Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Marketing Automation Software

  • 1.  Marketing Automation Software

    Posted May 21, 2019 11:21 AM

    I am looking for recommendations for Marketing Automation software that integrates with Dynamics CRM. Does anyone use a solution they are happy with? unhappy with?

    Thanks!

    Fara



    ------------------------------
    Fara Yoder
    Director CRM Data
    Houston Texans
    Houston TX
    ------------------------------


  • 2.  RE: Marketing Automation Software

    SILVER CONTRIBUTOR
    Posted May 22, 2019 09:16 AM
    Hi Fara!
    I use (and work for) the emfluence Marketing Platform. We're Dynamics 365 users as well, so I would be happy to show you how I'm powering my marketing campaigns out of Dynamics 365 with the emfluence Marketing Platform.
    Some info here: https://emarketingplatform.com/
    Let me know if you'd like to take a look!
    Best,
    Natalie

    ------------------------------
    Natalie Jackson
    Marketing Director
    emfluence Marketing Platform
    Kansas City MO
    ------------------------------



  • 3.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted May 22, 2019 11:19 AM
    Hi Fara,

    I suggest starting with Dynamics 365 Marketing. If you have a minimum of 10 Dynamics 365 CE (online) licenses then Dynamics Marketing is included with your subscription (for up to 2,000 marketing contacts). It's a great place to start and does a pretty good job of marketing automation and event management.

    https://dynamics.microsoft.com/en-us/marketing/overview/


    If your CRM is currently on premises, then ClickDimensions is a great option. https://clickdimensions.com/

    The best thing about both of these options are that "no integration" is required. Both are built as part of the Dynamics CRM/CE platform.

    Mike

    ------------------------------
    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions

    ------------------------------



  • 4.  RE: Marketing Automation Software

    Posted 17 days ago
    i support ClickDimensions 100%  Its been my go to for years

    ------------------------------
    Cole Haddock
    Oliver Healthcare Packageing
    ------------------------------



  • 5.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted May 22, 2019 12:12 PM
    Hi @Fara Yoder!

    We use ClickDimensions - I've been a customer I think about 5ish years. I've been spending a lot of time sitting in demos and such for the Dynamics for Marketing application. I also briefly looked at emfluence. I'm considering a change next year.

    I'm also based in Houston, and though I go to about every chapter meeting, I don't think I've seen you there? Since it's a while until our next chapter meeting, if you wanted to meet up and talk about automation options, just let me know. I'd love to hear what your experience with Dynamics is like as well. ​

    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 6.  RE: Marketing Automation Software

    Posted May 23, 2019 10:43 AM
    We've been using Click Dimensions for a few years now. As our marketing activities have grown, we've found Click Dimensions solution to be somewhat inadequate. We're now in process of switching to Act-On. Their solution is external and integrated to CRM but we believe it's better in a number of ways to Click Dimensions. In particular, their lead scoring capabilities are far more advanced than Click Dimensions. We like how the Act-On forms look as opposed to the Click Dimensions forms. And their billing calculation for email automation works out better for us with the higher volume. Finally, Act-On has better reporting and easy view into lead/contact activities than other solutions as well. Sales users get quick access to view any and all marketing activities in one view.

    ------------------------------
    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
    ------------------------------



  • 7.  RE: Marketing Automation Software

    SILVER CONTRIBUTOR
    Posted May 23, 2019 01:52 PM
    Hello, Fara!  We  have been using a solution called MyEmma that integrates with Dynamics CRM for a few years now and are very happy with it.  They are very knowledgeable (and have even helped us resolve a couple of issues in our CRM that Microsoft couldn't figure out).

    ------------------------------
    Toni Lewis
    Sr. Project Manager
    CDF Capital
    Irvine CA
    ------------------------------



  • 8.  RE: Marketing Automation Software

    GOLD CONTRIBUTOR
    Posted May 29, 2019 05:05 PM
    @Fara Yoder

    We use Click Dimensions (ClickD) for about 6 years and recently switched to Act-on. Our pain point with clickD​ were support and also not being able to clone Campaign Automatons, and Forms etc.. As an Admin I enjoyed ClickD. Marketing users however felt it was too flexible / heavily customized, they wanted something that was more user friendly.

    Act-on however makes it very easy to start from pre-built temples for forms, emails, Campaigns and lost more. However it cost extra to integrate with the account entity.
    Currently we can only push from Act-On to contacts and leads. All segmentation(Marketing list) can only be done with attributes from contacts or leads entity.

    If your organization used teams a lot sending emails from record owners might be an issue with Act-on. ClickD did a great job of using the team admin as the send from email address if a record was owned by a team yet emails are sent out from record owner.

