Dynamics 365
Add-ons

Natively built inside Microsoft Dynamics 365, ClickDimensions is a powerful marketing automation tool that provides a complete picture of leads and customers for improved marketing, sales and customer experience. Campaign management, email marketing, web forms, event management, social marketing—ClickDimensions offers you all the features needed to connect with your customers and prospects easily and intuitively.

Create communications with targeted messages and calls to action, and trigger different events depending on the response and other various criteria. Build email lists, landing pages, surveys and forms to follow the buying cycle of your prospects and clients. Automatically launch campaigns based on actions from an email or webform, or even directly from your contact screen. The integration to Microsoft Dynamics 365 Customer Engagement eliminates double entries and provides other departments, such as sales, with a view on the communications that have already been sent to clients to improve efficiency across your organization.

A powerful document generation and automation solution, Xpertdoc optimizes document-centric processes by providing tools and products specifically designed to generate, validate and store your documents, forms and templates more efficiently. More than 300 customers across a wide range of industries now benefit from Xpertdoc solutions to produce higher quality documents more rapidly, improve and accelerate communications through multiple channels, and exert better control over forms and documents.

Document automation and migration, management of customer communications and regulatory forms, self-service applications, and electronic signatures—Xpertdoc handles a wide range of processes to overcome complex document challenges. By ensuring that the documents used across your organization can be generated and shared quickly, you empower your resources and improve communications both internally and with customers.