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Templeton & Company Saves $10,000 a Year With Act-On Marketing Automation

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Consolidated Six Disparate Marketing Technologies Into a Single Instance of Act-On

BEAVERTON, OR–(Marketwired – Apr 21, 2014) – Act-On Software, the leading marketing automation provider for small and mid-market enterprises, today announced that Templeton & Company, a leading accounting and management firm, has adopted Act-On to automate its sales and marketing processes, helping the company cut its time spent on marketing programs in half — resulting in a $10,000 annual savings.

Templeton & Company uses Act-On for its financial services clients, and also in its technology subsidiary company group Templeton Solutions. Templeton Solutions is a Microsoft Dynamics partner, specializing in professional services CRM solutions built on the Microsoft Dynamics CRM platform. The marketing team is responsible for all aspects of marketing for both entities, which entails different audience sectors, differing plans, and separate goals.

Before adopting Act-On marketing automation, the team ran six separate marketing applications to accomplish its full slate of outbound marketing and lead nurturing goals, which required hours of tedious manual entry and lacked integration with other systems. With Act-On, Templeton now has a more holistic view of its entire marketing performance, and can see which emails have been opened, which content assets downloaded, which web pages visited, and which forms submitted. This level of intelligence helps to drive Templeton’s current and future marketing campaigns, enables sales consultants, and has allowed the firm’s marketing team to focus more on its core service competencies and day-to-day operations

“The professional services industry is starting to recognize the value of creating demand,” said Sarah Parker, CMO of Templeton & Company. “Marketing automation makes it possible for professional service providers to identify customers, anticipate their needs, and offer solutions in a timely and targeted way.”

Templeton & Company has also leveraged Act-On’s native integration with Microsoft Dynamics CRM to increase sales effectiveness, using Act-On’s Hot Prospect feature to automatically push sales qualified leads into Microsoft Dynamics, and giving sales consultants access into various marketing functions in real-time, including lead prioritization and activity history.

“In a previous experience with another vendor, the Microsoft Dynamics integration was an additional fee and the process was arduous,” said Sarah. “Act-On’s integration is included in the pricing, and it’s simple, seamless, and one-button easy.”

In its role as a professional services advisory firm, Templeton recommends marketing automation solutions to its clients, and endorses Act-On to all of its clients looking for a strong CRM integration. “Act-On has been in the Dynamics CRM space longer than some of its competitors and has a seamless look and feel. It’s a no-brainer for us to recommend,” concludes Sarah.

For more information on how Templeton & Company saves time and money with Act-On, read the full case study here.

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.

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