Act-On Success in Financial Services

Customer Quotes

VP - Marketing & Communications
Financial Services
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source

“Act-On : One of the Best MarTech Platforms on the Market”

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What do you like best?

It is an excellent and comprehensive resource. From email to landing page creation, it is the perfect tool for creating and measuring the assets that I need.

What do you dislike?

Some of the reporting can be aggravating. I believe there should be easier ways to draw out some of the data that I want to look at.

Recommendations to others considering the product:

If you are considering HubSpot or some other tool, you need to look at Act-On.

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

It provides a greater insight into what marketing assets of ours are working.

See what Act-On can do for your business.

U
Mid-Market
(51-200 employees)
Validated Reviewer
Verified Current User
Review Source

“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 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!


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 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.


EF
Mid-Market
(51-200 employees)
Validated Reviewer
Review Source

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

Technical issue and integration with other 3rd party software