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Mailchimp

Marketing

The right choice for fund managers who do not need the full Salesforce marketing stack. Email campaigns, audience management, and basic automation at a fraction of the cost.

Mailchimp is the right choice for fund managers who do not need the full Salesforce marketing stack. It handles email campaigns, audience management, templates, and basic automation at a fraction of the cost of Pardot.

The key is the Salesforce connector. When properly configured, it syncs CRM contacts into Mailchimp audiences, maps segmentation fields, and pushes engagement data back into Salesforce. Your sales team sees who opened, clicked, and unsubscribed, all inside the CRM they already use.

We typically recommend Mailchimp for teams of three to eight people whose marketing function is primarily email-based: monthly newsletters, product updates, event invitations, and quarterly commentary distribution.

Already using Mailchimp?

If it is not working the way you expected, we can probably tell you why within a single conversation.

adrian@crinklecutdigital.com