Sage CRM 2024 R2: Mailchimp - An Introduction (Part 1 of 7)

1 minute read time.

In this revised series of articles, I will walk through configuring the integration and testing the first Mailchimp campaign driven through the Sage CRM user interface.

I found creating, sending, and tracking email marketing campaigns very easy. The results from the campaign are shown within Sage CRM; you can see how many people opened the email and precisely what they clicked. Mailchimp's offering is very attractive to customers, starting with email-based campaigns, as it is free for subscriber lists with limited contacts. You can see the pricing here: http://mailchimp.com/pricing/

The Integration Features

The integration allows users to:

  • Push their Sage CRM contacts into Mailchimp
  • Quickly and easily create new targeted email marketing campaigns in Sage CRM
  • Send the campaign and automatically add a communication record to the relevant records in Sage CRM
  • View a list of sent Mailchimp campaigns in Sage CRM and gain valuable insight into the results - opens, clicks, bounces and more
  • Segment lists and create groups based on responses for future campaigns

The articles in the series are: