Customer Relationship Management (CRM) and Marketing Automation (MA) platforms are the two primary components of the sales and marketing tech stack. Choosing the best solution can be a daunting task, especially with the variety of options available.
In this blog, we will compare three prominent solutions that we offer at ANS, giving you a clearer understanding of which solution to choose:
- Microsoft Dynamics 365 (CRM) with Customer Insights (MA).
- Microsoft Dynamics 365 (CRM) with Click Multichannel Marketing Automation (MA)
- Click CRM (CRM + MA)
Microsoft Dynamics 365 with Customer Insights
- Dynamics 365 is a portfolio of intelligent business applications which include a Dynamics 365 Sales (a CRM application) and Dynamics 365 Customer Insights (an MA application.)
- Dynamics 365 Sales is a powerful and customisable enterprise-grade CRM solution that allows sales teams to manage customers, contacts and pipeline opportunities.
- Dynamics 365 Customer Insights integrates customer data from Dynamics 365 Sales and enriches customer data with real-time marketing capabilities to deliver personalised customer experiences.
Key Features of Dynamics 365 Customer Insights:
- Unified Customer Data: Combines transactional, demographic, and behavioural data for a holistic view of customers.
- Real-Time Marketing: Delivers personalised customer experiences through real-time journey orchestration.
- Copilot Integration: Uses natural language to explore, analyse, and understand customer data, and create new customer segments and journeys.
- Seamless Handoff: Provides a unified timeline of customer interactions, prioritised leads, and personalised product recommendations for sales teams.
Microsoft Dynamics 365 (CRM) with Click Multichannel Marketing Automation (MA)
Click (formerly ClickDimensions) is an easy-to-use marketing automation solution which, like Customer Insights, is natively built into the Dynamics 365 Sales CRM. While Customer Insights is geared towards delivering an individualised real-time experience, the Click MA solution is more suited for traditional campaign-based marketing programmes.
Key Features of Click Multichannel Marketing Automation:
- Multichannel Communication: Deliver your message via email, SMS, and social media.
- Campaign Automation: Plan and automate campaigns and report on the overall effectiveness of your marketing efforts.
- Inbound Marketing: Attract and capture new leads with forms, event management, and landing pages.
Click CRM
Click CRM is a unified CRM and Marketing Automation solution which has been purpose-built for small organisations. It offers a comprehensive solution designed to be affordable and manageable by resource-constrained small businesses. Click CRM is built on the Microsoft Power Platform which offers easy integration with Microsoft applications such and Outlook and Teams.
Key Features of Click CRM:
- Cost-Effective: Click CRM offers competitive pricing plans providing enterprise capabilities on an SMB budget.
- All-in-One Solution: Includes account, contact, opportunity management, email marketing, campaign automation, surveys, landing pages, social marketing, and more.
- User-Friendly: Designed for businesses with limited budget and technical expertise, making it easier to implement and maintain.
Our team at ANS can support you with your decision. Get in touch with us today to start your journey.
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