    Here is a Podcast that touched on Marketing Automation that might be of some help from a few MVPs

    http://crmmvppodcast.com/episode-41-this-versus-that    from @Gus Gonzalez



    ​​

    ------------------------------
    Krishna Jacques
    CRM Specialist
    Rumsey Electric Company
    conshohocken PA
    ------------------------------



  • 9.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 17 days ago
    Hi @Fara Yoder, how's your search going? The Houston chapter has a scheduled user group meeting in August. I'll be there, so if you want to discuss marketing automation I'd love to do so.  ​

    More details - https://www.crmug.com/communities/community-home/digestviewer/viewthread?GroupId=1729&MessageKey=36d9fdd0-1811-4a81-8f81-de0990009c03&CommunityKey=ad2d3bae-e217-4e38-aed1-17b5e4747e56&tab=digestviewer&ReturnUrl=%2fcommunities%2fcommunity-home%2fdigestviewer%3fCommunityKey%3dad2d3bae-e217-4e38-aed1-17b5e4747e56%26%3ftab%3ddigestviewer

    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 10.  RE: Marketing Automation Software

    SILVER CONTRIBUTOR
    Posted 16 days ago
    I've only used ClickDimensions, so it is my preference. However, I agree that the level of support isn't want it used to be. The original experts have moved on or up. I hope a ClickDimensions representative monitors these threads.

    ------------------------------
    Ken Champion
    Solution Consultant
    Arctic IT
    Metro Atlanta, GA
    ------------------------------



  • 11.  RE: Marketing Automation Software

    Posted 16 days ago
    Not sure what your budget is..but the cost of Click Dimensions blew us away, even considering their nonprofit discount. We decided to go with Dynamics 365 Marketing to start.

    ------------------------------
    Korissa Richards
    Data Management
    The Dali Museum
    St. Petersburg, FL
    ------------------------------



  • 12.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 16 days ago
    Hi Fara,
    We use Click Dimensions right now as well. And they used to be awesome. If you are on-prem I would warn against using them. We have not been able to send emails for months and the support CD has offered has been terrible, and turnover must be happening there because we keep getting assigned new reps that are clueless.

    I've looked at Act-On, Marketo, and Emfluence and they are all pretty similar, but if you want to discuss them in more depth I'd be happy to chat.

    Here's a link to my post about CD:  https://www.crmug.com/communities/community-home/digestviewer/viewthread?MessageKey=8e894dbe-354e-492f-9d00-764c67868263&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer#bm8e894dbe-354e-492f-9d00-764c67868263

    And I agree with @Ken Champion - I hope Click Dimensions has someone monitoring these posts as well, but I'm doubtful.​

    ------------------------------
    Tim Dailey
    Sr Marketing CRM Administrator
    Starkey Hearing Technologies
    The CRM Dude (freelance consultant)
    Eden Prairie MN
    ------------------------------



  • 13.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 16 days ago
    Hi @Tim Dailey, ​I'm curious - are you not looking at the Dynamics Marketing app for a particular reason?

    I have been a ClickDimensions customer for 5 years and I have a lot of strong feelings and opinions about their company and product. I don't want to  make this thread about that, but I am really trying to educate myself on elevating our marketing automation strategy at my company this year, so I'm very eager to hear other's viewpoints on all the toolsets. I just wish Summit was sooner so I could attend all the sessions and talk to people there!

    PS - CD is (or at least was) monitoring this forum now - they did reach out to me after my first post on this thread.

    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 14.  RE: Marketing Automation Software

    SILVER CONTRIBUTOR
    Posted 15 days ago
    Hi there,

    Very interesting to hear that about CD!

    Has anyone experience with www.dotdigital.com?

    Regards,
    Kevin

    ------------------------------
    Kevin Harrington
    CRM Product Manager
    Universtiy College Cork
    ------------------------------



  • 15.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi @Kevin Harrington, I've never heard of that one! Looks like a UK company. I don't recall ever seeing them at an CRMUG event, either. Yet they seem to highlight Dynamics as one of their top integrations.

    I'd be curious if anyone uses them. I always just seem to hear about the same handful. ​

    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 16.  RE: Marketing Automation Software

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi Brooke,

    I came across a site using dotdigital in Denmark who were happy with them. The main user there had been a CD user at a previous employer so had a benchmark so to speak. I think they came across them at the CRMUG annual event in Europe.

    K

    ------------------------------
    Kevin Harrington
    CRM Product Manager
    Universtiy College Cork
    ------------------------------



  • 17.  RE: Marketing Automation Software

    SILVER CONTRIBUTOR
    Posted 15 days ago
    Another great solution worth looking at is Emma (myemma.com).

    ------------------------------
    Toni Lewis
    Sr. Project Manager
    CDF Capital
    Irvine CA
    ------------------------------



  • 18.  RE: Marketing Automation Software

    Posted 15 days ago
    Hi Fara,

    I'm a huge fan of Marketo.  I've used Marketo for many years now and with multiple companies.  It's a fabulous tool.  Happy to discuss further or even send more info.  Just let me know what you need.

