Mailchimp for Salesforce Review

With the growing need for email marketing solutions, and the pretty global need for competent CRM solutions, it’s no surprise that many people are rapidly embracing the MailChimp for Salesforce extension. For a long time, the internet was abuzz with people requesting this sort of official interoperability so that they could get the most out of their email marketing, while making their data instantly and competently integrated with the meticulous records Salesdorce can keep.

For a long time, many unofficial MailChimp for Salesforce solutions circulated, some working better than others, but it didn’t take long for the developers at MailChimp and Salesforce.com to realize the real opportunities available if they acted on this idea officially.

And so, in 2013, we enjoy the outcome of the outcries of users and the intrepid pioneering spirit the developers of these leading SaaS applications possess at the cores of their beings. But, how well does this app work? Is it difficult to use? What all can it do? Let’s take a look.

The first thing of note is that this is an incredibly easy process to set up, and if you’ve ever set up any kind of extension or app for Salesforce or MailChimp either one, you know that by easy, I mean a house cat could do it. After being presented with the simplest, most direct installation wizard you can imagine, you instantly have available to you a host of impressive features. Not only does the official solution work, but it exceeds the demands of users in what all it’s capable of.

Of course, the biggest feature, and the one that drove the development of this extension is the synchronicity between MailChimp and Salesforce records. But, it goes a step beyond simple sync, allowing management of MailChimp subscribers from Salesforce lead, contact and list record sets, as well as uploading MailChimp subscriber data directly into Salesforce as leads.

What’s more, the one feature most thought probably could never happen, that being the ability to view MailChimp campaign data and subscriber history within Salesforce’s forms, is a default feature right out of the box.

These are just the core features, and through them along with other trappings, a lot can be down with this interop extension that makes life much easier for your CRM and marketing departments. With the two-way data exchange this allows, it’s also possible to deploy marketing campaigns to email recipients stored as leads or customer accounts within Salesforce, create custom queries and leads to track additional data coming in from MailChimp metrics, and automate the conversion of MailChimp subscribers directly into Salesforce leads with no intervention nor arbitration from you whatsoever.

Truly, the automation and subtle customizability allowed by MailChimp for Salesforce removes one of the biggest obstacles that has kind of led some companies to abandon, or at least neglect their email marketing campaigns – that of an extra, incongruent data set that required hours of manual copying over into their CRM. With this obstacle no longer an issue, and with the power of MailChimp (one of the leading email marketing tools available), there’s no reason to neglect this still highly relevant form of marketing any longer.
 

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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