Hey all users!
I inherited this Act-On system and the team was making bi-weekly lists (6 each time) based on data they were pulling from DiscoverOrg (like opp and scoop alerts) and web visitors from Kickfire (similar to website prospector), and setting those lists to a new automated program. They weren't aware of segments, so used lists instead.
Also, the team utilizes salesforce, but does not integrate it with Act-On or DiscoverOrg. They are solely using it for inbound leads from their website or partners.
So the data in Salesforce and Act-On is not synced, and not equal (their Act-On has about 25,000 contacts, and SF only has about 11,000 leads in comparison).
After completing the new user bootcamp training for Act-On, it was clearly state that best practices are to use the CRM as "home base" and everything else will push/pull into/from that so there is one central place for all sales and marketing contacts.
This is what we plan to do - but it is way easier said than done.
I am curious if there are any other users out there who have had to clean up systems, and then determine integration settings and best practices using these three platforms.
Anyone have any insight?
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