Personal helper for salespeople out there in the field
We are using Tact.ai to maximize our sales team's performance and reduce their time spent on administrative activities. With Tact.ai, the …
Tact.ai
Tact.ai
Tact.ai
Overview
What is Tact.ai?
Tact Assistant, from Tact.ai, is a virtual personal assistant for sales reps. It provides reps with intelligence on their meetings for the day and a history of interactions with the customers/prospect, allows them to schedule reminders and followups, creates CRM...
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What is Tact.ai?
Tact Assistant, from Tact.ai, is a virtual personal assistant for sales reps. It provides reps with intelligence on their meetings for the day and a history of interactions with the customers/prospect, allows them to schedule reminders and followups, creates CRM contacts from business cards using an…
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
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- Tech Details
What is Tact.ai?
Tact Assistant, from Tact.ai, is a virtual personal assistant for sales reps. It provides reps with intelligence on their meetings for the day and a history of interactions with the customers/prospect, allows them to schedule reminders and followups, creates CRM contacts from business cards using an OCR scanner, reminds reps to log calls, meetings, and emails, tracks email content engagement, syncs with the rep's calendars, and provides route recommendations for reps traveling to multiple meetings in the field.
Tact.ai Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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April 04, 2022
Personal helper for salespeople out there in the field
We are using Tact.ai to maximize our sales team's performance and reduce their time spent on administrative activities. With Tact.ai, the sales process is going towards digitalization and at the same time keeping the core process in mind. Also, it can be integrated with many salesforces which gives freedom to go mobile.
- It saves a lot of time which was wasted earlier in non-productive things
- Proper scheduling and management can be done
- Can create surveys with ease and have pre-built email templates available
- Adding calendar is cumbersome. Integration between Outlook and Tact.ai is required
- Time required to log in is very high. It wastes so much time every time.
- Schedule view is limited to 2 weeks ahead only
- Integration with Salesforce
- Easy to work with on a smartphone
- All critical information is combined and presented through a simple interface and notifications.
- It is still in the growing phase and we consider it an investment. Currently, it has a negative impact but it is gradually decreasing with time. We think in the coming three years we will be on the positive side
March 25, 2022
Thanks to Tact.ai we are more productive
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.
- 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.
December 18, 2018
Best alternative to SalesForce App that sucks....
Tact is being used by our sales team in the US. We use it because it fills the gaps that are missing from the Salesforce app and allows us to be more productive. We are using it to mainly get new contacts into Salesforce by scanning business cards and also to have logs of our meetings.
- Scan Business Cards into Salesforce
- Have the Salesforce Data Offline
- Able to log notes from meetings
- Better OCR for card scanning. I've seen a lot better.
- Be able to look at the calendar in the app and then add the meeting notes. I feel that if I don't write notes when prompted, I can't get to that page again.
- Be able to upload notes from OneNote or Evernote into Salesforce.
- Better documentation on sales process and logs of tasks that are done
- We can access the Salesforce data no matter where
- Better handle on sales business process.
The Salesforce app sucks and so it's not useful to do the searches that we need.