Email Marketing Made Better with Sage CRM

By Patrick Haley | Aug 26th, 16 | Categories: Sage CRM, Pending Update

For some companies, email marketing is a one-way street —you send your message and cross your fingers, hoping someone will respond.

But what if they don’t?  Do you know how many people opened the email or clicked on a link?  Do you have the   information you need to follow up with a more relevant message?  If not, it’s time to think about integrating your email marketing effort with the data in Sage CRM.

Email Marketing is Better with Sage CRM Integration

With the release of Sage CRM 7.3, Sage announced a new integration with MailChimp – a web-based email marketing tool that helps you design emails, send them out, and measure results.

When you combine MailChimp email software with the data in your Sage CRM system, you transform email marketing from a one-way “blast and pray” to a 2-way conversation with your customers and prospects.  That’s because all of the information about opens and clicks (and other valuable metrics) are written back to your Sage CRM database.

Now when you pull up those hot prospects you’ve been pursuing for months, you’ll see which contacts are interacting with your email, what products they’re interested in, whether they’ve forwarded your message to a colleague, and even those that opted out (so you don’t spend time chasing your tail!).  Best of all, the data is sitting right there in the CRM system you’re probably already using every day.

Outreach That’s More Personal & Timely

With email response data combined with notes from phone conversations and meetings in a single CRM database, you have the insight you’ll need to stay in touch with customers and prospects in a way that’s more tailored and relevant.  You can even create a call list of “hot” prospects based on recent email activity to ensure that you follow up in a timely fashion … without ever leaving Sage CRM.

Similarly, you can develop more personalized and effective email communication by merging data from Sage CRM – like account history or previous purchases – into your email.

Working Better Together

Your email marketing and CRM systems are much like your sales and marketing teams.  Each has a defined role in a shared objective for your company.  They may touch the same group of people in different ways and at different times, but are most effective when they collaborate and work together.

Need Help Getting Started?

Get in touch with your Account Manager if you need help setting up the integration with MailChimp or getting started with your first email campaign.

Or check out these helpful video tutorials on YouTube:

Integrating MailChimp and Sage CRM
Working with MailChimp and Sage CRM

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