Bridging the GAP between Sales & Marketing
Updated April 29, 2015
Bridging the GAP between Sales & Marketing
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Act-On
Currently using Act-On for several clients marketing campaigns. By leveraging Act-On we were able to connect our clients CRM (Dynamics CRM) to Act-On and bridge the gap between sales and marketing by making sure the hot leads were front and center
- Connection to Dynamics CRM (not all email automation tools connect)
- Customer Service is amazing - we have been treated the same way from them wanting our business to now being a customer
- Building Emails, Landing Pages and Forms has been very easy even without a designer or developer
- Marketing List should be able to be sorted by the client, we should be able to move most used lists up to the top
- Additional Webinar connections
- Sales and Marketing teams are working together (Priceless!)
- One programs ROI has increased from a 17 to 1 to a 25 to 1 because of the lead scoring and following up first with them and in addition to Instant Alerts that reps can respond to right away
- Marketo,ExactTarget Interactive Marketing Hub
Unfortunately they lacked the customer service in the sale stage and their price was not a flat rate, and the basic models were not enough. Plus no connection to Dynamics CRM at the time of evaluation.
Using Act-On
5 - Marketing Consultants and Strategic Consultants to our clients.
1 - Database Administrator for the Workflows to Dynamics CRM. But it would be 10% of his job.
- email deployments
- lead scoring
- database management
- Landing Pages and being able to track hot leads
- Registrations forms and accrediting them a lead score
- Using external lists and being able to apply lead score
- Unknown at the moment
Evaluating Act-On and Competitors
Yes - Campaign Monitor - because it didn't connect to Dynamics CRM
- Price
- Product Features
- Product Usability
- Product Reputation
- Positive Sales Experience with the Vendor
- Third-party Reviews
Connecting to Dynamics CRM
I built a need, want and wish list and I would do the same again, but there might be new things on my lists.
Act-On Implementation
- Implemented in-house
Yes - We decided to break it into phases and over the course of a couple of months we slowly moved clients over.
Change management was minimal - Team was excited about the new tool
- wanting to try all the new bells and whistle right away
Act-On Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
No - It hasn't been required, but I would depending on what I was looking for
Yes - Absolutely, one employee actually stayed 4 hours after closing to resolve it. Then called us on his day off.
All the time, we have "special needs" client that have a lot of rules and regulations that make my request sometimes very crazy like and Act-On has always smiled and with a 'Can Do' approach solved it.
Using Act-On
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- email deployment
- building forms
- lead scoring
- automated programs at first, but now it is second nature