Marketing Automation for Sage CRM: Cost, Integration Key to Choosing the Right Solution

May 27 2015

You’d be hard pressed to find anyone in business opting for a manual process over an automated one these days. Yet many marketing managers in smaller companies are still using inefficient manual steps to qualify leads, cull names from their CRM systems, and execute digital marketing campaigns.

Sage CRM customers have better options, starting with the February announcement that Sage CRM 7.3 provides MailChimp integration in addition to the existing Swiftpage option.

Danny Estrada, CRM practice director at IT consultancy [email protected], says he already has a few customers using MailChimp with Sage CRM. It doesn’t match Swiftpage function-for-function, but the integration is free and it is a low-cost solution, he says. “You only pay for MailChimp if you’re sending more than 12,000 emails a month to more than 2,000 people. It’s also very easy to use. I was able to set up a campaign in under five minutes having never used it before.”

Just how important is that CRM-marketing integration? Extremely, says Apryl Hanson, director of customer and partner strategy at technology solutions provider Blytheco. “It’s so painful when they’re not integrated. You end up with marketing reports you’re trying to match to CRM reports, attempting to connect those dots and still ending up with half of a personalized experience,” she says.

Without integration, you may get salesperson picking up the phone to call a prospect without being aware of the web pages that person has viewed or what emails/he responded to. “That’s where these specialized products really help bridge the gap and help even small companies take that step into personalization,” says Hanson.

One size doesn’t fit all

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About Jill Rose

Jill Rose is co-founder of content provider Landscape Creative. She is a long-time business writer specializing in technology and health IT topics. She can be reached at [email protected]

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