Act-On Success in Financial Services

Customer Quotes

Act-On review by User
Validated Reviewer
Verified Current User
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“We don't regret the switch!”

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What do you like best?

Easy to navigate, prompt and helpful customer service, great CRM integration, meets our business needs. Love the way to easily find and share curated content from media sources. Calendar has color coding per campaign.

What do you dislike?

The UI is a little annoying because everything is hidden in a collapsed icon sidebar. Takes a while to figure out where things are.

What business problems are you solving with the product? What benefits have you realized?

We wanted a way to organize and analyze our social media efforts (via their service Oktopost) because other services did not easily allow you to do this. As a company we also simultaneously wanted to better be able to write, track, and analyze emails that would sync with our CRM. Act-On does both!

See what Act-On can do for your business.

Act-On review by <span ue="safe-name" data-safe-name-id="a96a5b4f-f41f-4bfd-a275-0c930f2515e3">Chelsea S.</span>
Market Research Specialist
Financial Services
Mid-Market
(201-500 employees)
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Verified Current User
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“Great Program with Potential to round out Member Experience”

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What do you like best?

First and foremost, I like the automated programs, which has allowed us to reduce the time and manual labor we put into building ad hoc emails. We've been able to push out information faster and able to reach more people than Constant Contact.

Second, I like scoring process. We can cookie the users, and set up different criteria of how they're scored. From that, we created a leads list for our contact center, so they can personally reach out.

Third, I love the segment feature we can create with a list in the contacts. That has allowed us to further divide out who's interested in our products and services after two emails, then better market to those users.

Lastly, I like Act-On University. This program is intimidating, but Uni has a selection of different courses you can take depending on how you want to use the software. We have a team of primary users, and also a sales team. Both have very different roles in how we use Act-On, so it's great to see our team on the same page.

What do you dislike?

The program itself is intimidating. There are so many factors that go into one email, that it takes a few months to fully grasp the concepts. Act-On University has really helped with that, so I'd recommend going through as many of the workshops as possible. The downside to that, is if you're looking to get certified and do the live workshops, the presenter has to manually upload your name for you to get credit. I reached out to support and it wasn't as helpful as I was hoping.

What business problems are you solving with the product? What benefits have you realized?

This software has forms that we integrated with our website, so we have the ability to track our users and better grasp their behaviors and conversions. It's allowed us to create our own templates and use those for outbound and the automated programs. We've been able to provide our contact center with a list of hot leads, which we've gotten positive feed back from.


Act-On review by Executive Sponsor in Financial Services
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“Easy to use platform”

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What do you like best?

The marketing platform is outside of our CRM system and this makes Act-On focus on the Marketing functionalities and leave our CRM system does what it is supposed to do and not having to be customized to serve marketing pieces of it.

What do you dislike?

Cost... more expensive than other sofltware.

What business problems are you solving with the product? What benefits have you realized?

Technical issue and integration with other 3rd party software


Act-On review by <span ue="safe-name" data-safe-name-id="7ccd8f30-590e-40f2-b1b6-f392e5de67ba">Mitch K.</span>
Marketing Specialist
Financial Services
Mid-Market
(51-200 employees)
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Verified Current User
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“Fantastic Tool”

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What do you like best?

We use it in our organization as a email distribution tool for our newsletters and e blasts. It provides a high level of data after the send and is a good tool for last minute communications as well.

What do you dislike?

Although I like the data tools Act-On provides It would be nice to have a distribution tool for creating emails without having to directly program.

What business problems are you solving with the product? What benefits have you realized?

Email newsletters, website traffic data and one off client communications.