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Act-On Software to Exhibit at Convergence 2014 and Demo Integration With Microsoft Dynamics CRM at Booth 2937

Press & News

Integration Provides a Closed-Loop System for Multi-Channel Lead Management & Revenue Contribution

BEAVERTON, OR–(Marketwired – Mar 3, 2014) – Act-On Software, a leading provider of cloud-based integrated marketing automation software, today announced its participation at Microsoft Dynamics Convergence 2014, taking place March 4-7 in Atlanta, GA. Act-On will showcase its marketing automation platform, and demo its integration with Microsoft Dynamics CRM at booth 2937.

Sales and marketing teams that integrate Act-On and Microsoft Dynamics CRM benefit in a number of ways, often seeing greater sales and marketing alignment and accelerated lead-to-revenue performance. This, in turn, translates into lower lead cost and higher closing rates.

Salespeople using Act-On integrated with Microsoft Dynamics CRM can:

  • See marketing touch points and scores to 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.

Marketers using Act-On integrated with Microsoft Dynamics CRM can:

  • Choose specific segments to import to the Act-On database and market to.
  • 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.

Companies benefit from the seamless integration between Act-On and Microsoft Dynamics CRM:

BlumShapiro, the largest regional accounting, tax and business consulting firm based in New England, adopted Act-On because of its lead management capabilities, Microsoft Dynamics CRM integration, and marketing automation functionality. BlumShapiro is now able to track website visitors, the pages they view, time spent on the site, and the content they engage with. As a result, they know what topics and activities are of primary importance and can tailor outreach accordingly.

Starshot, a marketing agency focused on customer experience design and demand generation, leverages Act-On to create and sustain demand for its own business and that of its clients. At the corporate level, Starshot has integrated its Microsoft Dynamics CRM system with Act-On marketing automation to enhance revenue performance and increase its sales and marketing alignment. Act-On’s native integration with Microsoft Dynamics CRM was one of the main reasons Starshot turned to Act-On, in addition to the platform’s customer service, ease of use, and continuous product enhancements. Read the full case study here.

Templeton & Company, a leading accounting and management firm, and its technology subsidiary company group, Templeton Solutions, a Microsoft Dynamics partner, were previously using disparate marketing technologies to accomplish their online marketing and lead generation goals. At the corporate level Templeton & Company has integrated Act-On and Microsoft Dynamics CRM to enhance its sales and marketing alignment, and lead management responsibilities. Templeton Solutions also manages instances of Act-On for its clients, helping to optimize their lead to revenue performance. With Act-On, both Templeton & Company and Templeton Solutions are able to market more effectively across multiple channels and report on campaign performance in real-time. Since adopting Act-On for outbound and nurturing programs, the firm has reduced resource expenditure by 50 percent.

To learn more about Act-On or its integration with Microsoft Dynamics CRM, stop by the Act-On booth 2937 at the Convergence show, April 4-7 in Atlanta, GA.

Act-On will also host a networking event “Converge with Cocktails,” on Wednesday, March 6 at Glenn’s Kitchen inside the Glenn Hotel. Customers, partners, and friends in the greater Atlanta area are welcome to join. Come for a cocktail and stay for the conversation; get to know other Act-On power users and partners. Space is limited — RSVP here.

Companies of all sizes have turned to Act-On in record numbers in order to execute integrated, multi-channel marketing and lead nurturing campaigns. Using Act-On, marketers can automate critical marketing tasks as well as receive rich analytics and reports in real-time; all without the need for IT support. Act-On’s 2,000+ customers range in size from small and mid-size businesses to marketing departments of large enterprises, including digital marketing agencies. Use of the platform spans all major industry verticals such as services, technology, manufacturing, healthcare and finance.

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About Act-On
Act-On is a leading provider of integrated marketing automation software, helping 2000+ companies to tie inbound, outbound, and nurturing programs together — across email, web, mobile, and social. Users achieve superior return on marketing investment through sophisticated demographic and behavioral data that increases engagement throughout the customer lifecycle, reduces the cost of acquisition, and strengthens loyalty. Act-On’s fresh approach to marketing automation gives sales and marketing professionals full functionality without the complexity other systems impose, and makes campaign creation and program execution easier and faster. Act-On offers a best-in-class professional services team, dedicated customer support, and the APEX ecosystem of partners to provide clients with the tools they need to achieve marketing success.