Marketing Toolkit
Microsoft Dynamics Integration
Your Act-On account works seamlessly with your Microsoft Dynamics account providing a complete closed-loop
system for multi-channel lead generation, management, and revenue contribution.
Intelligent Synchronization
Act-On pulls the leads and contacts you need for your marketing campaigns from Microsoft Dynamics.
Unlike the majority of marketing automation platforms, Act-On does not automatically bring across the
entire Microsoft Dynamics database. Instead, it allows you to decide just how much to bring across, and
then it keeps the subset in sync and up-to-date. You can set your synchronization to occur in real-time
or as a scheduled update.
While you can choose to bring across the entire database, a more typical need is to market to a subset
of the Microsoft Dynamics database. You can select Leads, Contacts, or any Default or Custom fields to
segment your database. Working with a subset of your total CRM database is faster, more accurate, and
inherently safer than maintaining two separate copies of your database in sync with each other.
Sales and Marketing Alignment
When you execute marketing campaigns, Act-On automatically updates the contact and lead records in Microsoft
Dynamics by adding the marketing touch points (such as emails sent, click-throughs, webinar registrations,
webinar attendance, white paper downloads, website visits, and more) to the respective activity histories.
Act-On automatically pushes data to Microsoft Dynamics for sales to view in the "Sales Portal". The "Sales
Portal" allows the sales person to view all website visitor activity, and customize their own criteria for alert
settings based on, person, company, city, state, area code, country, viewed webpage(s) and email address.
Once the setup is complete, automated notification emails are sent to the sales person, allowing them to follow
up immediately.
Real-time Updates and Alerts
Using Act-On web forms you can run marketing campaigns that use web-based registration forms or other types
of forms that automatically update the Microsoft Dynamics database. In addition, any Act-On alerts generated
by website visitor traffic automatically update Microsoft Dynamics as well. Both marketers and sales
professionals can get a real-time view of their campaigns' performance as well as track their customers' and
prospects' online behavior to help close business fast!
Act-On pulls the leads and contacts you need for your marketing campaigns from Microsoft Dynamics.
Unlike the majority of marketing automation platforms, Act-On does not automatically bring across the
entire Microsoft Dynamics database. Instead, it allows you to decide just how much to bring across, and
then it keeps the subset in sync and up-to-date. You can set your synchronization to occur in real-time
or as a scheduled update.
While you can choose to bring across the entire database, a more typical need is to market to a subset
of the Microsoft Dynamics database. You can select Leads, Contacts, or any Default or Custom fields to
segment your database. Working with a subset of your total CRM database is faster, more accurate, and
inherently safer than maintaining two separate copies of your database in sync with each other.
Sales and Marketing Alignment
When you execute marketing campaigns, Act-On automatically updates the contact and lead records in Microsoft
Dynamics by adding the marketing touch points (such as emails sent, click-throughs, webinar registrations,
webinar attendance, white paper downloads, website visits, and more) to the respective activity histories.
Act-On automatically pushes data to Microsoft Dynamics for sales to view in the "Sales Portal". The "Sales
Portal" allows the sales person to view all website visitor activity, and customize their own criteria for alert
settings based on, person, company, city, state, area code, country, viewed webpage(s) and email address.
Once the setup is complete, automated notification emails are sent to the sales person, allowing them to follow
up immediately.
Real-time Updates and Alerts
Using Act-On web forms you can run marketing campaigns that use web-based registration forms or other types
of forms that automatically update the Microsoft Dynamics database. In addition, any Act-On alerts generated
by website visitor traffic automatically update Microsoft Dynamics as well. Both marketers and sales
professionals can get a real-time view of their campaigns' performance as well as track their customers' and
prospects' online behavior to help close business fast!
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