Overall Satisfaction with Tact Assistant
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.