Act-On Software vs. ConvertFlow

If you have MS Dynamics CRM, this is the automation platform for you and your operations. Act-On Software easily syncs with dynamics, and we've never had a problem with this since we set ours up years ago. If you use a different CRM, I'd check to see if other options might make more sense. Having that ability for the systems to seamlessly talk is critical.

Incentivized

I'd say just about every marketing application can benefit from ConvertFlow's features and flexibility. Some step-by-step logic form builders limit what you can have on each step, ConvertFlow leaves that totally up to you which is a huge plus. If you use Keap as your CRM, it is especially helpful as not all systems have a direct connection like this does. If there's an area it may be less suited than other specific tools, I'd say maybe survey forms. You certainly CAN build them, but there are other tools for that which create an easier experience building and for the user.

Incentivized

• The templates are easy to use and set up campaigns.
• It's simple to use, and the email editor features a drag-and-drop interface.
• It's easy to set up a drip campaign or a series of scheduled emails.
• It has the flexibility of having a variety of scheduling options and the use of user experience automation.

Incentivized

• step-by-step forms
• CRM integration
• logic-based user interface
• lead data

Incentivized

• Building email and landing page templates are difficult, the drag and drop builder is not straightforward, and requires coding knowledge
• The workflow tool is cumbersome and not as intuitive as I'd expect a best in class marketing software's to be
• Domain connections and domain management functionality made it difficult to manage multiple company domains and subdomains for pages

Incentivized

• lead source from Google - can't tell paid vs organic
• Some custom fields in forms require duplicating or re-setting up across forms - could used custom saved questions library
• From landing pages, opening a pop-up requires building a pop-up outside the page. this is good when multiple pages use the same pop-up but in other cases can be time-consuming to exit the page, build, then go back and finish the page. small detail really but worth knowing about
• you can set up custom URLs, but so far no option to integrate, for instance, into WordPress and give a landing page your actual URL. So instead of "domain.com/page" you have to use "go.domain.com/page" or something like that. would be nice to keep it within my URL in some cases.

Incentivized

It's my single biggest asset in my current role. With limited resources, its enabled Anachron to punch well above our weight marketing wise and although we're still at the beginning of our journey I know the system can scale with us

It's good, but not quite brilliant. Some parts of the interface are still a bit outdated. The product has been evolving very fast, though, and I believe in a few months it will be up there with the best of them, interface wise as well.

Incentivized

I have always found them quick to respond to my query by web inquiry. In those instances when I call, I have always reached help quickly. They are conscientious and skilled in discussing my concern and finding a solution to my problem. Other tech organizations should use Act-On as a model for top-notch customer service.

Sometimes the server loading speed is a little slow but most often runs fine and if it doesn't their tech support is quick to respond

Since we start using Act-on for ourselves and our clients, we have been supported very well. Often we need to integrate with legacy systems and we find the support team on our side during the whole endeavor. Always asking if they can help us further, always willing to do a better job. The support of Act-On is one of the main differentiators

Dan D. was great. He took the time to understand how I needed the program to run, and was very flexible to our special CRM setup.

The system is very user friendly, I think we were up and running within a day or so of having the product. It took very few online training for me to learn a large chunk of the functionality of this system.

What impressed me most is that Act-On showed full committment in making our implementation successful, even when it required additional support from their team. This gave me a lot of warm and fuzzy feelings. Most other software software vendors are not anywhere close to being this responsive and effective

We chose Act-On for its ability to support our customers within a single account. The Marketing Network is a huge benefit to our business and the offerings we provide to our customers. In previously working with Hubpsot and Salesforce, we found the support to be lacking - often being referred to a forum or landing page rather than getting hands-on guided help from a knowledgeable person on their team. We LOVE Act-On and the team that they have servicing our account!

Incentivized

All of these I used for different, specific purposes. ConvertFlow accomplishes ALL of those purposes and does them well. There might be an area or two where others excel, but you end up needing more than one tool to accomplish the same results as ConvertFlow can do in one tool.

Incentivized

Before I feel like I need more features, the Act-On customer service reps are contacting me telling about new features as part of my account.

• Positive- quick setup for webinars between 3 different tools, made it easy to do in high volume
• Negative- lots of processes with the designer tools that made email/landing page design take longer than it should have, costing man hours
• Positive- email automation with different types of campaigns we could have flowing at once or could span across multiple audience segments made it so we could consistently create touch points and increase our engagement, thus our ROI over time

Incentivized

• Saves my team a TON of time. we've used form tools before that generated results but took a whole afternoon to properly set up. My team can set up new forms or a/b test designs in minutes.
• Signup optimization is now attainable for many team members. Even my designers can easily test their own work, you don't have to have a deep data analysis to see what's working

Incentivized