TrustRadius Act-On RookieWe signed on with Act-On in early 2016 and are very pleased with our experience so far and we've only just begun! The Act-On team helps walk you through the process and keeps you on track with your implementation goals. Plus their support team is quick to respond with your questions and troubleshooting needs. So much helpful information is at your fingertips with their webinars, on-demand courses and white pages.,Assigned Customer Success Manager is available to you to help reach implementation goals, get set up correctly and give expert advice. On-demand online courses, webinars and white pages at your fingertips - so much helpful information when you need it! The email composer is easy to use and looks professional. Plus they don't advertise themselves on our emails.,10,Open and click rates are higher than our previous email service provider. Our first email sent, which was a discount on a product in honor of Earth Day, helped us reach our sales goal for the month.,Constant Contact,Less than 10,000,B2B,Tour de Force CRM,4,3,Email campaigns Website prospecting Interface with Tour de Force CRM,Search terms as shown on website visitor report for our new websites A/B testing to find out best day and time to send our emails Webinars and white pages to stay informed,Hosting our own webinars Forms SEO audits of our new websites,10,Yes,Product Features Product Usability Product Reputation Analyst Reports,We are happy with how the process went.Act-On - Fantastic peopleAct-On is being used to fully identify and attribute the successes marketing is delivering to sales and the wider business. It was first rolled out to marketing, then sales and now to the wider business and we are able to understand prospects and customer activities then send personalised messaging to them. We are able to score and prioritise leads and to know what is successful and where to apportion budget.,I have used a number of marketing automation systems over the years from Oracle to Salesforce. However none of these have been as easy to use from a platform perspective. Its very intuitive and in a short period of weeks we have been able to set up the platform, fully integrate it with our systems and create lead scoring and funnel reports. If I am ever stuck our amazing customer success manager is there to help us with weekly calls and demos which focus on our business needs and requirements.,As with all new entrants into the market, there are features to make it better...however there is a product request hub which is regularly monitored, for me its acceleration of these ideas into the platform. Deeper integration with Google Analytics to understand traffic coming onto the site, from what channel/source and attributing this to the contact/lead and funnel reports. Out-of-box data out integrations with BI solutions such Tableau and MS Power BI. A full marketplace of vendors who can connect with Act-On e.g. SMMS, IP Tracking, Call Tracking.,10,Increased efficiency of marketing program build Improved analytics and insight More visibility of prospect and customer interactions,Marketo, Oracle Marketing Cloud - Oracle Cross Channel Marketing to Businesses (Eloqua), Microsoft Dynamics Marketing, Salesfusion, HubSpot and Salesforce Marketing Cloud Email,Power BI For Office 365, Google Analytics, Progress Sitefinity,10,000 to 25,000,B2B,5,1,Tracking of prospect to customer Speed to implement Marketing Programs Platform ease of use,Ability to pull data out and visualise in PowerBI next to Dynamics, Google Analytics and other data sources,Trigger emails based on field changes within other systems,10,Yes,Price Product Features Product Usability Analyst Reports,Not much, it was a long process and done with a lot of detail meaning the best company won.,Implemented in-house,Yes,Change management was minimal,Email template creation took a long time to ensure the responsive issues CRM integration (due to legacy Microsoft/internal issues),9,Email and Landing Page Creation Data Studio Reporting,Social Publishing Form Creation,Yes,10The most bang for your buck a marketing automation tool has provided meAct-On is the core component of our in house marketing platform. When I joined Anachron, one of my key goals was to professionalize the marketing department - almost starting from scratch. Act-On enables me to monitor, maintain and execute a range of internal, inbound and outbound marketing activities through a single platform. It is the cornerstone of our entire marketing platform and its excellent integration with Salesforce and robust sales user functionality has enabled us to strengthen the relationship between marketing and sales greatly.,Behaviour Analysis. Anachron allows me to monitor all user behaviour on our websites, landing pages, emails webinars and other items. This knowledge, even the anonymous company data around who is on our sites and what they are doing is invaluable. Email marketing and list management. Act-On's list management and email capabilities compare very favourably with some of the higher end automation tools I've used in the past. Although it has its quirks, it stands up strong against its biggest competitors in this regard. Sales Support. The Act-On Anywhere Chrome Extension has rapidly become a must have item for our entire sales team. This recent addition to Act-On gives much greater insight into prospect behaviour to sales and most importantly enables the to get access to that information without having to log into another system, It's included right there in their emails and their web browser. The Act-On tab in Salesforce is also of great interest to our sales team.,Program automation: the only feature I miss from Eloqua, which I used in a previous role, is the drag and drop canvas for building out a drip campaign. Act-On's functionality works perfectly, but the fact it's all listed in one vertical line makes it slightly more difficult to visualize the flow. Having said that, the tools are all there, it could just do with some extra visualization when it comes to making complex programs. Website prospector. This is one of the features I use very heavily and although the new version recently launched is a big improvement, there's still room for more info. It's by no means bad, but I'd like to see some extra info in here. Forms: Id like to see a more visual formbuilder, in line with the landing page improvements recently made. The form works great but are quite plain visually. This could be improved and remove the need for extra tools in WordPress/other programs.,9,Average web audience grew 300% within three months, with visitors coming from over 100 countries. Greater integration and cooperation between marketing and sales. Enabled us to become much more proactive in lead generation that the company was able to do previously. We can monitor behaviour, react to that appropriately and serve our prospects and customers much more effectively.,Oracle Marketing Cloud - Oracle Cross Channel Marketing to Businesses (Eloqua),, Hootsuite Pro,Less than 10,000,B2B,8,1,Lead generation Prospect/Customer behaviour analysis Content Management and Creation effectiveness,The Act-On Anywhere has done more to promote the benefits of Act-On and marketing as a whole to our sales team than any other feature or demonstration I've given. The reason? it instantly shows them the value THEY can receive from the platform and how it can benefit them in their role. When building up a marketing approach, almost from scratch, gaining internal approval is key to reaching your objectives. The data and analysis tools available within Act-On have made it easier for me to demonstrate the effectiveness of marketing, its value to the organization and instigate a number of process improvements based on those findings.,Greater inbound lead generation activities