Whether you’re just getting started with CRM or are already well on your way, you’ll want to make sure that you’re using the right tools. Integrating Salesforce CRM with MailChimp allows you to easily send marketing emails to your contacts and helps connect your sales organization.
In this post, we review the aspects of Crm With Mailchimp Integration, how to use mailchimp as a crm, is mailchimp a crm system, and can you integrate mailchimp with salesforce.
Crm With Mailchimp Integration
I love my CRM and I love Mailchimp. The two together are even better. But what do you need to know about how to combine these tools? In this article, we’ll take a look at the benefits of integrating Salesforce CRM with MailChimp so that you can get started sending marketing emails with ease.
The MailChimp integration will help you create and send your best email campaigns ever.
By bringing your CRM data into MailChimp, you can create and send better email campaigns than ever before. The integration allows you to unify your customer database and make sure that all of your contacts are up-to-date.
It also helps you drive effective email marketing campaigns by automatically syncing with new leads, new customers, and abandoned cart contacts in MailChimp. This way, if someone opens an abandoned cart reminder email campaign or unsubscribes from the list—the changes will automatically sync with their corresponding records in Zoho CRM.
Salesforce CRM is one of the most widely used customer relationship management (CRM) software solutions, helping businesses manage leads, opportunities and accounts in one platform.
Salesforce CRM helps you organize your customer data and streamline processes so that you can:
- Manage your contacts with a personalized view of each one’s history with your company.
- Keep track of emails and appointments made through Salesforce.
- Capture information about customers’ needs or preferences for future use when planning campaigns or initiatives to reach out to them again later on—or even send them relevant content from other trusted sources!
- MailChimp is a popular email marketing service.
- It’s free for up to 2000 subscribers and has many features, including:
- Email templates
- Automation (automatically send emails based on user actions)
Integrating the two platforms will allow you to unify your customer database and drive effective email marketing campaigns.
Integrating the two platforms will allow you to unify your customer database and drive effective email marketing campaigns. You can use Mailchimp’s segmentation tools to send personalized emails based on the information you have stored in CRM. For example, if you have a user who has downloaded an eBook from your site, then they are more likely to buy other products from you. So by integrating Mailchimp with your CRM platform and tracking their actions, you can easily make this person part of an email list and send them an offer for a product that would interest them.
how to use mailchimp as a crm
Learn what customer relationship management (CRM) means for marketers, and how CRM tools can help you understand audience data and use it to market smarter.
Definition of CRM: CRM stands for customer relationship management, or the process of managing interactions with existing and prospective customers during the sales process. Any strategy or approach that uses data to build, improve and manage customer relationships can fall under the description of ‘CRM,’ but the term is most commonly used in reference to CRM software or technology.
What is CRM software?
CRM software or technology is a tool or system of tools that help businesses aggregate, organize, and analyze customer information data to better manage relationships with customers.
When data for potential and existing customers is collected and stored in a CRM system, tracking information across every touchpoint in a customer’s journey (details shared through forms, engagement with marketing campaigns, interactions with customer support, buying patterns) can help you cater to their needs, build better relationships, and market smarter.
CRM software can help your business grow, and organizations in all industries are adopting CRM technologies and reaping the rewards; more than 64% of companies say CRM tools are impactful or very impactful.
What does a CRM system do?
In short, CRM (Customer Relationship Management) systems serve as a hub for organizing and making sense of valuable audience data and insights, providing all the tools needed to collect and manage information about people who are important to your business.
This function can look very different across departments. For example, CRM can:
Organizing and understanding CRM data insights has become a key responsibility for any customer-facing role within a company. But as the importance of audience info grows, so does the amount of details that businesses need to keep track of. With many online channels and multiple ways for customers to engage on each, data often gets siloed in different tools, making it difficult (or impossible) to get a complete picture of your customer and talk to them in a meaningful way.
That’s why businesses of all sizes and across all industries are turning to CRM tools to create a central hub for audience reports—gaining a better understanding of who their customers are and what they want, and building stronger relationships as they grow. CRM software also helps them engage with potential customers, gain time with automation, increase customer engagement and close more deals.
The numbers don’t lie; the average ROI on CRM is $8.71 for each dollar spent, according to Nucleus Research.
Why is CRM important for marketers?
