Case Study: Trungale Egan + Associates achieves nearly doubled customer lifetime value and drives client success with Act-On Software

Act-On Helps Trungale Egan + Associates (TE+A) Increase Customer LTV and Drive Client Success

Trungale Egan + Associates (TE+A) is a 25‑year Chicago creative agency that needed to evolve from traditional advertising to digital marketing to better serve wealth‑management clients whose prospects now research online. Frustrated with basic ESPs, TE+A sought a multi‑channel marketing automation platform that integrated with CRMs like Salesforce, could power integrated campaigns on clients’ behalf, and help the agency attract and retain customers.

Act-On became the backbone of TE+A’s new managed service, AMP, providing client instances for emails, webinars, Facebook ads, landing pages and Salesforce integration. The platform helped TE+A nearly double customer lifetime value (client relationships now average 7–10 years), while delivering strong campaign results for clients like Nepsis: 400,000+ emails sent with a 16% CTR, 40 landing pages averaging 27% CTR (one at 80%), ~50% lower CPC, and a tripling of radio audience/300%+ increase in unique visitors.

Trungale Egan + Associates

Brad Feldmar

Executive Vice President of Business Development