Act-On Marketing Automation SugarCRM, Inc.

Act-On Software delivers cloud-based integrated marketing automation software. Its platform is the foundation of successful marketing and sales departments in organizations of all sizes. Act-On's highly intuitive user interface, complete online marketing tool set, Act-On Anywhere™ business productivity application, and affordable pricing have enabled the adoption of marketing automation technologies without the need for dedicated IT support.

Act-On’s native, pre-built integration to Sugar allows the two systems to create a true closed-loop sales and marketing system. Act-On pumps unparalleled lead intelligence into Sugar, so sales can identify the hottest prospects and reach out at precisely the right time; converting static CRM data into actionable, dynamic intelligence.

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Features and Benefits

Automated Programs

Act-On gives you the tools to quickly and easily set up strategic campaigns that deploy automatically based on your pre-programmed rules. Set up lead nurturing, segment lists, score and distribute leads, and trigger offers when someone performs a specific action.

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Act-On Anywhere

Act-On Anywhere gives you access to content, functionality, and engagement data as you browse sites or use the cloud-based applications that are part of your day-to-day workflow. With Act-On Anywhere, you can stay within your favorite applications while still using marketing automation to create and optimize content, use email more effectively, and access more marketing engagement data to make better business decisions.

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Lead Nurturing

Lead nurturing is a proven method for turning prospects into buyers. It’s done by systematically contacting prospects over a set amount of time and providing relevant content that eases them through the buyer’s journey.

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Lead Scoring

Lead scoring makes it easy to sort out the hot from the not. A good lead scoring system watches for online and offline buying signals, increases marketing’s ability to pass qualified leads to sales, and helps sales focus time and effort on the most likely buyers.

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RESOURCES

Intro to Marketing Automation

DETAILS

Marketing

Campaign Management

Sugar Sell

Sugar Enterprise

Version Compatibility

Vendor

Act-On Software

Automated Programs

Act-On Anywhere

Lead Nurturing

Lead Scoring

A/B Testing

You can quickly discover whether the call to action “Buy Now” or “Shop for Deals” will work better with your target segment, or whether a red button gets more action than a green one. The better the response, the higher your return on investment.

Reports and Analytics

Real-time data snapshots continuously capture the progress of your entire opportunity pool at each stage, allowing you to visualize your funnel, including potential revenue, achieved revenue, and process bottlenecks.

Website Visitor Tracking

At any given moment, 97% of your website visitors are invisible. Many are warm or hot prospects actively engaging with your content to figure out if you can deliver what they’re looking for. Act-On's Website Prospector solves the problem by helping your teams uncover the anonymous 97% – in real time.

Inbound Marketing

Inbound marketing describes the strategies and tactics that help prospective customers find you across the digital channels. It’s done by creating great content (e.g., useful, compelling, informative, entertaining), optimizing it for online channels and devices, and distributing it across the channels so it can attract and engage audiences.

SugarCRM Integration

Some features includes: <br /> • Hot Prospects – a prioritized list of leads and contacts who are currently the most active and engaged. <br /> • Act-On Email – allows your sales team to quickly and easily send trackable emails, so they can see exactly who opens and click on the messages they send. <br /> • Act-On Activity History – lets your sales team see the digital footprint of their leads and buyers, uncovering what they’re most interested in. <br /> • Marketing Designed Templates - save time by accessing pre-built email templates within Sugar.

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