Mailchimp integration with Microsoft Dynamics 365 CRM – Aligning Marketing and Sales Operations! – CRM Software Blog

In every organization, Sales & Marketing plays a huge role in the expansion of business. But the lack of accurate/shared data on target accounts and prospects is the biggest challenge faced by around 43% of sales and marketing professionals.

On the other hand, there are formidable apps like Marketing4Dynamics available in the market that helps to bridge the information gap between sales and marketing teams.

As a Preferred app on Microsoft AppSource, Marketing4Dynamics seamlessly integrates Mailchimp and Dynamics 365 CRM. For all small and medium organizations using Mailchimp and Microsoft Dynamics 365 CRM for marketing and sales purposes, this app is a valuable addition.

So what does Marketing4Dynamics do? Let’s find out from the below example.

John and Sara head the Sales and Marketing team at Green Apple Inc., a company dealing in the manufacture and sales of high-end copper wires. They have a strong presence in the industrial sector but are planning to expand their business in the domestic sector as well. But somehow the leads generated through marketing campaigns conducted by the marketing team are not properly passed on to the sales team due to miscommunication or lack of accurate data. There is no sync between the marketing and sales team. To overcome this challenge, John and Sara decided to use Marketing4Dynamics to integrate Mailchimp and Microsoft Dynamics 365 CRM data. After incorporating Marketing4Dynamics into Dynamics 365 CRM, they found that they can –

• Sync Mailchimp Audience with Dynamics CRM Marketing Lists: Marketing4Dynamics supports two-way sync of Leads/Contacts/Members which are available in Mailchimp and/or Dynamics 365 CRM. Any addition or removal of members from Mailchimp audience or Marketing List in Dynamics 365 CRM will be auto-synced to the other side. This will eliminate any inaccuracies or confusions related to customer data between both teams and also there will be no data duplicity.

• Sync Mailchimp Campaigns: Statistics of Mailchimp email marketing campaigns and member activities (Open, Sent, Click, Unsubscribed, and Bounced) are made available within easy reach of the sales team in CRM. This helps to bridge the information gap between the Sales and Marketing teams, thereby strengthening the collaboration between both teams.

• Analyze Mailchimp Campaign statistics on Dashboard: Graphical representation of Mailchimp campaign statistics on CRM dashboards provides a clear picture of the success rate of campaigns carried out. With visualization, there is no room for misinterpreting numbers and figures. This proves quite helpful for planning and developing marketing activities that pique customer interest resulting in higher sales and profit.

• Sync Campaign interactions from Mailchimp: Member interactions with the marketing newsletter sent from Mailchimp are synced to respective Contact/Lead in Dynamics 365 CRM. This helps the sales team members to track customer engagement and enable up-sell/cross-sell opportunities.

So, what do you think?

Isn’t Marketing4Dynamics an apt app to sync your marketing and sales data?

If yes, then wait no more! Go to our website or Microsoft AppSource and download the 15-day free trial right now!

Also, check out this video to get better insight into the workings of Marketing4Dynamics!

Feel free to send us your suggestions or requirements at [email protected]

Ciao!