Act-On Software vs. CallSource

Act-On simplifies the creation of landing pages, web forms, email campaigns, and other types of marketing automation. Designing a customer journey using the workflow builder (a nurturing flow) is possible. It is used in various ways and in a variety of contexts. Tactical's knowledgeable support team helped us unlock Act-On's potential for complex integrations and marketing campaigns. In some areas, it would be beneficial to improve functionality.

Incentivized

CallSource was great at seeing where we were failing as a company on the phone calls. It allowed us to tighten up a few spots to close those gaps and increase our call performance.

Incentivized

• Establishes a simple but very decisive way of how to perform specialized marketing work.
• It includes the monitoring of advertising networks or account management on digital platforms and social networks.
• The support is solid; it takes all the suggestions and doubts I have regarding the software.

Incentivized

• The reporting is easy to access and use with little to no training. Pretty straightforward.
• It does what it's supposed to -- creates usable tracking numbers, with added features like call whisper and call notifications that can be sent to a number of email addresses.
• It can be integrated with our CRM, Salesforce, for ease of use!

Incentivized

• The designer tools, especially for emails, were often difficult to use. The formatting of the text would be all over the place and change / refuse to change at random. Moving boxes around was shifty and sometimes nearly impossible. It just wasn't customizeable enough. No "undo" functionality either.
• The only way to collect information expansively over time (there's a term Act-On uses for it, I can't recall) where it adds questions to the form each time a user fills it out, is if the person were to fill out the same form multiple times. I know this does happen for some websites/resources, but as a company that wanted to collect new information each time someone filled out any form, regardless of the resource or the URL, that was simply not an option, and that doesn't really make a lot of sense. I know it's not really possible to track someone but if they filled out the first part of the form and then it added new questions to answer, and then they submitted and got through the gating, that would actually be helpful.
• There was no "trash can" of sorts in case you deleted something by mistake. This could be so stress-inducing if it was a major project. My coworker did this once, contacted Act-On, they couldn't even recover it.

Incentivized

• Phone Call Recording: The only place where I would like to see improvement is the number of calls that you can listen to. Calls are kept in their database for 30 days, and while they do give the option to download the calls I would prefer to be able to login and pull past calls as needed. Past calls, months down the road can be important to clients so they can compare the strength of their sales teams and see where improvement is needed. It lets you monitor overall campaign effectiveness, and if Callsource added this feature then they'd be unbeatable.

Incentivized

It's my single biggest asset in my current role. With limited resources, its enabled Anachron to punch well above our weight marketing wise and although we're still at the beginning of our journey I know the system can scale with us

It's easy to use, we've had the account for a long time

Incentivized

It's good, but not quite brilliant. Some parts of the interface are still a bit outdated. The product has been evolving very fast, though, and I believe in a few months it will be up there with the best of them, interface wise as well.

Incentivized

I have always found them quick to respond to my query by web inquiry. In those instances when I call, I have always reached help quickly. They are conscientious and skilled in discussing my concern and finding a solution to my problem. Other tech organizations should use Act-On as a model for top-notch customer service.

Great for the most part. Sometimes there are little lags, but that's likely because I'm requesting to see a lot of data at one time.

Since we start using Act-on for ourselves and our clients, we have been supported very well. Often we need to integrate with legacy systems and we find the support team on our side during the whole endeavor. Always asking if they can help us further, always willing to do a better job. The support of Act-On is one of the main differentiators

Dan D. was great. He took the time to understand how I needed the program to run, and was very flexible to our special CRM setup.

Act-On had a lot of resources, and their staff was great at answering any questions I had to make sure we got started on the right foot. Looking back, I would have preferred some additional training sessions since we didn't have any previous experience with Marketing Automation and best practices.

What impressed me most is that Act-On showed full committment in making our implementation successful, even when it required additional support from their team. This gave me a lot of warm and fuzzy feelings. Most other software software vendors are not anywhere close to being this responsive and effective

Act-On is easier to use than Marketo, but not as visually appealing and user-friendly as HubSpot. It's much better than Pardot, as Pardot feel clunky every step of the way. SharpSpring is comparable because of its price point but surpasses Act-On in its tools and intuitive interface. We selected Act-On because of the pricing model and thought all things would be close to parity with other options. It depends on the team you have. If you have developers and a marketing team that knows some html/css, you can get by with Act-On.

Incentivized

Others are similar, but this is a simpler format, quick e-mails going out and easy to make changes to the system rules for adjustments

Incentivized

Before I feel like I need more features, the Act-On customer service reps are contacting me telling about new features as part of my account.

• With the Automated Series, we were able to put in place campaigns that generated revenue that took no time to continue running once set up. This was a positive feature allowing employees to work on another project while the campaign ran on their own.

Incentivized

• Prove ROI to our dealer partners by showing them how many calls they are getting
• With all recordings, we can discuss calls and coach dealers on better ways to approach our customers
• Better customer service

Incentivized