    All the best,
    Sara

    ------------------------------
    Sara Crowley
    Application System Administrator - CRM
    HellermannTyton
    Milwaukee, WI
    ------------------------------



  • 19.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 14 days ago
    We've tried a LOT of email marketing (Marketing Automation) solutions integrated with Dynamics and other CRMs over the years.  What we have found is that there is no "one size fits all".  For example, for some clients who just want to send a simple email marketing campaign from Dynamics without any of the other "features" can do very well with Mailchimp and PowerObjects plugin - the integration works beautifully with all your campaign performance flowing back to Dynamics.

    Then there are those that want more and they fall into two camps that we have seen.  B2B and B2C.  Those selling or marketing to consumers naturally want beautifully presented html emails, shopping cart integrations and loads of clever automation, journeys, etc.  And we've seem a few solutions targeted at B2C - Dotdigital mentioned above seem to fall into this camp.  A word of warning though: if you are primarily selling B2B don't use a company with large numbers of B2C clients as their email deliverability and email reputation tends to be less good.

    For B2B clients generally they are concerned about response over presentation so need a more technical solution and less focus on design.  We've found that CommuniGator are by far the best for these situations.  It's really easy to build their solution into your sales roadmap, scoring clients on email interaction and web visits then target campaigns and telemarketing, etc at prospects precisely.  We've worked with them for 8 years and are still happy...

    I'm also interested to see the comments above on ClickDimensions as we have found similar issues.

    ------------------------------
    Simon West
    Nett Sales LLP
    Aldbourne
    ------------------------------



  • 20.  RE: Marketing Automation Software

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi @Simon West,

    What would you recommend where one needs to send lots of B2C emails to its customer base but they are predominately transactional in nature - not marketing based. ​We need to send lots of notifications and call to actions etc. to our students and it would be useful to know if or how they are engaging with these emails.

    Regards,
    Kevin

    ------------------------------
    Kevin Harrington
    CRM Product Manager
    Universtiy College Cork
    ------------------------------



  • 21.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 13 days ago

    Hi Kevin,

     

    My take on your situation – and it is only my take – is that you are behaving more like a B2B marketer than a B2C marketer.  Your objectives are a bit different, but your approach fits the B2B model well.

     

    I would guess that your audience use a lot of ISP email addresses (so gmail, Hotmail, etc) which means that whatever solution you select needs have good ability to deliver to those inboxes, and not end up in spam folders. For this you need an ISP that knows their way around IP reputation and has a sensible story on how they secure delivery into inboxes.  Key features for you to look out for are allowing you to send from your own authenticated domain, good use of DKIM and SPF possibly dedicated IPs for delivering to ISP email addresses and automatic throttling of message volumes to help delivery.

     

    The majority of our clients are B2B and they send a lot of transactional emails to their clients and prospects.  Their goal is to know whether and how recipients they are engaging with messages over a period of time so that they can build up a picture of what they respond to, what topics are of interest, etc in order to promote appropriate products and solutions to individual prospects and clients in the base.  Typically we build a series of "leadscore" fields in Dynamics, one for each topic area then increment up the scores in these various fields automatically based on email open, click, download, webinar booking, etc...

     

    We and they will write rules for the email campaigns that determine on the fly what content is included in an individual email based on these leadscore and other CRM fields.  They are not too worried about presenting these emails in fancy html layouts, indeed the latest research shows that simple "outlook style" emails get the best response. 

     

    This is the sort of functionality that I believe B2B marketers are looking for in their Marketing Automation systems, and that is why we use and recommend CommuniGator. 

     

    Happy to talk on the phone, if that would be useful?

     

    Best,

    Simon

     

    Simon West

    Partner, Nett Sales LLP
    Telephone: 01672 50 50 50

    Mobile: 07966 783671

     

     






  • 22.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 10 days ago
    Thanks for your insights @Simon West - another one I haven't heard of before!

    With companies like dotdigital and communigator, I wonder if there are any drawbacks to a US company using a UK-based service provider. 99% of our engagement would be staying inside the US, so among other things, I wonder if the sender score and deliverability is a concern if the data is hosted in the UK? I don't know anything about that, but I'm interested in learning.

    There's also the concern that if their support isn't 24/7, responses would be a bit delayed for someone like me who inevitably will need help in the afternoon in CST!


    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 23.  RE: Marketing Automation Software

    Posted 9 days ago
    Hi, I believe dotDigital have a US offering and support structure but CommuniGator do not (I also much prefer dotDigital). The good thing about their platform as well is that it does act as standalone to CRM so your marketers don't need to know or use CRM directly for the campaign management side, just for the marketing list building.

