Consulting Firm Gives Marketing Fragmentation the Boot with Act-On

Making it to the top 5% of just about anything is impressive.JugglingPin_sm.

Staying at that prestigious level – year after year – is success.

It’s precisely what accounting and consulting firm, Templeton & Company, has accomplished: its technology-consulting division, Templeton Solutions, has been a member of the elite Microsoft Dynamics President’s Club for several years, recognized for its customer dedication, technological advancement, and sales performance.

But success often goes hand-in-hand with complexity, particularly for marketing teams responsible for maintaining and expanding brand visibility and generating demand.

And for Templeton there was an additional wrinkle: its marketing team was – and is – responsible for all aspects of marketing for both entities, a formidable challenge because the two business units have distinctive audiences, differing plans, and separate goals.

As a result, Templeton & Company’s marketing team found itself juggling six different applications to get the job done. It was not only tedious, time-consuming and expensive, it was inefficient: the programs weren’t integrated and; thus, couldn’t provide a comprehensive picture of results.

So they turned to Act-On.

The result: an automated sales and marketing pipeline that runs seamlessly, saves significant time and budget, and optimizes targeted campaigns across the digital channels.

All from a single platform.

A new case study showcases how Act-On’s marketing automation platform helped Templeton put the kibosh on tedium, streamline its processes, and open new doors of opportunity.

Such as:

  • A savings of $10,000 in a year
  • One-button integration with Microsoft Dynamics CRM, including automatic, bi-directional data synchronization
  • Automated lead management, including lead scoring, lead nurturing, and triggered messages
  • Easy social-media publication
  • Real-time “hot prospect” alerts
  • Real-time performance data and activity histories
  • A holistic view of its entire marketing performance

And that’s just a sampling.

Find Out More

Read the case study to find out how Act-On marketing automation is delivering positive results for Templeton & Company and its Microsoft Dynamics CRM clients.

Read the case study

Read the Case Study



Image “Juggling pins” by Sage Ross, used under a Creative Commons Attribution 2.0 Generic license.
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