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email marketing for sage crm

Note: This is a guest post from Brett Farmiloe, CEO of Markitors.

About five years ago, our company got listed as an “expert” in MailChimp’s Expert Directory.

Since then, we’ve worked with companies all over the world on integrations and implementations relating to their email marketing. It’s been amazing to be involved in the depth and breadth of projects.

A few things I’ve learned.

1. Some MailChimp integrations are better, smoother, and cleaner than others.
2. Rely on support and experts for anything you don’t understand and need to get done.
3. Email marketing works very well in terms of marketing ROI, when done right.

MailChimp has connected me with hundreds of people, including the good people here at DCAA. When Dan Cousins, the President of DCAA, first got connected with us, many of his questions were around the Sage CRM / MailChimp integration.

How is the integration?

What are the benefits?

How can my clients benefit from the powers of MailChimp and Sage CRM?

My insight?

The Sage CRM and MailChimp integration is nice because it is built in to Sage CRM 7.3 and above. That alone saves you paying someone like us thousands of dollars in investment to sync up with an obscure API, or navigate a difficult third party plugin.

Next, it’s pretty easy to create, send, and track email marketing campaigns within Sage CRM. You can see how many people opened the email, what they clicked, and most importantly – track who did the clicking. This enables smarter marketing efforts to take place, with email campaigns being the outreach that triggers future actions.

And finally, there’s support for your questions. That’s big. Sage CRM has a sizable community, knowledge base, and Sage CRM experts like Dan Cousins to help you navigate questions.

With support and a nice integration, email marketing with Sage CRM makes a lot of sense for businesses today looking to connect with more clients and customers in a cost efficient way.

My quick tips (if you were to engage in email marketing for Sage CRM):

1. The power of email marketing is in list segmentation. The more data you have associated with a list – beyond just “name” and “email” – the more creative you can get with email marketing campaigns. Spend some time making sure that your list has data points that enable you to segment future campaigns (i.e. – location, industry, sales rep, etc)

2. What content does each audience want to receive? There’s a lot of junk that hits inboxes. What can you deliver that people will actually want to open, read, and share?

3. Who is responsible? In Dan’s case, he knew he wanted to engage in email marketing. The problem for Dan? Time. Someone needs to be responsible for sending email campaigns – whether it is yourself, someone you hire, or an email marketing agency like ours – to ensure marketing efforts do not get indefinitely postponed. You can have the greatest list and email strategy in the world, but someone needs to still press “Send.”

Do you have questions about email marketing and Sage CRM? Contact Dan. He’s the guy you need to talk to so that when you are ready to begin email marketing through MailChimp with someone like us, you’ll have the right strategy and assets in place to really begin to get marketing results.

brett farmiloeBrett Farmiloe is the founder and CEO of Markitors, a digital marketing company in Scottsdale that connects small businesses with clients and customers. Google “digital marketing company,” and Markitors is on the first page of Google’s search results worldwide. Brett is a published author, Forbes contributor, backyard chicken farmer, and 3 time RV owner.