Customer Case Studies

Act-On customers range from start-ups and fast-growing young companies to well-established enterprise institutions; from marketing teams in small and medium-sized businesses, to independent teams in large enterprise corporations. They use Act-On in many different ways to realize their marketing objectives – the one common denominator is the success they achieve.

Here are a few of their stories.

Templeton & Company

Templeton & Company went from six different marketing tools to one integrated marketing automation platform, saving the firm up to $10,000 annually.

Northern Illinois University

Northern Illinois University’s OERD staff uses Act-On’s marketing automation platform to track and engage prospects and integrates it with CRM to connect potential students with advisors. It’s an entirely new way of approaching recruitment and Act-On has transformed the process for many programs.


Learn how iCharts built their marketing strategy from scratch with Act-On and saw a 20-fold increase in leads and sales opportunities monthly.

R.M. Hoffman

Discover how R.M Hoffman revitalized their marketing with Act-On Software to generate a 33% increase in sales leads year-over-year and a 15% increase in year-end sales revenue.


Learn how TechnologyAdvice was able to see positive results from using Act-On within just 60 days of implementation.

Truity Credit Union

Act-On’s advanced features have also brought sophisticated targeting and higher response rates for campaigns, giving a boost to Truity’s digital marketing by targeting recipients with the right message at the right time.


Working with large public and private enterprises, Spinnaker has gained a reputation across five continents for helping companies create strategies to grow revenue, manage risk, reduce costs, and improve customer service by developing world-class supply chain capabilities.

TotalRewards Software

Headquartered in Rocklin, California, TotalRewards Software helps more than 500 global companies market their total rewards programs to more effectively drive engagement with employees and candidates. On the cusp of launching a new product, CEO Ray O’Donnell needed to quickly build, execute and measure a myriad of complex marketing campaigns – without sufficient resources in-house to do so.

The Library Store

Over its 30-year history of providing schools and libraries across the United States with supplies and furnishings, The Library Store has grown into a $9.2 million business with a 628 page catalog featuring more than 35,000 products. Today, this family-owned company has 35 full time employees.


Travelink, American Express Travel is one of only 11 appointed travel agencies for the Centurion level of American Express Travel. Headquartered in Nashville, Tennessee, Travelink operates nationally with a combination of boutique business call centers, vacation travel retail locations, a travel business operations center for groups and meetings, and experienced virtual travel advisors.

SolarWorld USA

SolarWorld has long been at the forefront of renewable energy production, both at home and abroad. The company supports an expansive customer base that includes homeowners, commercial enterprises, military and government contractors, and direct-to-install vendors, and has upheld rigorous standards of quality throughout its 40 year history, in part by managing all aspects of product development in-house: the sourcing of materials, the assembly of solutions, the hiring of personnel.

McNally Smith

McNally Smith is a for-profit music college that offers degrees in performance, composition, songwriting, music production, audio engineering, hip-hop studies and music business. Most faculty members are active musicians, songwriters and music industry professionals. Over its 30-year history, McNally Smith has built a strong reputation for preparing students to make and sustain careers in music.

Insurance Agency Marketing Services

For nearly 30 years, Insurance Agency Marketing Services (IAMS) has served as a surrogate home office for thousands of insurance agents nationwide, providing sales and back office support, business development, case design, training academies, product information, and lead generation services, all focused on small agency growth. Each year, IAMS clients service tens of thousands of insurance policies nationwide.

Jefferson Awards Foundation

The Jefferson Awards Foundation (JAF) is the country’s longest standing and most prestigious organization dedicated to activating and celebrating public service. Through its programs, JAF trains and empowers individuals to serve and lead in their communities, amplifying their impact through the organization’s vast network of media partners, mentors and volunteers. Overseeing a range of youth-oriented programs intended to cull and empower the leaders of tomorrow, the foundation also hosts an annual gala, which celebrates national celebrities and local, unsung heroes who serve their communities.

Blue Mountains School

The right marketing automation system let Blue Mountains build a tailored outreach program with messaging at its core. The platform also gave Blue Mountains the ability to see where a potential student was in the process, and reach out at precisely the right time.


Zyme Solutions prospers in a complex enterprise sales environment. The company applied marketing automation to the challenges of a long sales cycle, with multiple stakeholders, and doubled its sales conversions.


Learn how PeopleHR, a UK based software company that provide lightning fast cloud-based software systems for human resources (HR) professionals, went from an overload of leads to record breaking revenue in a few short months.

UP! Your Service

“In the year before we began using Act-On, we sent three newsletters. Now we send one a week. It’s easy; I can set up and send a targeted newsletter in about ten minutes. I can track results by campaign and by segment, so I know what works and what doesn’t.” —Shyam Kumar, Up! Your Service

Lego Education

By implementing Act-On marketing automation, LEGO Education North America gained visibility into the sales funnel, customized campaigns, and optimized the marketing and sales process. Using automation and lead scoring, the LEGO Education marketing team is sending seven times as many email campaigns per year, including triggered and drip campaigns.

Terry Forsey Consulting

Terry Forsey Consulting automated its marketing and developed a whole new line of business based on lead generation services, with Act-On.
“We’ve not simply automated what we used to do, but completely redeveloped our way of running sales and marketing within the business.” — Terry Forsey, Managing Director, Terry Forsey Consulting.

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