Likelihood to Recommend 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.
Read full review as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
Read full review Pros 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. Read full review When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile. Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible. Read full review Cons 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. Read full review Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence. Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum. Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks. Read full review Likelihood to Renew 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 There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
Read full review Usability 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.
Read full review Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
Read full review Reliability and Availability 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 Performance 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 Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Read full review Support Rating 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 Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working
Read full review In-Person Training 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 Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Read full review Online Training 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 Implementation Rating 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 The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
Read full review Alternatives Considered 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.
Read full review Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.
Read full review Scalability 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 Return on Investment 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. Read full review It is very affordable in pricing, compared to competitors Lead management and convertion into prospects is also a very easy process Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards Read full review ScreenShots