Delivered a unified, CRM-integrated marketing automation solution—empowering a national health organisation to streamline campaigns, track engagement, and enhance lead management across email, events, surveys, and more.
The Client
A leading healthcare technology organisation serving both public and private sectors across Australia. Their marketing and product teams needed a centralised, data-driven approach to campaigns and engagement.
Industry Category
Healthcare & Technology
The Challenge
The organisation was running fragmented campaigns with little automation or integration into the CRM. Marketing lists were maintained manually, customer journeys weren’t tracked, and there was no way to score or qualify leads based on behaviour. Teams lacked confidence in campaign execution and reporting, and there was no structured enablement program in place.
The Solution
I led the full end-to-end engagement, including requirements gathering, marketing automation solution selection, integration into Microsoft Dynamics 365 Sales, and training delivery across departments.
Key solution components included:
- Platform Selection & Fit Analysis: Captured use cases across teams to assess tools; selected ClickDimensions as the right-fit solution for its native Dynamics 365 integration and ease of use.
- Core Capabilities Delivered:
- Email Marketing: Design, scheduling, and performance tracking
- Lead Management & Scoring: Based on form fills, email opens, event registrations, and website visits
- Event Management: Integrated with Eventbrite; tracked RSVPs and attendance
- Surveys: Designed and deployed post-campaign and post-event surveys
- Web Tracking: Enabled tracking of visitor behaviour linked to CRM profiles
- Subscription Management: Built compliance-friendly opt-in/out workflows
- CRM Integration: Connected campaign data directly to lead and contact records within Dynamics 365 to ensure full visibility across teams.
- Training & Enablement: Delivered custom training to marketing, product, and stakeholder teams—covering campaign setup, reporting, automation flows, and segmentation.
Technologies Used
- Microsoft Dynamics 365 Sales
- ClickDimensions
- Eventbrite
- Power BI (for campaign and lead performance dashboards)
The Result
The marketing team now operates with confidence, leveraging a centralised CRM-integrated platform to execute campaigns with speed and precision. Lead quality improved through automated scoring and nurturing, while product managers gained tools to run their own campaigns with clarity. Events, surveys, and email performance are now measurable and actionable. The comprehensive training was a standout success, driving strong adoption and long-term impact.