Increasing Revenue With Act-On and SugarCRM Integration


Published on

  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide
  • BasicsAct-On works seamlessly with SugarCRM providing a complete closed-loop system for multi-channel lead generation, management, competitive tracking and revenue contribution.This integration allows you to share lead and contact information between your SugarCRM database and Act-On database. The integration will allow SugarCRM users to see lead scores based on prospect behavior with Act-On marketing materials which include emails, web forms, landing pages and your company website.A bidirectional relationship with SugarCRM allows you as the marketer to push and then pull data between the two systems synchronizing the two databases. When using the SugarCRM integration you may use not only the SugarCRM standard fields for marketing and segmentation but all custom fields associated with Leads and Contacts as well.When importing from SugarCRM you can pull your full list of leads or Contacts into Act-On. Importing Leads or Contacts will create a list within Act-On that contains all of the individuals associated with that group so that you can send e-mail campaigns to them, segment and manipulate the data, or add newly qualified leads to the list for creation in your SugarCRM account.
  • Set-upThe first step towards using the SugarCRM integration will be to connect your Act-On account with your SugarCRM account. This is very simple and requires you to have a SugarCRM account (Username, Password and SugarCRM URL) with administrative privileges in SugarCRM. Once that has been established, log in to your Act-On account and select “Connectors” in your Account and navigate to the SugarCRM page.A prompt will let you know that the SugarCRM connector is not active, and there is a “Click Here” to activate it link that you will click on.After clicking the link you will be prompted to enter your SugarCRM Username in the first field, your Password in the second field and your URL in the last field, then click Login.
  • Importing and Uploading DataTalking points
  • Synchronizing and SchedulingOnce your SugarCRM list has been imported, you can then setup options to synchronize the list between Act-On and SugarCRM.Go to the Lists drop down menu on the main navigation and choose marketing Lists. Once on the Marketing Lists main screen, hover over your list and choose “More.” For the All SugarCRM Leads list and All SugarCRM Contacts list, you can choose to push information to SugarCRM, pull information from SugarCRM, or both.To push records to SugarCRM, click on the checkbox next to Push to SugarCRM. Check Add New Records to SugarCRM if you want and new records in this list to be added to SugarCRM as a new lead or contact. Check Update existing records if you want to update any fields for existing leads or contacts in SugarCRM. Note that no fields are selected to update by default. Click on Select Push-Update Fields to choose which fields you give Act-On permission to update in SugarCRM.To pull records from SugarCRM, click on the checkbox next to Pull from SugarCRM. Check Add New Records to the list from SugarCRM if you want any new leads or contacts in SugarCRM to be added into the list in Act-On. Check Update existing records if you want the list in Act-ON to get any updated information from existing leads or contacts in SugarCRM. Note that all fields are selected to update by default. Click on Select Pull-Update Fields to unselect any fields that you don’t want updated in Act-On.The Add List Columns section , available for All SugarCRM Leads and All SugarCRM Contacts, allows you to import any additional standard or custom fields you did not choose when initially importing your SugarCRM list. To import additional fields, click on Add List Columns, check the box next to the field names, and click Save. These fields will then be added to your list in Act-On the next time you synchronize with SugarCRM.The Scheduling section allows you to schedule the frequency with which you would like Act-On to perform the above actions for you. To set a schedule for the synchronization, click the Schedule button. Choose the desired frequency of daily, weekly or monthly, and then add appropriate values in the remaining fields. The remaining fields include the hourly, daily, monthly preferences and start times of the synchronization. Once you’ve chosen the scheduling preferences, click Save at the top of the window.Once your Push/Pull options and scheduling preferences have been set, click Save at the bottom of the window. To discard all changes, click Cancel.
  • Scoring Leads and Sales NotificationTalking notes
  • Scoring Leads and Sales NotificationTalking notes
  • Before wrapping up today’s session, I want to let you all know about a recent recognition we received from Forbes as one of the most promising companies. As you can imagine, we are excited about the momentum this has created.So feel free to visit our Platform where you can learn more about our dedication to your success, download whitepapers, read our case studies or find out about upcoming webinars and industry topics we will be covering. Or, if you would prefer to schedule your own personal 1:1 demo with one of our Representatives pick up the phone give us a call or go to our website and fill out the contact us form. I would like to thank B2B Marketing for providing me this opportunity to speak with you and appreciate your time as a participant in this presentation!! Act-On looks forward to working with you soon and I hope you enjoy the rest of your day.
  • Increasing Revenue With Act-On and SugarCRM Integration

    1. 1. Increasing Revenue with Act-On andSugarCRM Integration Join the @ActOnSoftware conversation on Twitter and discover what others are saying about us: #ActOnSW | @ActOnSoftware | #ActOnSW
    2. 2. Welcome! Thanks for joining us today. Jeff Linton Product & Field Marketing @jeffreylinton | @ActOnSoftware | #ActOnSW
    3. 3. Today• Basics• Setting Up Your Account, Leads, and Contacts• Importing and Uploading Data• Synchronizing and Scheduling• Scoring Leads and Sales Notification | @ActOnSoftware | #ActOnSW
    4. 4. Basics• Seamless Closed-Loop System• Share Leads and Contact Information• Behavioral Lead Scores• Push-Pull Synchronization | @ActOnSoftware | #ActOnSW
    5. 5. Setting Up Your Account | @ActOnSoftware | #ActOnSW
    6. 6. Importing and Uploading Data | @ActOnSoftware | #ActOnSW
    7. 7. Synchronizing and Scheduling | @ActOnSoftware | #ActOnSW
    8. 8. Scoring Leads and Sales NotificationDefine Your Scoring CriteriaEvaluate Historical DataIdentify Existing Pipeline DataUnderstand What MattersSpecify Profile-Based RulesCustom Behavior-Based Rules | @ActOnSoftware | #ActOnSW
    9. 9. Summary Seamless Integration Easy Synchronization Better Lead Flow More Focus for Sales Increase | @ActOnSoftware | #ActOnSW
    10. 10. Next Steps U.S. 1.877.530.1550 Int’l +91 80 4098-5338Manage your online Get higher-quality Align sales and Track and measureMarketing leads marketing your resultsAll the tools you need, in Solutions that drive lead Integrations that work >> Real-time, actionableone place >> generation >> reporting >> | @ActOnSoftware | #ActOnSW
    11. 11. Gift Card Giveaway & SugarConToday April 8-11One lucky winner of a $100 Stop by and visit gift card Booth #112(Must be present to win) Jeff Linton Product & Field Marketing @jeffreylinton 916.757.6869 | @ActOnSoftware | #ActOnSW