Get more out of Automation
August 08, 2013

Get more out of Automation

Vinny Poliseno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Google Adwords
  • Advanced Dynamic Content

Overall Satisfaction

  • Dynamic Content.
  • Progressive Profiling.
  • Lead Grading.
  • Lead Scoring.
  • Sometimes using the WYSIWYG is not completely intuitive when using dynamic content.
  • Campaign Management within the product. It syncs to SFDC campaigns very well but the native campaign management within the product doesn't connect directly to SFDC campaigns.
  • Higher qualified leads getting into the hands of my sales team.
  • Using scoring & grading to help prioritize lead follow-up.
  • Delivering relevant content to proper segments.
I have been extremely happy with the product and I've received some great feedback so far from my sales users.
I think the product is just going to get better now they are a part of the SFDC family.

Product Usage

27 - SMT, Sales and Marketing
1 - It is just me right now. Might be a second eventually but I am the internal admin of the product.
  • Marketing Automation
  • Lead Grading
  • Lead Score
  • Lead Round Robin
  • Drip Programs
  • Keyword evaluation
  • Sales Intelligence

Evaluation and Selection

Eloqua, Marketo, Genius.

Eloqua was too expensive. Marketo, is a very slick product, and the pricing they offered us for the lowest-level version (Small and Medium Business) was competitive, but still about $3,000 per year more than Pardot. One big issue with Marketo though was the very aggressive sales process. The sales rep was so aggressive that it ultimately soured us on the company. Genius is really more of a bulk email tool and focuses less on the automation side of things which is really what we needed. It's a good starter tool, but does not have the depth of functionality that we were looking for.


It's a SaaS tool so implementation of the product is a few clicks on your end. Connections to other services are pretty simple and straightforward. Again they have documentation with images walking you through the process.


  • Online training
  • Self-taught
When brought on board you get an implementation specialist who provides you a timeline & tasks to be completed. We received 30 mins per week for a screen share to get all of those questions answered and he was very responsive to email replies with screencasts showing my faults or misconfigures.
Though the product was easy to pick up and very relatable to similar marketing automation platforms...I would not recommend just jumping and running on your own. They offer on-demand trainings covering the entire product with two one-hour welcome webinars which you give an overall sense of the product. You'll want to read the documentation and watch the training videos to ensure long-term success.


You'll want to configure your fields to match your custom CRM fields, configure scoring as it makes sense to your business along with grading profiles.


Back to my previous statement their support team is AWESOME. Depending on your service you may get better or implementations done for you during install but I was on a very quick install that was tied to another project so I did 90% on my own.
No - There support team is extremely helpful and very responsive...also all of the their documentation is widely available and top notch.


Very easy to understand GUI.


I have no had any issue with any connectivity/availability issues with the product.
There are various connectors to the product to other services (SFDC, Google Analytics, Google AdWords,, Social Accounts, etc.). They all seem to sync very well and frequently.


  • Google Analytics.
  • Google AdWords.
  • GoodData.
  • GoToWebinar.
  • Facebook.
  • Twitter.
Extremely easy.

Vendor Relationship

Pretty easy as I don't play the sales game. I am pretty transparent through the whole process and after reviewing 3 other vendors, we were quoted & accessing the product within 3 weeks.
13 month term with 1 month free to move from Act-On. Was able to talk down price to a nice point to only pay a little bit per month more than we were paying for Act-On.