Tactile’s Cloud Sync connects and syncs data from Exchange, Google Apps, and Salesforce. It uses an intelligent algorithm to determine what customer data is relevant to sync for each user and the frequency of ongoing sync. It also continuously syncs your Salesforce customizations, in order to adapt to your unique processes. Syncing with these external services is also bi-directional—so updates can occur from Tact or through the cloud service itself. All of the OAuth, ActiveSync, IMAP, and web service connections are handled seamlessly behind the scenes to make the onboarding of new users completely self-service.
All the data aggregated via Cloud Sync on behalf of a user is stored in a scalable, versioned database. Additionally, data coming from the user’s device—including contacts, calendars, and reminders—are also synced to this Personal Cloud. The data is then de-duplicated and contextually linked. For example, email and calendar data is linked to contacts, accounts, and opportunities in Salesforce. The data is then enriched with social services to assemble photos, Twitter handles, LinkedIn profiles, and Facebook profiles.
Tact syncs your data bi-directionally between your device and Personal Cloud. It uses push technology and background refresh to ensure the most current version of your data is available whenever you open the app. And since the data is stored locally and encrypted on your device, you can work online or offline with the fastest possible user experience regardless of the availability or speed of your mobile carrier’s network.
Tactile’s Version Control system is the backbone of the sync platform. Given that any of the data that touches the platform could be edited by multiple devices, some of which may be offline, as well as multiple cloud services, edit conflicts are inevitable. To avoid burdening you with resolving conflicts, every unit of data is tagged with a version number and conflicts are automatically resolved through a customizable merge logic system. For example, if you update the phone number of a Salesforce contact from your phone while offline and your colleague updates the email address via the Salesforce web interface, Version Control will sequence and merge these changes and then apply the intended updates from both of you to the contact and then sync the updates to your phone and to Salesforce.
Empowering field sales teams to get a step ahead, without the extra steps.