Mailchimp integration with Microsoft Dynamics 365 CRM – Revamp sales and marketing strategies!

By | February 11, 2023

Businesses that realize the importance of having proper alignment between their sales, customer service and marketing teams can create more precise marketing strategies to get the attention of their brand’s target audience and understand the customer journey to move leads seamlessly through the sales funnel.

Sales and Customer service representatives have a wealth of knowledge because they spend their office hours interacting with customers, whereas marketers possess all the resources, techniques, and creative mindset necessary to create a memorable customer experience. Making these teams work together can increase your ROI and overall business success.

With Inogic’s Marketing4Dynamics, a powerful Microsoft Dynamics 365 CRM and Mailchimp Integration app, this is possible.

Marketing4Dynamics is a Microsoft AppSource preferred app that helps you sync Microsoft Dynamics 365 CRM and Mailchimp. By syncing Mailchimp and Dynamics 365 CRM customers, as well as their marketing statistics data, you ensure easy and quick access to information without having to navigate from one application to another. With this app, sales and customer service teams can view detailed information about campaigns and other member activities executed through Mailchimp within Microsoft Dynamics 365 CRM.

This will allow for data sharing between sales, customer service, and marketing teams to increase transparency between them.

Here is how you can sync sales, customer service, and marketing teams using Marketing4Dynamics in Microsoft Dynamics 365 CRM:

Create shared customer profiles

Marketing4Dynamics supports two-way sync of customer data between Mailchimp and Microsoft Dynamics 365 CRM. Any additions or deletions of members from the Mailchimp audiences or Marketing List in Dynamics 365 CRM will be auto-synchronized on the other side.

The sales and customer service teams can update the customer profiles in Microsoft Dynamics 365 CRM, and the marketing team can access the updated information in Mailchimp Audience.

Mailchimp integration

Share campaign results with sales and customer service team

Statistics of Mailchimp email marketing campaigns and member activities (Open, Sent, clicked, Unsubscribed, and Bounced) are made available within easy reach of the sales and customer service teams in CRM.

This will allow the sales and customer service team to be aware of the marketing efforts being made and use this information to better serve customers.

Mailchimp integration

Use Marketing4Dynamics to track customer interactions

Member interactions with the marketing newsletter sent from Mailchimp are synced to respective Contact/Lead in Dynamics 365 CRM.

This will provide sales and customer service teams with a comprehensive view of the customer’s journey, allowing them to provide a more personalized experience to customers.

Mailchimp integration

Mailchimp campaign statistics on dashboards

The visual representation of Mailchimp campaign statistics on CRM dashboards provides a clear picture of campaign success rates. Making it seamless to interpret numbers and figures with the power of visualization.

Allowing targeted marketing campaigns to be created for specific customer groups, resulting in increased sales and profits.

Mailchimp integration

That’s not all! There is much more to Marketing4Dynamics!

If you are interested to try this Microsoft AppSource Preferred app, you can get it right now from our website or Microsoft AppSource for a free trial of 15 days.

To get a personalized demo of the app or more info on our Mailchimp + Microsoft Dynamics 365 CRM integration, mail us at crm@inogic.com.