As a marketer, you collect valuable information with each campaign you send and every customer interaction that results from it (including clicks, views, and purchases across new, existing, and prospective customers).
Your customer knowledge is one of the most valuable resources you have for improving your marketing and sales to grow your business. Effectively collecting and organizing your info can tell you everything you need to know about your customers’ preferences: Which products they love, what they’re looking for, the messages that tell them what they need to know, and where you’re still missing the mark.
The sooner you can begin capturing, organizing and making sense of that data through a CRM platform, the sooner you can start using it to improve customer experience and build more—and better—customer relationships.
Do small and midsize businesses need a CRM tool?
CRM isn’t just for enterprise businesses or Fortune 500 companies. In fact, 91% of companies with 10 or more employees use a CRM.
Using statistics to improve customer relationships has become an essential function for businesses of all sizes and niches. In fact, there’s no better time to do contact management than when you’re just starting out.
From the moment you create an online presence for your business, you start gaining access to valuable info about your customers and potential customers. CRM can help you lay a strong foundation for building and tracking relationships with those customers, collecting data about their preferences and setting up marketing automation processes for consistent, personalized touch points over time.
CRM doesn’t need to be a full-time job: Whether you have a small sales team or you’re a solo entrepreneur relying on occasional marketing campaigns to sell your brand, putting your data to work for you can help you stay on customers’ radar, find news sales opportunities and save time. It also allows you to make knowledge-based decisions about where to focus your budget to reach customers on whatever channel they prefer—so however or whenever they’re ready to make a purchase, they’ll think of you.
4 essential CRM features for small and midsize businesses
Of course, if you’re just starting to lay a foundation for managing customer data, it’s unlikely that you’ll need the same CRM features as a large enterprise. Specific CRM needs will vary based on how your online business functions and scales, but there are a few key needs that any small business marketer should keep in mind. These basics of CRM for small business include:
Benefits of CRM for small business marketers
Finding a CRM tool that meets the needs of your business (even if it’s just the basic criteria outlined above) can start to yield immediate benefits for small business marketers. Building a solid foundation for CRM allows you to:
How to choose the right CRM for your small business
Your specific needs for CRM will vary widely based on how your business operates and sells to customers, so you should always take the time to figure out how your strategy will look based on your goals. Here are 4 key questions to ask yourself when evaluating your own needs:
Is Mailchimp a CRM?
Mailchimp offers all the CRM tools small business marketers need, allowing them to aggregate, organize, and manage audience data in one place. In fact, many Mailchimp customers already use the platform as their CRM.
Although some Mailchimp users do have more complex CRM needs (which is why there are integrations available for other standalone CRM solutions), for many marketers, the most important function of CRM is collecting and interpreting customer reports to improve campaigns. And Mailchimp provides all the tools needed to meet these goals, so you can get organized and start putting your customer info to work for you—without adding unnecessary (and expensive) complexity to your workflows.
How Mailchimp can help with your marketing CRM needs
Most Mailchimp customers know their campaigns generate helpful data reports, but many don’t realize Mailchimp also provides tools to organize and interpret that info on a higher level. Best of all, many of these tools are free, so they’re a great option for businesses that are just getting started.
Here are a few of the ways that Mailchimp can help you start using reports to improve your campaigns and build better relationships with your customers.
Create a central hub for customer data
Having all of your audience data in one place makes it possible to identify patterns: You can see what’s working (and what’s not), you can figure out what to send, when to send it, and who to send it to. And with Mailchimp as your central hub, you can quickly turn that knowledge into action.
Whether you’re starting from scratch or you have existing info you need to organize, Mailchimp makes it easy to create a single view of your audience. For example, with e-commerce customers, connecting your e-commerce store to Mailchimp automatically imports all of your customer reports into our platform. With this information, we’ll give you a cross-channel view of who your customer is, how they interact with your marketing, and how that leads to purchases. These insights come from data points like their age and geographical location, when they last clicked on one of your campaigns, and when they bought something.
Segment your audience for more targeted campaigns
Even though you want all of your customer insights in one place, you’ll almost never want to talk to them all in the same way. That’s why Mailchimp makes it easy to segment your audience based on shared characteristics.
Just by bringing your customer data into Mailchimp, you’ll automatically gain access to pre-built segments based on audience info that’s already in your account, like where your contacts live, how old they are, or which people click on your campaigns most often.
