Act! Marketing Services

Comprehensive Marketing Campaign Management

By understanding your business and available opportunities, we work with you to define your marketing goals. Whether it be to get more qualified leads, convert more leads into customers, get more sales from existing customers and/or nurture those that keep your business successful.

Based on your goals we can develop a marketing strategy that utilizes your CRM and incorporates Marketing Automation. Planning what you want to achieve before sending the first campaign makes it easier to identify what to send, when to send it and who to send it to. This planning also allows for the creation of targeted, highly effective messaging to help achieve your marketing objectives.

Providing a cohesive customer experience between Marketing, Sales, Service and Support for your company’s customer lifecycle includes identify the forms that need to be built, the campaigns that should be sent and the automation that needs to be implemented to keep the processes going to achieve your goals.

Design and Develop Email Templates

Our template design services can be utilized as determined by your project, on an as needed or an on-going basis. A good place to start is by incorporating your company’s branding kit or help you develop a style guide for your template designs. From there we can create a base template that you can edit at each use with your updated content. Or you can provide us with your updated content and we will create all of the messages for your campaigns.

To tailor your messaging, templates can be personalized by placing merge fields to pull information from your Act! database contacts records – including custom fields. This opens a variety of uses of not only promotional messages to grab their attention but also the ability of sending renewal, maintenance, warranty, expiration, etc. notices or any other important communications for your business.

Create and Send Campaigns

Campaigns are created for Groups in your database and we can build in the automatic assignment of the group members based on any contact field criteria. This may entail additional database customization for the list segmentation refinement of who should be a member of a campaign.

Simple or complex – whether your campaign consists of a single email or has multiple steps with several decisions along the way, we can set up your campaigns to deliver the right message at the right time. Automating the customer journey – if a person is no longer suitable for the campaign (i.e. prospect to customer) that contact can automatically be removed from any future campaign steps and placed in an appropriate campaign.

For Complete or Advanced Marketing Automation Subscribers we can help with your Event Marketing with nurture campaigns designed for sending event invitations, gather registration information, track attendees, send thank you emails, and more.

Effective Lead Capture and Landing Pages

Email With designing effective forms for lead capture and surveys for information collecting, we help you fill your database with contacts interested in your products or services. Forms or landing pages can be hosted web pages or embedded on your website and completed forms will feed the contacts and responses automatically into Act!. With the automation put into place with your campaigns, new leads and survey responders will be added to the appropriate drip or nurture campaign, sent a confirmation message, and track engagement.

For Complete or Advanced Marketing Automation Subscribers we can take lead capture and surveys to the next level by creating Act! activities and opportunities automatically based on responses for easy sales follow-up. We can identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions.

Time-Saving CRM Workflow with Prioritized Sales Follow-up

For Complete or Advanced Marketing Automation Subscribers we can automate the workflow between sales and marketing to maximize engagement at every phase of the customer journey. Notifications can be set for Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.

Real-Time Response Metrics & Actionable Customer Insights

We can review with you to understand what’s working and how to improve your marketing strategy over time using the real-time metrics covering opens, clicks, and comparative stats per campaign – helping you to make data-driven decisions and identify new opportunities for growth.

Individual campaign results are automatically pushed to Act! contact records so your Act! users can see a detailed interaction history. This history provides unparalleled insight into exactly what your contacts are interested in, allowing sales to tailor their pitches accordingly.

Best Practices & Training

Our Act! marketing experts are also certified Act! Premier Trainers and we can provide you or your marketing members with product training and best practices. With our training we cover the content specific to how your company will utilize the program and have the privacy to discuss company-specific policies and procedures that you would not be able to do in a generic public session.