Tact.ai - Detailed Review
Business Tools
Tact.ai - Product Overview
Introduction to Tact.ai
Tact.ai is an innovative AI-driven sales platform that has recently been acquired by Aktana, a leader in intelligent customer engagement for the life sciences industry. Here’s a brief overview of its primary function, target audience, and key features.
Primary Function
Tact.ai’s primary function is to streamline and enhance the sales workflow for sales teams, particularly in enterprise environments. It aims to eliminate friction in daily sales activities by providing real-time insights, personalized recommendations, and seamless integration with existing CRM systems. This helps sales teams engage more effectively and close deals faster.
Target Audience
Tact.ai serves a wide range of businesses, including startups, small to medium-sized businesses (SMBs), mid-market companies, and large enterprises. Specifically, it has been used by sales teams at prominent Fortune 500 companies such as GE, Cisco Systems, and Kelly Services.
Key Features
Lead, Opportunity, Contact, and Account Management
Tact.ai offers comprehensive management tools for leads, opportunities, contacts, and accounts to help sales teams organize and track their interactions efficiently.
Sales Forecasting and Pipeline Management
The platform provides sales forecasting and pipeline management features to help teams predict and manage their sales performance better.
Task and Workflow Automation
It includes task management and workflow automation capabilities to streamline sales processes and reduce manual work.
Email and Calendar Integration
Tact.ai integrates with email and calendar systems, ensuring that sales activities are well-coordinated and scheduled.
Mobile Access
The platform is accessible on both Android and iOS devices, allowing sales teams to work effectively on the go.
Reporting and Analytics
It offers reporting and analytics tools to provide insights into sales performance and help teams make data-driven decisions.
AI-Powered Insights
Tact.ai features AI-powered insights and recommendations to assist sales teams in making informed decisions and improving their engagement with customers.
Conversational AI Assistant
The platform includes a conversational AI assistant that delivers real-time suggestions and insights, enhancing the user experience and improving sales outcomes.
Since Tact.ai’s technology has been integrated into Aktana’s offerings, particularly through the introduction of Aktana Copilot, these features are now part of Aktana’s suite of tools aimed at life sciences field teams, providing them with real-time intelligence and recommendations on their mobile devices.
Tact.ai - User Interface and Experience
User Interface
The user interface of Tact.ai, now integrated into Aktana’s platform, is designed to be highly user-friendly and intuitive, particularly for sales teams and field representatives in the life sciences industry. The interface is characterized by its simplicity and ease of use. Tact.ai features a unified front-end that combines various data sources and applications, including CRM systems, emails, and personal calendars, into a single, cohesive platform. This integration allows users to access all necessary information without the need to switch between multiple apps, making the workflow more streamlined and efficient.
Ease of Use
The app is known for its natural and easy-to-use interactions, supporting text, touch, and chat interfaces. This multi-modal interaction enables users to engage with the system in the way that feels most comfortable for them. For instance, sales professionals can use voice commands to access important information, record notes, set reminders, or initiate communications, all while on the go.
User Experience
The overall user experience is enhanced by several key features. Tact.ai provides personalized AI digital assistants that offer actionable nudges and contextualized insights, helping users stay on top of their tasks and appointments. The platform also includes features like one-tap activity logging for emails, calls, and meetings, and auto-filling of fields based on context and usage, which significantly reduces the time spent on data entry.
Real-Time Insights and Recommendations
Tact.ai delivers real-time suggestions and insights directly to the user’s mobile device, ensuring that sales teams have the most relevant information at their fingertips. This includes pre-meeting information, customer emails, sales history, and deal insights, all accessible through a conversational AI assistant. This real-time delivery of information helps in planning and executing more personalized and coordinated field activities.
Customization and Flexibility
The platform offers customization options, such as the ability to hide the Notebook tab and disable local contacts’ sync, and filters for custom objects. These features allow users to tailor the interface to their specific needs and preferences.
Offline Availability
Another significant aspect of Tact.ai is its 100% offline availability, ensuring that users can access CRM data, including leads, contacts, accounts, opportunities, tasks, events, and notes, even without an internet connection. This feature is particularly useful for field representatives who may not always have reliable internet access.
