This Valentine's Day, we'll be highlighting one of
the sweetest integrations in the Sage CRM line-up:
MailChimp and the latest release of Sage CRM: Version 7.3!

This new email marketing solution is in addition to the existing SwiftPage based Sage E-Marketing integration and offers customers an additional choice to meet their email marketing needs. So in this article, we take a closer look at what MailChimp is, how it works with Sage CRM, and why you should take notice. 

An Intro to MailChimp

MailChimp is web-based email marketing software that helps marketers design emails, create campaigns, distribute them, and measure the results. It also seamlessly integrates Sage CRM's marketing module.

Mailchimp is specifically designed to send bulk email to hundreds or even thousands of recipients without taking down your in-house server or landing you on a spam/blacklist.  Additionally, MailChimp also implements safeguards that help you remain in compliance with CAN-SPAM requirements. MailChimp also provides detailed reports on email opens, link clicks, and other activities involved in the campaign that allow businesses to measure success.

Sage CRM Integration with MailChimp

When Sage CRM v7.3 is integrated with MailChimp, an organization unlocks efficiency that results in email marketing that is both easier and more effective.

Here are 5 reasons to fall in love with the integration:

  1. MailChimp Campaign Creation INSIDE Sage CRM 
    Users can create a mail out for a group in CRM with the simple click of a button. The MailChimp module will subscribe all the members of a group to your MailChimp list, create a segment in mail chimp for that group and continue to keep it up to date.

  2. Superior Reporting mailchimp2.png
    Leads and prospects can be synchronized in Sage CRM, creating communications for any mail outs and updating any records if they unsubscribe from your mailing list.
  3. Sage CRM Stays Up to Date 
    Manage your marketing campaign from within Sage CRM and send out a mass email through MailChimp’s email delivery platform. Segment your customers into groups, send email blasts to some new leads you’ve acquired and take advantage of MailChimp reporting tools to track who has received, opened and clicked on links in your emails.

  4. Low Cost Service
    MailChimp is very attractive to those businesses just starting out with email-based campaigns as it is free for subscriber lists of up to 2,000 contacts. If your organization has needs greater than their free offering you can easily upgrade to a paid account. Refer to MailChimp’s pricing for more detail.

  5. A Gorgeous Visual Designer
    With MailChimp’s visual email designer it’s never been easier to put together an email for your marketing campaign. Choose from wide range of templates, example emails and customize your campaign to your business needs. Its quick and easy to design amazing looking email campaigns usingMailChimp. NoPhotoshop or Illustrator experience required!


So the next time you bring up a contact and perhaps want to prepare for a follow up call, you can see how engaged they’ve been with your email outreach and what particular links they’ve clicked on right within Sage CRM.

This data and activity can provide valuable insight into purchase intent and help drive more timely and effective follow up from your sales team.

Getting Started

First of all, make sure to have Sage CRM v7.3.
Not on Version 7.3 yet? Contact Us Today!

Secondly, Sign up for MailChimp!
Perhaps one of the best offerings from MailChimp is the “Forever Free” plan. Businesses on this plan can send up to 12,000 emails to up to 2,000 subscribers per month TOTALLY FREE. If you have more than 2,000 subscribers/contacts, they also offer a variety of pricing plans depending on the size of your list, frequency of email, and desired “advanced” options.


Lastly, integrate the two and start measuring your success!

Feel free to contact us for step-by-step instructions on integration and CRM training, if necessary.


  Happy Valentine's Day
from Klear Systems!



Kimberly Tucker

Written by Kimberly Tucker