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Marketing Automation integrated with SFDC and easy to use
October 08, 2014

Marketing Automation integrated with SFDC and easy to use

Kaylee Goldhammer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Act-On

My organization uses Act-On to qualify leads, automate email messages and create forms/landing pages. It is being used by the Sales team to easily prioritize leads by reporting on recent engagement and to send emails to multiple people through our Salesforce org. Additionally, it logs all emails into SFDC which makes it easier for our sales team and drives internal user adoption.
  • The customer service is amazing. I've had contact with several Act-On employees and they each are extremely genuine and helpful. They respond quickly and are willing to help find out-of-the-box solutions to unique issues.
  • We have experienced successful automated list management techniques that would have taken hours on excel to compare and modify.
  • Our ability to easily create landing pages and forms have allowed us to diversify the type of content we provide without needed the assistance of our IT department.
  • With so much content collected over time, It would be helpful to have better organization system ie subfolders.
  • There tends to be some deliverability confusion from time to time. On our end it registers that the message got through but the recipient never actually sees it.
  • We have been able to better qualify leads which facilitates faster lead conversion.
  • The ability to track and measure helps the department prove its value and better identify lead source.
It is likely we will renew, however I am concerned that deliverability will be an issue as our target audience tends to have stricter and stricter filters which flags messages sent from a third party.
As all companies are unique, I have found continued success with Act-On's ability to find solutions to problems that are most likely only experienced in our instance. Even though the software is easy to use, it's capable to become complex in order to better fit our exact needs.