We have had a good experience and a positive ROI
Updated June 16, 2015

We have had a good experience and a positive ROI

Jay Menna | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Act-On

We 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
  • 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
We have only used Act-on. We are happy. No reason to look elsewhere.
Some key questions to consider are:

  • Do you have content or graphic design elements that can be easily used, or do you have to create them?
  • Are you adverse to hiring an outside consultant to get you up and running?

Using Act-On