Your Act-On account works seamlessly with your SugarCRM account providing a complete closed-loop system for multi-channel lead generation, management, and revenue contribution. Check out our listing on the Sugar Exchange Website.
Act-On integrates with leads, contacts, reports and campaigns in your SugarCRM, pulling the data you want with ease.
Unlike the majority of marketing automation platforms, Act-On doesn't automatically pull the entire SugarCRM database. Instead, you choose how much to transfer and Act-On keeps this subset in sync and up-to-date.
When you execute marketing campaigns, Act-On automatically updates the contact and lead records in SugarCRM by adding marketing touch points to the respective activity histories, such as:
Act-On automatically pushes data to SugarCRM 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.
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 SugarCRM database. In addition, any Act-On alerts generated by website visitor traffic automatically update SugarCRM as well. Both marketers and sales people 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 versions of SugarCRM 5.2.0 or higher.