These pre-built segments can be very useful for sending targeted messages, but you can also build your own segments based on what’s useful to you. You can keep your segments simple, or you can create highly complex segments by layering on as many as 5 criteria in your query—so that you can talk to your audience in an even more targeted way. And if you need something even more complex, Mailchimp offers advanced segmentation.
Organize your contact data however you need to
How you need to organize and access information about your audience will vary depending on your business’ needs, what’s important for you to know about your contacts, and how you gather insights. That’s why Mailchimp offers several tools—including segments, tags, and groups—that work in slightly different ways to help you get the information you need when you need it.
Tags are customizable labels you can create for your contacts—like “social media influencer” or “uses coupons”—based on information you know about them. They’re completely flexible: You can tag multiple contacts at once, add multiple tags to a single contact, and use them to create segments or automatically trigger campaigns. Groups, on the other hand, are created through a form field that people fill out to subscribe to your marketing—while tags are assigned by you, groups are self-selected by the people in your audience. But just like tags, you can segment and filter your audience by groups to send them the right messages, based on information they told you about themselves.
Use data to personalize your campaigns
Once you’ve created your unique organizational structure based on what makes sense for your business, you can use your reports to send customers tailored messages that feel like they were meant just for them.
Mailchimp makes it easy to add merge tags into emails to include specific customer information (like their first name or a product they’ve been considering) and allows you to personalize send times based on what time zone a customer is in or when they’re most likely to open an email. If you have a connected store, you can even predict your customers’ gender and age range so you know how to talk to them. This makes it simple to send people the messages that matter to them—and makes it more likely they’ll keep listening to what you have to say.
Make your data work for your marketing, automatically
Not only does organizing your data make it easy to send targeted messages, you can send those messages automatically. By harnessing the power of your data and our automations, you can upsell to customers with the right recommendations and reward them for their loyalty.
Mailchimp offers several kinds of automated campaigns that can use data to help drive conversions:
Mailchimp will automatically keep track of revenue generated by each automation, so you can see what’s working and optimize your strategy. As you determine what’s working, you can continue to prioritize and optimize.
Optimize campaigns based on data
Mailchimp’s optimization tools make it easy to see what’s working (and what’s not) so you can focus your efforts. Understand how messages resonate with your audience, test different elements of your campaign (subject lines, images, and more) to compare results, and get a detailed breakdown of how your campaigns are performing. Our growth, engagement, and revenue reports will help you learn more about the behavior of your contacts and discover what type of content works. And the more you do with Mailchimp, the more data you have to work with.
is mailchimp a crm system
Whether you’re a brand new e-commerce startup, an established technology company that develops software, a brick-and-mortar clothing store with a single location, or anything in between, using customer relationship management (CRM) tools can pay dividends for your business. In this article, we’ll highlight the key benefits of CRM systems and explain how it can help you organize all of your sales and customer data and build lasting relationships with your clients and customers and grow your sales performance while improving your customer loyalty.
(Note: If you’re new to CRM software and you’re not quite sure what it is or what it does, check out our CRM Guide for Marketers to learn how CRM tools work and how they can help you understand audience data, grow your business relationships and improve your marketing and sales efforts.)
CRM Benefit #1: Target—and build relationships with—new customers
Each time someone makes a purchase from your online store, subscribes to your newsletter, or clicks on one of your ads, they’re providing you with valuable new data about your audience. And when you collect all of that data in a CRM platform, you can start using it to make smart decisions about who your target audience is and how best to reach them.
One of the most effective tools that businesses can use to attract new customers is social media advertising. Most social media platforms will allow you to advertise to people based on certain factors—like keywords they use in their posts or profile, their interests, or their industry, just to name a few—but when you have all your customer information stored in one place (like Mailchimp’s all-in-one platform, for example), you unlock a powerful new social media advertising option.
When you create a Facebook or Instagram ad in Mailchimp, for instance, you can use all your existing customer data to create lookalike audiences of your biggest fans and most loyal customers. Then, you can target that new audience with an ad promoting your products, services, or any aspect of your brand that you think might appeal to them. Targeting folks who are likely to love your business is a great way to make your advertising budget go further—and grow your audience, too.
