Act On is Solid.
Use Cases and Deployment Scope
Send templated emails to our financial advising prospects and clients. Monitor website and open rate activity. Email automation sequences.
Pros
- Pretty easy to use.
- Integrates with my CRM sorta.
- Monitor prospect activity.
Cons
- Need more options on Zapier. There are additional triggers and actions that could improve the integration.
- Need native integration with WealthBox, one of the biggest CRMs in fintech. You have it with everyone else. I made a call with you where you wanted $5,000 to build it. Just build it.
- The 'true open' revelation is disappointing. There are users I've told colleagues were opening and clicking eblasts, only to find out that may not have been true. I feel stupid, but that's just the tech I guess.
Likelihood to Recommend
Eblasts to prospects that are automatically connected to a CRM. Someone comes into the funnel, they're in the CRM, and they're getting e-blasted automatically.
