Have you ever had a package out for delivery 📦 — but you won't be home to receive it?
Luckily, with just a couple of clicks, you can reschedule, leave it with a neighbor, or choose a safe spot.
Act On It brings the same power and convenience to Salesforce.
We believe success comes from serving the right actions to the right people at the right time .
Whether it’s accelerating lead responses, keeping opportunities on track, or improving SLA compliance, Act On It enables your team to stay ahead and meet their goals effortlessly.
Act On It is a native Salesforce app that empowers admins and managers to create smart notifications that drive action in real time.
... and managers can focus on mentoring, not monitoring.
Choose from 30+ featured notifications spanning BDE Sales, Account Management, Customer Service and more ...
... or build your own within minutes! No in-depth technical knowledge required.
1. Choose when you'd like Act On It to notify your users ...
2. Choose who you'd like to notify ...
3. Customize what you'd like to send (and how).
Then sit back and let Act On It take the reins!
Act On It will step in when action is needed ...
... and enable immediate action with a couple of clicks!
Managers can report on sent messages to see who was notified, and what happened next.
... that will lead your teams to greater success!
What needs your team's attention?
Missed or forgotten tasks? Priority cases sitting too long? Leads missing a follow up? Customer replies? Chatter @mentions? Case escalations? Company updates? System anomalies? Or something else entirely?
No matter the challenge, no matter the objective, you can easily delegate the heavy lifting to Salesforce with our guided setup.
Act On It is your digital operations assistant!
What Makes Act On It Special?
Act On It is packed with unique features that
address
more than 50
ideas from the Salesforce community, improving Salesforce efficiency and usability.
We’re honored to be endorsed by Salesforce Ben as one of the top FREE apps on the AppExchange for 2024:
🔗 Salesforce Ben - 9 Free Salesforce Apps You Need to Know About in 2024.
Click to learn more about some of Act On It's core features and benefits ...
Quickly spin up and discard personalized alerts and actions for your teams with Act On It’s intuitive notification builder.
Stay on top of your important updates, reminders, and recommendations with our organized, filterable, and actionable inbox. Cut through the noise so you can easily prioritize and action what's important.
Stay connected anywhere and take instant action, whether you're checking emails, between meetings, or on the move.
Seamlessly embed tailored automations into your alert messages, enabling users to take action with just a few clicks.
See who was notified, when, and what happened next. Understand alert volumes, user engagement, and business impact, providing unprecedented insight into your day-to-day operations.
Admins can effortlessly enable Custom Objects and trigger Act On It push notifications from Flows, unlocking endless possibilities for automated alerts and actions.
Teams work smarter, not harder, with actionable guidance.
Faster responses and follow-ups mean happier clients.
Act On It ensures users engage with Salesforce the way it was meant to be used.
Leaders can focus on mentoring, not monitoring.
⭐⭐⭐⭐⭐
"Save yourself time, money and mental energy with this app! Act on it has transformed my day-day and I’ve gone from multiple manual checks points in my diary to proactively being delivered the information when required.
If you are a team manager in a fast-paced environment or balancing multiple KPIS/focus points I couldn’t recommend AOI any more."
⭐⭐⭐⭐⭐
"Act on It has had a massive impact on our organization by helping our service team manage Chatter notifications across multiple cases. Users love the ability to customize how they get notified, and setting up new notifications is easy.
You have built an amazing product, and we’re excited to use Act on It to its full potential!"
⭐⭐⭐⭐⭐
"As the digitization of the business has continued we have found ActOnIt to be a massive help. Being able to surface important events to the right person and presenting them with a set of quick, templated actions has meant that we are able to speed up the pipeline for sales and increase service responsiveness.
A huge enabler to digital transformation."
What's more Act On It is ...
Don’t take our word for it — try it yourself!
Get full access to all features for 20 users with no time limit, cost, or commitment. Test your use cases, gather feedback, and prove the value risk-free.
No sales calls. No projects. No fuss.
Available on the Salesforce AppExchange
Most adoption tools focus on teaching users how to use Salesforce. Act On It enables business users to mould Salesforce to fit the way they operate and do more of the heavy lifting, within minutes! With its intuitive and user-friendly interface, Act On It empowers business users to drive their own productivity and success.
Act On It is plug and play, seamlessly integrating with your existing Salesforce setup, including local customizations.
No need for a big project rollout—Act On It is designed to be intuitive and user-friendly. Business users can take the reins and drive their own productivity and success, without distracting busy Salesforce admins.
Act On It is jam-packed with functionality that will help to elevate your Salesforce implementation. We've worked hard to ensure Act On It works seemlessly with Salesforce and your local customizations. For maximum flexibility, admins and developers can extend Act On It using familiar platform tools such as flow and apex to satisfy unique business requirements, opening up truly limitless possiblities.
Of course. We want you to love our product and leverage its full capabilities. You can reach out to us any time at help@overlayapps.com. We will aim to respond to respond within 1 working day and resolve any issues within 5 working days. Support is currently email only, but we intend to open up new services in future.
We want you to experience the magic of Act On It firsthand, which is why we invite you to try it for free.
The best part? You get to keep what you build during the trial! It's a win-win situation.