Act-On Integrates With SugarCRM

Your Act-On account works seamlessly with your SugarCRM account, providing a complete closed-loop system for multi-channel lead generation, management, and revenue contribution. Check out our listing on the Sugar Exchange Website.

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Easy, automatic synchronization

Act-On’s seamless integration with Sugar makes it easier for marketing to deliver more highly qualified, sales-ready leads to the sales team. Using Act-On’s native, out-of-the-box integration, you can set up automatic, bi-directional synchronization between Sugar and Act-On – easily, and in minutes. With Act-On, you can attract, capture, and nurture prospects, then convert leads directly into Sugar. Sales accesses Sugar to get real-time information, including prioritized leads and activity history.

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Contact Activity History

Complete contact activity histories give your sales team detailed information about a contact’s online and offline activity. This helps sales reps understand the prospect’s interests and pain points for more productive sales calls. Act-On automatically updates the contact and lead records in Sugar with all engagement activity including:

  • Emails sent, opened and clicked.
  • Web page and landing page visits
  • Event registrations & attendance
  • Content downloads and form submits
  • …and more

Prioritize leads with lead scoring

Leverage Act-On lead scoring to identify and prioritize sales-ready leads based on points scored for demographic and firmographic data, and behavioral touch points including email, website, event attendance, and form submissions. Your sales team will know who prospects are, what they care about – and what to say – during the sales call.

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Website Prospector

Turn your website into a lead generation machine. Act-On makes anonymous visitors much less anonymous. Using their IP address, Act-On uncovers the visitor’s company (name and physical address). By using integrated information sources like data.com and LinkedIn, you can search for individuals’ contact information, then reach out and make connections with companies that are already engaging with you online.

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Lead Generating Forms

Looking for new leads? Building lead generation forms is a snap with Act-On. You won’t need technical resources to build customized and branded forms and landing pages. You can easily feed form submissions into SugarCRM without risk of duplicates.

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Read more about how marketing automation works with your CRM

eBook

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Got CRM? Why You Need Marketing Automation, Too

When you create a campaign in your marketing automation system, it should map back to your CRM so that you can tie closed deals back to the campaigns that created them. This closed-loop reporting capability allows you to attribute revenue to campaigns and more accurately measure your ROI, giving you the information you need to make data-driven marketing decisions.

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