Thanks to Tact.ai we are more productive
Use Cases and Deployment Scope
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.
Pros
- 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.
Cons
- 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.
Most Important Features
- 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.
Return on Investment
- 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.
