Click
Redefining Marketing Automation with Native Dynamics 365 Integration

Every great marketing strategy faces its true test in the final stretch, where careful planning transforms into real-world action. However, many organizations stumble at this stage, despite having state-of-the-art automation tools at their disposal. The reasons are partial platform adoption and unrealized potential.

Click’s story is about erasing that friction and bridging the adoption gap.

By coupling a natively integrated Microsoft Dynamics 365 marketing automation suite with personalized support and expert professional services, Click turns potential into performance.

“Backed by over 15 years of experience, we deliver deep marketing expertise and hands-on guidance to help organizations achieve measurable, sustainable growth,” says Andrew Jones, CEO.

Native Integration Meets Human-Centered Support

A plug-and-play solution for Dynamics 365, Click is easier and faster to set up than integrating a third- party automation tool. Rather than functioning as an external tool bolted onto a CRM, it operates within the same environment, offering marketing teams a single source of truth. The native integration also eliminates the need for middleware or manual transfers, reducing total ownership cost.

Unification of all sales and marketing data in Dynamics 365 prevents silos and provides a 360-degree view of the customer journey. Marketing and sales teams have access to the same records and insights, enhancing collaboration, improving lead qualification and promoting seamless handoffs.

Clients are guided through a structured onboarding pathway that includes best-practice playbooks, pre-built Dynamics journeys and live working sessions. This accelerates time-to-value, reducing the timeline for the first campaign from months to weeks.

Click’s capabilities are augmented by high-touch expertise. Each client is assigned a customer success manager responsible for tracking KPIs to improve campaign performance and drive revenue impact. Through ongoing optimization checkpoints, they ensure campaigns remain aligned to evolving business goals.

Beyond software, Click offers marketing services, training and support packages that enable customers to maximize their investment, especially small and midsize organizations with limited in-house digital expertise.

Its professional services team acts as an extension of the client’s marketing organization, filling skill or capacity gaps. From audience segmentation to campaign design and testing, clients receive flexible support tailored to their needs. The result is faster execution and stronger outcomes.

A Full-Funnel Powerhouse

Click’s platform is packed with robust features designed to streamline and personalize communication across channels. With advanced email marketing capabilities, users can create, send and track campaigns using intuitive drag-and-drop builders and AI-assisted content creation. Features like A/B testing and analytics facilitate continuous optimization. SMS marketing enhances outreach, allowing for multi-channel campaigns to reach customers in real time.

Backed by over 15 years of experience, we deliver deep marketing expertise and hands-on guidance to help organizations achieve measurable, sustainable growth

The platform also offers campaign automation and journey building to drive deeper engagement. Marketers can design multi-step, trigger-based workflows that respond to user behaviors—like email opens, website visits or form submissions—enabling targeted nurturing. Advanced web tracking, lead scoring and form and survey integration tools help identify and prioritize high-intent prospects while feeding insights directly into the CRM.

Features like social media management facilitate full-funnel marketing, where users schedule and monitor posts across channels directly within Dynamics 365. Landing page creation requires no HTML knowledge, making it easy to publish high-converting pages. The event management module simplifies planning and promotion, while reporting dashboards provide a clear view of campaign performance, empowering teams to refine strategies and make informed decisions.

Turning Strategy into Success

One of Click’s standout implementations was with United Way of the Piedmont (UWP), a South Carolina-based nonprofit focused on advancing education, economic mobility and access to healthcare. With a wide service area and a mission to connect and inspire community members, email marketing is central to UWP’s engagement strategy. But outdated tools and manual processes slowed them down, forcing teams to juggle disconnected systems, upload lists manually and operate without a clear view of donor and volunteer engagement.

To address these inefficiencies, UWP partnered with Dynamics 365 vendor StratusLive, which recommended Click as a marketing automation solution. Click’s native Dynamics 365 integration eliminated data silos and duplication. Intuitive email tools, like design templates, dashboards and performance tracking, enabled the client to launch timely, targeted campaigns faster while providing the scalability needed for growth.

Since then, UWP has significantly expanded its email marketing reach. When Hurricane Helene struck in September 2024, email became a vital tool for mobilizing its network with updates on resources, fundraising and relief efforts. The following month, UWP used Click to send over 52,000 targeted updates to donors, volunteers and community members. The average open rate was 39.9 percent, with the click-through rate at 11.4 percent.

UWP’s regular supporter newsletters averaged an open rate of 35.4 percent, well above industry standards. Abby Good, director of communications at UWP, credits this success to Click’s ability to connect the right messages to the right people, driven by data-rich insights within Dynamics.

“As a nonprofit marketer, we try to connect our donors and volunteers to their passions. We want to get the right message to the right person so they feel inspired to donate, volunteer or advocate for causes they care about. What I love about Click is it provides the data and insights we need to do that. We’re able to build marketing lists based on individuals’ interests, donation history or corporate giving—allowing us to personalize our communications and strengthen our relationship with those who support us,” said Good.

Ushering the AI-Native Future of Marketing

AI is reshaping marketing operations, and Click is at the forefront of this revolution. It feeds campaign performance metrics into Microsoft’s Copilot ecosystem, enabling automation and content generation grounded in authentic engagement data.

Click is poised to transform its campaign performance data across industries like manufacturing, professional services and member associations into a predictive intelligence engine that drives faster, more personalized outcomes. By segmenting historical insights by industry, geography and persona, the platform will empower marketers to anticipate behavior, optimize campaign timing and personalize messaging with greater precision. Its long-term vision is to establish an AI-native architecture where autonomous agents orchestrate marketing journeys in real time, leveraging first- and third-party data sources.

“These agents will continuously adapt campaigns, transforming historical data from static dashboards into the engine behind self-optimizing, performance-driven marketing,” says Jones.

Click has cemented its position as a transformation partner for organizations looking to unlock the real value of automation. As marketing becomes increasingly data-driven and AI-powered, it lays the foundation for what comes next—a world where marketing campaigns learn, evolve and drive better outcomes.