Conclusion
In summary, Tact.ai’s user interface is designed to be highly intuitive, efficient, and adaptable to the needs of its users, particularly in the context of sales and field engagement within the life sciences industry.
Tact.ai - Key Features and Functionality
Overview of Tact.ai Features
To provide a clear and accurate overview of the main features of Tact.ai, now integrated into Aktana’s portfolio, here are the key functionalities and how they work:
Integration with CRM and Other Systems
Tact.ai integrates seamlessly with various CRM systems, LinkedIn, Zendesk, email, calendar, Box, OneDrive, and legacy databases. This integration allows sales teams to access all customer data from a single platform, enhancing their ability to manage and analyze customer interactions effectively.
AI-Powered Insights
Tact.ai leverages AI to provide real-time insights and personalized recommendations to sales teams. These insights help in making informed decisions, improving sales productivity, and increasing win rates. The AI technology analyzes data from multiple sources to offer contextual suggestions, making the sales process more efficient.
Lead, Opportunity, and Contact Management
Tact.ai includes comprehensive lead, opportunity, and contact management features. These tools help sales teams to track and manage leads, opportunities, and contacts in a centralized manner, ensuring that no potential sales are missed and that relationships are nurtured effectively.
Sales Forecasting and Pipeline Management
The platform offers sales forecasting and pipeline management capabilities, enabling sales teams to predict future sales performance and manage their sales pipelines more accurately. This feature helps in planning and resource allocation, ensuring that sales targets are met.
Task and Workflow Automation
Tact.ai automates tasks and workflows, reducing manual effort and increasing efficiency. This automation ensures that sales processes are streamlined, allowing teams to focus more on high-value activities such as building relationships and closing deals.
Mobile Access and Real-Time Recommendations
With Tact.ai, now part of Aktana, field teams receive real-time recommendations and insights on their mobile devices. This feature, known as Aktana Copilot, provides programmable and intelligence-driven nudges to streamline the call planning process, making field activities more personalized and coordinated.
Conversational AI Assistant
The platform includes a conversational AI assistant that provides suggestions and insights throughout the user experience. This assistant helps in saving valuable time by presenting recommendations in a conversational manner, allowing field teams to focus more on building relationships with healthcare professionals (HCPs).
Reporting and Analytics
Tact.ai offers advanced reporting and analytics tools, which help in analyzing sales performance, identifying trends, and making data-driven decisions. These tools ensure that sales teams have the necessary insights to optimize their strategies and improve outcomes.
Collaboration Tools
The platform includes collaboration tools that enable sales teams to work together more effectively. These tools facilitate communication, information sharing, and coordination among team members, which is crucial for achieving sales goals.
Conclusion
In summary, Tact.ai, now integrated into Aktana’s offerings, is a powerful tool that leverages AI to enhance sales productivity, provide real-time insights, and streamline sales processes. Its features are designed to make sales teams more efficient, effective, and better equipped to manage and close deals.
Tact.ai - Performance and Accuracy
Performance and Accuracy
Aktana’s AI and mobile intelligence are utilized by top global pharmaceutical and life sciences companies to develop, plan, and execute go-to-market strategies. Here are some key points regarding its performance:Precision and Impact
Aktana’s platform helps companies achieve up to 22% increased operational efficiency and a 6% sales lift in less than a year. This indicates a high level of effectiveness in optimizing business strategies and field activities.Real-Time Recommendations
The platform provides real-time recommendations on mobile devices, enabling more personalized, coordinated, and impactful field activities. This suggests a strong capability in delivering timely and relevant insights.Engagement
Aktana’s tools are designed to drive more personalized and coordinated field activities, which enhances engagement between field teams and customers. Here’s how:Omnichannel Engagement
Aktana’s platform supports precision omnichannel engagement, ensuring that strategies are synchronized and refined in real-time. This helps in maintaining consistent and effective communication across different channels.Limitations and Areas for Improvement
While the provided information highlights Aktana’s strengths, there are some broader limitations of AI in business tools that could be relevant:Context Understanding and Common Sense
AI systems, in general, struggle with context understanding and common sense reasoning. Although Aktana’s specific performance does not indicate these issues, it is a common limitation in AI-driven tools.Bias and Data Quality
AI models can be vulnerable to biases if the training data is biased. Ensuring diverse and unbiased data sets is crucial for maintaining fairness and accuracy in decision-making.Transfer Learning Capabilities
While not specifically mentioned for Aktana, AI models often face challenges in transferring knowledge to new, unrelated tasks. This could be an area for improvement if Aktana plans to expand its capabilities into diverse business tasks.Conclusion
Aktana’s AI-driven tools demonstrate strong performance in enhancing operational efficiency and sales for pharmaceutical and life sciences companies. However, like other AI systems, it may face broader challenges related to context understanding, bias, and transfer learning capabilities. Since the specific details about these aspects are not provided in the available resources, it is important to consider these general limitations when evaluating AI-driven business tools. Tact.ai - Pricing and Plans
Pricing
- There is no free trial or free/freemium version available for Tact.ai.
