In 1965 when the first email system was created, who knew that one day this system would become an imperative part of companies’ survival and growth?
Fast-forward to 2021, emails and marketing through emails are now an imperative part of the digital marketing strategies of any company, especially those who are into online selling.
Customers in the present epoch have also evolved a lot in the past few years. They want to be connected rather than to be sold. And that’s where MailChimp comes into the picture.
MailChimp is an email marketing tool that helps businesses to design, send, and track email marketing campaigns. Used by more than 15 million people across the globe, the MailChimp tool has prolific advantages when it gets amalgamated with Salesforce CRM.
MailChimp and Salesforce CRM Integration Services
One of the pivotal tasks of MailChimp is to help businesses stay connected with their customers. Its integration with Salesforce will only take its capabilities to a greater level wherein a user can leverage all MailChimp advantages from their Salesforce environment.
With Salesforce and MailChimp integration services, it becomes easy for businesses to personalize their marketing campaigns as per the requirement of their customers’ requirements.
Campaign management and analysis become quite easy with MailChimp Salesforce integration services. The integration enables users to manage their subscriber lists from Salesforce and easily import Salesforce contacts to MailChimp.
Some other exciting things that you can perform after the Salesforce and MailChimp integration are as follows – building segments in the MailChimp list, using MailChimp subscribers as Salesforce leads, easy data sharing and smooth communication for better engagement.
There are lots of other things that you could do with the miracle of Salesforce integration services with MailChimp, but before we discuss it all, let us first understand the factors that you should keep in mind before you hire a Salesforce integration consulting company.
Things to Know Before MailChimp Salesforce Integration Project
The process of MailChimp and Salesforce integration is a long and meticulous process that requires expertise and experience. Therefore, one should keep in mind multiple aspects of integration before you hire a Salesforce consultant or Salesforce Consulting Company:
Salesforce Editions
Salesforce has multiple platform editions, and one needs to have at least one edition to leverage integration. These platform editions are professional, enterprise, unlimited, and developer. Select the one as per your requirement.
One important thing to keep in mind, if you have a professional edition of Salesforce platforms, then make sure your Salesforce account executive enables the API access before you install Salesforce integration.
Integration Approach
The integration of MailChimp with Salesforce CRM can be done in three different ways. These are –
- MailChimp integration with Salesforce through AppExchange – A user can view the report of any campaign, manage subscribers, create custom queries, etc., with this approach. Make sure you have the AppExchange plug-in before you initiate the integration platform.
- Native Integrations/APIs – This approach of integration helps businesses synchronize Salesforce leads and contacts data with MailChimp.
- Third-Party Integrations – There are multiple 3rd party apps that facilitate integration, and Zapier is one of them. This powerful tool can easily integrate both platforms by using its rules and filters. Automate.io, a tool similar to Zapier can streamline Salesforce MailChimp integration.
Account Access Permission
Another factor that one should keep in mind while executing the Salesforce MailChimp integration process is the level of account access and permission you have. One should have manager access or a greater level of permission power to successfully complete the integration.
Edit users’ permission for seamless integration through the following steps:
- Under the Administer, select manage users.
- Click the users which you want to edit.
- Come to the Permission set assignment, a pop up appears and click Edit Assignment.
- With the “Add” button to add MailChimp user and admin to the “enabled permission sets”, and save.
- For every new user, repeat these steps.
Testing Options
Testing helps a lot before the final deployment. It is the stage where users can get to know about the potential bugs or errors which might occur at the time of final use. Therefore, before you start using MailChimp with Salesforce, it will be better to check how effective both the platforms have been integrated.
Benefits of Salesforce MailChimp Integration
According to a report by eConsultancy, 74% of marketers say that engagement rate with their customers has increased through personalized targeting.
91% of consumers are inclined toward the brands that provide relevant offers and product/service recommendations. Another report by Epsilon says that 80% of consumers prefer to make an online purchase from a brand that offers a personalized experience.
With such growing demand for personalized connection, it becomes evident for companies to adopt Salesforce MailChimp integration services.
Along with greater customer satisfaction and a higher retention rate, there are multiple advantages of Salesforce and MailChimp integrations. These benefits are as follows –
User-Friendliness
The MailChimp platform is easy to use. It empowers users to create campaigns easily without any technical jargon. The user-friendly components of MailChimp make everything smooth.
Data Synchronization
A user can seamlessly sync and import data from MailChimp to Salesforce and vice-versa after the integration of both platforms. Users can easily update contacts, mailing lists, subscribers, and other factors in real-time through the integration.
Data syncing between Salesforce and MailChimp is an automated process through which email marketing campaign management becomes easy. The integration empowers you to optimize your marketing campaign as per the customers’ behaviour and preferences.
Enhanced Tracking
Leverage the power of Salesforce MailChimp integration services and efficiently track your leads, subscribers, and other campaign activities from Salesforce and MailChimp.
After the process of integration, data can get synchronized easily and users can look into more meaningful and rich insights on how your target audience is responding to your email campaign.
Such insights help you strategize your marketing activities for future purposes.
Easy Customization
One of the best parts of Salesforce and MailChimp integration is that it will process the data and present it to the users in different visual formats, templates, themes, layouts, etc. It will help marketers understand the trends and make informed decisions.
Segment Creation
Targeting a large audience is a daunting task. It becomes tricky for companies to manage a wide range of audiences with different preferences. Here comes Salesforce MailChimp integration into the picture.
Through integration, you can segment your audience on the basis of their needs and behaviour and on the basis of specific criteria.
With the help of audience segmentation, you can group and tag your customer information as per specific criteria. Users can also segment the data of emailers’ subscribers.
Automation of Tasks
Another interesting thing about integration is that it brings the power of automation. It automates repetitive tasks and keeps the process interesting for users. It also helps in saving lots of time and mitigates the chances of unwanted humane errors.
Conclusion
Salesforce MailChimp integration is an amazing way to bolster and accelerate marketing campaigns. It helps companies build stronger relationships with their clients.
We hope this post will prove beneficial for you, and you will be able to optimize your email marketing campaigns from now.
Still, if you have any confusion, you can hire a Salesforce integration company that will manage many things for you, and you can become an email marketing pro.
