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Is Mailchimp A CRM? (Everything You Need to Know)

One of the most popular questions I hear from my clients is, “Is Mailchimp a CRM?” The answer depends on your business needs.

In this article, we’ll cover the key features of MailChimp, the pros and cons of Mailchimp for small business, and help you decide whether or not it’s a CRM.

Essentially, CRM or customer relationship management is important for your business. Mailchimp can help you achieve that. Yes, MailChimp is both email marketing software and a CRM solution.

Its features include integration with Pipedrive and Salesforce, GDPR compliance, and e-commerce integrations.

Integrates with Pipedrive

To integrate Pipedrive with JivoChat, visit the Settings page, then select API. You will need to enter your API token. Once logged in, you can use this token to connect Pipedrive and JivoChat.

Once connected, you can send text messages to your Pipedrive contacts. The messages will be tracked as notes on their records. Once set up, you can choose which channels to sync and choose the activities you want to sync.

ActiveCampaign can help you understand and manage your prospects with the help of its CRM. Integration with Pipedrive makes it possible to easily import prospects from ActiveCampaign.

Salespeople can also see what their prospects do when they are communicating with a sales rep.

This feature is useful for sales reps and management as it allows them to see which activities are affecting their pipeline. It can help you take immediate action in a matter of minutes.

Incorporated Insurance Services’ Karo Hambardzumyan and Nirmal Gyanwali opted to integrate Pipedrive with their accounting system, Xero.

This integration lets them create invoices directly from their Pipedrive account, eliminating the need to email data to their accountants. Pipedrive also integrates with Asana, a task management tool. Once within a pipeline, your Asana tasks will automatically appear.

Another popular integration with Pipedrive is TalkDesk. This cloud-based call center software is used by IBM, Trivago, and more than 1,800 enterprises worldwide.

Integrating with Pipedrive makes it easy for your sales team to access deal details and track their progress.

Using a TalkDesk app, you can add conversations and other relevant data directly from TalkDesk to Pipedrive. You can then view all of this information at one place.

Integration with Pipedrive allows you to sync data from various sources including Salesforce and Trello. Good lead management requires microstrategies, and Pipedrive enables this with its powerful set of features and low cost.

Without compelling integrations with Pipedrive, however, it falls short of the potential usability it can provide.

Pipedrive is an effective CRM tool that helps you track every interaction with your customers. The CRM platform can also help you with marketing, as well as the entire sales process.

MailChimp Integrates with Salesforce

Integration between apps and Salesforce CRM helps to ensure that data is updated across applications and systems and reduces the chances of human error. It also helps teams collaborate on commercial operations.

For instance, the integration of email marketing campaigns with Salesforce enables the administration panel to control and view these campaigns.

In addition, data can be used to analyze marketing effectiveness, sales cycle, and quality leads to improve performance and drive revenue. However, integration can also be problematic if data entry and maintenance are not consistent across applications.

To overcome this problem, there are several integrations available. Using marketing source data and revenue from Salesforce to create a holistic view of customer behavior is essential.

A single solution can integrate with multiple applications, such as email marketing and social media, while an integrated approach will enable organizations to create a customer database.

For instance, a CRM and email marketing system can automatically pull data from marketing sources and align it with sales data from Salesforce.

Using an attribution application, such as Ruler, will make it possible to correlate the revenue from different sources and track the page journey of each visitor.

There are two methods to integrate with multiple applications: direct integration via API. Direct integration is the simplest approach and involves sending data from forms to Salesforce’s database.

However, it can be complex, since it allows for a sales application to send new order information to a shipping and billing system, as well as to a tracking system. Ultimately, the integration should enable the integration of multiple applications for better workflow and communication.

An effective integration process is dependent on executive support. In addition to the right team and tools, it needs proper executive backing. Executive support is critical when projects involve data management.

Without executive backing, a project may not be successful. As a result, the IT department will play a vital role in the implementation.

If the executives do not support the integration, the project is unlikely to be successful. It is important to have the executive team behind the Salesforce integration project.

MailChimp Offers GDPR compliant form templates

To implement GDPR compliant forms, you must first log into Mailchimp’s dashboard and choose the GDPR option. Then, click the button for Enable GDPR fields on signup forms.

You will see a table that will walk you through the process, including suggested language for the consent field.

Mailchimp suggests the fields you need to include in your form. The consent field uses checkboxes to ensure the individual’s consent.

Depending on the activity you want to perform, you can also add a customized consent description to your legal text. Just make sure to save your changes after each change.

The GDPR outlines principles of data collection and storage. Mailchimp supports these principles by including a non-editable field in the form.

This information enables you to notify contacts that they are being stored in your Mailchimp account and provides a link to its Standard Terms of Service. It is essential that your form template adheres to GDPR rules in order to protect the privacy of your subscribers.

Segmentation lets you send emails to specific audiences with different marketing permissions. Using the default settings, you can send a message to your entire audience or to a subset of your contacts.

You can use Marketing Permissions segments to send emails only to those who have explicitly opted in to receive your content. You can also use bulk unsubscribe to send emails only to those who have consented to receive them.

Users can also update their personal details and permissions via the Mailchimp website. Additionally, you can export your contacts to Mailchimp if you wish. It’s also possible to export data from Mailchimp, including the time it took to sign up.

Mailchimp has promised to release updates to improve this functionality, so be sure to keep an eye out for them. Mailchimp offers GDPR compliant form templates and more!

In addition to GDPR-compliant form templates, Mailchimp also provides an option to customize the fields of your signup form.

To enable GDPR compliance, you need to ensure that you include a special GDPR field on your form.

After ensuring that you have enabled GDPR fields on your signup forms, you can publish your form. Your email subscribers should receive the emails you send them. And they should continue to trust you more.

MailChimp supports eCommerce integrations

eCommerce integration allows businesses to tap into new markets without compromising their operational efficiency.

Adding new sales channels not only means more customers but also better customer experiences.

Integrated data can help businesses make better business decisions, resulting in improved operating margins. Additionally, integration platforms can handle the increased demand in the industry.  

One of the biggest benefits of eCommerce integration is that it ensures the continuous flow of data, keeping the machine from grinding to a halt.

Currently, over 27% of the global population shops online. However, eCommerce integration is different from eCommerce interfacing, which stores data in separate, independent systems, duplicating it throughout interfaced connections. However, both are essential to the success of an eCommerce business.

If your business is a big player in the online space, integrations can help make your business more competitive.

Another benefit of eCommerce integration is a reduction in manual data entry. While manual data entry has been the norm for years, it is inefficient and time-consuming, and can create multiple challenges for businesses. Furthermore, manual data entry can lead to duplicated or lost orders.

Hence, eCommerce integration helps eliminate manual data entry, thereby improving customer service. By automating these functions, businesses can streamline their day-to-day processes and boost their bottom line.

Conclusion

As you can tell already, MailChimp has powerful CRM features and tools. 

Whether you’re looking to integrate your existing business systems with your online store or are building your own eCommerce site from scratch, eCommerce integration is an essential part of running a profitable business.

With the proliferation of online shopping, eCommerce has become essential for organizations to remain agile and develop new brands. Let MailChimp be your ultimate business driver, both in email marketing and CRM solutions.

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