You can increase your company’s sales and profit potential by combining a marketing automation solution with your CRM software. An integrated sales and marketing system can help you save time, handle a larger number of leads, maintain more prospect and client relationships with less work, nurture leads and stay top of mind, provide relevant messages at the right times, and analyse your outcomes and ROI.
Following are marketing automation solutions that we think will help you achieve optimal outcomes when integrated with Microsoft Dynamics 365 CRM, based on our experience assisting businesses with their sales and marketing demands.
- Sugar Market
- HubSpot
- ClickDimensions
- Act-On
1. Sugar Market
Sugar Market, formerly known as Salesfusion, is designed specifically for mid-market businesses, with features like campaign building, lead nurturing, landing pages and forms, social media tools, contact management, and analytics, all at a fraction of the cost of an enterprise solution. Sugar Market also offers a one-of-a-kind concierge service, in which the firm handles tactical campaign execution and reporting, freeing you to focus on your brand and strategy.
The Sugar Market integration is available for both on-premise and hosted Dynamics 365 CRM settings. Sugar Market’s comprehensive online and email report dashboards are available directly in Dynamics 365 CRM after a 15-minute sync. This interface works with all versions of Microsoft Dynamics that are currently supported, and all data is stored in Dynamics 365 CRM.
2. HubSpot
HubSpot’s solution scales up and down seamlessly, making it suitable for businesses of all sizes and with a wide range of marketing needs. It allows you to start small with simple features and then grow as your demands get more complex, but its pricing puts it in the enterprise category.
Multiple vendors have created HubSpot and Dynamics 365 CRM interfaces, so you can pick your favourite or collaborate with a vendor to design an integration tailored to your needs.
3. ClickDimensions
ClickDimensions is the only marketing automation tool built into Dynamics 365 CRM, and we recommend it to our CRM customers the most. It’s a great tool for the mid-market, and it’s especially good at handling automated email marketing. Forms, lead scoring, and duplicate detection are among the enterprise features. Users can also access site data, manage events, and create a bespoke marketing calendar using ClickDimensions.
Because ClickDimensions is integrated with the Dynamics 365 CRM platform, updates are made in real time, ensuring that your data is always up to date.
4. Act-On
Act-On is a versatile solution that comes in a variety of pricing levels and support plans, allowing you to pick the package that best fits your demands and budget. Their core product provides comprehensive marketing automation capabilities, with the ability to add extra features such as reporting, business analytics, and account-based marketing functions. Act-On also allows users to nurture leads, segment contacts, and perform automated campaigns.
Act-Dynamics On’s 365 CRM interface is equally customizable, allowing you to choose the CRM data you want to see in Act-On and how often you want the two systems to sync. Integration is simple thanks to Act-open On’s API, and data syncs in both directions.
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