The Tact Assistant automates repetitive tasks, provides advanced customer insights, and enhances productivity throughout the daily sales flow.
The Tact Assistant helps sellers get the latest intelligence on the day’s customer meetings and existing deals, and even schedule reminders and follow ups.
The Tact Assistant provides a rich 360 customer history of interactions including past phone and email interactions, meetings and associated tasks.
The Tact Assistant turns business cards into CRM data in 3 seconds, extracting all essential details using the same OCR technology that leading banks use.
The Tact Assistant uses smart prompts and intelligent nudges to log calls, meetings, or emails in the golden 5 minutes after a customer interaction.
The Tact Assistant enables sellers to track content engagement including when a recipient has opened an email and how much time was spent on every page.
The Tact Assistant integrates and syncs calendars across devices, CRM, and Outlook or Google so sellers just need one calendar to stay on top of their day.
The Tact Assistant provides sellers with in-field map intelligence by geocoding CRM data such as contacts and opportunities and providing route guidance.
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