Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sugar and SuiteCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.
#625 - Limited features
I had high hopes for this plugin for the $44/mo price tag, but it really seems to be missing some important functionality.
For example I can't do any Group Management synchronization. We've got defined groups in Mailchimp which do not come over to SugarCRM. So we don't have a way for our sales people to manually subscribe or unsubscribe contacts to Mailchimp Groups unless we give them credentials on Mailchimp. I figured this would allow for Segmentation and Group Management in Sugar.
I also don't see a way to setup Drip Emails or event triggered emails in SugarCRM. Say for example one of our sales agents updates a contact record and upon this happening have an email template in Mailchimp triggered and sent. I'm just not seeing the value here unless I'm missing something ?
Also I'm nervous that deletions in Mailchimp will be copied to Sugar? Is this a possibility?
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"The SugarChimp plugin was exactly what we needed to launch our Email Marketing from the contact base we had built in Sugar. Heidi gave clear steps and..." - Joell Denison
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10 years ago
Hi John, thanks for the feedback. We definitely want to hear where we can improve.
Our customers feel that that $44/mo is easily justified as their marketing team no longer has to constantly export/import data to and from Sugar and MailChimp. Having to manually import and export the data saves a lot of time for our customers. On top of that you get all the other features that you need to properly keep things in sync (field mapping, unsubscribes, dashlets, etc.).
Groups are a nice feature in MailChimp, but the majority of our customers either 1) have a global target list which they bring all of their contacts/leads/targets that they want to email into MailChimp. And they group them using segments based on the data from Sugar. So the people who work in Sugar have a dropdown or multi-select that denotes what group they are a part of. Or 2) They have individual lists for each of the groups they want to group on. So you instruct your sales team to make sure that if you want Joe Bob to get the 'Monthly Newsletter' that they add his record to the 'Monthly Newsletter' target list in Sugar. Joe Bob will then be added to the corresponding list in MailChimp.
You can use MailChimp's Auto Responder tools to handle your event triggered emails. Because of the integration, when changes are made on the Sugar side and the updates are sent to MailChimp your auto responder filters in MailChimp will detect them and send out whatever emails you have setup.
Lastly, nothing is ever deleted in Sugar. If you delete or unsubscribe someone on the MailChimp side, then they are removed from any synced target lists and marked as unsubscribed accordingly in Sugar. Nothing will ever be deleted in Sugar.
Let me know if you have other questions, and thanks again for the feedback!
10 years ago
Hi again, I'm going to go ahead and close this case.
If you have other questions feel free to comment here or create a new case. Thanks!
10 years ago
This makes little sense. You're not making use of Mailchimps best feature (the ability for customers to subscribe/unsubscribe from groups themselves). Suppose I have 4 groups. Group (Banana, Apple, Pear, Strawberry), with mailchimp end users can decide to join multiple groups. Start making a Venn Diagram and the permutations get very large very quickly. Managing this through SugarCRM quickly becomes inefficient. Whereas in Mailchimp a user can easily subscribe themselves to multiple groups. So you may have someone who wants to receive the Banana and Apple group emails and someone else who wants Banana, Apple, Pear but not Strawberry. Your suggestion of using "Individual Lists" is even something Mailchimp discourages you from since you'll have duplicate emails across two lists, which counts against your subscriber limit.
I"m hoping you see that's it's more logical just to map with Mailchimp native group fields than to use multiple lists or even segments. Email recipients (subscribers) cannot manage what segments they belong to, therefore that data cannot by brought back into SugarCRM. If you start using Groups, then you'll have a much more dynamic program that ensures the right information about a subscribers preferences winds up in Sugar.
10 years ago
I really appreciate the thoughtful response. I completely understand what you're saying, and you're exactly right in the advantages of using MailChimp groups. We will support groups we just aren't there yet. We had to take a different path based on the history of the integration and the customer base.
We're currently working on the campaign activity syncing feature which will be released towards the end of July. From there, we'll give groups a serious look. If you're still around and interested in helping, you'll be a great resource helping define this feature based on how you and others use MailChimp groups.
Thanks again!
10 years ago
Sure. I'll be happy to help when the time comes.
10 years ago
Thanks! It's much appreciated.