Community insights

TrustRadius Insights for Tact.ai are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

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

3 Reviews

Personal helper for salespeople out there in the field

Rating: 7 out of 10

Incentivized

April 4, 2022

Use Cases and Deployment Scope

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.

Pros

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

Cons

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

Likelihood to Recommend

If you have an organization that requires salespeople to go into the field and your organization is mid-sized, then I recommend Tact.ai for your salespeople. It is not possible to carry laptops when they are out in the field but it is possible to carry an iPad or phone. This makes their tasks easy and reduces considerable time wasted on administrative activities and increases productivity at the same time.

Verified User

C-Level Executive in Product Management (1-10 employees)

Vetted Review

1 year of experience

Thanks to Tact.ai we are more productive

Rating: 10 out of 10

Incentivized

March 25, 2022

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.

Likelihood to Recommend

This software has served as a very useful and necessary sales assistant for each sales person to be able to focus on customers and sales and leave the whole process of scheduling, reminding appointments and daily tedious tasks to tact. It has helped us a lot to improve our sales, that's why I highly recommend it.

Richard Jassel

Maintenance Team Manager in Customer Service at Eastman Chemical Company (10,001+ employees)

Vetted Review

1 year of experience

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Best alternative to SalesForce App that sucks....

Rating: 8 out of 10

Incentivized

December 18, 2018

Use Cases and Deployment Scope

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.

Pros

Scan Business Cards into SalesForce
Have the SalesForce Data Offline
Able to log notes from meetings

Cons

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.

Likelihood to Recommend

It suited if the company uses SalesForce and the sales force is mobile most of the time.
It's less appropriate for other CRMs

Joel Kandy

Sales & Business Development Director in Sales at ThetaRay (51-200 employees)

Vetted Review

4 years of experience

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