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 …
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…
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- 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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(5)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Recommendations
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.
Reviews
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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.