Act-On Product Demo for Salesforce CRM
Act-On’s point and click configuration for Salesforce CRM makes it easy to ensure your data is in sync.
Start capturing new leads with Act-On web forms and push to Salesforce in real time.
Automate the handoff from m arketing to sales - right within your lead nurturing workflow .
You can choose to create records such as new leads or contacts - depending on your business needs.
You can also update fields, such as lead source, to ensure accurate tracking and reporting.
You can even add entities automatically such as Accounts or Tasks to automate your lead management process.
And sales never has to leave the CRM. Hot Prospects prioritizes leads assigned to the sales rep, right in their Act-On tab.
When viewing a lead record, the sales rep has access to their Act-On Activity History inline.
Or, they can click to view more detail.
When they want to reach out, they can send an Act-On email template to that specific lead, or a list of leads.
Finally, you can see the revenue impact with Act-On’s reporting tools.
Learn more or watch a live demo at www.act-on.com/live-demo/