More effective communication with existing customers (loyalty/satisfaction improvements),10,No,Price Product Features Product Usability,I wouldn't. I was quite thorough and Act-On made the most sense for our business.A great product and a great company to work with.We use it across the whole organization, from the technical teams who collaborate with marketing to build content all the way to sales. We use Act-On both as customers and as partners, selling and deploying it to other organizations. This means we need deep knowledge of the product and how to present it in various business situations. Act-On solves problems like lead nurturing, marketing empowerment and independence from IT, ROI and marketing activities cost calculation. For small marketing teams to look big, it's an indispensable tool.,Constant evolution of the product. Fantastic landing page and email builder. Great handling of email sending, bounce and traffic. Great website website analysis tools. As a company, Act-On is always willing and eager to listen to customer feedback and incorporate it into the product.,A more coherent interface. Data studio needs to be a bit more mature. A more contact oriented, less list oriented approach could be useful.,10,We now know how digital campaigns perform. Marketing is much more agile going to market and promoting specific messages. We have a specific knowledge of where opportunities came from. How we converted them from anonymous visitors to leads, to customers.,Pardot,SugarCRM,Less than 10,000,B2B,5,3,Lead nurturing Website tracking Social Publishing,As a multi company marketing automation tool.,As a full blown CMS for microsites, fully driven by landing pages.,10,Yes,Price Product Features Existing Relationship with the Vendor Positive Sales Experience with the Vendor,I don't think I would, actually.,Implemented in-house,No,Change management was minimal,Migration of marketing assets from Pardot was manual.,10,9,Yes,A few times a bug became a non existing feature, and then it became an existing feature. Mostly concerning CRM integration.,Landing page editor Email editor Website Prospector Drip/Automated program editor,None strikes me.,Yes, but I don't use it,8Fostering better relationships through accessible email marketingIn our small company, I am the sole user of Act-On. I use it almost daily to send emails to multiple groups of prospects and customers across the organization. Act-On allows us to quickly and easily send marketing emails, retention emails, and weekly newsletters. It also allows us to take care of opt-outs easily, so we can stay compliant and keep our deliverability high. Within our account, we are able to manage thousands of contacts and view each contact's profile to see how many emails they have been sent, how many they have opened, and how many they have clicked, which keeps us organized and on task with how we are communicating with our prospects.,Email creation - The templates are especially helpful, but the fact that we can customize them to match whatever colors or styles fit the theme of our email message, is a big plus. Customer service - The Act-On team is always reaching out to check in and see how they can help us reach our goals faster and more easily. Deliverability - I never have to worry that we are going to end up on a blacklist or that our emails will not get sent out at the correct time. For over 3 years I have trusted Act-On and their excellent deliverability.,More training - There are features I haven't used, due to lack of knowing how to use them. The team has offered to train me on these, I just need to take them up on the offer! Email lists - Sometimes if I remove an opt-out from one list, they are still included in another list. This can just be a source of time-consumption as I have to go find where else the contact is in our account.,10,Increased employee efficiency for sure, I am able to churn out so many more emails than if I did it manually. Better customer service - we honor opt-outs and unsubscribes automatically, ensuring that our prospects do not receive any more emails than they want. ROI - the ability to schedule emails and plan ahead helps us stay on top of our marketing calendar and produce more marketing messages, leading to more sales. Well worth the investment.,Hubspot, Campaigner and MailChimp,250,000 to 1 million,Both,1,1,Email marketing Prospect list management Forms, signups,Email template creation Managing lists across the company Honoring opt-outs and removing hard bounces, etc.,10Easy to Use and Great Customer ServiceOur marketing department is using Act-On for email marketing (internal and external), lead nurturing campaigns, form development, web behavior tracking, lead scoring, and A/B testing of subject lines, content and form layout. It allows the marketing department to be more efficient by automating many tasks. Act-On is integrated with Salesforce so our sales team uses it to review the behavior of their leads before making contact. They also use the daily website prospector report to monitor website interaction. Lead scoring helps prioritize which leads to contact first, making the best use of their time.,Wonderful customer service. They are quick to respond whether via email or a phone call. They actively seek out answers from various sources (Tech Support, CSM, Engineers), not giving up until the issue has been resolved. The email composer is easy to use. Creating great looking emails without any HTML experience isn't an issue. The recent updates to segmentation are amazing. The flexibility of the custom logic feature makes creating complex segments easy.,So many features to explore it can be overwhelming. Website prospector report isn't customizable on information shown and how often report is sent. No automated alerts when form submissions to Salesforce fail.,10,Lead scoring allows sales to know which leads are most engaged and follow-up with those first. "Set-it and forget it" with automated programs! This is so efficient and allows marketing campaigns to run continuously. A/B testing allows for validation of design changes to improve conversion rates.,Pardot,100,000 to 250,000,B2B,, SurveyMonkey, MS SharePoint,30,1,Segmentation Email Composer Automated Programs,Searching for Contacts Adding Contacts to Opt-Out list Landing Page Editor,Yes, but I don't use it,7Act-On is AWESOMEWe are using Act-On as a marketing team to send out one-off emails, drip campaigns, landing pages, forms, track web behavior, and assign lead scores. Soon, our sales team will be making of use of Act-On to track hot leads as they come in and are assigned. The problem being solved is we needed more leads, more targeted campaigns, and easy follow-up to convert more leads. Act-On makes all of this possible.,Email composer. I know how to code, but the email composer provided is very well developed. Initially, I thought I'd continue coding myself, then upload to Act-On. Nope! The composer is so effective, I use it instead of coding. Drip campaign setup. I was a newbie to automation, so drip campaigns scared me a little bit. Not anymore. It's very easy to set up and understand with the help of our customer success manager. Support. The support from Act-On has been unspeakable! From the sales manager, to the CSM, to the actual support line. They handle your issue and communicate updates in whatever means is best for you (phone, email, etc.).,Social platform. It allows you to easily publish, but not to track metrics. You have to go to the actual platform for that information. Stationery is a little tricky too, but once you understand how it's created, you can use and manage it in no time.,10,Faster and easier lead conversion with the use of progressive profiling and landing pages. Easier follow-up and touch points with triggered emails.,IBM Silverpop Engage, Marketo and