CRM Integration - Salesforce Integration - Data Integration | Act-On

Put the Power of Act-On in Your CRM

Act-On pumps unparalleled lead intelligence into your CRM, so your sales team can identify the hottest prospects and reach out at precisely the right time. Wave goodbye to cold calling, and say hello to new deals. Act-On syncs seamlessly with all major CRMs, including Microsoft Dynamics, Salesforce, Infor, Sugar, and NetSuite, so you can manage leads and report on returned revenue without breaking a sweat.

CRM integration
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Learn how modern marketers are using Act-On at each stage of the lead-to-revenue process.

Lead activity history

Ditch the cold calls. Act-On brings the engagement history of every prospect right to your sales team’s screens. Before a rep ever picks up the phone, they can can see what Web pages the prospect has visited, emails they’ve clicked on, media they’ve downloaded, and so much more. Sales reps can pinpoint each prospect’s interests so that they can have productive, accelerated sales conversations.

Forms Contact Profile

Real-time alerts

Website Visitor Alerts notify sales reps when a prospect is on your website, or even a key page of your website. Sales reps can reach out when the prospect is actively engaged with your brand and is likely ready for a conversation.

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Real-time Alerts

Hot prospects lists

Act-On’s seamless integration with Salesforce makes it easy for salespeople to see their hottest prospects in a curated list. Act-On surfaces leads that are most active to help sales reps prioritize leads and focus their efforts on those that are ready to buy.

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Hot Prospects

Lead management

When your CRM and marketing automation platforms are integrated, you can coordinate your sales and marketing efforts throughout the entire customer lifecycle. Two-way communication between Act-On and your CRM means that marketing can easily pass qualified leads to sales, and sales can send leads back to marketing that aren’t quite ready to make a purchase. Act-On automatically updates fields, creates tasks, and assigns owners directly in your CRM.

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Two Way Collaboration

Lead scoring

Lead scoring gives you an objective system for ranking your leads. With Act-On, you can automatically gives points to leads based on behaviors and profile attributes. This allows marketing and sales to sort and prioritize leads, and ensures that only the best leads are passed to your CRM. Marketing can continue to nurture lower-scored leads before passing them to sales.

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Activity Scoring

Sales email templates

Make it easy for sales to stay in touch. Sales reps can quickly send personalized Act-On emails (one or many) and see exactly who opens and clicks on those emails. To make it even easier, you can load pre-approved email templates so that sales reps can send branded email messages with a couple of quick clicks.

Sales Email Template

Advanced CRM Mapping

As each company is unique, so is the data they collect, how it’s organized and stored, and how they want to use it. With Act-On’s Advanced CRM Mapping (for Salesforce, SugarCRM, and Microsoft Dynamics), data from nearly any custom object or entity can be integrated and leveraged for better measurement, segmentation, and more personalized, relevant engagement.

Advanced CRM Mapping

Funnel report

ROI reporting

Act-On’s Marketing Funnel Reports let you see your conversion funnel in a single reporting view. Real-time data snapshots continuously capture the progress of your entire opportunity pool at each stage, allowing you to visualize your revenue funnel at-a-glance and over time, including potential revenue, achieved revenue, and process bottlenecks.

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Act-On Integrates Seamlessly with Your CRM

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Got CRM? Why You Need Marketing Automation, Too

CRM systems transform sales through organization; marketing automation completes the picture by generating leads and managing lead engagement. Learn how the systems complement each other, and why you need both.

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Marketing Automation & Email Marketing Software You’ll Love

Act-On’s fresh approach to marketing automation and email marketing gives you full functionality without the complexity other systems impose on you. Our streamlined user interface puts first-rate marketing tools at your fingertips, making campaigns and programs easier and faster. Integrate your CRM, webinar management and other tools too, most with one click.