Case Study: AuditFile achieves up to 67% trial-to-paid conversion with Act-On Software's easy-to-use automation

AuditFile achieves conversion rates as high as 67% thanks to Act-On’s easy-to-use automation

AuditFile is a cloud-native audit automation platform that serves public accounting firms and has grown to over 400 customers despite a limited target market and strict seasonality in buying cycles. With a small team and limited resources, AuditFile needed highly targeted, timely marketing and sales automation that wouldn’t get lost during busy season or require long-term, complex platform management.

They implemented Act-On for easy-to-use automation and Salesforce integration to run web tracking, segmentation, lead scoring, nurture programs, onboarding, email and social campaigns. The platform let AuditFile consolidate efforts, reallocate resources, and scale efficiently—delivering a trial-to-paid conversion rate of 60–67% (vs. the industry’s 20–25%) and clearer, measurable marketing performance.

AuditFile

Erika Schonberg

Head of Marketing and Sales