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Customer Relationship Management (CRM) and Marketing
Automation

When marketing automation technology and customer relationship management technology are integrated, real-time, actionable intelligence is the result.

Using Act-On integrated with CRM, salespeople can:

• See marketing touch points and scores and know exactly why a lead has been qualified and assigned to them
• Prioritize the hottest prospects
• Use shared real-time intelligence about a prospect's interests and activities to inform conversations targeted to demonstrated wants and needs

Using Act-On integrated with CRM, marketers can:

• Choose which segments to import to the Act-On database and market to; it's not necessary to bring over the entire CRM database. Segments are kept in sync
• Use lead scoring schema that will automatically push high-scoring leads into a hot list for sales
• Manage, recycle and reassign sales leads based on behavior, which maximizes closing rates and lowers lead cost