Powerful Marketing Automation With Flawless Salesforce Integration
November 20, 2015
Powerful Marketing Automation With Flawless Salesforce Integration
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Act-On
We have implemented Act-On (after a failed attempt with another marketing automation program) to help us automate our sales and marketing process throughout the lead life cycle. Act-On is used by our sales and marketing team to prospect new leads and to nurture new, non-responsive or previously unqualified leads.
- Salesforce integration. I'm able to accomplish everything that I need to accomplish seamlessly between Act-On and Salesforce.
- Support. Our use of Act-On is probably fairly unique but every question or issue I throw at my customer success manager (Scott S., who is AMAZING) is always met with a convenient and innovative solution.
- Automation. The automated programs are very intuitive and easy to set up, monitor and use.
- Website Prospector. I've used other tools that are far more sophisticated in matching visitors with companies (instead of ISPs, which Prospector does more often than not) and in preserving a visitor's identity throughout their entire process (such as, linking an identity to an anonymous user once that user is identified via a form). I think it is probably heading in the right direction but at this point I think it's the feature that needs the most attention.
- E-mail Templates. Templates are created through stationery, which while it would be very easy to use for a company sending out multiple identically-designed e-mails, is a bit cumbersome for more design-focused HTML e-mails. I'd love more flexibility with HTML and WYSIWYG HTML editing.
- Increased lead conversion efficiency
- Increased output of marketing e-mails
- Flawless integration with sales CRM; no mis-matched information or confusing leads for our Sales team
Compared to SharpSpring, Act-On has it's act together. SharpSpring is obviously a value tool in comparison. Our major issue with SharpSpring was Salesforce integration; we constantly had issues with leads being re-uploaded, data changing or not changing when it was supposed to, or many other syncing issues that caused many headaches and a lot of clean-up time. I did prefer SharpSpring's anonymous visitor tracking and e-mail creation, but it simply wasn't worth the discounted price to deal with the headaches. The ease of setting up automation and integrating it with Salesforce made Act-On 100% worth the upgrade, and I wish we hadn't spent a few months trying to make something else work for us.