Heidi from Fanatical Labs stops by to share her 5 favorite ways to maximize your use of SugarChimp, the much loved integration for SugarCRM and Mailchimp.
1. Keep your SugarChimp integration up to date.
SugarChimp stays up to date with SugarCRM/SuiteCRM updates. To keep the integration running efficiently and to avoid troublesome bugs, keep SugarChimp up to date with the latest version. More information on how to update your version can be found here. (Note: if you want to ensure you're on the mailing list to get updated on all new updates, please reach out to email@example.com.)
2. Utilize Field Mapping
Field Mapping is a powerful feature that enables you to sync CRM data directly to Mailchimp. Use this data to narrow down campaign recipients using Mailchimp's segmenting features, or trigger automated campaigns based on CRM data.
3. Know Your Mailchimp Triggers
Mailchimp offers a variety of triggers that pair nicely with mapped CRM data. Want to kick off a campaign to leads that need nurturing? Totally possible with Mailchimp Triggers. Learn more possibilities here.
4. Familiarize Yourself With Dashlets/Connectors
What good is an integration without an easy way to view related data between platforms? Using SugarCRM's Dashlets (and SuiteCRM's Connectors) you can easily see how engaged subscribers are and if they're opening your campaigns.
5. Use a Master List
SugarChimp is designed to keep things simple. Pre-SugarChimp, your marketing life was likely consumed by exporting lists and importing lists. Keep things simple by having one Master Target List that syncs to a Master Mailchimp Audience. Doing so enables your CRM and Mailchimp accounts to stay clean while maintaining the ability to quickly find your data and connect with your audience more easily through the use of segmenting. See more benefits to a single list here.
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SugarCRM data so you can market to the right people at the right time. Fully compatible with all versions and e...
Create and convert document files inside Sugar. Add unlimited number of document templates that your users can use to create document files filled with data from Sugar. Single tool for document creation and conversion needs.
Jackal Software Org Chart for SugarCRM
Organization Chart for SugarCRM allows visual representation of your own organization and companies you do business with. Quickly see all the Contacts related to a company you are calling on.
- Show more addons