Act! Marketing Automation

Build customer relationships with Act Marketing Automation so you can accelerate profit growth with guidance and support from the UK’s leading Act! CRM partner.

Streamline your enquiry-to-sale process

Act! Marketing Automation

Act! Marketing Automation enables you to build personlised email campaigns that drive real customer engagement. Create beautiful template designs for maximum impact (no special skills and no extra tools required). 

Automated workflows can monitor criteria within your Act! customer and prospect records, and reflect upon your target contacts’ interactions with previous campaigns when deciding who is most likely to respond positively to your next broadcast.

‘Open’ and ‘Click’ data, together with any unsubscribes and bounces, are reported directly back into your Act! database so your users have a real-time view of how contacts are reacting to your marketing messages. 

Empowered by this information, your teams maintain a laser focus on the prospects most likely to convert to sales!

Team of business people working together in the meeting room office

Enhance your marketing operations

Key features

Engage prospects and customers

With the assistance of automated outreach at each stage of your campaign, you can enhance your customer lifecycle by focusing on retention and customer loyalty. Act Marketing Automation will do the hard work with response-driven nurture marketing campaigns – all automatically delivered to targeted lists in Act!, Campaigns can be generated based on the criteria you define, creating a highly personalised experience for recipients.

Create simple ad-hoc emails or drip marketing* campaigns for one-off communications as and when they are needed. Share your campaigns on social media channels to extend your reach and embed your social media profile links within campaigns, driving traffic to your social networks.

*A drip marketing campaign involves the automated sending of marketing information (or scheduling of appropriate responses) to customers consequent of their previous interactions.

Create responsive campaigns and nurture streams

Design custom nurture streams providing graphical representation of your communication flow. Preview email campaigns before sending them with both mobile and desktop views to ensure all your images are perfectly placed and content is precise and fully optimised.

Produce effective, mobile-friendly email campaigns with the ability to customise colours and fonts and add free high resolution stock photos from a library providing over 500,000 choices. Choose from 25 sample templates or import and edit your existing HTML templates with WYSIWYG editor.

Gain impactful lead capture, scoring and nurturing

Expand your audience with impactful lead capture forms and surveys that feed contacts and responses automatically into Act!. Notify those who use the system and create activities and opportunities automatically as recipients respond.

Pinpoint your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. For easy sales follow up, prioritised leads are pushed into CRM groups automatically.

Connect your sales and marketing efforts

Automate workflow between sales and marketing teams to increase engagement at every stage of the customer journey. AMA can turn real-time response metrics into sales actions, alerting you about new prospects, prioritising follow-ups, and delivering a combined view of customer engagement all in one place. Create activities based on campaign and website interactions or completed lead forms and surveys.

Solutions for accounting employee Michael speaking with someone using a headset

Award-winning service and support

Why Solutions?

As the UK’s leading provider of business management software solutions, we deliver systems and support that will help elevate your business and drive your success. Our portfolio of best-in-class accounting and CRM systems enables us to offer you a variety of software options and expert advice. This ensures you find the right solution for your business model and know how to use it to its full capabilities, to maximise your return on investment.

We have strong relationships with all our vendor partners, meaning we can influence product development, provide comprehensive training, and highly effective support. Our expert team consists of qualified sales and marketing professional, product-accredited staff and talented developers. With a blend of technical expertise, software specialism and over 25 years’ experience, we work collaboratively to deliver a unique and compelling customer experience and aim to provide you with the best technology solutions and services.

Search
Solutions for Accounting 2025 logo

Get in touch

Contact us and one of our product experts will contact you as soon as possible.

Name
Solutions for Accounting 2025 logo
Act! and Diamond certified consultant logo

Watch our Act! Marketing Automation demos