As new people interact with your business by making a purchase or signing up for your mailing list, they’ll be entered into your CRM database too, so you can quickly identify them and send follow up emails, thank you notes, or anything else that might help you start building a relationship with them. And once they’ve become big fans and loyal customers themselves, you’ll be able to use their information to help create the next lookalike social media audience you advertise to. It’s like the circle of marketing life, providing one of the biggest benefits of CRM software!
CRM Benefit #2: Strengthen relationships with your current customers
Research shows that finding new customers can be 5 to 25 times more expensive than keeping the customers you already have, so while it’s always important to reach new audiences, you should aim to keep your current customers active and engaged, too. And when you consolidate all of your customer data into a CRM platform, it’s easy to keep track of who’s buying your stuff, who’s interacting with your marketing campaigns, and who might need a nudge or two to get them back on track. That way, you’ll always have the information you need to create and send marketing campaigns that keep your existing customers feeling appreciated—and coming back to buy more stuff.
You can use the data collected in your CRM solution to create unique, personalized marketing campaigns for your customers. Include their name, content tailored to their interests, and a personal message to thank them for their support and patronage over the years. If you’re using Mailchimp’s Marketing CRM you could also include personalized product recommendations based on each customer’s purchase history and use our send time optimization feature to send your emails when folks are most likely to engage with them.
You may also decide to use your sales data to target lapsed customers and tell them all about your latest products or offer them an incentive (like a discount or free shipping) to make another purchase. And with Mailchimp, you’ll even have access to tools like purchase likelihood and customer lifetime value, so you can identify the customers who are most (or least) likely to repurchase from you, get a general estimate of how much they’ll spend, and target your marketing accordingly.
CRM Benefit #3: View your audience holistically
No matter what type of business you operate, a CRM will allow you to view all of your contacts in a single audience dashboard, and then organize them in a way that makes sense for your business. Maybe you’d like to group people based on their behavior, such as their engagement with your last campaign or their purchase history. You can do that with a CRM. Or, maybe you want to group people based on their location, birthday, or demographics like age and gender. You can do that with a CRM, too. Since a CRM provides you with an aggregate view of your audience data, it’s easy to sift through everything at once and use the stuff you already know about folks to build stronger relationships with them.
Many CRMs will also allow you to apply customized tags to your audience. Tags are unique identifiers that can help you add extra insights for certain audience members that might not have otherwise appeared within your data. For example, if someone has made a purchase from your store and opted into your marketing, you’ll probably already know their purchase history, shopping preferences, name, and maybe even their location and demographics, too.
But there are other things your existing data might not inherently tell you, like if they’re a well known social media influencer, or if they’re a prospective client that you met at a trade show, or if they volunteered at one of your recent events—and that’s where tags can help. When you use tags to add those extra details to your contacts, you’ll always have that information at your fingertips when you need it. And if Mailchimp is your Marketing CRM, you can even segment and send targeted campaigns based on the tags you’ve created, including automated email campaigns that trigger at the moment you add a specific tag to a contact. Learn more about managing your audience with tags, groups, and segments in Mailchimp.
CRM Benefit #4: Show appreciation to your best customers (and grow your business)
You might not know the Pareto Principle by name, but there’s a good chance that you’re familiar with the concept it supposes: it says that, for many events, 80% of the effects come from 20% of the causes. When translated for businesses, this principle suggests that 80% of your overall revenue ultimately comes from only 20% of your customers.
Every customer is valuable, but the folks that make up the 20% are your best, most loyal customers. They’re the people who spend the most money, purchase with the most consistency, and are influential in recommending your product or service to others, too. It’s particularly important to maintain a strong relationship with these people, and when you store all of your customer data in a CRM, you’ll be able to quickly identify your biggest spenders (and most frequent buyers) or lead generators and reach out to them with special offers, exclusive discounts, etc., allowing you to make better informed decisions to improve customer experience.
If you connect your store to Mailchimp, for example, you can create segments based on the purchase habits of your customers. Then, you can show your best ones how much you appreciate them by sending a unique coupon or promo code, an invitation to a special event, or even give them early access to your newest items. You can even use our best customers automation to automatically reach out to people based on how they shop or spend. All this will allow you to improve your customer interaction while not having to leave your current marketing software.