Oracle Eloqua,10,000 to 25,000,Both,NetSuite CRM+, Basecamp,15,2,Marketing automation Lead generation Lead nurturing,Web tracking Knowing who does or does not open an email,10Act-On - Marketing Automation for the Small BusinessWe use Act-On for all of our email marketing, tying in our webinars, and for working with Salesforce to help manage leads. It's being used across the entire company, and it helps us keep track of our leads and our customers. It helps us to track all of our leads automatically and integrates lead scoring so we know where we stand.,Allows us to segment lists from Salesforce for particular email campaigns It integrates really well with GoToWebinar so we can use our GoToWebinar registrations and easily email this segment when needed Their support team is incredible,I would like to see a little more ability to custom code CSS under the hood. However, this is not a deal-breaker I would like to see more modern email marketing templates I would like to see agency account cloning (note: hardly any MA companies can do this, and for those that offer it the price is very steep) -- so this is a "wish list" item,7,Keeping track of our leads -- it's infinitely more efficient when combined with SF vs. our old system. But you could do it still w/o SF. ROI is very hard to measure, but because a lot of the benefit of Act-On is in the time it saves us -- which is worth a lot I haven't taken advantage of all that Act-On has to offer, and as I do I think the ROI will keep improving. If I didn't feel it was worth it I would not stay on board as a client.,Marketo,ActiveCampaign,HubSpot,Leadformix,Less than 10,000,B2B,2,0,Lead management Email marketing Marketing automation campaigns Webinar integration with marketing and lead scoring,We tie in all of our marketing to Act-On - whether it's an email campaign or a tradeshow/seminar It's nice to see lead/customer interaction across our marketing as we can wrap it all up in lead scores Segmenting lists is a fantastic way to focus marketing efforts,More agency work,10,No,Price Product Features Product Usability Product Reputation Vendor Reputation Third-party Reviews,I would not change anything. I always re-evaluate the products we use and I would pick Act-On again if I had to right now!,Vendor implemented,Yes,I wanted to get up and running faster and faster, but it just takes time to learn any system,9,10,No,Every single day. There was a complex coding issue I had asked, and the rep was not 100% sure that he had the solution handy. So he let me know, went to his team, and came back with some possible solutions. I didn't mind that he didn't know immediately (it was an uncommon scenario). So instead of making something up or blowing it off, he let me know he needed to do more digging, check-in with me while he was investigating, and came back to me with answers. Bravo!,One has to understand that ALL marketing automation platforms are complex to learn -- it's the nature of the product. I enjoy selecting lists for my emails, and I like the ability to time when the emails will go out I like that my staff can setup an email campaign and leave it for my review (and I get notified when it's ready for my final review). I also like that it's easy to host media so that I don't have to use my own servers,Agency cloning (but nobody has that at this price point) Sometimes customizing emails can be tricky, but overall I'm satisfied. I'd like a bit more granular control. Trying to cancel can be tricky and was very frustrating for me. Read your contract VERY carefully regarding: the advance notice you have to give to cancel and billing terms so that you are not re-billed.,8Simply the bestAct-on provides transparency to who has clicked on your emails, which without Act-On it's a guessing game, "did the prospect receive the email". The only other option we had was to call the prospect and enquire "did you receive our email?" not professional from my perspective. For us it's allowing us to see what our prospects are looking at so we can then target them specifically. The platform is being used by all our staff, mind you we are a small 8 member team.,CSM support is above and beyond. I have never had support liked this with any product. Regular check ins, answers emails promptly and knowledgeable. Customer support is fantastic. Fast, professional and always willing to go the extra mile. List segmentation is great, simple to use. Customer behaviours are now clear with Act-on. The automated program setup is fantastic. Set and forget.,Sorry to say social media is not the best. Room for improvement for sure. I find the site sometimes seems to run slowly. Other CRM's would be nice.,9,We landed a client with 7 days of starting up with Act-on. The ability to know who's engaging, the visitors of your website.,,Xero, Daylite, Google Analytics,Less than 10,000,Both,8,2,Email Marketing Website prospectingAct-On, I can't recommend it enough!We use Act-on everyday and couldn't be happier with it. It really has changed how we do marketing. Scott Wallace our CSM is a great help and always goes that one step further.,Email Marketing - easy to use Social Sharing - can link everything Reporting - so easy,Contacts - finding them isn't that easy,10,Saved Time Reporting is a lot easier,HubSpot and Marketo,10,000 to 25,000,B2B,4,No,10,No,I needed to pull my whole list for cleansing and Scott added in the lead score column for me in 20 mins!Act-On is the RIGHT SOLUTION for 98% of companies out there...We use Act-On for sales and marketing. We run about 15 - 18 different contextually relevant email drip campaigns, we invite people to dinners at Regional shows we attend, and we leverage the tracking / scoring that Act-On provides. And we especially like that we can build a template in Act-On that can also be leveraged by the sales team.,Ease of use Value for the money Customer Success Team is the best in the industry,A few more integrations such as with ON24 would be nice to have (not need to have) A bit more w/social media would be nice, although what they do have is pretty amazing And the ability to tie Act-On emails to ROI would be nice.,10,We get 100% attendance to all dinners when we travel (NYC, Vegas, Atlanta, San Francisco, etc). Act-On has improved our ability to control the messaging that goes out by sales (99% of the time, the messaging is "marketing approved"! We have over 50,000 active emails going out each month,Marketo Marketing Automation,Eloqua,Silverpop Engage,25,000 to 100,000,15,3,Email invites to regional dinners Drip campaigns for contextual based marketing campaigns Sales Reps to email to their prospects using pre-defined/approved templates,To track web site traffic To clean up our data with bounced email data,Bigger databases More with Social Media,9,10Act-on ReviewCurrently only the marketing team is accessing the information provided by Act-On. We send reports to other teams such as sales depending on what information we think would be valuable to them. It is very helpful to see the specific names and organizations of our users and helps the sales team see what our prospects and clients are really interested in. This is also helpful for marketing so we can validate our work and see what's successful and not so successful.,We really like the responsive email designs so our clients can easily see our communication on their mobile devices We like seeing all the activity one specific user has done in the history of their interaction with our website,On the interface, when you see boxes of information displayed, its hard to see everything when there is a vertical AND horizontal scroll within the page. If everything could be displayed on the page itself without any scroll (except for the regular scroll on the existing page) that would be ideal for when I have to make screenshots of information to send in