Act-On is a great Marketing Automation Solution
January 29, 2016

Act-On is a great Marketing Automation Solution

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Act-On

Act-On is being used by our sales team as it sits in their Salesforce view and is also used by marketing to monitor activities and lead scoring. It is mainly being used by those two departments. What we do in management is pull reports to monitor activity. It is a great way to see our engagement with our customers.
  • Segmentation
  • Lead Scoring
  • Integrating with Salesforce
  • I wish that I could have my programs pause automatically during holidays. I have to manually stop my programs.
  • When creating a segment, I want to have a drop down for all of my sales reps and my fields, instead of manually typing them in.
  • Faster lead conversion - we are getting more replies.
  • Standardization - we took our best messaging and implemented it across the board. Improved all of our sales people.
  • Increased employee efficiency, the call volumes have increased, as no one is concerned with sending emails.
  • We are able to request reviews from customers automatically.
With some of the others we would have to maintain two databases. That wasn't feasible for us. In addition to that, price wise it was more money and I didn't recognize any clear cut features that really forced us to pay that much more for something that wasn't giving us that much more of a benefit.
I am a big fan of Act-On. It works well and it is easy to use. Creating the segments is very easy. It also does a great job of sending out the automated messages and letting you know if there are any issues at any time. It is great for companies that are looking for a robust system without having to pay a tremendous amount of money. It has most of the bells and whistles of the larger competitors without the price.

Act-On Feature Ratings

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

Using Act-On

Sales, Marketing, Partner Success and Launch
2 - Need to have basic training on Act-On and be willing to put in the time to learn the system. Call up support as needed. And visit the Act-On University for the tutorial videos.
  • Lead Automation
  • Behavioral Targeting
  • Segmenting our website traffic
  • Allows the sales team to call the right contacts at the time that they are most interested to buy.
  • Automate a lot of the basic processes allowing the sales team to do more with less.
  • Increased behavioral targeting
  • Webinars
  • More lead capture forms
  • Landing pages
It's really revolutionized the way we are able to do business. Automation has helped us become much more efficient.

Evaluating Act-On and Competitors

  • Price
  • Product Features
  • Product Reputation
  • Prior Experience with the Product
  • Positive Sales Experience with the Vendor
Price wise they were the most aggressive. From a feature standpoint it was simple, and easy. They had all of the features that we needed and many more we didn't even know that we wanted that we can't live with out now.
We were very thorough.

Act-On Support

They are great, I call them whenever I have a need for support and they stay on the phone for as long as it takes to get the job done.
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
No - Didn't need it.
For website visitors. Rachel went above and beyond. Helped us set it up, tested it and then logged in on her own to show us mistakes that we had made. She was doing this during nights and weekends. Great job.