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Act-On Software vs. FactSet Workstation vs. Kantar Research Services

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Act-On

    Score8.9 out of 10
    Mid-Size Companies (51-1,000 employees)
    Act-On is an adaptive marketing platform designed to drive personal and purposeful multi-channel marketing. Its foci are inbound and outbound marketing, for enabling a tighter alignment with sales and turning data into actionable insights.

    $900

    per month

    FactSet Workstation

    Score8.6 out of 10
    N/AThe FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Its AI-powered tools include smart search and chat features. The workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio…N/A

    Kantar Research Services

    Score8 out of 10
    N/AKantar Marketplace (formerly Lightspeed Research) is a market research specialist offering survey engagement software and global panel management, data on-demand, and market insights.N/A
    Pricing
    Act-OnFactSet WorkstationKantar Research Services
    Editions & Modules
    Professional
    $900
    per month
    Enterprise
    $2,000+
    per month
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Act-OnFactSet WorkstationKantar Research Services
    Free Trial
    NoYesNo
    Free/Freemium Version
    NoNoNo
    Premium Consulting/Integration Services
    YesYesNo
    Entry-level Setup FeeNo setup feeRequiredNo setup fee
    Additional DetailsThe Professional package starts at 2,500 active contacts, 3 marketing users, 50 sales users and 30,000 API calls per day. The Enterprise allows for much more customization, the package starts at 2,500 active contacts, 6 marketing users, 100 sales users and 30,000 API calls per day. Annual contract required for all packages.——
    More Pricing Information
    Community Pulse
    Act-OnFactSet WorkstationKantar Research Services
    Considered Multiple Products
    Act-On
    No answer on this topic
    FactSet
    No answer on this topic
    Kantar
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    16 Answers
    100%
    Would buy again
    18 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    16 Answers
    100%
    Delivers good value for the price
    17 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    16 Answers
    94%
    Happy with the feature set
    17 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    15 Answers
    93%
    Lived up to sales and marketing promises
    13 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    15 Answers
    100%
    Implementation went as expected
    13 Answers
    No answers on this topic
    Features
    Act-OnFactSet WorkstationKantar Research Services
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Act-On Software and FactSet Workstation and Kantar Research Services
    Feature
    Act-On Software
    8.3
    124 Ratings
    7% above category average
    FactSet Workstation
    -
    Ratings
    Kantar Research Services
    -
    Ratings
    WYSIWYG email editor7.6123 Ratings00 Ratings00 Ratings
    Dynamic content8.2102 Ratings00 Ratings00 Ratings
    Ability to test dynamic content8.1102 Ratings00 Ratings00 Ratings
    Landing pages8.2118 Ratings00 Ratings00 Ratings
    A/B testing8.2106 Ratings00 Ratings00 Ratings
    Mobile optimization8.3113 Ratings00 Ratings00 Ratings
    Email deliverability reporting8.4123 Ratings00 Ratings00 Ratings
    List management8.7122 Ratings00 Ratings00 Ratings
    Triggered drip sequences8.698 Ratings00 Ratings00 Ratings
    Lead Management
    Comparison of Lead Management features of Act-On Software and FactSet Workstation and Kantar Research Services
    Feature
    Act-On Software
    8.2
    124 Ratings
    3% above category average
    FactSet Workstation
    -
    Ratings
    Kantar Research Services
    -
    Ratings
    Lead nurturing automation8.5113 Ratings00 Ratings00 Ratings
    Lead scoring and grading8.4113 Ratings00 Ratings00 Ratings
    Data quality management8.2112 Ratings00 Ratings00 Ratings
    Automated sales alerts and tasks7.8104 Ratings00 Ratings00 Ratings
    Campaign Management
    Comparison of Campaign Management features of Act-On Software and FactSet Workstation and Kantar Research Services
    Feature
    Act-On Software
    7.5
    84 Ratings
    1% below category average
    FactSet Workstation
    -
    Ratings
    Kantar Research Services
    -
    Ratings
    Calendaring6.88 Ratings00 Ratings00 Ratings
    Event/webinar marketing8.383 Ratings00 Ratings00 Ratings
    Social Media Marketing
    Comparison of Social Media Marketing features of Act-On Software and FactSet Workstation and Kantar Research Services
    Feature
    Act-On Software
    7.4
    75 Ratings
    2% below category average
    FactSet Workstation
    -
    Ratings
    Kantar Research Services
    -
    Ratings
    Social sharing and campaigns7.473 Ratings00 Ratings00 Ratings
    Social profile integration7.367 Ratings00 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Act-On Software and FactSet Workstation and Kantar Research Services
    Feature
    Act-On Software
    7.5
    124 Ratings
    0% below category average
    FactSet Workstation
    -
    Ratings
    Kantar Research Services
    -
    Ratings
    Dashboards7.6118 Ratings00 Ratings00 Ratings
    Standard reports7.6122 Ratings00 Ratings00 Ratings
    Custom reports7.493 Ratings00 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Act-On Software and FactSet Workstation and Kantar Research Services
    Feature
    Act-On Software
    7.7
    117 Ratings
    1% above category average
    FactSet Workstation
    -
    Ratings
    Kantar Research Services
    -
    Ratings
    API8.277 Ratings00 Ratings00 Ratings
    Role-based workflow & approvals8.678 Ratings00 Ratings00 Ratings
    Customizability7.698 Ratings00 Ratings00 Ratings
    Integration with Salesforce.com8.569 Ratings00 Ratings00 Ratings
    Integration with Microsoft Dynamics CRM7.038 Ratings00 Ratings00 Ratings
    Integration with SugarCRM6.930 Ratings00 Ratings00 Ratings
    Third-party software integrations7.58 Ratings00 Ratings00 Ratings
    Financial Research
    Comparison of Financial Research features of Act-On Software and FactSet Workstation and Kantar Research Services
    Feature
    Act-On Software
    -
    Ratings
    FactSet Workstation
    6.6
    14 Ratings
    11% below category average
    Kantar Research Services
    -
    Ratings
    Private Company Data00 Ratings4.611 Ratings00 Ratings
    Industry-Specific Information00 Ratings6.914 Ratings00 Ratings
    Independent Research Access00 Ratings6.713 Ratings00 Ratings
    M&A Analysis00 Ratings6.211 Ratings00 Ratings
    Supply Chain Data00 Ratings6.19 Ratings00 Ratings
    ESG Data00 Ratings6.310 Ratings00 Ratings
    Macroeconomic News00 Ratings7.914 Ratings00 Ratings
    Search Tools00 Ratings7.914 Ratings00 Ratings
    Best Alternatives
    Act-OnFactSet WorkstationKantar Research Services
    Small Businesses
    Vbout
    Score9.9 out of 10
    No answers on this topic
    Qualtrics
    Score7.8 out of 10
    Medium-sized Companies
    Bloomreach
    Score9.2 out of 10
    S&P Capital IQ
    Score7.5 out of 10
    Qualtrics
    Score7.8 out of 10
    Enterprises
    Iterable
    Score8.2 out of 10
    S&P Capital IQ
    Score7.5 out of 10
    Qualtrics
    Score7.8 out of 10
    All AlternativesView all alternativesView all alternativesView all alternatives
    User Ratings
    Act-OnFactSet WorkstationKantar Research Services
    Likelihood to Recommend
    8.9
    (229 ratings)
    8.6
    (18 ratings)
    7.6
    (3 ratings)
    Likelihood to Renew
    8.9
    (112 ratings)
    10.0
    (2 ratings)
    -
    (0 ratings)
    Usability
    8.3
    (44 ratings)
    7.3
    (14 ratings)
    -
    (0 ratings)
    Availability
    9.1
    (14 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Performance
    8.2
    (13 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Support Rating
    7.3
    (39 ratings)
    7.0
    (1 ratings)
    -
    (0 ratings)
    In-Person Training
    8.7
    (4 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Online Training
    9.3
    (16 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.6
    (22 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Configurability
    9.1
    (1 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Ease of integration
    6.4
    (2 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Vendor post-sale
    8.2
    (2 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    -
    (0 ratings)
    -
    (0 ratings)
    User Testimonials
    Act-OnFactSet WorkstationKantar Research Services
    Likelihood to Recommend
    Act-On
    We often have quick turnaround time requests, and Act-On's new composer is great because it is easy to make an email look great in desktop or mobile views. This has been a huge time-saver for us! We have benefited from using Act-On for many years and are accustomed to where everything is and how to use it. For the new accounts we train, we will sometimes hear that the organization of where things are could be improved.
    Incentivized
    Read full review
    FactSet
    Well suited to setting up watchlists of securities that you want to monitor as well as displaying organization specific information within the watchlist such as ‘target price’ and ‘recommendation’ which is very useful when managing portfolios. Also well suited to delivering tailored company and economic news articles to your workstation so that you get targeted information relevant to your role
    Incentivized
    Read full review
    Kantar
    Really relevant for testing new product launches with customers. Often NPD fails to find the sweet spot of differentiation and impact (commercial or customer impact) and having the insights to test along the journey makes teams more agile and more motivated to trial new things without sinking over cost where you move from a concept to reality. Also helpful for studying different types of marketing impacts for longer-term campaigns on customer perceptions which are important measures of success beyond the commercial.
    Incentivized
    Read full review
    Pros
    Act-On
    • The templates are easy to use and set up campaigns.
    • It's simple to use, and the email editor features a drag-and-drop interface.
    • It's easy to set up a drip campaign or a series of scheduled emails.
    • It has the flexibility of having a variety of scheduling options and the use of user experience automation.
    Incentivized
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    FactSet
    • Easy/clear UI for navigation
    • Easily find and sort through financial filings to get to the data