emails. The interface menus are confusing. The homepage with the vertical menu plus the horizonal menus on the upper navigation is a little repetitive and sometimes counter productive. Sometimes I can't remember where i found specific information and it takes me a while to get back to it because there are so many menu options. I think things should be grouped differently and a bit simpler. SEO features, you should be able to audit for more than one keyword at a time so you dont have to run the same reports several times for one page,7,Sales really enjoys seeing names of people who are interested in our products we publish in real time. We don't measure the ROI but the initial reports we ran for SEO were helpful to help us figure out the holes there. Having everything in one platform has saved the marketing team time... and time is money :),HubSpot,10,000 to 25,000,4,2,Support Information availability Technical support,Sending lists of interested clients to sales so they can call them about upsells,ROI calculation,8,No,9,No,All of our reps have been particularly helpful when we have needed it. Joe Brown, our Act-on support technician now is always ready to make sure we find a time in the very near future to go over any issue we have. He is always patient and is willing to give demos as many times as it takes!,Lists Resposive emails User activity,Menu navigation Information being displayed on the Act-On interface,Yes, but I don't use it,7Getting our ACT together, A SmartThought Review of ACT-ONACT-ON is being used by the entire organization to manage our inbound and outbound marketing efforts. For example, we use it to analyze who is visiting our site, how our CTA's are being used and their effectiveness, SEO audits, web forms, landing pages, email campaigns, list management, social publishing, integration with our CRM (Nimble CRM) and competitor tracking.,Inbound Marketing: We use this extensively to determine the activity on our web site. We get a good sense of which search terms are working, Google Paid Per Click tracking, referring sites (so that we can say thanks in some cases), and alert us when someone of significance is back on our site. Marketing List Management: The segmentation aspects are very nice. We are able to easily segment lists and be sure that we are targeting specific people or groups. Dashboard: The main screen for all things going on. It's a good quick read on what's happening on various marketing campaigns and initiatives. Ease of Use: The system is just easy to use. I was concerned about not knowing enough when we embarked on this journey but the system is designed so that most can get up and going fairly quickly due in large part to it's user interface which is very clean.,Templates: If you are coming from some email marketing systems (like Constant Contact, Mail Chimp, SwiftPage) you won't find a very heavy library of visually pleasing starter templates to modify and configure. It's very basic but does get the job done. Partner Program: There is not a large partner channel set up right now. They are working on it and have efforts to build this out in short order but it is something to be mindful of in your evaluation. They have a super staff and onboarding experience but if you are looking for more than "how to" in terms of working in the program and need "marketing best practices" or moving beyond "where to click" guidance, the supply of trusted providers is short.,9,Increased SEO capabilities Better segmentation which has allowed us to improve our focus and opens/click thru Reporting: This tool has made us better at marketing because it provides us key areas to analyze and act on now (pardon the pun) Increased site visits and conversions: We have now begun to be able to pull more people in and know when it's best to react to a buyers journey. For example, with Lead Scoring we can register a hot prospect based on what they are doing on our site and not waste time. For a small team, this is extremely valuable.,,10,000 to 25,000,B2B,2,1,Web Site Traffic and Conversion Tracking Email Marketing Segmentation,We use Nimble CRM and use Cazoomi to integrate with the tool.,Progressive Profiling Get into more campaign automation,8,Yes,Price Product Features Product Usability Product Reputation Vendor Reputation,We work with clients who go through evaluation of software so the actual evaluation process was not an issue. We would not change anything.,Implemented in-house,No,Our own lack of knowledge of what to expect,8,No,8,No,Our support account manager has always been attentive to our needs. She has grabbed very technical developers in to address issues while on the phone. This is something that says a lot about their behind the scenes environment in a positive way.,Inbound Marketing Reports Segmentation of Lists,Templates not very comprehensive,No,8Act-on- It's all about ease of use, quick access to support & your successWe are using Act-on in several areas:Email DesignEmail BlastsLanding PagesLead NurtureLead ScoringCampaign Creation and ManagementDaily Visitors to our WebsiteThe system is used primarily by Marketing, but the results and an occasional email blast is sent out by the sales team. The software helps prioritize which prospects we should be contacting and in what order. It helps to move leads through the qualification process and supplements sale's efforts. Sales can view all activity completed by marketing within the individual records.,Support - Call the number, they answer the phone. No long holds, instant answers to your questions. Other systems often have your fill out a online form and take over a day to call you back. Imagine you are trying to get something set up and you hit a roadblock. Other systems, wait a day and they will get back to you. Call Act-on, they give you the answer an you are able to move forward. They resolve most questions on the first call. They are even open until 6PM pst. I couldn't find this with any other vendor. This is where they shine in comparison. Ease of Use - Lots of just point and click in creating emails, landing pages and forms. Very easy to use. No HTML required. Lots of great templates to start with. It's just a matter of getting use to where things are. From there, you can quickly start creating emails. I was able to send out an email within a week of launching. Account Managers - You are assigned an account manager who follows up with you. He/she audits how you are using the system and makes sure you are using all of the features. This is not just a sold you the software and you are now on your own. If you don't reach out to them, they will reach out to you. Act-on wants you to be succcessful. Integration with - Set up in minutes. Works great.,Every once in awhile, I find a desired feature that is missing. It's usually very minor and I can find a work around. However, they encourage you to provide feedback and they usually address these in the next release. Professional Services - This was the only disappointment I've encountered in working with them. It was clear it was outsourced in India (Tech support and all other employees are US though) and the quality control was just not there. I needed to go through each of them with a fine tooth comb. Some graphics were clearly missing. Additionally, I had some complaints from staff that the list cleaning service (outsourced) removed from our database, exisiting customers that we knew were current when it was cleaned. I've heard, they have since brought back the professional services in house which should address my concerns.,10,Increased Employee Efficiency....let marketing prioritize and make sales reps know which ones to call first, which ones are interested again. I like the sales reps to spend more time on the "Good leads". Better informed - We have a broad product line, being able to see what pages