CRM integration with Act-On

CRM integration with Act-On

Haven’t you integrated your CRM with your Act-On yet? Then you are missing out, because syncing your CRM-data with your Act-On data gives you much more segmentation possibilities and insights. But above all, it will help you achieve better results. Learn more about how it works!

Why Connect Your CRM to Act-On? 

Connecting your customer management system (like Salesforce, SugarCRM, NetSuite, Zendesk Sell, or Microsoft Dynamics) with Act-On, a tool that automates marketing tasks, is a smart move for your business.

It’s all about making your sales and marketing teams work better together. By sharing data between your CRM and Act-On, you can make sure everyone knows what’s going on with customers and leads.

This helps your team send the right messages to the right people at the right time. 

Claudia Pas

More about Act-On?

The Good Stuff: Benefits of Connecting CRM and Act-On 

Here’s what you get when you link your CRM with Act-On:

  • Better Lead Handling: Automatically look after your potential customers by keeping them interested until they’re ready to buy.
  • Personalized Marketing: Use the info in your CRM to make messages that speak directly to what your customers want and need.
  • Sales Team Superpowers: Give your salespeople all the details about a potential customer’s interests and interactions, so they know the best way to reach out.
  • Always Up-to-Date: Keep your customer info in sync across both systems, so everyone has the latest details.
  • Track Your Success: See how well your marketing efforts are doing by checking the sales numbers directly. 

How It All Works Together

Here’s a simple breakdown of how connecting your CRM to Act-On makes things better: 

  • Sharing Info Both Ways: Both systems talk to each other, so any update in one system shows up in the other. This keeps customer info and activities up to date.
  • Sorting and Scoring Leads: Act-On checks how interested each potential customer is based on their actions, like opening emails or visiting your website. This helps your sales team know who to talk to first.
  • Automatic Marketing Moves: You can set up Act-On to send out emails or other marketing stuff automatically based on what’s happening in your CRM, like when a new lead comes in.
  • Targeted Messages: Use the detailed info in your CRM to make sure your marketing messages hit the mark for each group of customers.
  • Seeing What Works: You can look at how well your marketing campaigns are doing right from your CRM, helping you see the link between marketing and sales. 

In short, linking your CRM with Act-On makes your marketing smarter and your sales process smoother. It’s about getting your teams to work together better, understanding your customers more, and making your business grow. 

Let us help you integrate your CRM with Act-On

Getting help from an Act-On Certified Partner, such as Marketing Guys, makes a world of difference and speeds up the integration process. We help you with the native integrations with Salesforce, SugarCRM, NetSuite, Zendesk Sell and Microsoft Dynamics.

If you have another CRM, don’t worry, our sister company Combinexus can help you out with custom integrations. No matter your CRM, we will help you integrate! 

Marketing Guys is not only your partner for the technical implementation of the Act-On software, but we are also offering appropriate strategic and tactical advice and support. Every month. So you know you’re getting everything out of Act-On to achieve your goals. 

Schedule an appointment via the calendar below. Would you and your colleagues also like to follow one or more Act-On sessions/trainings? Feel free to contact us at +31(0)337370250. 

P.S. You can book these sessions or trainings even if you have not purchased the Act-On software through us. 

Support at every stage of the customer journey

You want to guide your target audience optimally during their complex customer journey. We’ll help you do just that. Think about:

💡Tip: Download our Products & Services Menu. All the help we can offer you conveniently listed. 

Schedule an appointment via the calendar below. Prefer to call? Call us at +31(0)337370250 and ask for Claudia.