Streamline your data management process with the Act-On + Kronos Finance integration

Act-On is a comprehensive marketing automation tool designed to offer a complete suite of applications, including email marketing, website visitor tracking, lead management, social media management, reporting and analytics, as well as integrations with webinar and event planning.

With Act-On's email marketing, businesses can segment their customers into a variety of categories, allowing marketers to focus on a particular target market within that email group. The software offers core website tracking feature, which gives complete visibility into the types of customers that are visiting their site as well as their activities and the time spent on different contents while they are on the website. Act-On is ideal for small marketing teams needing a marketing automation tool with minimal IT involvement, this software offer tools to build and optimize campaigns, generate leads, score and prioritize prospects, among others. The solution is capable of integrating with almost any leading CRM available in the market.

This tools let you automate key processes and tasks that are critical to campaign success. With Act-On, you can point, click, drag, and drop your way to a well-built marketing machine. Set up lead nurturing, segment lists, score and distribute leads, and trigger offers when someone performs a specific action. You can measure the performance of your email campaigns in real time. From one-off messages and trigger emails to targeted and automated drip campaigns, get big-picture and drill-down views of delivery, bounces, opens, clickthroughs, clickmaps, performance trends, and much much more.

Kronos Finance is a web-based CRM solution specifically designed for financial advisors. Kronos Finance allows you to centralize the insurance and investment information of your customers. And it's a powerful tool for productivity, marketing, sales, and compliance.

Kronos Finance is the only CRM that aggregates customer and product data from gateways with insurance and investment platforms, offering consultants a complete view of all customer data at a glance.

Thanks to its powerful tools Kronos Finance is specially designed to save consultants time, effort and costs by simplifying their marketing, sales, service and compliance processes, and the tools allow consultants to make the most of the time they save by generating revenue. and profitability. Kronos Finance also integrates perfectly with Kronos FNA, an independent financial needs analysis tool.