CRM Sales Portal Guides

• Salesforce Sales Portal User Guide

  The Act-On tab in Salesforce gives sales reps the same behavioral intelligence marketing sees - which leads and contacts are engaging, who's visiting the website right now, and what to send them - without leaving the Salesforce interface. Why this matters: Knowing which of your leads and contacts are actively engaging - and getting alerted the moment they visit your site again - lets you follo...

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• Microsoft Dynamics Sales Portal User Guide

  Act-On's Sales User Portal for Microsoft Dynamics gives sales reps visibility into the leads and contacts they own, without needing a full marketing seat. If you don't have CRM access within Act-On, you can still see the Website Prospector report, review messages you've already sent, and manage your profile through My Act-On - plus set up Outlook integration, prospector alerts, and a daily dige...

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• NetSuite Sales Portal User Guide

  Deliver more highly qualified, sales-ready leads to the NetSuite sales team with Act-On's NetSuite integration. Data is pushed and pulled between the two systems, keeping Act-On lists synchronized with the NetSuite database. Typically, this means pulling contact information such as name, email address, and other contact details from NetSuite and pushing the Act-On lead score back to NetSuite, t...

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• Infor CRM Sales Portal User Guide

  The Infor CRM Sales Portal gives your sales reps a direct view into their assigned leads and contacts inside Act-On - website activity, sent messages, and profile settings - all from one sales-facing view, without needing marketing to run reports for them. Disclaimer: Act-On only supports customers who've already activated the Infor CRM connector. The information here is for existing accounts,...

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