Side-by-side comparison of features, reviews, pricing and more
Category: Automation Software Tools
Industries: Marketing, Financial, Technology, Business
Basic - $499 per month
Business - $699 per month
Premier - $1299 per month
Category: Automation Software Tools
Industries: Marketing, Financial, Technology, Business
Community Edition - Free
Standard - $39 per named user/month
Professional - Get a quote
Enterprise - Get a quote.
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ClickDimensions is the missing marketing piece for Dynamics 365 CRM What do you like best about ClickDimensions? I personally like that CD has a superb built-in email editor and the dynamic insertion selections for personalization are outstanding - allowing a very rich and robust personalization to any emails, sequences and automations. The automation builder is a bit complex but worth the learning curve and handles everything with precision and all the options you need for marketing. Review collected by and hosted on G2.com. What do you dislike about ClickDimensions? My only dislike that I have found is that you cannot import a list of existing accounts to add all contacts to a marketing list. We have account level reporting that sometimes has a need to email all-hands at an account and there is no easy way to cull from an existing list report from other systems... No workaround that I found so I had to build a desktop macro to pull from a spreadsheet and post into the search field and then add to a pre-made marketing list. Other then this minor issue, the features are enterprise level and superb. Review collected by and hosted on G2.com. What problems is ClickDimensions solving and how is that benefiting you? The automations allows us to nurture leads better and move from one list to another when they engage on anything and setup activities for our sales teams automatically.Gene W.
ClickDimensions is a marketing solution for Microsoft Dynamics, made exclusively for and natively built within Dynamics CRM. ClickDimensions combines multi-channel marketing automation technology, a marketing dashboard for deeper insights into marketing results and revenue impact, and a full range of marketing services designed to ensure success for marketers at organizations that use Dynamics 365.
Processing order requests between our customer apps is made simple with AgilePoint API Integrations What do you like best about AgilePoint NX? AgilePoint is excellent for designing app resources and further enhancing them as we proceed with business process improvements in our project activities. Noteworthy features which I feel as best are app integrations, app development with custom templates and case management for transactions. We also utilize its pre-built connectors to establish seamless connectivity with other applications without the need of writing complex codes. Review collected by and hosted on G2.com. What do you dislike about AgilePoint NX? Its documentation is limited to technical blogs & community forums and in order to build complex workflows, it requires extensive hands-on experience with AgilePoint. The remaining features offered by AgilePoint are suitable for developing customer-centric applications without coding experience. Review collected by and hosted on G2.com. What problems is AgilePoint NX solving and how is that benefiting you? AgilePoint makes it all easy to work with Azure Service Bus (ASB) integration process for our order processing & customer transaction workflows. We have built the application in such a way that we obtain clarification notifications whenever a user initiates get clarity request for their orders. Its queues store all user requests until we accept & process them. Tracking of these requests is also convenient as the orders come with a timestamp upon arrival. Finally, we proceed with moving them to our report view for data export to our business mail accounts.Ravi C.
AgilePoint NX is a business process management platform that allows companies to create business applications and workflows without writing code. The product consists of an App Builder, an eForm Builder, a field-mapping utility, and reporting and analytics.
"ClickDimensions and Dynamics 365 CRM right recipe for boosting Demand Generation" What do you like best about ClickDimensions? The simple Marketing Automation tool set in ClickDimensions makes it quick to deploy, change and manage within your Dynamics 365 CRM environment. When properly leverage and continually adapted for success, you can reap the benefits of generating more leads and the right leads. Review collected by and hosted on G2.com. What do you dislike about ClickDimensions? Email deliverability is sometimes an issue. Emails end up in junk emails, spam, etc. This is not unique to CD. Make it easier to check all the boxes needed to ensure optimal email deliverability. Review collected by and hosted on G2.com. What problems is ClickDimensions solving and how is that benefiting you? ClickDimensions with its easy form builder, email builder allows us to seamlessly deploy and change these as needed and have the data easily flow into Dynamics 365 for insight and lead creation and assignment.
- Rene S.
"ClickDimensions, a great addition to marketing if using Microsoft Dynamics." What do you like best about ClickDimensions? ClickDimensions connection with Microsoft Dynamics gives you the ability to create multiple marketing channels and opportunities while saving time. It is a great entry into marketing automation or if you are a single brand. Review collected by and hosted on G2.com. What do you dislike about ClickDimensions? If you are a multi-brand enterprise you have to create many workarounds to get marketing branding correct. I wish there were easier ways of setting a template and selecting what locations that campaign automation, email, form, etc would be available for. Review collected by and hosted on G2.com. What problems is ClickDimensions solving and how is that benefiting you? ClickDimensions allows us to automate processes and keep building and cultivating relationships. It has opened up many new opportunities for us to provide valuable information to our customers using less man power or resources.
- Cole W.