Setup Fee
- There is no setup fee for Tact.ai.
Monthly Pricing
- The starting price for Tact.ai is $75 per user per month. However, the sources do not provide a detailed breakdown of different tiers or specific features included in each plan.
Features
- Tact.ai includes a range of features such as lead management, opportunity management, contact management, sales forecasting, pipeline management, task management, email and calendar integration, mobile access, reporting and analytics, document management, workflow automation, customizable dashboards, territory management, quote management, order management, and collaboration tools. It also provides AI-powered insights and integration with CRM systems.
Conclusion
Given the limited information available, it appears there is no tiered pricing structure explicitly outlined for Tact.ai. If you need more detailed pricing or specific plan features, it might be necessary to contact the vendor directly for a customized quote.
Tact.ai - Integration and Compatibility
The Integration and Compatibility of Tact.ai’s Technology
The integration and compatibility of Tact.ai’s technology, now part of Aktana, are key aspects of its functionality and usability within the life sciences and sales environments.
Integration with Other Tools
Tact.ai’s technology, as acquired by Aktana, integrates seamlessly with various tools and platforms to enhance the user experience. For instance, the Tact Sales Assistant, which is a precursor to the Aktana Copilot, was known for its integration with multiple data sources such as CRM systems, LinkedIn, Zendesk, email, calendar, Box, OneDrive, and legacy databases. This integration provided a single pane of glass for sellers, giving them a fuller and more consistent representation of customer data scattered across different systems.
Compatibility with Platforms
The technology is compatible with several platforms, including mobile devices, which is a critical aspect for field sales representatives and medical science liaisons. The Aktana Copilot, powered by Tact.ai technology, is specifically designed for mobile phones, delivering real-time suggestions and insights directly to the users’ preferred device. This ensures that field teams can access market and HCP intelligence at the moment they need it.
Microsoft Azure Integration
Tact.ai also works seamlessly with Microsoft Entra ID, supporting enterprise-class single sign-on. This integration allows users to sign in using their organizational accounts hosted in Active Directory, making the configuration process simple and straightforward.
Omnichannel Capabilities
The technology is built to support omnichannel programs, providing pervasive and on-demand recommendations throughout the user experience. This includes a conversational AI assistant that helps in streamlining the call planning process and improving engagement data to enhance AI recommendations.
Conclusion
In summary, Tact.ai’s technology, now integrated into Aktana’s offerings, demonstrates strong compatibility and integration capabilities with various tools and platforms, ensuring that users can access and utilize critical intelligence efficiently across different devices and systems.
Tact.ai - Customer Support and Resources
Tactful AI Overview
Tactful AI, a next-generation customer service platform, offers a comprehensive array of customer support options and additional resources to enhance user experience and operational efficiency.
Omnichannel Customer Support
Tactful AI provides real-time assistance across multiple channels, including voice, digital, and social media. This omnichannel approach ensures quick resolutions and personalized support for customer queries, fostering a consistent customer experience across all interaction points.
Unified Inbox for Agents
Agents benefit from a unified inbox that centralizes all customer interactions, integrating seamlessly with business tools. This single pane of glass helps agents manage conversations efficiently, access customer history, and receive AI-driven suggestions for quick and accurate responses. Real-time collaboration with supervisors and team members is also facilitated through this platform.
