Act-On Upgrades Platform With Dynamic Funnel Reports, Expanded Integrations

Published: July 15, 2014

Act-On Software announced its latest platform enhancements designed to empower marketers with the flexibility and control to customize individual user experiences and reports based on unique business processes.

“We’ve really focused on four key areas: Updating the users experience, customization, content and funnel reporting,” said Atri Chatterjee, CMO of Act-On Software, in an interview with Demand Gen Report. “In particular, the new funnel reports enable users to customize reports and view data in real time. They can run multiple funnels simultaneously to perform such tasks as tracking a particular campaign or modeling a buyer’s journey.

Highlights of the new capabilities include:

Funnel Reports: With this dynamic feature, marketers can better define the stages of their marketing and sales processes and measure the results of their efforts through those stages. Unlike static, traditional reports that provide results for a given period of time, Act-On’s Funnel Reports take continuous snapshots of information in order to measure the overall flow and velocity of leads, track prospects through important conversion points, and compare results across different time periods. These reports can use data from multiple sources, including the Act-On Marketing Automation Platform, CRM systems and external data sources.

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“The new reports provide incredible insight into our various marketing channels,” said John Stalnaker, Marketing Manager at Extensis — an Act-On user. “We know which channels produce the most leads, opportunities, and revenue. It’s a great alternative to “last touch” campaign tracking that we report through CRM.”

Customizable UI and Dashboard: In the new dashboard, users can better manage their marketing assets by organizing them into groups, selecting favorites, and quickly accessing most needed items. They can also configure their dashboards into an instrument panel that gives them an immediate view of their favorite campaigns or performance reports.

Responsive Design Content Management Editor: Act-On’s new content editor allows marketers to create content that is both responsive and adaptive, rendering properly on any device type. The new palatte-based editor enables marketers to create attractive campaigns without having HTML and/or CSS (cascading style sheets) knowledge.

New Integration Architecture and Expanded Integrations: A new platform integration layer provides seamless integration with external systems for all major CRMs, including MS Dynamics, Sugar, NetSuite and SalesForce.com. With this round of enhancements, Act-On also adds a new Google Chrome plug-in to its growing list of email connectors, enabling for trackable messages through corporate email systems such as Gmail, Google Apps, and Microsoft Outlook. 

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