User Review
( votes)Meet James, a marketing manager at a growing start-up that used Dynamics 365 CRM for managing customer data and Mailchimp for email campaigns. But constantly switching between the two drained his team’s time and often led to delays and errors.
Recognizing the need for efficiency, he decided to find a smarter way to work. That’s when he discovered Marketing4Dynamics, a Mailchimp – Dynamics CRM integration app by Inogic. This Dynamics CRM Mailchimp connector transformed the way his team managed campaigns—enabling them to sync Dynamics 365 records with Mailchimp, track performance, and run campaigns directly from their CRM.
How Marketing4Dynamics Simplified James’ Workflow?
James and his team were preparing for a big product launch and needed to run an email campaign. Before using Marketing4Dynamics, their process involved:
- Manually exporting data from Dynamics 365 CRM
- Uploading it to Mailchimp
- Designing and sending emails
- Importing engagement metrics back into CRM
This process was not only time-consuming but also prone to errors and inconsistencies.
Step-by-Step: How James Managed His Email Campaign
- Creating the Campaign
James navigated to the Marketing tab in Dynamics 365 CRM, clicked on “Campaigns,” and created a new campaign record. He used a pre-approved Mailchimp template for the email content, saving time and ensuring consistent branding.
2. Syncing Data
He clicked the Sync Now button in the Marketing4Dynamics toolbar. The campaign data was automatically synced with Mailchimp, ensuring accuracy and eliminating manual effort.
3. Testing the Campaign
Before sending, James used the “Send Test Mail” and “Preview” feature to preview the email and check for errors. Everything looked perfect!
4. Scheduling and Sending
Now James scheduled the campaign for the next morning, setting a sync duration to track performance metrics for the next 7 days.
5. Tracking Results
After the campaign went live, James checked the Statistics tab in Dynamics 365 CRM. He could see who opened the email, which links were clicked, and which leads showed the most interest.
Benefits Experienced by James with Mailchimp CRM connector
- Time Saved: Automated data sync between Mailchimp and Dynamics 365 CRM saved hours of manual work.
- No More Data Errors: Eliminated data mismatches between the two platforms
- Better Insights: With clear engagement metrics available in CRM, James easily identifies high-potential leads and focuses the sales team’s efforts on converting them.
- Cost-Effective Solution: Instead of investing in costly marketing modules, the startup used Marketing4Dynamics to get the job done within their existing setup.
Why Choose Marketing4Dynamics?
- Simple and Affordable: Perfect for businesses avoiding high expenses on additional marketing tools.
- Streamlined Workflow: Manage, execute, and track campaigns without leaving Dynamics 365 CRM.
- Data-Driven Decisions: Leverage real-time insights to optimize campaigns.
- Error-Free Processes: Say goodbye to manual data handling and mismatched records.
Ready to Transform Your Marketing Game?
Like James, you too can simplify your marketing workflow from Dynamics 365 CRM. Try Marketing4Dynamics today and experience seamless integration between Dynamics 365 CRM and Mailchimp.
The best part? You can explore the app free for 15 days to experience its flow and functionality first-hand.
Start your free 15-day trial by visiting the Inogic website or Microsoft AppSource.
Have questions? Write to us at crm@inogic.com to schedule a demo!
The post Getting Started with Mailchimp Email Campaigns within your Microsoft Dynamics 365 CRM! appeared first on CRM Software Blog | Dynamics 365.
