Act-On Product Demo for Microsoft Dynamics CRM Integration
Act-On’s point and click configuration for Dynamics CRM makes it easy to ensure your data is in sync between marketing and sales.
Once enabled, your web forms can instantly become lead capture forms and your lead nurturing programs can create CRM tasks assigned to the appropriate sales rep - making a seamless handoff to sales.
And sales never has to leave the CRM.
Hot Prospects prioritizes leads assigned to the sales rep, where they can click on an individual to pull up their complete activity history, and follow up with a tracked email.
The Act-On Dashboard gives sales prospecting power so they can see who’s opening their emails, who’s on the website right now, and even set alerts for visitors in their territory.
Finally, you can analyze how marketing is impacting sales with our out of the box Revenue Attribution Report.
Learn more or watch a live demo at www.act-on.com/live-demo/