.
Technical Set-Up & Integration
We will bring in an expert to execute a technical setup and synchronization with your existing CRM, so you can focus on your marketing efforts.
We’ll work together to prepare all the materials you will need for transition including – forms, email templates, landing pages, lead scoring, list segmentations and nurture campaigns.
Ready to Roll!
As your team begins focusing on creating and monitoring campaigns, our support team will continue to function as an extension of your team whenever questions arise.
We recommend that companies begin the transition process at least 2 months prior to the current MAP contract expiring. This provides ample time to ensure proper technical setup and the replication of needed templates and campaigns. While MAPs can be transitioned faster if necessary, the 2-month overlap allows customers to ensure no down time.
Will Salesfusion natively integrate with my current CRM?
Salesfusion’s marketing automation platform natively integrates with several major CRM platforms including: Bullhorn, Infor, Netsuite, Microsoft Dynamics, Sage, Salesforce and SugarCRM. Visit our CRM integration page to learn more.
Since I’m not new to the concept of marketing automation, how much training will I need once we make the switch?
If you are managing the Salesfusion platform on your own, you will receive 30-45 days of training that will begin during the transition phase.
What are my options if I don’t have time to learn a new marketing automation platform?
For marketers wanting to take a ‘Do It For Me’ approach to their new marketing automation platform, Salesfusion’s Software WITH a Service allows our marketing operations experts to handle the tactical campaign execution and reporting, while the client focuses on program and content creation. Visit our Software With a Service page to learn more.