Empowered Supervisors
Supervisors are equipped with flexible and real-time controls to maintain outstanding customer service and agent productivity. A centralized dashboard allows them to track all interactions, monitor agent performance, and provide live support and coaching. Customizable alerts and notifications enable proactive management, and optimized resource allocation and escalation management are also supported.
Real-Time Actionable Insights
The platform provides supervisors and customer service managers with real-time metrics and actionable insights. These insights help in maintaining high standards of customer service, identifying customer trends, and addressing service bottlenecks. Tools and reports are available to set, track, and achieve KPIs, ensuring continuous improvement.
Automation and AI-Powered Tools
Tactful AI includes a no-code Automation Studio that allows customer service teams to design, test, and deploy workflows easily, eliminating complexity and boosting efficiency. The platform leverages industry-specific AI models from OpenAI, Azure, Google, and more, to empower businesses with proven solutions. AI-driven routing and multilingual chatbots further enhance customer satisfaction by reducing wait times and providing seamless support.
Integration and Customization
The platform integrates with over 1,000 apps using no-code or low-code environments, allowing for easy customization and scalability. System admins can ensure seamless integration with CRM, ticketing systems, and other tools, while maintaining a secure and scalable architecture.
Support and Resources
Customer Testimonials and Case Studies
Tactful AI provides testimonials and case studies from various customers, such as ELARABY Group and Accor Group, highlighting significant improvements in sales, customer satisfaction, and operational efficiency.
Expert Consultation
Users can connect with experts to see firsthand how Tactful AI can transform their contact center operations.
Partnership Program
Tactful AI offers a partnership program that fosters long-term growth, providing innovative solutions and dedicated support to help businesses leverage their expertise and expand their network.
By leveraging these features, Tactful AI ensures that businesses can deliver exceptional customer experiences, enhance operations, and boost both customer and team satisfaction.
Tact.ai - Pros and Cons
Advantages of Tact.ai
Tact.ai, particularly through its integration with Aktana, offers several significant advantages for businesses, especially in the life sciences sector:Enhanced Sales Productivity
Tact.ai’s AI-driven technology helps sales teams by providing real-time insights and personalized recommendations, which can significantly boost sales productivity and speed up the process of closing deals.Real-Time Intelligence
The platform delivers real-time suggestions and insights directly to mobile devices, enabling field sales representatives and medical science liaisons (MSLs) to make informed decisions quickly. This feature is particularly highlighted in the Aktana Copilot, an AI assistant powered by Tact.ai technology.Seamless Integration
Tact.ai integrates well with existing CRM systems and other business tools, ensuring a smooth workflow and reducing the need for manual data entry. It also supports integration with a variety of platforms, including Android and iOS.Comprehensive Feature Set
The software includes a wide range of features such as lead management, opportunity management, contact management, sales forecasting, pipeline management, and task management. These features help in managing various aspects of the sales process efficiently.Mobile Access
Tact.ai provides mobile access, which is crucial for field teams that need immediate access to market and HCP intelligence on their preferred devices. This mobility enhances their ability to engage with customers effectively.Workflow Automation
The platform offers workflow automation, which reduces manual tasks and allows teams to focus on high-value customer interactions. This automation also improves the overall efficiency of the sales process.Data-Driven Insights
Tact.ai generates detailed reports and analytics, providing valuable insights that help in making better sales decisions and improving campaign performance. The feedback loop in Aktana Copilot further enhances the accuracy and effectiveness of these recommendations.Disadvantages of Tact.ai
While Tact.ai offers numerous benefits, there are some potential drawbacks to consider:Dependence on Data Quality
The accuracy of Tact.ai’s insights and recommendations depends heavily on the quality of the data it is trained on. If the data is biased or incomplete, the AI may produce less accurate or even biased outcomes.Lack of Emotional Intelligence
AI systems, including Tact.ai, lack emotional intelligence and cannot factor emotions into their decisions. This can be a limitation in customer interactions where emotional understanding is crucial.Technical Maintenance
Although Tact.ai can operate continuously, it still requires regular maintenance, updates, and occasional downtime for optimization. This can temporarily disrupt the workflow.Limited Handling of Complex Queries
While Tact.ai is advanced, it may still struggle with handling very complex or off-script questions, which might require human intervention to resolve.Potential for Delayed Responses
In some cases, the AI might take too long to respond, which can frustrate users and potentially lead to lost business opportunities. By weighing these advantages and disadvantages, businesses can make informed decisions about whether Tact.ai aligns with their specific needs and goals. Tact.ai - Comparison with Competitors
Unique Features of Tact AI Sales Assistant
- Integration with CRM Systems: Tact AI Sales Assistant stands out for its seamless integration with existing CRM systems, allowing sales teams to engage more effectively and close deals faster.