"Utilization of Click Dimensions MAS" What do you like best about ClickDimensions? With Click Dimensions, we have the ability to provide real-time marketing insights on our customer's interactions directly to our salespeople via the Dynamics 365 CRM platform. This is a great way to bridge the gap between marketing and sales to ensure there's overall alignment between our efforts and interactions. Review collected by and hosted on G2.com. What do you dislike about ClickDimensions? The ability to report and build dashboard reports that integrate both the customer data and marketing data is an added cost to the Click Dimensions subscription. Review collected by and hosted on G2.com. Recommendations to others considering ClickDimensions: Start small, develop automation and ways to improve your customer communications with a very targeted approach. Utilization and adoption of any system can be difficult, so you have to remember to get small wins at first to help develop your overall longer-term strategy. Review collected by and hosted on G2.com. What problems is ClickDimensions solving and how is that benefiting you? Utilizing the marketing automation to more proactively reach out to our customers has allowed us to better align our resources to ensure we're making meaningful touchpoints with our customers.
- Lindsay O.
"Best BPM Solution" What do you like best about AgilePoint NX? AgilePoint NX is extraordinarily intuitive to use with a low learning curve compared to the other BMP solutions I have used in the past while simultaneously enabling flexibility, allowing you the process to address both common and complex use case scenarios. Review collected by and hosted on G2.com. What do you dislike about AgilePoint NX? Outside of your employer giving you access to AgilePoint NX or requesting a limited trial, it can be challenging for a single business power user or citizen developer to gain access to maintain, hone or expand their learning for an extended period. It would be great if AgilePoint provided a no-cost developer environment or a reasonably priced one for single developer users. Long term, I can only see an upside to this as such citizen developers would take this with them throughout their careers. Review collected by and hosted on G2.com. Recommendations to others considering AgilePoint NX: Do your due diligence, if you're considering AgilePoint NX as a replacement for your current BMP solution don’t just focus on a feature-by-feature comparison but instead scalability, ease of use, ability to meet the use cases, and ability to offer new features and functionality. I think you’ll discover that AgilePoint NX is uniquely positioned in the BPM space as not only its leader but its leader in innovation as well. Review collected by and hosted on G2.com. What problems is AgilePoint NX solving and how is that benefiting you? While an employee at Honeywell, I used AgilePoint NX as an enabler to automate many Direct and Indirect Procurement processes. Most use cases were centric on exceptions processes that were not accounted for within either our ERP systems or other IT-managed platforms, which necessitated the rapid development of tools that could fill these critical gaps. Some of these were: - Payment Term Exceptions: A process that enabled a hierarchical approval process with embedded business logic to realize deviations to payment term business objectives with 3rd party suppliers. - Waivers of Competitive Bids: A process that enabled exceptions to Honeywell's competitive bid policy. Likewise, this process supported a hierarchical approval process with embedded business logic and an SAP R/3 BAPI, allowing the process via web service API to only allow purchase requisition processing into a purchase order within the ERP after gaining proper business approvals within the process.
- Gary G.
"Great solution helping Honeywell automate" What do you like best about AgilePoint NX? It has a lot of features and functions built in within the tool, and there is the ability to create really light weight applications to help business needs. The application build process is based on No Lo concept, so users don't really need to code anything. Review collected by and hosted on G2.com. What do you dislike about AgilePoint NX? The interface could be a little more user friendly which a non IT user could use easily. The IT community finds it easy to work with the tool, but the business users don't find it too easy / user friendly to work with. Also, the availability of help / training material needs to be improved. Once again thinking about new users who need to learn how to use the tool the training materials will help. Review collected by and hosted on G2.com. Recommendations to others considering AgilePoint NX: It integrates very well with Office 365, especially with SharePoint Review collected by and hosted on G2.com. What problems is AgilePoint NX solving and how is that benefiting you? We've let go of our legacy, home grown solutions and migrated those to AgilePoint hence helping us get better from a security and vulnerability stand point. AgilePoint is now being used by many SBGs to automate their processes and to integrate with SharePoint both in the cloud and On Premise to help run business processes.
- Manish C.
"Low Code, Highly Flexible" What do you like best about AgilePoint NX? The low-code/no-code model allows you to create workflows as quickly as you need to, but there enough connectors and activities to allow for more complex models as well. I really like the Management console that allows insight and control over all active workflows and tasks. Review collected by and hosted on G2.com. What do you dislike about AgilePoint NX? Some of the more advanced workflow activities are not as intuitive as they could be and the documentation does not always offer a good example of how they could be used, but the support team is always very helpful in sorting out questions. Review collected by and hosted on G2.com. What problems is AgilePoint NX solving and how is that benefiting you? We have created electronic versions of multiple approval processes that supplement our ERP system, both decreasing time to approval and eliminating the paper trail. We have also improved KPI reporting through simple metric-collection forms tied to a short approval.
- Chip M.
|Easy to pull information from Dynamics CRM|
|as it's fully integrated|
|Straightforward email marketing tools|
|Form builder is easy to use|
|and pushes captured information straight into Dynamics|
|Intergration with Dynamics CRM actually turns out to be a disadvantage, as the system is constrained heavily in its utility by how Dynamics runs|
|For example, creating marketing lists for segmentation is particularly arduous if Contacts and Lead entities are in use.Clickdimensions relies on Dynamics business processes to run automation events, which means if there's a lot going on then it can snarl up the CRM server significantly.Getting data imported into CRM and Clickdimensions is extremely clunky - when it doesn't fail entirely, it is often buggy.|
|Access to the backend|
|Mass migrate application versions|
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