they visited helps the rep prepare for the call.,Oracle CRM On Demand Marketing,Pardot Marketing Automation,Eloqua,Marketo Marketing Automation,manticore,100,000 to 250,000,50,2,10,Implemented in-houseAct-On Software = Great Results!Our business lacked the technology and expertise to nurture interest among clients, prospects, and leads. With the addition of Act-On software, we're able to integrate marketing automation with our CRM and provide the sales organization with marketing qualified leads that are ready to buy. The ability to lead score and provide timelines of interactions with clients, prospects, and leads has enabled the sales team to become more relevant with each customer touch and produce a level of value that puts our business on the level of a resource versus just another vendor.,Automated Campaigns - Save the time of manually keeping track of individuals and sending them appropriate follow-ups. Set up conditional statements, so that the follow-up you send to a particular individual is based on their profile or behavior. Create early exit conditions, so leads that convert or become hot prospects can move into another program, or be sent straight to sales. Email Marketing Engine - Create and launch high quality email marketing campaigns with a simple drag and drop interface. No need to know HTML. Optimize your email using list segmentation and lead scoring to ensure relevant messages go to the right people. Use dynamic content so that an email message will change according to the recipient's profile. Integrate forms and landing pages with email campaigns to encourage higher conversion rates. Set trigger emails that respond immediately to prospect actions with personalized messages. Test and optimize your campaigns with A/B testing. Determine the best converting campaigns even before you go live by running A/B tests to segments of a target list across a broad range of parameter. Include trackable links so you can track and measure performance results, including opens, click-throughs, bounces, and other data. Lead Scoring - Work with your sales department to determine which buying signals to score, and with what values. Use negative scoring to identify and people who are least likely to buy, such as job seekers or people with low authority. Lead scores become part of a lead or contact's dynamic history, providing more intelligence for follow-up. Leads that pass a certain threshold can be automatically sent to the sales team. CRM Integration - Keep raw or top-of-funnel leads in your marketing database and nurture them until they become qualified. Move only qualified leads into your CRM for sales to work with, so sales isn't distracted by low-priority leads. Return sales-qualified leads that don't close to marketing for further nurturing. Database - Import and export lists easily, without creating duplicate records. Segment lists for targeting by any number of characteristics or actions. Import a list from a CRM, and export chosen data to a CRM, updating without overwriting data improperly.,Our experience with Act-On Software has been nothing but positive.,10,Better qualified leads fed into sales Increased volume of leads Significantly higher open rates and clicks We're just beginning to utilize attribution from the point of introduction to the point of conversion which will give us insights into what is effective in producing qualified sales leads.,HubSpot,Eloqua,Marketo Marketing Automation,Pardot Marketing Automation,25,000 to 100,000,20,1,Nurturing Lead Scoring Automated Campaigns CRM Integration,Automated Campaigns 1:1 Conversations between Account Executives and Clients Webinars,Social Media,10,Yes,Price Product Features Product Usability,We would have interviewed Act-On Software first and ignored the rest!,Implemented in-house,No,Change management was a minor issue with the implementation,None,10,10,No,Every time I reach out to them I have an exceptional experience! They're that good.,Contacts Campaigns Settings,WYSIWYG Editor can sometimes take a few uses to figure out nuances.,Yes,10,10Bridging the GAP between Sales & MarketingCurrently 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,10,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,10,5,1,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,Yes,Price Product Features Product Usability Product Reputation Positive Sales Experience with the Vendor Third-party Reviews,I built a need, want and wish list and I would do the same again, but there might be new things on my lists.,Implemented in-house,Yes,Change management was minimal,wanting to try all the new bells and whistle right away,9,No,10,Yes,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.,email deployment building forms lead scoring,automated programs at first, but now it is second nature,10,9We have had a good experience and a positive ROIWe had a series of disconnected marketing efforts. It was very difficult to know what the ROI was on any of these efforts. We use Act-On to create Agency relationships.,Set and forget email campaigns Tracking agents'/potential agents' activities when looking to do business with us It allows us to predetermine a marketing calendar, once that is locked in our day to day activities have more of a strategic focus,Salesforce integration is not perfect (But these seems to be a limitation of salesforce) Integrating non web based initiatives into the flow is clunky (conventions and traditional marketing pole making in person calls) CSS support requires deep HTML knowledge,10,We were able to overbook appointments at a convention using a email campaign. In past years we struggled to fill the schedule. We were able to set our marketing calendar up and put it on auto pilot. This kept the team moving on schedule.,homegrown,hubspot,10,000 to 25,000,4Act-On has been great and I would recommend them.The lead nurturing functionality is easy to use The integration with Salesforce provides additional insight into contacts for my sales team without having to login to another database. The visitor alerts have been extremely helpful at getting to prospects in real time.,Creating landing pages or forms is a little clunky. Testing mailings has too many steps, especially when you need to go back and edit the mailing and then go through the testing procedure again. A more organized method of storing lists and assets.,10,Increased employee efficiency. Sales team has more insight into prospect activity - which is positive. Ability to create landing pages, forms, etc. without waiting for the web developer has been tremendous and enabled sales/marketing to be more self sufficient and launch campaigns sooner.,Less than 10,000,2,8,Implemented in-houseAct-On is the best option for SMBsWe use Act-On for email marketing and website tracking. It has increased visibility into website traffic and provided an easy way to get started with marketing automation.,Lead Scoring - Allows profiles to "build" and scores based on your parameters. Automation programs - Confusing to set up but if you can get it going, it works well. Web Traffic Monitoring - Easy to see who has been on your site.,Landing pages and forms - difficult to customize unless you know how to code. Buggy at times although if you reach out to Act-On they are quick to find a resolution. Emails - I have [noticed] that graphics don't come through unless the receiver clicks "view images",9,Better visibility into what leads are doing (email, forms, website, etc.,),Marketo Marketing Automation,Pardot Marketing Automation,HubSpot,10,000 to 25,000,9,B2B,10,,Marketing Automation Customer follow-up Website tracking,10,Yes,Pretty much every time a I call. Specifically when I had questions about automated programs and my CSM gave me a detailed roadmap that he developed.Act-On is a simple to use Marketing Automation PlatformInitially