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.

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.

Mikogo Case Study

Since adopting Act-On two years ago, Mikogo has increased its sales by 30%, a tremendous lift in topline revenue for the company.

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.

Greater Philadelphia Chamber of Commerce

Learn how Act-On solutions helped the Greater Philadelphia Chamber of Commerce increase sales leads, boost email response, and continually improve results throughout the sales funnel.

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.


SupplyFrame wanted to go beyond the basics in its email marketing, but without having to swallow a lot of complexity. They implemented Act-On; what took previously took a day now takes an hour. They began using additional features such as list management, website analytics, and landing pages. The sales team benefits too; the behavior scoring, integrated with Salesforce, gives insight into prospects’ needs.


RME has experienced a 49% increase in Monthly Lead Flow and a 68% decrease in Cost per Lead by using Act-On to deliver sharp insights into their prospects with real-time lead behavioral analysis and really easy list management. See how Act-On could deliver the same for your marketing organization.

Mede Analytics

We looked at other marketing automation systems and I felt they were too complicated; I wanted to keep it simple so we could get up and running quickly. The beauty of Act-On is that it is simple to use without sacrificing breadth and depth of functionality.

First Insight

First Insight Corporation is seeing dramatic improvements in marketing process efficiency and bottom line results after switching to Act-On.


High-Impact-Prospecting is a demand generation agency with top-tier tech-centric clients. Using Act-On in place of a home-grown platform let the agency save 1,000 hours a year while getting significant lift from a remarketing program. H-I-P also realizes greater deliverability rates through leveraging Act-On’s platform – which means a better return on the same campaign investment. H-I-P is an Act-On APEX agency partner, enjoying bulk discounts and other benefits.

Most people think automating marketing is a balance between tactical and strategic. In our experience implementing tactical tools that can also be used in long-term strategy is vastly superior to struggling with difficult-to-implement, bloated systems. Act-On allows us to immediately start our tactical campaigns and then grow into more strategic features over time. We highly recommend Act-On.

US Fleet Tracking

One of US Fleet Tracking’s biggest problems prior to implementing Act-On was a lack of transparency and integration between software solutions in different departments. Now, Act-On ties marketing directly to the Salesforce system used by the sales team, providing information in the exact format with which they are already familiar. As a result, the sales team sees the immediate benefits of getting information into the Salesforce database: potential and current clients can be included in marketing promotions. Integration was so seamless that sales and marketing communication has been streamlined and strengthened without additional effort or training.


One year after integrating SugarCRM with Act-On, Propelics saw a whopping 800% year-over-year increase in revenue. Implementing Act-On led to more opportunities, more meetings, greater retention – and more deals.


Within the first six months of using Act-On, NuGrowth identified a combined 34 percent increase in open rates; a combined Click-to-Open Ratio that more than doubled; and a combined increase in leads of 192 percent – nearly tripling the benchmark number prior to its Act-On implementation.


Flycast Partners provides IT Service Management consulting and implementation services to organizations across North America, and is a premier reseller for BMC Software. With its focused sales team using the Act-On platform for the past year, fast-growing Flycast has equaled or exceeded the sales of larger resellers, rocketing to excellence in a mere 12 months. The company has exceeded its sales goals by 10 fold.


Marketing agency Starshot needed a powerful, sophisticated marketing solution that could be deployed swiftly and managed with a minimum of fuss. With Act-On, Starshot saves time in campaign creation and gives sales people more-qualified leads, while managing nurturing campaigns for sales cycles up to 3 years long.

To the Point Marketing

“There’s no way we could run campaigns like this – with these levels of nuance and complexity – without Act-On Software.”
— Mary Alice LaPoint, To the Point Marketing

It was no longer sustainable: Digital marketing agency, To the Point Marketing (TTPM), was increasingly deploying workarounds to make its email service provider “work” for client campaigns … and increasingly losing ROI. A better solution was urgently needed. Since adopting Act-On, TTPM is able to plan and execute sophisticated, multifaceted marketing campaigns easily and efficiently. They’ve also grown revenue by 300%.

Circle S Studio

Circle S shows how marketing agencies use marketing automation to both get new clients, and help clients meet the challenges of multiple channels.

Templeton & Company

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


W-Systems manages marketing and sales technology software deployments, with an emphasis on Sugar. The firm picked Act-On for its commitment to the Sugar integration.

I saw Act-On continuing to enhance its Sugar integration and going to SugarCon with new and improved features. That continuity, that ongoing effort to integrate with Sugar, was what I was looking for.”
— Christian Wettre, President, W-Systems

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