Aktana Copilot Overview
• Data entry on-the-fly with one-tap activity logging of emails, calls, and meetings to CRM accounts, contacts, leads, or opportunities.
Official Screenshots
Product Details and Description of
Tact.ai is on a mission to help life science organizations nurture meaningful customer engagement through our human-friendly software. Tact transforms multiple systems-of-record into a unified system-of-engagement. The solution offers: - a digital assistant that proactively delivers critical insights to field teams leading to better and more efficient execution. - a compliant email experience to help teams send more personalized communications, and appear in customers’ inboxes more frequently with results as high as 1.5x industry open-rates. - compliant video meetings on the Microsoft Teams platform to enable better customer access and improved user experience. - a secure, WhatsApp-like channel to enable customers to connect with field users, content and community more frequently and on their time.
Top Reviews
By Dan Galietto - OC RSD TASC
This is a game changer! The Best App in the App Store!
Great interface for allowing Sales people to truly utilize SalesForce, as the viable sales tool (CRM) it was intended to be, not the tedious, time consuming chore it can often feel like. This app saves us a tremendous amount of energy and time by tracking and allowing us to log our activity in real time. This start-up developer has nailed it with their creative, much needed integration and they continue to improve upon this app. I reached out to the developer and I received a response the same day!
By ImportFan66
Makes my life much easier as an outside sales rep!
As any territory manager knows, life cannot be easily organized when always on the go. If life was that easy, then they aren't working hard enough. With that said, Tact has offered many solutions to my daily problems I face frequently when it comes to keeping all my information together such as contacts, emails, reminders and so on. Tact has tools that I can utilize efficiently to keep all my information together as well as my future prospects. It's almost as if I have a personal secretary everywhere I go which gives me peace of mind during forgetful moments like everyone has when things get out of hand. I have found the set up process to be very simple followed by an elegant user-friendly interface. I highly recommend Tact to anyone even if they aren't a salesperson because this app will help your life become more organized and memorable as it has made mine. Time always equates to money and this app saves me a lot of time. What does that tell you? Great app!
By SaaSRep
Senior Account Executive
As a seasoned sales rep I am always looking for ways to spend my time selling and generating more revenue versus administrative tasks like updated SFDC. After trying SF1, a friend recommended trying the Tact App. After downloading it I was able to set it up in under 10 minutes and get my email, calendar, contacts and connect my SFDC. I did not even have to contact my SFDC admin and then I was able to see all my calls, emails and meetings as it relates to my contacts and prospects in SFDC. It even gets better because a few of my accounts are in areas where my cell phone does not work, but TACT can access the data offline. I highly recommend this for any outside rep looking to save time and work in one tool rather than multiple tools. The one thing that I do wish is that I could create a meeting in the app, but figured out to how to create it in outlook and it syncs over. Hope this helps other reps that looking for ways to make things easier for them.
