Act-On Software vs. ClickDimensions

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

ClickDimensions is great for SMB companies looking for an easy to use, robust platform especially in situations where there are only a few people within the Marketing Department.

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

• The nurture campaign builder was great. Easy to use and to follow along with.
• The drop and drag editor was easy to use and you could start using it with no training.
• I always like when a service offers a certification for their product. ClickDimensions training was easy to follow, gave good content/tips/tricks and really helped me learn the platform.

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

• Intergration with Dynamics CRM actually turns out to be a disadvantage, as the system is constrained heavily in its utility by how Dynamics runs. For example, creating marketing lists for segmentation is particularly arduous if Contacts and Lead entities are in use.
• Clickdimensions relies on Dynamics business processes to run automation events, which means if there's a lot going on then it can snarl up the CRM server significantly.
• Getting data imported into CRM and Clickdimensions is extremely clunky - when it doesn't fail entirely, it is often buggy.
• Drag and drop email editor is not great, often introducing undesired stylings due to cut and pasting.
• The real power in this system is being able to monitor key metrics, such as email clicks or page views. However, all of these have to be set up manually in Dynamics to truly leverage the system. And to act on these metrics requires business processes in CRM, as only email clicks and form submissions can be used as triggers from within CRM.

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

I see no reason for us to deprecate use at this point. It is important for us as a business to maintain our partnership with them and keep on the pulse of leading technology. ClickDimensions is a marketplace leader for the world of marketing automation, and in coordination with CRM, it's all the more relevant.

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

Easy to use! Although we are still using Microsoft Dynamics CRM 2011, the interface is still extremely usable and functions without flaw.

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

You submit a ticket and they will always come back asking for more information. So the next time you try to be proactive and add that information to the original ticket, but then they come back and ask for something else. It gets to the point where you have to believe it is a stall tactic. You ask for more detail into their processes and you get the runaround. 9 times out of ten they will point the finger at Dynamics 365 as the culprit. It is like pulling teeth to get to Tier 2 support and then the questions start all over again, even if you send screenshots.

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

I did not select ClickDimensions, this business decision was made by previous team members, who were not digital or marketing specialists, due to its integration with Dynamics. I'm sure the demo was great, but operationally it was not great.

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

• We experienced data loss on multiple occasions from forms on our website, which impacted webinar attendance and possibly other communications we may not be aware of.
• Email statistics were not reliable, and these are the foundation of marketing.