ClickDimensions is excited to welcome Phil Finkler to the team as Senior Solution Engineer. Phil has spent the past seven years acting as a Microsoft Dynamics CRM consultant. During that time, he helped design, develop and deploy CRM solutions for customers varying in size and industry. Phil also implemented integrations between Microsoft Dynamics CRM and Microsoft …
ClickDimensions Partner Account Manager role (Channel Sales) – Atlanta, GA or Fargo, ND The ClickDimensions Partner Account Manager (PAM) role is a sales position responsible for generating revenue based on subscription sales of the ClickDimensions solution directly to customers as well as through Microsoft CRM partner organizations that resell our solution. Duties of the PAM …
We're Hiring – Partner Account Manager (Channel Sales) Read More »
Looking for an easy way to manage your online or live events? ClickDimensions forms, emails, and event integrations make it a snap to create an event, invite attendees, capture registrations, and analyze the results. Here’s a quick guide to get you started! 1. Create a CRM Campaign This first step is optional, but can help …
ClickDimensions is proud to announce that Curtis Luckey has joined our customer support team as a Technical Support Specialist. Curtis was born in Youngstown, Ohio, but moved to Georgia about 17 years ago. He graduated with a B.S. in Computational Media from Georgia Tech last May, and his hobbies include tennis, gaming, drawing and reading …
Adding a CRM campaign field to an event record form is a useful customization you can make in your CRM. This tutorial will show you how to use a CRM campaign field to associate event records with new leads (or contacts) that came from registering for these events (Source Campaign). Setup Steps: I have already …
Associate CRM Campaigns with Event Records and New Leads Read More »
ClickDimensions is excited to welcome Michael Viggiani to our support team as a Technical Support Specialist. Mike recently relocated to Greenville, South Carolina from New York where he worked at Cablevision as a Help Desk Analyst. Mike has an Associate’s degree in Business Administration, and he enjoys music, video games and electronics in his free …
ClickDimensions’ subscription pages, forms, and surveys allow you to set actions that will add the respondent’s lead/contact record to, or remove them from, a static marketing list. These actions are very helpful when you know that everyone who completes a given subscription page, form, or survey should be added to or removed from a specific …
Update Marketing Lists According to Submitted Subscription Preferences Read More »
In a previous blog post, we described how you can pre-fill forms using URL parameters and a little Javascript. In that example, we generated URL parameters for First Name and Last Name in an email link, and when the recipient clicked the link, it pre-filled the corresponding form with their name. To take this concept …
Pre-fill Forms from Links or Webpages, Part 2: Using Hidden Fields Read More »
Dynamics CRM 2015 includes a new type of field called “Calculated.” This field will calculate an equation you set using other number fields on the entity. This has so many great possibilities. In this post, we’ll cover a scenario where this can be used on an Email Send. Scenario: Currently, you can view the Open …
Join us at Morning Squeeze on Monday, May 18, 2015 for the opportunity to connect with the professionals of Arizona’s tech community. Food and beverages will be provided from 7:30AM-10:00AM. We hope to see you there! Address: 4233 N Scottsdale Rd, Scottsdale, AZ 85251