deployed as a replacement for an email only system. Act-On has been implemented to replace this previous platform. It is being used exclusively with our Marketing and outbound teams for email, forms, landing pages. We have also implemented the forms into our internal processes to clean up and standardize these processes and outputs.,The program is fairly easy to implement. From set up and roll out the Customer Success Managers are there to support you and ensure you understand and fully utilize the platform. Act-On support, sales, CSM, and support techs are fantastic. The flow of information regarding updates, new features are fantastic - in addition, any issues I have run into have been immediately addressed and followed up on. Act-On's integration with our social media and CRM are simple and easy. There is more information that I can currently consume (great problem to have),The structure is there to build surveys, however it can be clumsy and reporting like a poll or showing results is not very good at this time. I still need to use other survey tools and would like to have it all in one. The template options are ok, but could use some help.,9,The surprise benefits of implementing Act-On's solution was the ability to deploy internal forms that standardized touch points across various departments.,25,000 to 100,000,Email marketing Lead nurturing Lead scoring and grading Landing pages List segmentation Integration with CRM system Social marketing SEO Surveys,9,B2B,4,1,Initially this served as a replacement for a previous email tool Increase quality of leads entering the pipe Improve flow and process Force the creation of better content that can be segmented and build for consumption,consolidation of forms in various locations into one single source with real-time reporting replaced our survey tool,acquisition media results tracking PPC and SEO,Implemented in-house,8Act On ReviewI use Act-On for three clients. It allows me to keep track of a ton on information in one place. The software has been a big help in tracking website activity, leads, email effectiveness and overall prospect and customer engagement.,Alerts my clients of visitors to specific sections of their websites. Email automation and follow-up. Email marketing with tracking to the website has been used very effectively for all my clients.,Email software needs to be updated soon. Would like to see more customization of reports. As an example need to see more than 20 results in the report that shows search terms, companies that have visited the site and on the top referring sites. Need custom date ranges for all reports.,10,Better insight into customer needs and wants Great for automating communication with leads via automated programs. Higher open rates and higher click through rates,,7,1,1,No,Price Product Features Product Usability Positive Sales Experience with the Vendor,Nothing, wish we had some more time to execute some of the features.Act-On: The outstanding marketing system for my small business needsI started a company to assist OEM buyers with custom manufacturing sources. Success requires creation of a data base of contacts, and then a robust system to communicate with them as well as organize responses. After a great deal of research I chose Act-On in 2012, and have had zero reasons to think it was not the very best choice. The system is comprehensive, fairly easy to use (even for an old guy like me) and the best thing is infinite access to my success counselor, who's been wonderful. As one-man company heavily involved in marketing (not a skill area), the success counselor has been essential in the company's progress.,Since I have experience with only Act-On, I cannot compare them to other alternatives. However, the price is fair and reasonable. The tools for creating messages are all I ever would need, and easy to use. Segmenting the total data base, add or subtract contacts, and keep track of all the above is pretty easy to do. Tracking the results of a message campaign is also pretty easy to use. A problem with absolutely any aspect of Act-On can be swiftly addressed via the success counselor I'm assigned. This is the 3rd one I've had; all have been outstanding. When they don't know the answer, further Act-On assets are deployed, and I ALWAYS have gotten satisfied with results. This is the #1 reason I chose Act-On, and it was a good decision for me. There are very many features I've not yet used, but are available when I am. Thus, it looks like Act-On will meet my needs for as far as the eye can see.,Manipulating the data base is pretty easy and well designed. But choosing actions to track could be improved--for example, if I wanted to know results in a particular month over several years I don't think I can do that. It is also cumbersome to select individual web pages' visitors for tracking. I think it would be relatively simple to allow some segmentation/organization of a website and then use that organization's results for tracking. Now, only individual web pages can be chosen. I'm not sure if I can alter my data base, which has been grown over several years using different sources. As a result, fields are duplicated and some redundant ones are present. I'm not aware of a method to tell the system to consolidate "these named fields" and put all into "this field". This capability would be helpful.,10,Act-On is the only system I've used, other than my CRM. in fact, I have not used the CRM very much, since the Act-On data base is sufficient for my needs at this point, since I'm able to create contact segments easily. Since I'd be comparing Act-On to nothing, there is no useful ROI data. I'm also the only employee, although I have contract people using different features of Act-On.,,10,,1,What's a use case? I use Act-On to send newsletters to my data base. Act-On is useful in sending RFQ's to several different organizations.,If I wish to send an email to someone, and know if it's opened, Act-On makes that easy. I maintain a data base segment of such people for this very reason.,There are many features of Act-On I've not gotten into yet; mostly these have to do with lead scoring, competitors (I don't have any exact competitors), and automated programs.,No,Price Product Features Product Usability Third-party Reviews,I'm very happy with my decision and am unaware of any missing feature with the Act-On system I'm using.,Implemented in-house,No,Change management was minimal,I needed extensive hand-holding learning email creation, data base segmentation, and simply how to use all the tools needed to create an outbound marketing program.,10,No,10,Yes,I rate their support outstanding all the time. Whenever I have a question, problem, or complaint, I have instant access to a specific individual who's responsible for keeping me happy. He does, every time. Occasionally I've had some issue requiring more advanced knowledge, and these people communicate with me by name and do so FAST. The Act-On customer service is about as good as it gets.,Organizing/reorganizing the entire data base is simple.,Nothing I've tried so far.,10Act-On's the System to Grow With!Our Act-On account is being used mainly by our Marketing department, but we deploy messages for the whole organization. It addresses the issue we had not being able to determine if our messages were being opened and read by our audience. It allows us to get information out quickly and keep track of who receives that information.,Very easy to use--their user interface makes it easy to navigate around and get to the features you need They LISTEN to their users--they're constantly implementing most-wanted features that their users request, not just what they feel would be best, so they're always making their product better. Nice integration with CRMs--we have, and one of the main reasons we chose Act-On was