App MailChimp for Salesforce: 360-degree view or a lot of hassle?

You use MailChimp for your newsletters and Salesforce for CRM and fundraising. If you synchronise MailChimp with Salesforce using the free app 'MailChimp for Salesforce', you can track exactly what your newsletter recipient does with your mailings: read, click or nothing. You can also manage your lists from one place. Nice, right? Or is it?

Practice proves more recalcitrant. I see many nonprofits struggling with the app. MailChimp is a frequently used mailing tool because of its user-friendliness and (relatively) low price. But the app for synchronisation with Salesforce is very limited. As a result: a lot of back and forth importing and exporting of lists and no ability to add existing contacts to new segments or groups. As a result, confidence in the synchronisation decreases and people often opt to go completely manual. Back to square one.

And now? I am regularly approached to ask if we can help optimise this process. This puts me in a dilemma. On the one hand: customer-friendliness and unburdening, by adding an extra tool, for example. Like Cazoomi, a tool that ensures Salesforce and MailChimp synchronise better. On the other: the ambition to help nonprofits further and enthusiasm for the possibilities of a tool that does work well with Salesforce: Pardot.

And not only that. Think lead scoring, customer journeys, automation rules, segmentation and completion actions. Is that still a bridge too far? Then think about valuing your donors. Create a small programme for your major donors in Pardot's engagement studio, regularly letting them know how happy you are with them. Set it up once and as soon as one of your donors meets the criteria, they are included in the stream. This can also be done for donors who have been with you for a year. Or for onboarding your volunteers and organising events. These are just some of the possibilities. Set everything up once and then let Pardot do the work.

Now I hear you thinking: Is Pardot expensive? What will it get me? Logical questions. So can I ask you something too? How much time do you spend on manual actions? How much do your multichannel campaigns cost per year? What does that get you? How well do you actually know your donors?

Maybe we can spar about it. Then click on the link for a time that suits you to meet by phone.