www.act-on.com | @ActOnSoftware | #ActOnSW

Increasing Revenue with Act-On and SugarCRM Integration

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#ActOnSW

www.act-on.com | @ActOnSoftware | #ActOnSW

Welcome! Thanks for joining us today.

Jeff LintonProduct & Field Marketing

@jeffreylinton

www.act-on.com | @ActOnSoftware | #ActOnSW

Today

• Basics

• Setting Up Your Account, Leads, and Contacts

• Importing and Uploading Data

• Synchronizing and Scheduling

• Scoring Leads and Sales Notification

www.act-on.com | @ActOnSoftware | #ActOnSW

Basics

• Seamless Closed-Loop System

• Share Leads and Contact Information

• Behavioral Lead Scores

• Push-Pull Synchronization

www.act-on.com | @ActOnSoftware | #ActOnSW

Setting Up Your Account

www.act-on.com | @ActOnSoftware | #ActOnSW

Importing and Uploading Data

www.act-on.com | @ActOnSoftware | #ActOnSW

Synchronizing and Scheduling

www.act-on.com | @ActOnSoftware | #ActOnSW

Scoring Leads and Sales Notification

Define Your Scoring Criteria

Evaluate Historical Data

Identify Existing Pipeline Data

Understand What Matters

Specify Profile-Based Rules

Custom Behavior-Based Rules

www.act-on.com | @ActOnSoftware | #ActOnSW

Summary

Seamless Integration

Easy Synchronization

Better Lead Flow

More Focus for Sales

Increase Revenue

www.act-on.com | @ActOnSoftware | #ActOnSW

www.act-on.com

U.S. 1.877.530.1550 Int’l +91 80 4098-5338

Manage your onlineMarketing

All the tools you need, inone place >>

Get higher-qualityleads

Solutions that drive leadgeneration >>

Align sales andmarketing

Integrations that work >>

Track and measureyour results

Real-time, actionablereporting >>

Next Steps

www.act-on.com | @ActOnSoftware | #ActOnSW

Gift Card Giveaway & SugarCon

TodayOne lucky winner of a $100 Amazon.com gift card(Must be present to win)

April 8-11Stop by and visit Act-OnBooth #112

Jeff LintonProduct & Field Marketing

@jeffreylintonjeff.linton@act-on.net

916.757.6869