because it interfaced well with SFDC so our sales team would be able to adapt to using the Act-On metrics and information provided. Email Reports are easy to read and see how each message is performing. Compared to other systems the price was great for all of the features it included.,Reporting capabilities--while they provide great information, it would be helpful for me to share that report or information on a specific message easily with particular people. Currently, I have to take a screen shot to send the email message reporting numbers if someone wants to see how the message is performing. Having an easy share link or email-able graphic report would be awesome. Tiered folders for the Media Library--we have 4 different divisions of our company and each has a very different portfolio of products. It would be helpful to segment each division's collateral into folders (i.e. Window Systems Division folder which drills down and has individual folders for videos, literature, data sheets, etc.) Robust lead scoring--Act-On's lead scoring module is very easy to use--but we'd like to see it get a little more advanced and score on a tier basis (someone may be a qualified lead, but shouldn't be rated as high because they've opened a ton of our messages).,9,It's been tremendous for us as far as having the information available that we need. We are able to show what communications are getting through to our customers and what they particularly like receiving information on. It's given our sales team a whole other tool in their arsenal with respect to the pieces of information they now have access to. They can see which of their customers are visiting what product pages and it allows them to reach out and strengthen those conversations and they didn't have that previously before Act-On. We are able to qualify and convert leads much faster because of Act-On. Instead of throwing leads at our sales team after a trade show, we can pull them in and nurture those leads through marketing, and pass them off once they become more qualified--this saves our sales team time and effort without wasting time chasing a dead lead.,Marketo Marketing Automation,Eloqua,Kentico,9,Email marketing Lead nurturing Lead scoring and grading List segmentation Sales intelligence Integration with CRM system Integration with webinar system,Less than 10,000,8,8,9,9,B2B,,3,Email Marketing--getting information out to our customers about their accounts, events, follow-ups from events or trade shows, new product announcements Information collection--we use forms generated in Act-On to gather information about visitors Integration within our CRM system--allows our sales team to see what visitors are doing on the website so they can time follow-up appropriately.,I have used it for internal purposes to track attendance at our tradeshows for staff and for them to order their uniform attire.,Expand internal usage Follow up on Quality complaints,No,Price Product Features Product Usability Positive Sales Experience with the Vendor,I have more experience with Marketing Automation now, so I would have more scenarios and questions to ask to see how the system would work for us. I would look at longer term goals and probably look a little less on price.,Online training Self-taught,7,It was really easy to learn the features of the system without formal training. The area that we lacked was in Marketing Automation 101 and the basic best practices and processes since we had never used a marketing automation system before.,No,9,Yes,We had some issues connecting our CMS (Content Management System) and getting our documents to be "searchable" on our website. It was an issue that Act-On was not familiar with, and wasn't really their fault, but they pulled a team together to help us resolve the issue anyway. They also made sure to follow up and see how things were working after we implemented the change.,Segmenting Lists Sending Emails reviewing activity within our CRM system Composing forms,HTML building (I don't have a lot of experience with this and find it difficult to build emails using HTML and CSS Styling) Integrating forms within landing pages,Yes,9,10,9,We negotiated a couple of additional marketing users as well as our sales user price since we had such a large number.,We had a good experience with this and Act-On was really easy to work with so I don't see much additional help or tips that would be appropriate for here.Act-On - great for one-man-bands like meAutomated programs and emailing are fantastic - can automate the sending of program messages, or pushes and pulls to Salesforce, automatically.,I would say the UI isn't the prettiest I've seen,9,Shortened sales cycle (leads to sales faster), and more measurable results in email campaigns (reporting).,,10,2,1,Email marketing, signups and forms, landing pages, automating complex email programs, great integration with our CRM (Salesforce),,Implemented in-house,10,Online training Self-taught,9,It was pretty easy to learn - there are a few exceptions. Emailing, list management, forms and landing pages are all pretty intuitive and easy to use (with a nice editor). For advanced features like the Automated Programs, it's good to look at the training.,No,10,9,10,9,Not yet.,I didn't really need to - they came in at an excellent price point, and the terms are month to month - which is brilliant. No contract, so they pretty much care about me every month, not just when I'm up for renewal.Experience with Act-On use for email campaigns and inbound contact/lead capture from website traffic1. For outbound email campaign for generating contacts and turn them into leads. 2. For capturing in bound leads who visited our company website 3. Historical data capture regarding email campaigns sent.,Act-On can monitor traffic to our web pages, when the same contact visits our site more than once, the email address, and possibly additional information is captured for generating in bound leads. Daily auto generated of inbound traffic from various regions of the world provides international geographical interest in our company Generate metrics from Act-On to measure the efficacy of our marketing campaigns. Templates of graphics and email letters creation is very simple.,Can not think of any. It met all the requirements that I had in my job.,10,We did not make any calculations of ROI, however, emails sent generated ample conatcts quickly and continued to generate contacts as time went on. Act-On made it very easy to manage email campaigns and historical information on campaigns are always available at fingertips.,,10,4,2,Email campaign planning and execution Capture of contacts/leads from inbound traffic to company web site Campaign metrics capture and historical reporical reports Opt-out capture and auto implementation for future campaigns Hard bounce-soft bounce information allows to alert need for keetiong email addresses up to date,Capturing inbound leads. In bound leads are much more likely to convert ot customers since they are looking for information regarding a problem they might wish to solve.,Our company has just started use of social media for marketing, but is not yet making use of this feture built into Act-On.,Implemented in-house,Change management was minimal,Intially there were some issues in setting up auto loading of data from our CRM into Act-On. Act-On worked with us, identified the technical issues and helped with completing the implementation.,10,No,10,Many times. We needed immidiate support, and many times the technical support manager, when contacted personally intervened to insure our questions were answered quickly.,Opt-out feature automatically implemented for future email campaigns.,Can not think of any,10
Act-On Software
364 Ratings
Score 7.4 out of 101
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Act-On Reviews

