Microsoft Dynamics CRM integration

Clicktools enables you to improve Customer Centricity through surveys, forms, scripts, and landing pages fully integrated with Microsoft Dynamics CRM.

Clicktools on-demand software allows a nontechnical user to:

• Rapidly build a survey, form, call script, or landing page without the need for technical resources
• Deploy via Web, e-mail or contact center, using Dynamics CRM workflow where appropriate
• Automatically update Microsoft Dynamics CRM, including custom fields and entities
• Analyze results using Clicktools’ advanced, real-time statistical analysis tools

Clicktools for Microsoft Dynamics CRM enables nontechnical users to create a simple or complex Web form, survey, call script, or landing page and combine the data withMicrosoft Dynamics CRM in real time:

• Content builder provides 19 question types and conditional questions (branching/skip logic), and full control over brand look and feel
• Collect information in a number of ways including
  • In Web pages
  • Through Clicktools’ e-mail deployment engine
  • Using Microsoft Dynamics CRM email features
  • Through Web links in any Microsoft Dynamics CRM object
• Clicktools Mapping Wizard links any item on a form with any custom or
  standard object or field visible through the Microsoft Dynamics CRM API
• Objects and fields can be created or updated from the same form
• Forms can be personalized by embedding Microsoft Dynamics CRM content
• Objects can be created and updated using a unique identifier embedded in the
  form at the time of deployment
• Synchronization can be controlled manually or automatically in real time,
  allowing you to select and edit responses before synchronizing with Microsoft Dynamics CRM
• Conditional synchronization controls the behavior of the synchronization
  process based on responses to questions in the form
• Synchronization embeds results into Microsoft Dynamics CRM , allowing users
  to view and manipulate response data just like any other Microsoft Dynamics CRM data
• Specialist analysis and reporting tools extend the reporting of Microsoft Dynamics CRM

To find out more about Clicktools for Microsoft Dynamics CRM please speak to one of our sales team by calling USA: 1-800-774-4065 or UK: 0800 0432587. Alternatively, email sales@clicktools.com.