Overall Satisfaction with Act-On
Our initial purpose with Act-On was to improve our work with leads - before we had no clear overview or strategy for potential new customers. We didn't really know how many leads we had in the pipeline and definitely did not have a strategy in place on how to nurture them. However we have now also moved over many of our regular marketing activities to Act-On and been able to gather our work in a better way compared to before when we had many different systems.
- It's been really easy to get started with Act-On! There are great step-by-step guides inside the platform on what you need to do in order to start using the system, and if any of the steps are unclear you can simply go to Act-On University to get a more detailed description.
- So far I've been in contact with my CSM (customer success manager), technical support, the area manager and the creative team and everyone has provided competent and friendly service.
- It's really simple to re-use assets such as forms, emails and landing pages. It saves our team a bunch of time since you almost never need to start over from scratch. To edit the assets is really simple through drag and drop functionality with great flexibility.
- The available reports are quite static, so there is not much you can change. However I do know that this is a function that is more advanced if you go up to the Enterprise version.
- The alerts to sales people could be developed further, at the moment they are mainly based on demographic's of the visitor but I would like to be able to connect them to lists as well.
- The calendar provides a good overview of what has been done, but to fully optimize it I would like to be able to add planned activities. This would give the team a better possibility to plan and coordinate.
- We've only had the system for 2 months so we still haven't been able to look at ROI. However I'm sure that it will be positive in the long run.
We were actually first leaning towards HubSpot, however they couldn't agree to our standard Code of Conduct (as a principle they never do) and since we have some strict purchasing routines that includes the supplier signing our CoC we were unable to go through with the deal. In the end we chose between Pardot and Act-On, and since we don't have Salesforce as a CRM many of the benefits with Pardot could not be realised for us. An important difference was also that Act-On had more easy to mange functions for dynamic content which we had as an important criteria.