Come for the integration, stay for the ease of use!
Updated March 07, 2025

Come for the integration, stay for the ease of use!

Evan Fleishacker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Act-On Software

We use Act-On Software for multiple email avenues. We use their email automation for customer service emails based on product categories (and a general one that links to a survey), and we use the email automation for nurture campaigns based on specified product categories that we have within our sales. We also use it for monthly newsletters or product launch sends, and for LinkedIn social media connection and distribution.

Pros

  • Syncs with MS Dynamics
  • Ease of setup for automations/emails
  • Detailed marketing lists that we can segment

Cons

  • Some extra ease of use would be nice (like a pause all automations button)
  • Updating the footers in individual emails isn't fun every year
  • Constant changing of our Act-On contact
  • Visibility of Cisco-Eagle offerings
  • Sales rescued with customer service
  • Ease of use
Once out of the box (so to speak), I've been able to craft emails and automation to flow just how we want them, and apply that same aspect to later emails/automations with ease. The system let's me copy prior emails to use for future sends, which takes the hassle out of figuring out just what to follow for another send.
With it's ability to sync so well with our CRM, we can stop on a dime to create and send emails that are timely and update lists as needed day to day. This is quite valuable for getting important messages to salespeople contacts on need to know (and need to know now) basis.
It's a great tool for our business, and we get a fantastic ROI on it every year based on wins for customer service and automation responses. It's save projects, repaired salesperson/customer relationships and generated new sales and interest yearly. We really wouldn't hesitate to recommend this platform at all.
It's got way more bells and whistles, and we really just trust it more. Sure the Dynamics automated platform could help us, but we chose not to use it as Act-On Software sold us on their ease of use. We haven't regretted our decision and are now in the 6th (or maybe 7th) year of having it.

Do you think Act-On Software delivers good value for the price?

Yes

Are you happy with Act-On Software's feature set?

Yes

Did Act-On Software live up to sales and marketing promises?

Yes

Did implementation of Act-On Software go as expected?

Yes

Would you buy Act-On Software again?

Yes

If you have MS Dynamics CRM, this is the automation platform for you and your operations. Act-On Software easily syncs with dynamics, and we've never had a problem with this since we set ours up years ago. If you use a different CRM, I'd check to see if other options might make more sense. Having that ability for the systems to seamlessly talk is critical.

Act-On Feature Ratings

WYSIWYG email editor
6
Dynamic content
7
Ability to test dynamic content
8
Landing pages
8
A/B testing
9
Mobile optimization
8
Email deliverability reporting
9
List management
9
Triggered drip sequences
9
Lead nurturing automation
9
Lead scoring and grading
5
Data quality management
9
Automated sales alerts and tasks
8
Event/webinar marketing
5
Social sharing and campaigns
5
Social profile integration
6
Dashboards
6
Standard reports
3
Custom reports
5
API
7
Role-based workflow & approvals
7
Customizability
9
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
9
Integration with SugarCRM
Not Rated
Third-party software integrations
5

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