Our customers love Engagement Insights
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Becky Montchal, director of marketing at Symmetry Software, was able to get Engagement Insights set up inside of 20 minutes, including watching a 7-minute tutorial video.
“Having it set up on a Monday,” Montchal said. “And being able to begin making high-level decisions by Wednesday morning is pretty significant and super helpful with the Engagement Insights product.”
Montchal leads the 3-person marketing team at Symmetry, a payroll tax withholding software company that determines accurate taxation for employee paychecks. Their clients include many brands you’ve heard of: Southwest Airlines, Samsung, Walmart, Lowes, Whole Foods, and more. As Montchal says, several folks reading this are probably impacted by Symmetry’s software and don’t even know it.
For a small team, it’s important the tools they use are equally nimble, fast and easy to use. In addition to Engagement Insights, Montchal said they use Act-On for landing pages, website prospecting, emails, automated programs, and ongoing transactional communications with their customers.
“We’re an extremely metrics-driven team,” Montchal said. “In marketing, there is a ton to do and we need to be really careful on how we’re utilizing our time.”
One of the first things they did with Engagement Insights was to research why inbound leads dropped in the last month of each quarter. They looked at which quarters they sent the most emails, and whether email open rates dropped in the third quarter.
They began asking questions they could then test against, and get answers for using Engagement Insights. Those included: Would they see better performance if they sent fewer emails? Could they better segment their lists and set up multiple automated lead nurture programs that could drive more leads? And how do these trends fit with the overall seasonality of their industry?