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364 Ratings
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Score 7.4 out of 101

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Mark Jacoby profile photo
April 08, 2015

Act-On is a simple to use Marketing Automation Platform

Score 9 out of 10
Vetted Review
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Users and Roles

4 - I administer the marketing automation tool, there are 3 others that have limited access to modify forms or emails and in rare instances serve as back up. We have not rolled out our instance to the sales or outbound teams. This is purely due to our current lack of integration with our Dynamics CRM platform (in the middle of an upgrade).
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Carrie Scheetz profile photo
December 09, 2014

Act-On's the System to Grow With!

Score 9 out of 10
Vetted Review
Verified User
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Users and Roles

We have 5 Marketing users who use Act-On on the marketing/admin side of things. We deploy most of the emails from this side of the account. We report the metrics for how emails are performing, as well as what pages are being visited on the website.

Our sales users access Act-On from our interface. They are able to send emails to prospects and customers, see the metrics of those messages as well as determine what prospects are looking at on the website.

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Feature Scorecard Summary

WYSIWYG email editor (107)
Dynamic content (87)
Ability to test dynamic content (87)
Landing pages (103)
A/B testing (90)
Mobile optimization (99)
Email deliverability (107)
List management (106)
Triggered drip sequences (84)
Lead nurturing (100)
Lead scoring and grading (100)
Data quality management (98)
Automated sales alerts and tasks (90)
Calendaring (8)
Event/webinar marketing (72)
Social sharing and campaigns (66)
Social profile integration (60)
Dashboards (104)
Standard reports (107)
Custom reports (80)
API (63)
Role-based workflow & approvals (67)
Customizability (85)
Integration with (62)
Integration with Microsoft Dynamics CRM (32)
Integration with SugarCRM (26)

About Act-On

Act-On is an adaptive marketing platform that drives personal and purposeful multi-channel marketing. We spark better inbound and outbound marketing, enable a tighter alignment with sales, and turn your data into substance you can act-on.

Our customers range from start-ups and fast-growing young companies to well-established enterprise institutions; from marketing teams in small and medium-sized businesses, to independent teams in large enterprise corporations. They use Act-On in many different ways to realize their marketing objectives. What’s the one common denominator? The success they achieve with Act-On.

Categories:  Marketing Automation

Act-On Features

Email & Online Marketing Features
Has featureWYSIWYG email editor
Has featureDynamic content
Has featureAbility to test dynamic content
Has featureLanding pages
Has featureA/B testing
Has featureMobile optimization
Has featureEmail deliverability
Has featureList management
Has featureTriggered drip sequences
Lead Management Features
Has featureLead nurturing
Has featureLead scoring and grading
Has featureData quality management
Has featureAutomated sales alerts and tasks
Campaign Management Features
Does not have featureCalendaring
Has featureEvent/webinar marketing
Social Media Marketing Features
Has featureSocial sharing and campaigns
Has featureSocial profile integration
Reporting & Analytics Features
Has featureDashboards
Has featureStandard reports
Has featureCustom reports
Platform & Infrastructure Features
Has featureAPI
Has featureRole-based workflow & approvals
Has featureCustomizability
Has featureIntegration with
Has featureIntegration with Microsoft Dynamics CRM
Has featureIntegration with SugarCRM
Additional Features
Has featureEmail Marketing
Has featureLead Scoring
Has featureWebsite Visitor Tracking
Has featureAutomated Programs (Trigger & Drip Campaigns)
Has featureSocial Publishing
Has featureReporting & Analytics
Has featureSEO
Has featureForms
Has featureEvents & Webinars

Act-On Screenshots

Act-On Integrations

Act-On Competitors


Does not have featureFree Trial Available?No
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Required
EditionPricing DetailsTerms
Professional$900per month (starts at 2,500 active contacts)
Enterprise$2,000per month ( starts at 2,500 active contacts)

The Professional package starts at 2,500 active contacts, 3 marketing users, 50 sales users and 30,000 API calls per day. The Enterprise package starts at 2,500 active contacts, 6 marketing users, 100 sales users and 30,000 API calls per day. Annual contract required.

Act-On Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Act-On Support Options

 Paid Version
Live Chat
Social Media
Video Tutorials / Webinar

Act-On Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Countries:Available Internationally
Supported Languages: English, French, German, Spanish, Italian, Portuguese, Danish, Swedish, Norwegian, Finnish, Russian, Chinese, Japanese, Korean, Hindi, Thai, Arabic, Hebrew