Marketing Automation for the Fortune 5 Million

www.act-on.com | @ActOnSoftware

Atri ChatterjeeCMO

Marketing Automation for the Fortune 5 Million (for NCDMA)

www.act-on.com | @ActOnSoftware

About Act-On

• Our Company• Founded in 2008 by founders of Responsys and Webex• 125+ employees today in Oregon & California

• Our Technology• Designed from the ground up for small marketing teams• Simple, powerful and easy to integrate• 3rd generation SaaS platform built to scale

• Our Customers• 1,200+ and growing across all major vertical industries• From Progressive Insurance and Cisco to many companies

you probably don’t recognize

www.act-on.com | @ActOnSoftware

The Act-On Dashboard

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All Tasks Have a Simple Flow

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Feeds Integrating into Act-On…

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Using Scores to Prioritize Prospects

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Setting Up Scoring

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CRM Integration – Hot Leads to Sales

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CRM -- Lead Activity View for Sales

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Campaigns to Sales Opportunities

• Tie into SFA segments for campaigns

• Send real-time status back to SFA

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Connecting to External Systems is Point & Click

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Track Campaign Results to Close Loop

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Track Costs & Revenue for Campaigns

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The Scenario

NAMESLEADSMQL

LEADSSQL

OPPORTUNITIES CUSTOMERS

ACQUISITIONPROGRAMS

NURTURING PROGRAMS

MARKETING TOSALES HANDOFF

CUSTOMER RETENTIONCAMPAIGNS

SocialWebinarsWhitepapers

STAG

ESAC

TIVI

TIES

SYST

EMS

Salesforce AutomationSupport

CRM

www.act-on.com | @ActOnSoftware

For More Information…

• Contact me: [email protected]• Call: 1 (877) 530-1555 or email us: [email protected]• Twitter: @actonsoftware