Act-On pulls the leads and contacts you need for your marketing campaigns from SalesLogix. Unlike the majority of marketing automation platforms, Act-On doesn't
automatically bring across the entire SalesLogix database. Instead, it allows you to choose the data you want to bring across, and then keeps the subset in sync
and up-to-date. You can set your synchronization to occur in real-time or as a scheduled update.
Sales and marketing alignment
When you execute marketing campaigns, Act-On automatically updates the contact and lead records in SalesLogix by adding marketing
touch points to the respective activity histories, such as:
White paper downloads
Act-On automatically pushes data to SalesLogix making it immediately actionable for sales to view in the sales portal. Salespeople
can view all website visitor activity, and customize and set their own criteria for alert settings based on:
Once the setup is complete, an automated text or email notification is sent to the sales rep whenever an alert is triggered,
allowing them to follow up immediately.
Real-time updates and alerts
Using Act-On web forms you can run marketing campaigns that use web-based registration forms or other types of forms that
automatically update the SalesLogix database. In addition, any Act-On alerts generated by website visitor traffic
automatically update SalesLogix as well. Both marketers and sales professionals can get a real-time view of their
campaigns' performance as well as track their customers' and prospects' online behavior to help close business fast.
Act-On integrates with SalesLogix versions of 7.5.4.
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