Act-On Features

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

System provides sufficient customization to meet business requirements

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Ability to define a custom domain from which emails are sent.

Able to send emails from multiple domains.

Ability to use a dedicated IP for deliverability.

Availability and quality of documentation for API, code library, implementation, and set up.

Ability for the platform to manage individual domain reputations. That way, senders with good sending practices are not penalized based on the sending practices of others.

Tracks emails sent and delivery rates and compiles them into standard reports.

Provides features and infrastructure to allow scaling for large organizations.

Emails are consistently received and software performs reliably.

Syncs lead data within the sales database for consistency and accuracy

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages.

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database.

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system.

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Process for administrator to create personalized email templates from scratch or incorporate and leverage existing templates.

Quantity and quality of preset email templates for administrators to construct their own emails.

Able to customize the unsubscribe templates, handler, and tracking.

Able to segment transactional emails based on their purpose.

Detailed logs for tracking and debugging mail server activity.

Alerts administrator whenever a pre-set event occurs.

Integrates webhooks into emails to signal email status (i.e. sent, bounced, opened, etc.)

API used to track the status of emails.

API used to send emails (e.g. Web API, SMTP API)

Testing to ensure emails do not go to recipient's spam folder.

Integrates with e-commerce platforms.

Integrates with email marketing providers to share captured lead data.

Allows companies to connect landing pages to their existing domain.

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Aligns lead scores with predefined lead distribution criteria

Matches and assigns leads to the correct sales representative

Determines which leads should be prioritized and then accelerates them up the pipeline

Integrates with lead capture and lead intelligence tools to discover leads

Creates and assigns scoring system to rank the viability of leads

Integrates with CRM or marketing automation tools to contextualize lead data

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Aligns lead scores and strategy with existing sales operations

Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs

Gathers data about the effectiveness, impact, and reach of marketing campaigns

Collects and reports on data relating to customer journeys, preferences, and history

Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results

Includes features for budgeting, forecasting, and managing marketing investments

Offers a white labeling service for agencies or resellers to customize platform branding

Analyzes historical and current marketing campaigns to inform future strategy

Creates reports and dashboards to analyze results of campaigns

Identifies which marketing campaigns resolved in open or closed opportunities

Collects marketing campaign performance data across multiple channels

Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback

Provide templates for customer journey mapping to jumpstart the process.

Ability to export customer journey maps in a variety of formats to present and analyze.

Allow team members to invite others to collaborate on journey maps and make direct changes.

Provide the ability to compare the experiences of multiple personas in one journey map.

Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.

Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).

Automates the testing and optimization of customer-facing messaging and campaigns.

Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).

Ability to measure product usage by feature, campaign performance by source, and other trending metrics.

Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.

Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.

Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.

Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.

Allows users to drag and drop items and content to customize their site's look.

Provides ready-made templates for simplified landing page creation.

Allows users to edit a page's HTML or CSS code, or add custom code.

Allows users to upload and manage content such as photos, videos, and audio.

Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.

Creates mobile responsive pages for optimized viewing on mobile devices.

Gives users insight into unique pageviews, conversions, visitor location and device type, etc.

Optimizes content to increase search engine result rankings.

Allows users to generate text based on a text prompt.

Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

Is this technographic data accurate and up to date?

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives