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I had an opportunity to team up with my friends at Act-On Software to discuss the findings of a data study.  In this study, we evaluated Act-On customers and their success or failure relating to various features and found that certain features can result in 90% likelihood of satisfaction with the software.  We also found a few simple mistakes can almost guarantee failure.

An excerpt from the transcript:

“We asked the question, what makes an Act-On customer successful?

A lot of us, myself included, expected to see that it was our users that were doing sophisticated automation or sophisticated segmentation, or using these really advanced aspects of the program. And what we found, …it wasn’t the use of all of the advanced tools, pushing the system to its max, that made customers love Act-On. It was adherence to the Fundamental Three. Those three are simple, they’re in reach of every customer.”

It boils down to three questions:

  • Do you track website visitors with the Act-On Beacon?
  • Have you integrated your web forms with Act-On’s forms?
  • Are you regularly sending email through Act-On?

If you answered “no” or “I don’t know” to any of these questions, it’s likely you have a problem waiting to happen.

Curious to know more? Check out the podcast here!

As always, I invite you to get in touch and let’s see how we can help!