A streamlined user-friendly platform with excellent Salesforce integration
April 28, 2025

A streamlined user-friendly platform with excellent Salesforce integration

Jenny Alonzo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Act-On Software

Our company uses the Act-On email marketing platform for all lead and customer email communications. We chose Act-On because of its seamless integration with Salesforce and the ability to finely tune audience segments.

Pros

  • Audience Segmentation
  • Journey Building
  • User Friendly

Cons

  • The new generation wyzywyg editor needs to have the ability to edit the HTML source code
  • More flexibility for importing custom reports from Salesforce to ensure no information is inadvertently lost in the de-duplication process
  • Ease of Use
  • Time Savings - specifically the ability to clone emails and whole automated journeys. As a department of one, this is crucial for getting marketing campaigns up and running quickly.
I've worked in many email platforms over the course of my 20-year career. I can say for my specific needs, Act-On does everything I need it to do without the additional fluff or confusing interface of others.
Act-On has gone above and beyond to integrate seamlessly with my company's Salesforce platform. We have a custom-built process with many custom objects. Whenever I have needed something out of the normal setup, the Act-On tech team has accommodated my needs to ensure information passes back and forth between the two platforms correctly and quickly.
It's extremely user friendly.

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

Act-On is ideal for this department of one. The user interface is simple and intuitive. I know there are a lot of features of the platform that I don't personally use, like contact scoring, webinar, form or landing page build outs, so I can't speak to those. But for the purposes of audience segmentation and emails, it does exactly what I need it to do. I love how seamlessly it integrates with Salesforce.

Act-On Feature Ratings

6.8
WYSIWYG email editor
2
Dynamic content
Not Rated
Ability to test dynamic content
Not Rated
Landing pages
Not Rated
A/B testing
5
Mobile optimization
7
Email deliverability reporting
9
List management
9
Triggered drip sequences
9
9.0
Lead nurturing automation
Not Rated
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
9
Not Rated
Event/webinar marketing
Not Rated
Not Rated
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
Not Rated
Dashboards
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated
8.5
API
8
Role-based workflow & approvals
Not Rated
Customizability
Not Rated
Integration with Salesforce.com
9
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated
Third-party software integrations
Not Rated

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