    • Document search functionality seems to be improving consistently with more robust features
    Incentivized
    Read full review
    Kantar
    • There studies provide brand insights in the most particular way.
    • They also help in media planning & measuring their effectiveness.
    • Helps in building brands.
    Incentivized
    Read full review
    Cons
    Act-On
    • 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
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    FactSet
    • The user interface on stock monitor needs work - sometimes I wish to clone the same fields to another tab/watchlist and it appears the best way to do so is recreate it form scratch
    • transcript to be more timely and more accurate
    • on the consensus financial forecast tab, have more segment breakouts like Visible Alpha
    Incentivized
    Read full review
    Kantar
    • The platform can be confusing to navigate at times; UX could be simplified.
    • Ability to utilize more competitive datasets would be helpful.
    • Sometimes takes a while to return data and build out full insights.
    Incentivized
    Read full review
    Likelihood to Renew
    Act-On
    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
    Read full review
    FactSet
    We need the FactSet data and capabilities to complete 75% of the financial analyses that we complete for both internal and external purposes. It is invaluable and I am not aware of any other provider that would be able to fill this gap that FactSet does
    Incentivized
    Read full review
    Kantar
    No answers on this topic
    Usability
    Act-On
    It's a great tool for our business, and we get a fantastic ROI on it every year based on wins for customer service and automation responses. It's save projects, repaired salesperson/customer relationships and generated new sales and interest yearly. We really wouldn't hesitate to recommend this platform at all.
    Incentivized
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    FactSet
    It does everything I need. It is pretty user friendly and easy to work with whatever technology interface I am using (desk top, notebook, tablet, or mobile phone). I am able to get work done whether I am in the office, at home, or traveling. The user up time is very good. They are rarely doing maintenance when I need to use the platform
    Incentivized
    Read full review
    Kantar
    No answers on this topic
    Reliability and Availability
    Act-On
    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.
    Read full review
    FactSet
    No answers on this topic
    Kantar
    No answers on this topic
    Performance
    Act-On
    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.
    Read full review
    FactSet
    No answers on this topic
    Kantar
    No answers on this topic
    Support Rating
    Act-On
    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
    Read full review
    FactSet
    I think the data delivery could be improved, but it's a good data set.
    Incentivized
    Read full review
    Kantar
    No answers on this topic
    In-Person Training
    Act-On
    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.
    Read full review
    FactSet
    No answers on this topic
    Kantar
    No answers on this topic
    Online Training
    Act-On
    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.
    Read full review
    FactSet
    No answers on this topic
    Kantar
    No answers on this topic
    Implementation Rating
    Act-On
    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
    Read full review
    FactSet
    No answers on this topic
    Kantar
    No answers on this topic
    Alternatives Considered
    Act-On
    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
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    FactSet
    Product is magnitudes more affordable and provides 80% of the functionality that Bloomberg has and is working to build out the remaining. The workstation is more user friendly than bloomberg but still not perfect. Not as robust as a Bloomberg Terminal and doesn't have the chat/trading features.
    Incentivized
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    Kantar
    Easy to use, better pricing, deeper understanding.
    Incentivized
    Read full review
    Scalability
    Act-On
    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.
    Read full review
    FactSet
    No answers on this topic
    Kantar
    No answers on this topic
    Return on Investment
    Act-On
    • 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
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    FactSet
    • hard to quantify, bc i havent brought any new business bc of it, so the ROI would be 0%. I use other systems for proposals.
    • However, I use it for everyday work and equity/fi analysis and portfolio construction research at ticker level, and that part works 100%.
    Incentivized
    Read full review
    Kantar
    • From my position, it's having a positive impact on the people involved in planning customer-led projects - more innovation that is bolder, more confidence we are focussing on the right areas, less time trying to sign things off or dissect where things went wrong, or convincing leadership teams to keep the the testing.
    Incentivized
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    ScreenShots

