Great for marketing and business development teams!
November 21, 2015

Great for marketing and business development teams!

Melodie Pierson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Act-On

Act-On is really being utilized by two departments within our organization. Our marketing team is using it for email campaigns, posting to social media sites, marketing lists and reporting. I know that they are able to pull better metrics for reports now that we have implemented this too.

I am on the business development team, which means that we are using it for different reasons. My team is using it to track who has been to our site to what pages they visited. From there, we are able to create drip campaigns using Act-On, in order to really target our warmer leads. This is something we have never had in place before, so it really has helped us become more efficient when doing cold emails.
  • It not only allows you to see who visited your website, but also what pages they were clicking on. This comes in really handy when you need to separate webinar leads from people who really want to purchase your product and are looking at something like the product tour.
  • We use Dynamics CRM and it has the connector with that system. This allows us to send emails to our prospects directly from our CRM system. As a business development specialist, we constantly work with people who go dark after awhile. With this feature we are able to see whether or not they are opening our emails that we sent. This helps us focus on which prospects we should continue to go after, and which one's we should let go.
  • I LOVE being able to set up alerts for my territories. I can say all the state that I work with, and it sends me an updated list of new people visiting our site in those areas. This means that you don't have to filter through long lists just to find which prospects might be yours. Once again, making your team more productive and efficient.
  • There is only one thing that I can honestly say I wish they would change. If you send an email from Dynamic CRM, it does log the email in the history which is nice. However, you can't preview or view the email in your CRM system. It provides you with a link that drives you out of that system and into Act-On.
  • As stated in a previous section, one positive impact we have seen so far is the fact that we are more productive and efficient. We are no longer chasing after prospects that are not really interested in purchasing our product.
  • Our marketing team is able to produce nice reports to present at our team meetings every week.
  • The customer support has been so amazing. I needed help with something and had my answer within an hour! I was very impressed by the level of service Act-On provides to their customers.
I'm sure our team went through the whole vetting process. I was not involved in that part so I am unable to really say how Act-On compares to other solutions in the market. I can say that my experience has been nothing less than excellent and that I think my team made the right decision.
I think the major departments that would use a solution like this would be the marketing and business development teams. I think one thing to keep in mind is that if you are going to expand the use to your business development team, make sure that they have a connector or can integrate with your CRM system. This way, everything still stays centralized in one repository.

Act-On Feature Ratings

WYSIWYG email editor
Not Rated
Dynamic content
Not Rated
Ability to test dynamic content
Not Rated
Landing pages
Not Rated
A/B testing
Not Rated
Mobile optimization
Not Rated
Email deliverability reporting
Not Rated
List management
Not Rated
Triggered drip sequences
Not Rated
Lead nurturing
8
Lead scoring and grading
9
Data quality management
9
Automated sales alerts and tasks
10
Event/webinar marketing
10
Social sharing and campaigns
10
Social profile integration
Not Rated
Dashboards
10
Standard reports
9
Custom reports
9
API
8
Role-based workflow & approvals
8
Customizability
9
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
9
Integration with SugarCRM
Not Rated

Act-On Support

I had a question about tracking our emails in CRM. I sent a few and then noticed they were not in the history. We have to keep everything centralized in that system and I was scared I wouldn't be able to leverage Act-On the way I wanted to. I sent in a support ticket, received the first response within 20 minutes, and had my answer within the hour!
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No - Honestly, I had no idea that there was a premium support package available. As far as I know, we do not pay for premium support and I am still extremely satisfied by the level of service and dedication I have received from the Act-On team. It is truly an amazing team over there!
Yes - Yes! They understood what I was saying in my email, and were able to resolve it very quickly.