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Tact Sales Assistant

"Sync your contacts from Salesforce, Exchange / Outlook and Gmail to your phone" ...

Free

The good

  • + Syncs contacts from Salesforce, Exchange and Gmail to the phone
  • + Minimizes duplicates by automatically linking contacts
  • + Automatically pulls photos and Twitter & Facebook names for your contacts, if available
  • + Creates a timeline of all your recent interactions with a person or company, aggregated from CRM, email and calendar.
  • + Log calls, emails and meetings, and optionally send them to Salesforce
  • + View LinkedIn profiles for your contacts, if available
  • + Search quickly for people and companies
  • + Save your frequent searches
  • + Works offline*

The bad

Freapp team says

We suck at organizing and we know most people hate it too, which is why this app really come in handy! 

With TACT, you can sync all of your contacts from Salesforce, outlook, gmail and more. 

+ Syncs contacts from Salesforce, Exchange and Gmail to the phone

+ Minimizes duplicates by automatically linking contacts

+ Automatically pulls photos and Twitter & Facebook names for your contacts, if available 

+ Creates a timeline of all your recent interactions with a person or company, aggregated from CRM, email and calendar.

+ Log calls, emails and meetings, and optionally send them to Salesforce

+ View LinkedIn profiles for your contacts, if available

+ Search quickly for people and companies

+ Save your frequent searches

+ Works offline*

Store review

The Tact Sales Assistant is an AI-powered and human-friendly experience that automates administrative tasks and augments sellers to drive higher revenue growth.

Here’s why thousands of salespeople love Tact:

Integrated AI personal assistant with natural voice, touch, and chat interactions
Proactive delivery of actionable insights across Salesforce and other sales systems
• 1-tap activity logging of emails, calls, and meetings to Salesforce accounts, contacts, leads, or opportunities. Data entry automation and auto-filling of fields based on context and usage
Daily agenda digest and meeting notifications so nothing slips through the cracks
• 360° customer profiles across CRM, email, internal legacy for a complete relationship history
Business Card Scanning to quickly add new contacts both to your iPhone and to Salesforce
Personal Productivity Tools Like Route Mapping to see nearby Salesforce contacts on a map
Email and file tracking to improve sales message timing and outreach
Personal reminder system, notes, and task management to speed up daily customer follow-ups
• 100% offline availability—sync Salesforce leads, contacts, accounts, opportunities, tasks, events, and notes so they're always at your fingertips
• 2017 Ventana Research Award, 2016 Stevie Gold Award for Best Relationship Management Solution
Support for Salesforce custom objects, MDM (Mobile Device Management) integration
Supports for Salesforce standard & custom field types, record types, and page layouts
Administrative capabilities like user management, data control, consolidated billing, usage reports

The Tact Sales Assistant has been featured by Apple, Salesforce, Gartner, and other industry voices as a top AI enabled mobile experience for sales professionals. Tact.ai helps customers get upto 1 extra month of selling time, 5% increase in win rates and 50% reduction in sales cycles.

Tact Sales Assistant Terms of Services: https://tact.ai/tos/

Store rating

3

out of

25 reviews

Size

115.6 MB

Last update

July 2, 2020

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