Case Study: Plante Moran achieves faster sales cycles and increased marketing productivity with Act-On Software

Act-On Accelerates Plante Moran’s Marketing

Plante Moran, a 2,200‑person global accounting firm serving 16 industries with 40 services, faced a complex marketing challenge: integrating a marketing automation platform with four separate Microsoft Dynamics CRM instances containing hundreds of thousands of records while supporting nearly 200 marketing and business-development staff. Their previous tool produced hard‑to‑read lead histories and errant automated email resends, and vendor support failed to resolve the issues.

After evaluating vendors, Plante Moran implemented Act-On, which went live in about a week and a half with strong implementation support. Act-On’s built‑in templates, multi‑channel program capabilities, lead scoring and native Microsoft Dynamics integration streamlined workflows, gave sales clear visibility into prospect activity, accelerated the sales cycle, and dramatically increased marketing productivity.

Plante Moran

Alyson Purgiel

Senior CRM Business Analyst