This review was last updated by
This CRM Review examines Automational.
In-Depth CRM Review
One Dunwoody Park, Suite 200
Atlanta, GA 30338-6708
CRM Category: CRM – Cloud
Sub-Category: All-in-One Marketing, Sales and Automation Solution
Seats: Small Business/SMB
About the Company:
In May of 2010 our team set out to build a software company to provide automated marketing software specifically for companies that use Microsoft’s CRM software. That company is ClickDimensions (the parent company of Automational) and it has grown to be the leader in its category with over 1,500 customers in 60+ countries and growing. What makes ClickDimensions special is that we built our marketing software in such a way that it looks and operates just as if it were part of Microsoft’s CRM product. To the user, even though the two solutions are from separate companies, they feel more like a single solution with all sales and marketing features combined.
The success of ClickDimensions made it evident that the ‘all in one’ solution concept is the way of the future. At the same time, we also saw that there is a huge market of small businesses that need sales and marketing capabilities as a single solution from a single vendor. We built that solution, we call it Automational and it is amazing.
What makes Automational so amazing can be traced to the advantages we had in building it:
- Our entire team comes from a background of working with both CRM and marketing automation applications, so we know which features are critical and how to build them in a way that is intuitive and simple yet scalable.
- We started the company in the age of cloud computing and mobile apps, and we have used the latest Microsoft Azure cloud technologies and mobile-first design thinking to maximize performance, accessibility and usability.
- We ‘began with the end in mind’ knowing from day one that we were building a complete sales and marketing solution to combine CRM and marketing features. We designed Automational with a comprehensive vision of how it will look many versions into the future.
- We have started and grown small businesses, so we know well the sales and marketing tools these organizations need as they progress.
The result of these advantages is a sales and marketing solution that is unmatched in design, technology and vision.
About the Product:
Automational is the all-in-one solution for small business.
Create marketing email broadcasts using a simple wizard and see detailed statistics.
Track when visitors are on your site and discover what content they are viewing.
Pinpoint and link a contact’s social profiles including Facebook, LinkedIn and Twitter.
View and manage all sales and marketing interactions with a contact from a single screen.
Manage opportunities and monitor sales forecast to make critical business decisions.
Discover which prospects are most interested in your product or service based on their interactions.
Access your contacts and manage tasks through our iPhone app.
Create campaigns for drip marketing, sales engagement, customer onboarding, and much more!
Easily build web forms and create automations based on form submissions.
Create beautiful web landing pages using our drag and drop landing page builder.
Rich’s View of Automational:
Sad news from Automational: After revisiting their company strategy and focus, it has been decided that Automational will be closing its doors. While the company is no longer taking on new customers, all current customers will still be able to use the Automational platform until April 30, 2017.
Go ahead, Get a second opinion!
I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!
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