I am working with a company that uses Microsoft Dynamics as their CRM and currently have no email marketing in place (besides sending Outlook emails). They are a small team (~15 employees) with I'm guessing under 3,000 contacts and probably don't have a need/resources for super complex marketing automation. They would like something that integrates with their CRM to create different campaign lists, automate birthday emails, etc. I've surfed the forum but it seems like most people have more extensive needs so I'm not sure where to start. I've come across ClickDimensions, but it seems to have VERY mixed reviews and the support and user friendliness seems to be lacking. There is also Microsoft 365 for Marketing but since it is new, there isn't a lot of info on it that I can find. Other platforms I've come across are Act-On and dotdigital. I should also mention this is for a financial services firm so are concerned about complying with strict regulation and security.Thank you in advance.
If you've found this thread useful, dive deeper into User Group community content by role