Automation and traceability - useful tools in B2B marketing
November 24, 2015
Automation and traceability - useful tools in B2B marketing
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Act-On
Act-On is currently being used by the marketing team, however, input is sought from the business development team when thinking about content, automated workflows etc. We have two marketing users, and may look to increase the sales users next year. It addresses the problems of being able to manage multiple leads through a nurture process with minimum resources through the use of automated programmes.
- Website prospecting - allows you to see both named users (once set up) and anonymous users, but very useful as an analytics tool.
- Automated programmes - the ability to put leads into a workflow that nurtures them to a point where they become sales ready.
- Forms - the ability to capture data whilst at conferences and then turn that into usable Salesforce data.
- Reporting - the reporting on automated programmes is slightly clunky, and it would be good to easily see user stats on emails sent this way.
- The ability to quickly send an outbound email based on a template from an automated programme would be good.
- Increased marketing efficiency - the automated programmes have allowed us to manage our nurture process much more smoothly than we could have done otherwise.
- Improved conversion rate - improved over previous method of using Outlook to send emails.