Act-On and Sugar Integration

Powerful marketing automation

driving “sales-ready-leads” straight into your CRM


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Better Lead Conversion Rates


Greater Deal Sizes


Better Quota Attainment


Better Forecast Accuracy

78% of buyers start with a web-search

Marketing Automation starts right where the prospect starts, long before they ever reach out to sales. It helps attract visitors to your website, let you leverage current content to build landing pages, use social media to find customers and ultimately get your content found.

  • Landing pages
  • A/B test content
  • Twitter Prospector
  • Social Publish
  • Website tracking
  • Competitor monitoring
  • SEO auditing
  • Act-On Anywhere

Build relationships… …sooner

Act-On lets you easily identify content that could be gated with a form, such as when you invite prospects to exclusive content, webinars, events etc. Progressive profiling features lets you capture minimal information at the start of the prospect’s journey but, over time, get them to enrich their own profile.

  • Contact Us form
  • Newsletter sign-up form
  • Gated content
  • Progressive profiling
  • Form confirmation emails
  • Webinars
  • Offline events

Educate, inform and nurture

Advanced, automated, multi-stage drip-campaigns are a breeze with Act-On. Use them to nurture your prospects and customers, send targeted, dynamic content, combine profile information with behavioural information and promote exclusive content.

  • Buying stages segments
  • Persona segments
  • Drip campaigns for buying stages
  • A/B test emails
  • Dynamic content for personas
  • Content strategy for exclusive targeted content
  • CRM admin

Close deals by focusing on the hottest prospects

Sales ready leads are pushed into Sugar and routed to Sales. Empower your sales team with marketing-approved email templates and give them all the tools and information they need to focus on the best and most qualified leads.

  • CRM sales enablement
  • Website Prospector alerts
  • Templates for sales
  • Identify Hot Prospects
  • Gmail/Outlook plugin
  • Personalised email campaign
  • Funnel report
  • Website Prospector daily report

Now you begin a lasting relationship

Keep the momentum going – easily supply information and training about purchased products to your customers, look for opportunities to upgrade & cross-sell, stay engaged and create advocates for your brand.

  • Purchased product segments
  • Onboarding drip programmes
  • Training webinars
  • Subscription management
  • Customer newsletter emails
  • Customer milestone drip programmes
  • Exclusive content email (support, upgrade)

Easy, Automatic Synchronisation

Act-On’s seamless integration with Sugar makes it easier for marketing to deliver more highly qualified, sales-ready leads to the sales team. Using Act-On’s native, out-of-the-box integration, you can set up automatic, bi-directional synchronization between Sugar and Act-On – easily, and in minutes. With Act-On, you can attract, capture, and nurture prospects, then convert leads directly into Sugar. Sales accesses Sugar to get real-time information, including prioritised leads and activity history.

Sales and Marketing Alignment

Right from within Sugar, your sales team gets insight into each buyer’s behaviour, plus valuable prospecting tools to help generate more business. Act-On for sales includes:

  • Hot Prospects – a prioritised list of leads and contacts who are currently the most active and engaged
  • Act-On Email – allows your sales team to quickly and easily send track-able emails, so they can see exactly who opens and click on the messages they send
  • Act-On Activity History – lets your sales team see the digital footprint of their leads and buyers, uncovering what they’re most interested in

Email Marketing and Nurture Campaigns

Email remains the hardest working marketing tool, and the most productive, with an ROI that out-paces every other tactic. With marketing automation, you can:

  • Create and launch attractive, high-quality campaigns with a simple drag-and-drop interface
  • Easily design content that’s both responsive and adaptive so it renders properly on any device, no HTML or CSS knowledge necessary
  • Segment lists dynamically and apply conditional branching to your lead nurturing campaigns
  • Match the message to the recipient on the fly, with dynamic content
  • Optimise your campaigns with A/B testing

Reporting & Analytics

You can measure results in real-time and get insight into campaign performance, including Marketing Funnel Reports, Revenue Impact Reports, Multi-touch Revenue Attribution and Google AdWords reporting. Calibrate your campaigns based on what’s working and what isn’t, and improve future efforts.

Lead Scoring

Leverage Act-On lead scoring to identify and prioritise sales-ready leads based on points scored for demographic and firmographic data, and behavioural touch points including email, website, event attendance, and form submissions. Your sales team will know who prospects are, what they care about, and what to say during the sales call.

Web Visitor Tracking

See actual names of people and companies visiting your website, and what they’re looking for. Go beyond page views and bulk visitor statistics provided by traditional website analysis tools to get real marketing and sales intelligence to boost your sales.


Forms & Landing Pages

You won’t need technical resources to build customised and branded forms and landing pages. You can easily feed form submissions into Sugar in real time without risk of duplicates. Use A/B testing to identify and automatically select the best performing forms and landing pages. You can quickly optimise SEO with Act-On’s SEO audit tool.

Social Media

Act-On’s social media tools help you align your social media strategies and tactics with your other channels, so your messaging is amplified and your branding is consistently reinforced in all the places a prospect may find you. Schedule posts to multiple social channels in one click.

Act-On Inbound

Since 80% of sales begin with search, you can help your buyers find you by using Act-On’s SEO audit tool to optimise your website, landing pages, and blogs for organic search. Then, track the effectiveness of your paid search with Act-On’s native Google AdWords integration. You’ll know for certain which Google AdWords are generating the most ROI for your company.

ROI Calculator

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Contact us now to learn more about how we can help your business.
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