Marketing Automation for theFortune 5 Million (for NCDMA)Atri ChatterjeeCMO                  www.act-on.com | @ActOnSoftware
About Act-On• Our Company  • Founded in 2008 by founders of Responsys and Webex  • 125+ employees today in Oregon & Califo...
The Act-On Dashboard              www.act-on.com | @ActOnSoftware
All Tasks Have a Simple Flow                www.act-on.com | @ActOnSoftware
Feeds Integrating into Act-On…                www.act-on.com | @ActOnSoftware
Using Scores to Prioritize Prospects                 www.act-on.com | @ActOnSoftware
Setting Up Scoring                www.act-on.com | @ActOnSoftware
CRM Integration – Hot Leads to Sales                www.act-on.com | @ActOnSoftware
CRM -- Lead Activity View for Sales                www.act-on.com | @ActOnSoftware
Campaigns to Sales Opportunities• Tie into SFA segments for  campaigns• Send real-time status  back to SFA                ...
Connecting to External Systems is Point & Click                      www.act-on.com | @ActOnSoftware
Track Campaign Results to Close Loop                www.act-on.com | @ActOnSoftware
Track Costs & Revenue for Campaigns               www.act-on.com | @ActOnSoftware
The ScenarioSTAGES                                       LEADS             LEADS       OPPORTUNITIES             CUSTOMERS...
For More Information…• Contact me: atri@act-on.com• Call: 1 (877) 530-1555 or email us: sales@act-on.com• Twitter: @actons...
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Marketing Automation for the Fortune 5 Million

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  • Highlight of a few key items of navigation
  • Screen-shot of Actomatic landing page formBuild Screen shot of form field completion
  • Note to Mike:Change Adeoshun’s email to: Wadeoshun at MayoClinic.comChange Company to: Mayo ClinicChange address to: 13400 Shea BoulevardChange City: ScottsdaleChange Outbound and Inbound First to: 414 days agoChange Most recent to: 2 days agoChange email sent to: 48Change opened to 28
  • Show the basics of setting up scoring rulesShow Profile based and behavior based scoringDrill into setting up a scoring rule
  • Change David Applebaum to William AdeoshunRemove the entry bc and replace with Michael JonesUse the following company names:Mayo ClinicAlta Bates Medical GroupSan Leandro HospitalArizona Spine and Joint HospitalSutter LakesideArizona OrthopedicsCedars-Sinai Medical CenterKaiser PermanenteStanford Hospital
  • Add the area code 602 and state AZ to the companies list aboveAdd in William Adeoshun to the listAdd in some of the company names from the previous slide:Add in appropriate email addressesMayoClinic.comSutterhealth.orgAltabates.comazspineandjoint.com
  • Change Webinar title to:Reducing Surgery Time using Advanced ToolsChange eSolutions to ActomaticChange Date to November 2012
  • Change the months to July, August, September
  • Single slide on the scenario – this might be options since the scenario has already been described
  • Marketing Automation for the Fortune 5 Million

    1. 1. Marketing Automation for theFortune 5 Million (for NCDMA)Atri ChatterjeeCMO www.act-on.com | @ActOnSoftware
    2. 2. About Act-On• Our Company • Founded in 2008 by founders of Responsys and Webex • 125+ employees today in Oregon & California• Our Technology • Designed from the ground up for small marketing teams • Simple, powerful and easy to integrate • 3rd generation SaaS platform built to scale• Our Customers • 1,200+ and growing across all major vertical industries • From Progressive Insurance and Cisco to many companies you probably don’t recognize www.act-on.com | @ActOnSoftware
    3. 3. The Act-On Dashboard www.act-on.com | @ActOnSoftware
    4. 4. All Tasks Have a Simple Flow www.act-on.com | @ActOnSoftware
    5. 5. Feeds Integrating into Act-On… www.act-on.com | @ActOnSoftware
    6. 6. Using Scores to Prioritize Prospects www.act-on.com | @ActOnSoftware
    7. 7. Setting Up Scoring www.act-on.com | @ActOnSoftware
    8. 8. CRM Integration – Hot Leads to Sales www.act-on.com | @ActOnSoftware
    9. 9. CRM -- Lead Activity View for Sales www.act-on.com | @ActOnSoftware
    10. 10. Campaigns to Sales Opportunities• Tie into SFA segments for campaigns• Send real-time status back to SFA www.act-on.com | @ActOnSoftware
    11. 11. Connecting to External Systems is Point & Click www.act-on.com | @ActOnSoftware
    12. 12. Track Campaign Results to Close Loop www.act-on.com | @ActOnSoftware
    13. 13. Track Costs & Revenue for Campaigns www.act-on.com | @ActOnSoftware
    14. 14. The ScenarioSTAGES LEADS LEADS OPPORTUNITIES CUSTOMERS NAMES MQL SQLACTIVITIES ACQUISITION NURTURING MARKETING TO CUSTOMER PROGRAMS PROGRAMS SALES HANDOFF RETENTION CAMPAIGNS Social Webinars WhitepapersSYSTEMS CRM Salesforce Automation Support www.act-on.com | @ActOnSoftware
    15. 15. For More Information…• Contact me: atri@act-on.com• Call: 1 (877) 530-1555 or email us: sales@act-on.com• Twitter: @actonsoftware www.act-on.com | @ActOnSoftware

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