Name: Aktana
Rating: 8.5 (5 reviews)
Author: Aktana

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Product Lifecycle Management (PLM)

Development

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Facility Management

IP PBX

Operational Analytics

Policy Management

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Performance Management (APM)

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Code Review

Configuration Management Databases

Data Mapping

Density-Optimized Servers

Email Encryption

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

IT Service Providers

Integration Platform as a Service (iPaaS)

Log Management

Managed DNS

Network Performance Monitoring

Software-Defined WAN

System Monitoring

Web Scraping

WiFi Hotspot

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Email Deliverability

Email Marketing

Marketing Automation

Online Proofing

Search Engine Marketing (SEM)

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Product Configuration

Social Commerce

Sales

Laboratory Information Management

Membership Management

Roofing

Vertical-Specific

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### Sales Efficiency
Users consistently highlight Tact.ai's sales efficiency as a key strength, emphasizing its ability to streamline sales visits, track opportunities, and enhance overall productivity. The platform's integration with Salesforce and user-friendly interface are frequently commended for simplifying sales processes and improving time management. While some users mention minor challenges, such as difficulties in linking external calendar events to specific opportunities, the general consensus leans towards Tact.ai being a valuable tool for optimizing sales operations and driving business growth.

### Customer Relationship Management
Users generally find Tact.ai's customer relationship management capabilities to be efficient and beneficial for organizing their contacts, accounts, and sales opportunities. The app's ability to provide visibility into accounts and contacts in specific areas, along with its integration with SFDC and Outlook, is highly valued by users. However, some users have expressed concerns about the lack of certain features, such as advanced filtering options for opportunities and the need for better integration between Outlook and Tact.ai. Despite these minor drawbacks, the overall consensus is that Tact.ai's customer relationship management functionality is a valuable tool for enhancing sales and customer interactions.

### Data Management
While some users appreciate Tact.ai's data management features for their ease of inputting information and integration with SFDC, others have encountered challenges such as significant lag times and difficulties with data input. The app's ability to centralize contact and account information is praised, yet there are suggestions for improvement, particularly in enhancing the mapping system and search functionality for employee/company data. Users' opinions on Tact.ai's data management capabilities appear to be mixed, with both positive and negative feedback highlighting areas for enhancement.

### Task Automation
Users consistently highlight Tact.ai's task automation as a pivotal feature that significantly enhances their productivity. The ease of logging tasks, sales visits, and other activities through the mobile interface is particularly lauded for its simplicity and convenience. Reviewers emphasize that Tact.ai effectively streamlines administrative tasks, allowing users to focus on more value-added activities during their workday. The general sentiment leans towards a positive outlook on Tact.ai's task automation capabilities, with users expressing satisfaction with the time-saving and organizational benefits it provides.

Users have provided several recommendations based on their experience with the product's integration with Salesforce. Firstly, they suggest taking the time to familiarize oneself with the software and utilize it in a way that brings the most benefits. Secondly, users highly recommend leveraging the Voice to Text capabilities for tasks such as meetings or data entry. Additionally, users advise reaching out to the customer support team for any inquiries or concerns. Overall, reviewers suggest undergoing training and clearly defining the intended purpose of using the software. They also emphasize exploring all its capabilities to fully grasp its potential. Lastly, users believe that trying out this software can greatly simplify processes, making it a valuable tool for those needing to use Salesforce remotely.

Formerly PatientPop, Tebra Patient Experience provides a means to schedule and engage patients. For small practices, the solution is presented as a simple, user-friendly, cloud-based system that requires no technical skills from users.

Foundation

Plus

WebPT

Aktana

Patient Engagement

Likelihood to Recommend

Aktana offers intelligent customer engagement for the global life sciences industry. By ensuring that every customer experience is tailored to individual preferences and needs, Aktana helps life science companies strengthen their relationships with healthcare providers to inspire better patient care. Today, commercial and medical teams from more than 350 brands use Aktana’s AI-enabled Contextual Intelligence Engine to coordinate and optimize personalized omnichannel engagement at scale. Headquartered in San Francisco, Aktana has offices in every major biopharma region around the world. For more, visit <a title="Link: http://www.aktana.com" href="http://www.aktana.com">www.aktana.com</a>.

Maintenance Team Manager

Tact.ai 2022-03-22 16:59:24

Tableau Desktop

Salesforce CRM Analytics

Microsoft Power BI

Amazon WorkSpaces

Tact.ai 2022-04-02 01:52:49

Salesforce Sales Cloud

Sales & Business Development Director

Tact Assistant 2018-12-12 10:21:45

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Meeting notes

Business card

Using outlook

New data

Desktop and mobile

Fast and effective

Sales funnel

Multi channel

Desktop version

Fast paced

Search tools

Salesforce data

Create surveys

Seamlessly integrates

Email templates

Make calls

Decision makers

Templates available

Customer service

Social networks

Home

Patient Engagement Software

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.

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

Amazon WorkSpaces (VDI), Tableau CRM (formerly Einstein Analytics), Microsoft Power BI

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.

Aktana
Formerly Tact.ai

Overview

What is Aktana?