Introducing Act On It

Ever felt stretched thin, wishing you could be there for your teams at every crucial moment? Juggling deals, leads, and team support, while worrying about new starters floundering and problems escalating?

Imagine having a dedicated assistant by your team's side, providing friendly, real-time support throughout the day.

Introducing Act On It!

We believe the key to success with Salesforce is serving the right actions to the right people at the right time.

This powerful application empowers admins and managers to create smart notifications for their teams. Notifications that make it easier to achieve business goals and eliminate operational pain by driving and enabling action in real-time.

Whether it’s speeding up lead responses, improving follow-ups, accelerating approvals, enhancing SLA compliance, or streamlining task management, Act On It delivers actionable assistance exactly when it’s needed—ensuring teams are better informed, more productive, and able to get more done, faster and easier.

What does it do?

Within minutes, you can quickly instruct Act On It to monitor Salesforce and step in when action is needed. Providing timely updates, reminders and recommendations via unique messaging channels, with single click actions for streamlining next steps.

For example:

If a contact related to an open opportunity has messaged and hasn't received a response after X days, Act On It will encourage the sales rep to reply with an update to keep the conversation going.
If a case is sat idle or being avoided Act On It will step in to offer the case owner help, or loop in their manager for assistance.
If a meeting invitee hasn't accepted, Act On It will recommend the sales rep reach out to confirm their attendence ahead of the meeting.

... and so much more!

Act On It never sleeps, never gets distracted, and never takes a holiday. It's always on, helping users take the right actions at the right time so they can work more efficiently, meet their targets, and deliver on their KPIs.

What does it look like?

Here's a quick preview of what you can expect ...

With Act On It, you'll see:

Maximized Salesforce ROI as users actively engage with timely, relevant information when they need it
Higher team productivity powered by automated guidance and insights
Faster response times and improved customer satisfaction
Stronger compliance with processes and SLAs, reducing risks
More time for managers to focus on strategy and coaching, not monitoring
Consistent best practices scaling success across your organization

How do I get started?

The best part: You don't have to be a Salesforce expert to get started. Act On It is fun, intuitive and plug-and-play, welcoming a new age of self-service Salesforce automation that puts trusted super users in the driving seat.

Let's take a closer look at some of the main features, identify the problems they solve, see how Act On It is uniquely equipped to solve them, and what you can expect as a result ...