december2021 - 30

SPONSORED CONTENT
Integration of QuickBooks Online and Mailchimp
Create Personalized Marketing Campaigns
GETTING NEW BUSINESS, and engaging existing clients or customers is crucial
in growing any company, whether it's your firm or your clients' businesses.
With the vast array of multiple, unintegrated financial and marketing tools
available in today's marketplace, trying to secure new business and retaining
the customers you have can be overwhelming and time consuming.
Currently in beta, Intuit's recent acquisition
of Mailchimp solves this problem by providing
a single source of customer sales data on one
platform without the need for additional applications.
Businesses are able to create more effective
marketing campaigns and customer targeting at
the right place and time. Campaigns also can be
automated based on customer purchase data or
spend activity.
There's no doubt your clients look to you
to provide more than accounting and compliance,
and what better way to demonstrate your
expertise than to help your clients realize what
else they can do in QuickBooks?
While your clients may be using competitive
customer marketing programs, you can explain
the various benefits by sharing the many features
of the new integration:
■ Data imports from QuickBooks into Mailchimp:
QuickBooks' customer data is seamlessly
imported into Mailchimp, eliminating the burden
of manual entry. This includes audience(s),
contacts, email addresses, behaviors/contact
activity, sales receipts (total amount, product/
services purchased), invoices paid, and date of
purchase(s).
■ Build customer profiles with more accurate
data: View timeline activities such as campaign
engagement, transaction history, and total
revenue to build customer profiles.
■ Retarget existing customers: Use purchase data
or spend activity to organize contacts. Enable
tags, segmentation tools, and automations, and
make target marketing more effective.
■ Enable faster payments. Customers can instantly
pay invoices online with a pay now button.
" The QuickBooks Online and Mailchimp
integration will be a game changer for my clients
because it will allow them to be very specific in
how they're marketing to their existing clients, "
said Kelly Gonsalves, founder and chief visionary
of Totally Booked. " For example, I have a client
who manufactures and sells home decor fixtures.
If a customer has already purchased a piece from
a specific line or series, this integration will
allow my client to then send them new releases
from that same line. This integration will lead
to increased sales and a great customer experience.
Replacing a general newsletter with a more
strategic approach is a big win! "
Of course, you can integrate QuickBooks
Online with Mailchimp and use it in your firm
the same way clients would use it. Integrating
information into Mailchimp allows for 1:1
inbox messaging, automations, building the
customer journey, segmentation, and tags. For
example, new contacts will be tagged as having
been imported from QuickBooks Online,
making it easier to identify them for targeted
marketing efforts. A client will be able to use
everything they know about these contacts to
create segments and send targeted, personalized
campaigns.
" The integration of Mailchimp into the QuickBooks
platform is helping small- and mid-market
businesses power their success, with QuickBooks
customers importing more than 400,000 contacts
into their Mailchimp accounts since July 2021 to
use for customer segmentation and marketing, "
said Jeremy Sulzmann, vice president, developers
and partners, Intuit QuickBooks. " In the coming
months, a deeper integration will enable the
syncing of customer purchase data between
QuickBooks and Mailchimp, tailoring recommendations
to help small businesses further
optimize their marketing efforts. "
Your clients are always looking for ways to
connect with the right customers at the right
time. QuickBooks with Mailchimp helps them
grow their businesses faster with less effort.
Learn more about this new capability and help
your clients quickly improve their marketing. ■
The ProAdvisor Spotlight is sponsored by
30 DECEMBER 2021 ■ www.CPAPracticeAdvisor.com
http://www.CPAPracticeAdvisor.com
december2021

Table of Contents for the Digital Edition of december2021