CRM Benefit #5: Track—and improve—your marketing performance
A CRM centralizes all of your audience data, so your whole team can keep a watchful eye on customer behavior. It’s a great way to ensure that everyone is on the same page, and allows you to monitor what’s working (as well as what isn’t) and identify customers that might need a little extra nurturing going forward.
For example, by simply monitoring your total number of new prospects or customers, you’ll learn if your acquisition efforts are working effectively or if you need to make a few adjustments to your methods or total spend. Similarly, by tracking the status of your existing contacts (with Mailchimp’s thorough campaign reports or our purchase likelihood tool, for instance) and monitoring your overall churn, you’ll be able to determine if your retention efforts are up to speed or if you need to try a bit harder to keep your existing customers happy.
You can also use your CRM to collect and track your sales and marketing data, both on a large scale and an individual level. That way, you can see exactly who’s spending money, what they’re buying, and how they’re interacting with your marketing campaigns. Over time, you’ll notice patterns in the data that not only help you develop more accurate goals for your business but also help you learn what your customers want and talk to them in a smarter, more relevant way. And if you use Mailchimp’s Marketing CRM, you’ll even have access to aggregate data and insights—that you can act on instantly—all in one place on your audience dashboard.
If you operate your own business, chances are that you’ve got quite a few things on your plate, and it probably seems like there’s never enough time to take care of all the stuff on your to-do list, especially in the sales process. Luckily, a CRM makes it easy to organize all your customer data and insights in one convenient location, so you don’t have to waste time searching multiple databases—perhaps even across multiple departments within your organization—every time you need to pull information, look through sales reports, or work on a marketing campaign.
Once you’ve organized your customer data in a way that makes sense for your business, you can use it to automate many of your daily marketing tasks, like welcome emails, purchase follow-ups, order notification messages, and more.
With Mailchimp, you can set up automated messages to trigger and send based on specific segments or tags, so you’re always sending the right message to the right people at the right time. If you sell stuff online, you might decide to create abandoned cart emails that send when people add items to their shopping cart and leave without completing the purchase. (Tip: Abandoned cart emails are just as effective as they are easy. With an abandoned cart email series, you can see an average of 34 times more orders per recipient than with bulk email alone.)
Or, if you’ve got a popular blog on your website, you could set up an RSS campaign that allows readers to subscribe and receive an email when you post something new so they never miss important updates.
CRM Benefit #7: Gain insights to better understand your business
If a CRM only helped you organize and track your customer data, or only saved you time, or only made it easier to build and nurture relationships, it would be a valuable solution for your business. But when you combine all of those things, a CRM begins to serve an even more important purpose—it helps you develop a better understanding of your audience and, in turn, your business.
A CRM allows you to take a deep dive into your data, so you can learn exactly who your current customers are, and how they are interacting with your business. With that information, you’ll be able to make adjustments to your marketing and communication strategies and start connecting with folks in a more efficient, relevant, and cost-effective way. You could even use the data collected in a CRM to make important decisions about your product or service offerings.
If you find, for instance, that a certain product performs better than others, you might decide to feature that particular item more prominently in your advertising going forward. Or, if something isn’t performing as well as you expected, it might be time to reach out to your customers—with a survey, perhaps—and ask how you can better serve their needs.
With Mailchimp, you’ll have everything you need to organize your audience data, identify patterns in it, and turn your insights into action. Use our audience dashboard to get to know your audience at a glance, and utilize tools like customer lifetime value and purchase likelihood to learn who your most valuable customers are—and who might need extra attention in order to prevent churn. Our segmentation and tagging tools make it easy to find (and talk to) exactly the right people, and we’ve got the automation and personalization features you need to send the right message at the right time, all while making every campaign feel like a 1-on-1 conversation.
can you integrate mailchimp with salesforce
Mailchimp has become the most favorite email marketing tool for more than 15 million people, especially, those who run small businesses and non-profit organizations due to its budget-friendly pricing. However, the process of Salesforce Mailchimp integration has its pitfalls and peculiarities.
In this post, we’ll run over our best practices for synchronization, Mailchimp alternatives for Salesforce, and much more.
Since 2001 MailChimp has quickly become one of the most used email marketing solutions for creating, sending, and tracking email campaigns. Mailchimp and Salesforce integration allows platform users to leverage all Mailchimp advantages without leaving the Salesforce organization and, as a result, better engage with their customer base.
