P2 Automation’s client is a leading provider of back-office insurance solutions for banks nationwide. P2 Automation needed a way to seamlessly send out marketing emails on behalf of this software provider to customers of each of the banks that use their solution. The challenge was that each communication needed to look like it was coming directly from the bank and not from a third party provider.
P2 Automation recommended ClickDimensions to this software developer as the perfect solution to meet their need to deliver personalized email for each of their many customers. Since they were already using Microsoft Dynamics CRM to manage their client information, adding ClickDimensions as a marketing automation solution made perfect sense. ClickDimensions is fully embedded inside Microsoft Dynamics CRM, which meant that the client could manage their entire marketing automation process right from within their familiar CRM platform.
Read the full case study or watch the video to see how P2 Automation’s client was able to design a marketing campaign, construct it in CRM using ClickDimensions, and simultaneously release email marketing messages on behalf of dozens of banks to thousands of each bank’s respective customers – all customized with the banks’ individual logos and branding.