    Act-On Screenshots

    Screenshot of the Automated Journey Builder. Here, users can personalize customer interactions from awareness to loyalty.Screenshot of the Analytics Dashboard. This is used to compare performance over time, filter by segment, and export report components.Screenshot of the Email Composer. Here is where users design emails optimized for desktop and mobile with a drag and drop builder.

    FactSet Workstation Screenshots

    Screenshot of PM Hub, which simplifies portfolio management with tools for building, analyzing, and simulating trades for multi-asset class portfolios and exposures. Users can monitor positions in real time with customizable views, ensure compliance, and execute trades through its integration. Link IRN data to foster deeper collaboration between research analysts and portfolio managers.Screenshot of FactSet Internal Research Notes (IRN), which streamlines research with one connected platform. These can be used to organize, share, and analyze everything from market trends to individual securities. Its AI tools help to boost collaboration, enhance workflows, and drive smarter investment decisions.Screenshot of some of the available information which can used to analyze performance, risk, and attribution across multi-asset portfolios. This integrates portfolio, market, and proprietary data into a single platform to streamline workflows, adapt to market changes, and make confident decisions. From stress testing and scenario analysis to AI-driven insights, FactSet provides tools to strengthen portfolio resilience, uncover drivers of performance, and foster collaboration with customizable reports and data sharing.Screenshot of a display of all accounts in one personalized dashboard. Viewers can analyze top positions, spot trends with proprietary signals, and track market-moving events. Access summary stats like total market value and asset allocation across an entire book or by household and strategy.Screenshot of FactSet’s proprietary news, which delivers real-time, focused market insights across regions like the U.S., Canada, Europe, and Asia-Pacific. From stocks to sectors to broad markets, StreetAccount simplifies updates to cut through the clutter. This critical news is available anytime via the Workstation, web, email, app, or API.Screenshot of one of FactSet's unique datasets, Geographic Revenue (GeoRev), used to quickly understand a company's revenue exposure in countries impacted by geopolitical, macroeconomic, and market risk through a highly structured and normalized display of companies' revenues by geography.