Hi everyone, although we release updates to our platform every couple weeks that always include a variety of UX updates and new/enhanced features, I wanted to provide a special highlight of an update that just went live last night.
In short, Act-On just made the most-viewed area of our platform even easier for marketing and sales to connect with customers at a more personal level.
More specifically, Act-On’s new Contact Report replaces the existing Contact Activity History overview and includes several great user experience enhancements, including:
- Expanded engagement reporting that now includes every type of past behavior
- More visible summary overview of engagement where it sits front and center (top middle) of the report
- A more streamlined interface that allows for updates to any contact field which then sync’s with the CRM to update contact information
In addition to those great UX enhancements, the report itself is formatted to be ‘print-out’ friendly when Act-On customers need to comply with right of information requests which will now become more common with GDPR.
The new Contact Report also supports targeted account selling efforts and ABM strategies with one-click simplicity. Opportunities associated with the contact are visible in the ‘Associations’ tab of the report, along with CRM objects, and account-level engagement reporting can be opened in a click from this tab as well. The Account Report highlights the overall Account engagement score, timeline of engagement by all contacts, other opportunities associated with the account, and the ability to then drill down on any and all additional contact engagement reports.
One of the best parts of this update, though, is that customers won’t have to do anything – i.e., no re-configuration with your CRM, etc. – as they’ll now just start seeing this new report. Pretty awesome and pretty simple for customers.
We hope you are as excited about this update as we are as it truly supports our goal of making marketing lead management and follow up processes more personal as a contact’s prior customer engagement and all connected information are now even more readily visible.
VP, Marketing & Strategy