1. Marketing Automation for the
Fortune 5 Million (for NCDMA)
Atri Chatterjee
CMO
www.act-on.com | @ActOnSoftware

2. About Act-On
• Our Company
• Founded in 2008 by founders of Responsys and Webex
• 125+ employees today in Oregon & California
• Our Technology
• Designed from the ground up for small marketing teams
• Simple, powerful and easy to integrate
• 3rd generation SaaS platform built to scale
• Our Customers
• 1,200+ and growing across all major vertical industries
• From Progressive Insurance and Cisco to many companies
you probably don’t recognize
www.act-on.com | @ActOnSoftware

3. The Act-On Dashboard
www.act-on.com | @ActOnSoftware

4. All Tasks Have a Simple Flow
www.act-on.com | @ActOnSoftware

5. Feeds Integrating into Act-On…
www.act-on.com | @ActOnSoftware

6. Using Scores to Prioritize Prospects
www.act-on.com | @ActOnSoftware

7. Setting Up Scoring
www.act-on.com | @ActOnSoftware

8. CRM Integration – Hot Leads to Sales
www.act-on.com | @ActOnSoftware

9. CRM -- Lead Activity View for Sales
www.act-on.com | @ActOnSoftware

10. Campaigns to Sales Opportunities
• Tie into SFA segments for
campaigns
• Send real-time status
back to SFA
www.act-on.com | @ActOnSoftware

11. Connecting to External Systems is Point & Click
www.act-on.com | @ActOnSoftware

12. Track Campaign Results to Close Loop
www.act-on.com | @ActOnSoftware

13. Track Costs & Revenue for Campaigns
www.act-on.com | @ActOnSoftware

14. The Scenario
STAGES
LEADS LEADS OPPORTUNITIES CUSTOMERS
NAMES MQL SQL
ACTIVITIES
ACQUISITION NURTURING MARKETING TO CUSTOMER
PROGRAMS PROGRAMS SALES HANDOFF RETENTION
CAMPAIGNS
Social
Webinars
Whitepapers
SYSTEMS
CRM
Salesforce Automation
Support
www.act-on.com | @ActOnSoftware

15. For More Information…
• Contact me: atri@act-on.com
• Call: 1 (877) 530-1555 or email us: sales@act-on.com
• Twitter: @actonsoftware
www.act-on.com | @ActOnSoftware