When sales and marketing operate in silos, collaboration suffers. That was the case for one of our clients – a fast-growing B2B SaaS Product based company—where sales managed leads in Dynamics 365 CRM, while marketing ran campaigns in Mailchimp. Without integration, alignment was a constant struggle.
At enCloud9, we help businesses streamline operations and maximize the value of Dynamics 365. To address this challenge, we partnered with Inogic—an established Microsoft Dynamics 365 ISV with over 20 years of experience in building productivity apps and delivering expert services for CRM users. Together, we implemented Marketing4Dynamics, a powerful solution that connects Intuit Mailchimp and Microsoft Dynamics 365 CRM through real-time, two-way data sync.
With this solution, our client gained complete visibility into campaign data, improved targeting, and enhanced sales-marketing coordination.
Here’s how Marketing4Dynamics helped turn disconnected systems into a unified, results-driven workflow.
The Challenge: Manual Syncing, Missed Opportunities
Our client relied on Mailchimp for campaign execution and Dynamics 365 CRM for customer management. But without real-time integration, marketing data remained locked in Mailchimp, leaving the sales team blind to key campaign activity.
Here’s what that looked like:
- Contacts had to be exported and imported manually
- Sales had no visibility into email opens, clicks, or unsubscribes
- Marketing teams spent hours managing lists, tracking engagement manually, and cleaning up duplicates
- Segmentation was based on outdated or incomplete CRM data
- Follow-ups were delayed, and promising leads often slipped through the cracks
The lack of synchronization slowed campaign execution, created extra work, and caused sales and marketing teams to fall out of step.
The Solution: Real-Time CRM-Marketing Sync with Marketing4Dynamics
To solve this, we implemented Marketing4Dynamics—a dedicated integration from Inogic that syncs data between Dynamics 365 CRM and Mailchimp in real time.
With Marketing4Dynamics, we created a seamless two-way integration that automatically synchronized Contacts, Leads, Tags, Audiences, and Campaign Activities between the two platforms.
Here’s what that enabled:
- Bi-Directional Sync: No more manual list management—Mailchimp groups and segments stayed up to date with CRM data
- Campaign Insights in CRM: Sales teams gained instant access to engagement metrics like email opens and click-throughs directly within Dynamics 365
- Smarter Segmentation: Marketing could build dynamic audiences based on CRM fields and behavior
- Triggered Follow-Ups: We configured automation to kick off workflows when someone engaged with a campaign—such as clicking a pricing link
Dashboards and real-time reports also made it easy for the client to track performance and adjust strategies based on data—not guesswork.
The Results: Faster Campaigns, Better Follow-Ups, Stronger Collaboration
After deploying Marketing4Dynamics, the client began seeing improvements almost immediately:
- Faster, more personalized follow-ups driven by real-time engagement data
- More accurate segmentation, leading to higher open and click-through rates
- Tighter alignment between sales and marketing, backed by shared data
New Enhancements: More Power to Marketing4Dynamics
Inogic continues to expand the capabilities of Marketing4Dynamics with new features designed to make the tool even more powerful for marketers and CRM users alike. Two recent additions include:
- Run Campaigns from CRM: Marketing teams can now create, send, track, sync, and analyze Mailchimp campaigns directly from within Dynamics 365 CRM.
- Sync Customer Journey Activity: Teams can track and analyze Mailchimp Customer Journey campaigns right inside CRM, unlocking even deeper insights into prospect behavior.
These updates reflect Inogic’s commitment to continuous innovation—ensuring Marketing4Dynamics evolves with the needs of modern marketing and sales teams.
Explore Inogic’s 15+ Dynamics 365 CRM Apps
Inogic offers a comprehensive range of apps that enhance the functionality of Dynamics 365 CRM. Maplytics, a premier location intelligence solution, integrates Azure Maps and Bing Maps with Dynamics 365 / Power Apps / Dataverse to deliver advanced features like route optimization, territory management, proximity search, and geo-analytics—enabling smarter, map-driven business decisions right within CRM. Their Visualization Tools—including Kanban Board, Map My Relationships, and Business Process Checklist—make data management more intuitive and support quicker decision-making. Enablement Solutions streamline everyday tasks with one-click actions for cloning records, exporting reports, recovering data, distributing leads, translating CRM content, and tracking user activities—boosting productivity and system adoption. Integration Tools ensure seamless, real-time syncing with platforms like QuickBooks and Mailchimp, keeping operations connected. With Omnichannel Communication Apps, users can engage customers via WhatsApp, Text SMS, and LiveChat—all within their CRM. Lastly, Inogic’s SaaS Billing Apps, such as Subscription and Recurring Billing, automate billing workflows for accurate and dependable financial management.
Work Smarter with enCloud9
At enCloud9, we specialize in helping businesses like yours unlock the full potential of Dynamics 365. Whether it’s smarter lead distribution, marketing automation, or app integrations that save time and reduce errors—we make sure your systems support your goals.
If your teams are still spending hours on manual syncing or missing key engagement insights, Marketing4Dynamics could be the missing link.
📩 Let’s connect and explore how to bridge the gap between sales and marketing—so your business can grow faster, together.