    ------------------------------
    Anthony Crook
    Compass Group
    Chertsey
    ------------------------------



  • 24.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 9 days ago
    @Brooke Browne - There used to be an issue with UK companies using a US mailer but that was back in the days that most spam came from the US.  With both the source of spam changing and the advent of technology such as DKIM and SPF, the sending IP location is far less important to receivers when evaluating inbound email.  Far more weight is placed on the content of the message, the reputation of the sending IP, and similar factors.

    I also know from my own experience of running email campaigns against US audiences from the UK that deliverability is not an issue.  (Off topic but interesting: I found that using UK spelling and phrases with a US audience resulted in better engagement than when I used the US equivalents!).

    So I don't think you would have an issue with using a UK based sender.  I think there are far bigger issues to consider including the functionality of the systems and the suitability to your needs and these should significantly outweigh the geographical location of the system in your consideration.

    Final thought: there are two types of integration with Dynamics: those that are native and you do everything within the Dynamics interface and those that have their own interface for creating emails, configuring campaigns, sending options, etc but use the data from dynamics and report your campaign results back to records in Dynamics.

    Depending on how you are set up, you may find benefit in one or the other approach.  For example, if the people running email marketing are already Dynamics users they may appreciate having everything in one place.  By contrast if you wish for staff not versed in or licenced for Dynamics to use the email marketing functions, then a system that sits outside Dynamics but is integrated may offer you a better approach. ​

    ------------------------------
    Simon West
    Nett Sales LLP
    Aldbourne
    ------------------------------



  • 25.  RE: Marketing Automation Software

    SILVER CONTRIBUTOR
    Posted 9 days ago
    Hi @Simon West,

    Apologies, I never thanked you for your excellent reply earlier! Certainly, no one had pointed these technicalities out to us before.

    Regards,
    Kevin​


  • 26.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 8 days ago
    Thanks @Simon West! When you talk about the types of integrations, for native - isn't that just ClickDimensions and Dynamics Marketing app? Since I've only known CD, and now I've sat through demos for products that have their own interface, I can see how useful it can be to manage your marketing activities outside of Dynamics.

    (Poor Fara probably had no idea this post would blow up and how deep the rabbit hole would go....)


    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 27.  RE: Marketing Automation Software

    Posted 8 days ago

    This is exactly what I wished for actually, I've learned a lot!  Does anyone use Eloqua or Marketo?



    ------------------------------
    Fara Yoder
    CRM Systems and Marketing Analytics Manager
    Houston Texans
    Houston TX
    ------------------------------



  • 28.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 8 days ago
    @Brooke Browne as far as I know CD and the marketing app are the only two that you run through Dynamics completely the rest integrate and use their own UI for some functions.  However others may know different...

    Personally, I find that it is far easier to devolve responsibility to a marketing person for email, web capture and similar functions through a dedicated User Interface for that system as it's built for purpose not customised to fit.  I know this is a generalisation but it's based on hard experience!  ​

    ------------------------------
    Simon West
    Nett Sales LLP
    Aldbourne
    ------------------------------



  • 29.  RE: Marketing Automation Software

    Posted 8 days ago
    Has anyone used Marketo or Eloqua and have any god/bad feedback?

    ------------------------------
    Fara Yoder
    Director of CRM Data
    Houston Texans
    Houston TX
    ------------------------------



  • 30.  RE: Marketing Automation Software

    TOP CONTRIBUTOR
    Posted 8 days ago
    @Phyllis Eriksen, don't you guys use Marketo? ​

    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 31.  RE: Marketing Automation Software

    Posted 8 days ago
    I'm following this thread quite closely as we are also looking at marketing automation. Our current vendors (2 of them) don't quite fit the bill and only one offers CRM integration. We are 2016 (soon to be 365) on premise.

    Our challenge is we need to integrate with CRM - mainly for marketing, and another custom built system for transactional type emails. Sendgrid was chosen by one marketing / business team to integrate with the other system, but without much thought to CRM. However, our other team have more of a vested interest in CRM integration, and are looking at alternatives. I'd love to have only one, but that may not happen.

    Marketo seems to be the edging ahead, but still early days in the discussion. Their offering looks solid, and certainly in Australia they offer a lot of support. From a marketing perspective they are solid, and integration wise - well they all say it's easy, but at least it's possible. Depending on your setup, you have have to do quite a bit of customised integration.

    I'm going to look into the others mentioned here- Communigator and DotDigital too. Never head of Eloqua, but worth a look in too.

    p.s. I agree that having a separate interface / UI / Sytem for marketing is better than all from CRM - that's their bread and butter and will do it better than anything else forced into the CRM interface.

    ------------------------------
    Richard Bilski
    Orbis Investment Advisory Pty Ltd
    Sydney Australia
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role