Thanks to Tact.ai we are more productive
Rating: 10 out of 10
March 25, 2022
RJ
Vetted Review
Verified User
1 year of experience
We are currently using this software Tact.ai to help with the performance and productivity of our sales agents. With the SalesForce integration, we can create a powerful crm, as we can record our activities in real time, synchronizing all customer history in the platform.
- Allows us to have at hand the records of our calendar, customer notes, all completed and pending tasks.
- Seamlessly integrates all the applications we need to make calls, emails, contacts, customers and crm. Synchronizes all the data recorded from each of the integrated applications.
- Nearby contact search tools, is helping us to build close relationships with customers.
Cons
- The notifications and alarms are not reaching me in real time, which causes a delay in the answers I give to customers via chat and mail.
- Sometimes it does not read the scanning of the business card, you have to try several times for the reader to take the code.
- The software can feel cumbersome when working offline. And when the connection arrives, it takes a while to synchronize all the new data.
- Can be used online and offline, which is indispensable to always have sales information at hand.
- It allows us to see the customer's profile in 360º which has helped us not to lose detail of each step of the purchase.
- The scanning of our customers' business cards helps us to be more entrepreneurial and organized.
- We have been able to experience better performance in our sales, as we spend more time dedicated to our customers than doing administrative tasks, thanks to Tact.ai.
- Our team is more organized with clients, with meetings up to date, no delays in responding to clients, which has increased productivity and performance considerably.