There are an incredible number of CRM Apps out there. I have looked at several and wanted to mention Pipedrive as a great option for companies looking to focus on sales. It does a great job at pipeline management – with a nimble sales ready focus and good integrations using Zapier.

Companies like it because:


1. The visual pipeline is powerful. The pipeline view is fantastic- visual drag and drop pipeline

2. Sales always needs an orchestrated next step. You can easily set that up and when an action is completed, it prompts you for the next step.

3. Managing contacts and companies is always a difficult challenge. the contact and company data management and synchronization is easy and tailored.

4. You need to track pipeline health and hygiene performance to meet goals. You can set up pipeline velocity metrics and track performance

5. Most CRMs are so cumbersome, they don’t get used. Pipedrive is built for the sales person.

6. If you are an Apps user, this is a no brainer. Pipedrive syncs with Google Apps.

7. Not expensive.

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Expanding Your Digital Review

Website assessments are nothing new, yet today, we need to take a comprehensive view that includes a look at your websites, apps, media, and social media presence. So, when you do your next check-up, instead of thinking “website assessment,” you should be thinking “digital assessment.” Given how rapidly things are changing in digital strategy and systems, you should be conducting a self-assessment at least each year. When we do this for clients, we call it a “DXI” –  Digital Experience Index. The benefits are clear.

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We are excited to be rolling out a new website today with updates to our messaging as well as a new visual system. The visual system communicates the vision and focus we share with our clients every day: how to build greater marketing and sales agility to respond to a rapidly changing technology, media and competitive environment.

In this post, I thought I would outline the framework broadly including, at a high level, the strategic capabilities that we think all businesses need to build in order to achieve this vision, compete with agility and drive sustainable revenue performance.

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By: John Nielsen


Although it is a tedious undertaking, it is important to integrate your Act-On Software account with your Salesforce account.  Having a seamless flow of information between databases prevents dated information from reaching your sales team; that is if you set it up correctly.

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