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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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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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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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