Mailchimp is easy to integrate with CRM
Updated January 14, 2015

Mailchimp is easy to integrate with CRM

Brian Walsh | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Standard
  • Templates
  • Lists
  • Integrated with Workbooks CRM

Overall Satisfaction with MailChimp

We utilize MailChimp to keep our current clients notified of various trends in the CRM industry, updates on the services that we provide, and schedules on our free webinars that we host monthly on Workbooks CRM. We also use MailChimp to keep our brand in front of prospects have indicated that they need a bit more time in the decision process, and that they would like to hear from us via an e-newsletter.
For us, it allows us to keep in contact with our clients, and monitor the engagement that our content provides by tracking the number of opens and clicks that we may have in any given email campaign. It also allows us to keep our brand present for non-customers who may decide to reach back out to us in the future.
  • Creating custom templates - very easy to use drag and drop interface
  • Segmenting lists - we use Workbooks CRM to segment our lists and then synchronize with MailChimp, which we then use to track our various campaigns.
  • Robust reporting - the analytics in MailChimp show who opened, when they opened, how many times opened, etc. This is good because we can contact the list members who consistently open their emails on a more frequent basis. We've automated this in Workbooks to allow us to view records in which a certain percentage of opens is attained by a given recipient.
  • Maybe the ability to expand the frameworks for templates. If you want to add in a new column you have to create a new template.
  • Better customer service - if we are sending out emails regarding free webinars for training to customers, and they are not opening the emails, we will then call them up and let them know to check them out.
  • Time savings - we don't have to follow up with as many leads if they are not opening up emails from us.
  • Increased efficiency in marketing - using analytics and split testing email subjects against opens allows us to see what is working and what isn't.
MailChimp just seems easier to use as a whole. Their marketing and support seems to be more user friendly as well. I also like the fact that the integration with Workbooks CRM that we use brings the analytics back into our CRM so sales doesn't need access to MailChimp to view the reporting, they can see it inside of Workbooks.
It's easy, we like it, and it works great. The only way we would move away is if we get into a total marketing solution like a HubSpot or Act-On.
It's great if you are looking for a simple, easy to use out of the box email marketing platform. The important thing is to try and pair it up with a CRM solution that will host your contact data, and then allow you to synchronize with MailChimp rather than use the email forms to collect data. We use Workbooks CRM which has an out of the box integration with MailChimp and allows us to really make it easy to send out our campaigns.

Using MailChimp

4 - Customer service and marketing
2 - Good to have an eye for design. Some html can be helpful but not needed.
  • Email newsletter
  • New product offerings
  • Webinar schedules
  • Autoresponder drips