- AI-Powered Insights: It provides real-time insights and personalized recommendations, which are crucial for enhancing sales productivity.
- Comprehensive Management Tools: The software includes a wide range of features such as Lead Management, Opportunity Management, Contact Management, Account Management, Sales Forecasting, Pipeline Management, and Task Management. Additionally, it offers Email and Calendar Integration, Mobile Access, Reporting and Analytics, Document Management, Workflow Automation, Customizable Dashboards, Territory Management, Quote Management, and Order Management.
Alternatives and Their Key Features
ZoomInfo
- Business Intelligence: ZoomInfo is a leading business intelligence platform that provides detailed profiles, contact information, and firmographics for millions of companies and decision-makers. It leverages AI-driven analytics for lead generation, account management, and sales prospecting.
- Data Mining: Unlike Tact AI, ZoomInfo focuses more on data mining and providing actionable insights through comprehensive data profiles.
Kixie
- Sales Engagement: Kixie is an AI-powered sales engagement platform that helps teams connect faster and close more deals. It features AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. Kixie also automates calls and texts for marketing and handles inbound sales with smart CRM-based routing.
- Real-Time Coaching: Kixie offers real-time coaching tools and advanced analytics, which are distinct from Tact AI’s broader CRM integration focus.
Sales Force Automation (SFA) Software
- Competitor to Tact AI: SFA Software is mentioned as a competitor to Tact AI. While specific details are not provided, SFA typically includes features like sales tracking, order management, and customer interaction management, which might overlap with some of Tact AI’s functionalities.
Other Considerations
- Business Size and Needs: Tact AI Sales Assistant serves a wide range of businesses, including startups, SMBs, mid-market, and enterprises. Each alternative may have a different focus; for example, ZoomInfo is highly beneficial for enterprises and mid-level businesses needing extensive data profiles, while Kixie might be more suited for teams looking to enhance their outbound sales efforts.
Conclusion
When choosing between Tact AI Sales Assistant and its alternatives, consider the specific needs of your business:- If you need strong CRM integration and a broad suite of sales management tools, Tact AI Sales Assistant might be the best choice.
- For businesses heavily reliant on data mining and business intelligence, ZoomInfo could be more appropriate.
- For teams focused on sales engagement and automation of calls and texts, Kixie might offer the necessary tools.
Tact.ai - Frequently Asked Questions
Frequently Asked Questions about Tact.ai
What is Tact.ai?
Tact.ai is an innovative AI-driven sales assistant designed to enhance sales productivity. It provides real-time insights, personalized recommendations, and seamless integration with existing CRM systems, enabling sales teams to engage more effectively and close deals faster.
What are the key features of Tact.ai Sales Assistant?
Tact.ai Sales Assistant offers a range of powerful features, including:
- Lead Management
- Opportunity Management
- Contact Management
- Account Management
- Sales Forecasting
- Pipeline Management
- Task Management
- Email and Calendar Integration
- Mobile Access
- Reporting and Analytics
- Document Management
- Workflow Automation
- Customizable Dashboards
- Territory Management
- Quote and Order Management
- Collaboration Tools
- AI-Powered Insights
- Integration with CRM systems.
Which platforms does Tact.ai support?
Tact.ai supports a variety of platforms, including Android and iOS, making it accessible on both mobile and desktop environments.
What type of businesses does Tact.ai serve?