The integration of these two solutions lets you import Salesforce contacts to MailChimp, build segmented contact lists, and automate communications with your customers. Let’s look at Mailchimp in greater detail, especially, in terms of the benefits of synchronization of Salesforce with Mailchimp.
What our blog post will cover:
What is Mailchimp
MailChimp is the world’s largest marketing automation platform. It helps millions of small businesses send various email campaigns and generate new leads. On top of that, due to it, you can create beautiful email templates, digital ads, social media posts, postcards, set up drip campaigns, run A/B tests, create, and much more.
Moreover, this digital marketing solution can be integrated with more than 250 platforms like Salesforce, LinkedIn, Vimeo, Calendly, OpenTable, etc to interrelate your marketing activities across the systems.
Cortni Q, for example, claims that she likes Mailchimp’s integrability with Salesforce and G-Suite and ability to send out important and seasonal information to their clients:
You can use MailChimp for free if you have less than 2,000 subscribers and send up to 12,000 emails per month.
Mailchimp Salesforce Integration Benefits
Mailchimp and Salesforce integration enables you to:
Here is the list of companies that use Mailchimp for Salesforce:
One of Salesforce Mailchimp integration reviews mentions that the greatest advantages of this integration are free pricing and easiness to use:
How to Start Salesforce Integration Project
Prior to synching Mailchimp with Salesforce, you need to consider several aspects of this integration like:
MailChimp for Salesforce requires one of the following platform editions: Professional, Enterprise, Unlimited, Developer, or Performance. Pay attention that if you have a Professional edition, you will need to ask your Salesforce Account Executive to enable API access before you install the Salesforce integration.
In general, you can link your CRM with Mailchimp in three ways:
Each of these approaches has its pros and cons like, for example, the main drawback of using third-party integrators is that they typically consume your inbound API call limits – which means that once you’ve hit the governor limit, you cannot make any API calls into your org for a set period of time. And this can negatively impact your org if you use other products that make API calls.
Moreover, unlike the MC4SF application, third-party integrators may increase the storage limits very quickly if you use any notes or attachments in your email campaigns. However, the MailChimp application has its weaknesses as well.
For example, if you update your data in the Mailchimp app, your data will NOT automatically be updated in Salesforce, because the Salesforce platform serves as a single source of true data in this integration. It can pose a significant issue if you want to be GDPR compliant and not to add someone who has already unsubscribed from an email list to your Mailchimp list again.
Below we’ll explain how to maximize the app integration on the example of our solutions. Also, we suggest you reading Mailchimp for Salesforce user guides before you launch the process:
Account Access and Permissions
What else should be noted is that to access Mailchimp Salesforce integration you need to have Trailblazer.me account and your Mailchimp account needs to have Manager access or higher to complete this integration.
To edit users’ permissions to enable the integration you need to follow these steps:
Mailchimp and Salesforce integration only allows you to connect your Salesforce account with a single Mailchimp account and in your Salesforce integration, you’ll be able to see only Regular Email and RSS campaigns.
Before you jump right to the active use of MailChimp within Salesforce it’s better to see how well you’ve managed to integrate. Think about the features you need to test the most to ensure its success like a test List View, Audience, Campaign, or records for testing purposes.
Besides the above-mentioned points, you should keep in mind that Mailchimp Salesforce integration is not just the app installation. It is a complex process that may involve customization and configurations using either Process Builder or Flow Builder in Salesforce.
Molly K said in her Mailchimp Salesforce integration review that to maximize the performance it’s better to have a dedicated staff member specializing in Salesforce integration:
Sync Mailchimp Activity Details with Salesforce
We’ll help you link your Mailchimp activities like Clicks, Opens, and Bounces with your Salesforce Org.
Mailchimp vs Salesforce Marketing Cloud
As a Mailchimp alternative, Salesforce Marketing Cloud is designed with a marketer in mind. Unlike Mailchimp that can be a good fit for startups and small businesses, Salesforce Marketing Cloud serves better for larger field sales organizations with more intricated sales & marketing strategies.
For example, if you need a custom-branded email template or custom email automation/segmentation logic for big volumes of contacts, Salesforce Marketing will cope with this task better than Mailchimp. However, on the other side, Mailchimp is much easier to use and manage provided it’s integrated correctly.