Act-On Software vs. TapClicks

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

When you have multiple platforms you are pulling data from, TapClicks is perfect for you. If you don't have many platforms, or you don't have many clients who need to see their data in real time it might not be needed.

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

• Customizable dashboards: these are easy to set-up and manage and tell a powerful story. We appreciate that they can be exported.
• Import Wizard: it's very important that we are able to include custom data points in our reports through the Import Wizard. After a short learning curve, we are not importing data on a weekly basis for a comprehensive report that not only shows marketing trends, but the business results too.
• Groups and Clusters: The ability to manage client groups and clusters has been vital to how we report out to the client.

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

• Missing some configuration of metrics, timelines, reporting.
• Bugs happen regularly, though this is offset by quick patches and lots of new features all the time.
• Ability to hide reporting sources and widgets when they don't have any data. This should be automatic.

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

TapClicks is a must have for our agency clients

Incentivized

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

TapClicks provides an array of on-demand training videos coupled with account management support to help your organization get up and running. That being said, TapClicks integrates with hundreds of marketing, advertising, CRM, and website analytics third-party platforms, so depending on how many integrations you want to activate, it can be a steep learning curve. Overall, we like the usability of the product.

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

Our organization experienced a very thorough onboarding process that helped us get up and running with TapClicks. It's pretty easy to integrate or "connect" with other platforms. We have developed a long-term relationship with our Account Manager at TapClicks and we really value her support. In today's world, most technology companies change your Account Manager seemingly almost every year, but that has not been the case with TapClicks.

Incentivized

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

After thoroughly evaluating multiple reporting and analytics platforms on the market like AdStage, Funnel.io, and Domo, our team felt that TapClicks integrated with the most third-party marketing, advertising, and website analytics platforms while providing very customizable and visually pleasing reporting modules, graphs, and charts. We also were impressed by the TapClicks services offering. We are very pleased with our decision and have no plans to switch providers. By utilizing TapClicks, our agency has been able to close more business, provide better reporting, increase revenue, and scale.

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

• Greater efficiencies in providing reports to our clients
• Great reporting features to sell when we're trying to close new business as an agency
• Ability to resell and add margin to our investment
• Automated reporting for our clients which saves our team time

Incentivized