Tact.ai serves a wide range of businesses, including startups, small to medium-sized businesses (SMBs), mid-market companies, and enterprises.
How does Tact.ai integrate with other tools and systems?
Tact.ai integrates with various tools and systems such as LinkedIn, Zendesk, email, calendar, Box, OneDrive, and legacy databases. This integration provides a single pane of glass over customer data scattered across different platforms, enhancing the sales experience.
What kind of customer support does Tact.ai offer?
Tact.ai provides various levels of customer support, including priority customer support for users on certain plans. However, specific details on the types of support available (e.g., email, phone, chat) are not explicitly mentioned in the available sources.
Can Tact.ai be used on multiple devices?
Yes, Tact.ai is accessible on multiple devices, including mobile devices (Android and iOS) and desktops, ensuring that sales teams can stay productive regardless of their location or device.
How does Tact.ai enhance sales analytics and reporting?
Tact.ai enhances sales analytics and reporting by providing strong reporting capabilities that align sales analytics and initiatives across teams using different systems. It offers a fuller and more consistent representation of customer data, expanded search capabilities, and actionable insights to support sales teams.
What sets Tact.ai apart from other sales assistant tools?
Tact.ai stands out due to its conversational AI assistant, real-time tracking, data entry on-the-fly, actionable nudges, and productivity boosters. It is the first omnichannel AI-powered assistant on the LinkedIn Sales Navigator Application Platform, making it a unique and comprehensive sales tool.
Are there any notable companies using Tact.ai?
Yes, Tact.ai is used by some of the world’s largest organizations, including GE, Cisco, and Kelly Services, which have partnered with Tact.ai for sales transformation.
How does Tact.ai improve the user experience for sales teams?
Tact.ai improves the user experience by providing a human-friendly interface that combines real-time tracking, data entry, and actionable insights. It aims to deliver an engaging user experience similar to what users expect from personal devices, making sales software more intuitive and effective.
Tact.ai - Conclusion and Recommendation
Final Assessment of Tact AI Sales Assistant
Tact AI Sales Assistant is a sophisticated AI-driven tool that significantly enhances sales productivity and effectiveness. Here’s a comprehensive overview of its benefits and who would most benefit from using it.
Key Features and Benefits
Tact AI Sales Assistant is packed with a range of powerful features, including:
- Sales Forecasting: Provides accurate predictions to help plan and manage sales strategies.
- Lead Management: Streamlines the process of managing leads, ensuring no opportunities are missed.
- Contact and Account Management: Keeps all customer and account information organized and easily accessible.
- Pipeline and Task Management: Helps in managing the sales pipeline and assigning tasks efficiently.
- Email and Calendar Integration: Ensures seamless communication and scheduling.
- AI-Powered Insights: Offers real-time insights and actionable recommendations to boost sales performance.
- Integration with CRM: Works seamlessly with existing CRM systems, enhancing their functionality.
Who Would Benefit Most
This tool is highly beneficial for various types of businesses, including:
- Startups: Helps in quickly setting up and managing sales processes.
- Small to Medium-Sized Businesses (SMBs): Enhances sales efficiency and productivity without the need for extensive IT infrastructure.
- Mid-Market and Enterprises: Provides advanced features to manage complex sales operations and large customer databases.
User Experience and Support
Tact AI Sales Assistant is user-friendly, with a human-centric interface that combines real-time tracking, data entry on-the-fly, and actionable nudges to boost seller productivity. It supports multiple platforms, including Android and iOS, ensuring accessibility across different devices. The support offered includes various customer support options, though specific details on the types of support are not extensively outlined.
Overall Recommendation
Tact AI Sales Assistant is a valuable tool for any business looking to enhance its sales operations. Its ability to integrate with existing CRM systems, provide real-time insights, and manage sales processes efficiently makes it an excellent choice. For businesses seeking to improve their sales forecasting, lead management, and overall sales productivity, Tact AI Sales Assistant is highly recommended.
In summary, if you are a business looking to streamline your sales processes, gain better insights into your customer base, and improve your sales performance, Tact AI Sales Assistant is a strong contender to consider. Its comprehensive features and user-friendly interface make it an excellent addition to any sales team’s toolkit.