Sales Tools

• What Are The Top Features for Sales Users?

  The Sales User Portal gives you data on your assigned leads & contacts, access to website visitor data, a record of previously sent messages, and a general view of marketing activity in Act-On. A handful of alerts and integrations round it out for a sales-focused workflow. Why this matters: Sales moves faster when you don't have to ask marketing for basic visibility - who's on your site right n...

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• Send Act-On Emails to Salesforce Reports

  Sending an Act-On email straight from an existing Salesforce report lets your sales team reach a list of leads or contacts without leaving Salesforce or rebuilding a list in Act-On. This article covers the steps, plus the handful of errors people run into and how to resolve them. Why this matters: When this connection breaks, it's your sales users who feel it first — a report that won't send i...

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• NetSuite CRM Integration Options in Act-On

  The following options are available in Act-On when integrated with NetSuite CRM: Send Inbound Leads and Form Sign-ups to NetSuite Act-On Forms can push data directly to NetSuite. The following options are available when editing a Form's properties, under CRM Settings: Push sign-up data to NetSuite when someone submits this Form This option lets you set the system to automatically push submiss...

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• Hot Prospects FAQs

  Hot Prospects are the most active & engaged leads/contacts based on scoring rules defined in Act-On. Your Hot Prospects dashboard will show you the top 20 records with the highest lead score over the selected period of time. Continue reading to learn more and find answers to the most common questions. At this time, Hot Prospects can only be used in conjunction with a CRM integration to Act-On....

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