Act-On for marketing professionals
November 30, 2015

Act-On for marketing professionals

Richard Evans DipM MCIM Chartered Marketer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Act-On

Act-on is being used by the marketing and sales team here to promote products, understand customers and leads and generate leads. As I am within the first year of my employment here I am not yet using Act-On to measure effectiveness and as a part of the strategy decision making process. As a chartered marketer I can see that the system will easily integrate into the strategic decision-making process.

The sales team uses Act-on (integrated with Salesforce) to measure client activity and deliver information based on the product views of customers. This seems to work well with the alerts.

  • Easy to use and navigate platform - the platform is easy to use and navigate - along with the brilliant Act-On University and customer support service.
  • Email automation - you can easily automate based on whatever strategic requirements you have - these are measurable and modifiable.
  • Email promotion - you can easily create segments of data for email promotion; the emails themselves and measure the outcomes. It is difficult to put a value to these activities with the complexities of our business model.
  • Embeddable forms - this works really well, from creation to embedding on the website - it actually works better than rerouting a click to Act-On.
  • You need to think strategically on set up - things move really fast in the world of marketing and, when challenges arise, it can be a little difficult to solve the problem.
  • Increased employee efficiency - sales are able to see what their customer has/is viewing and tailor their face-to-face message accordingly.
This is not applicable as I am new to the role.
I was not involved in the selection - however having used automation systems before, the usability and learning side of the programme works in its favour versus other providers.

Act-On Feature Ratings

WYSIWYG email editor
8
Dynamic content
Not Rated
Ability to test dynamic content
Not Rated
Landing pages
5
A/B testing
Not Rated
Mobile optimization
9
Email deliverability reporting
8
List management
8
Triggered drip sequences
8
Lead nurturing
8
Lead scoring and grading
7
Data quality management
7
Automated sales alerts and tasks
9
Event/webinar marketing
8
Social sharing and campaigns
9
Social profile integration
7
Dashboards
9
Standard reports
9
Custom reports
7
API
8
Role-based workflow & approvals
8
Customizability
6
Integration with Salesforce.com
9
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated