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What is Tact.ai?

The evolution of customer relationship management is set to emphasize user-friendliness at its core. By transforming sales methodologies and enhancing overall efficiency, this new approach utilizes clear prompts for clients, representatives, and account teams, all backed by an innovative Edge AI platform that emphasizes the needs of sellers. With three decades of expertise in CRM and enterprise software, Tact.ai delivers a flexible engagement model alongside state-of-the-art technology, positioning itself as the ideal partner for enhancing existing CRM systems while paving the way for a more manageable CRM environment that ensures future achievements. Tact Assistant takes seller priorities to heart by offering real-time insights, effortless data entry while on the move, proactive nudges, and significant productivity improvements—all integrated into a holistic user experience that elevates representative efficiency and promotes stronger CRM utilization and governance. This groundbreaking strategy not only leads to improved sales results but also equips teams to thrive in an ever-evolving competitive landscape, ensuring sustained growth and success. As businesses adapt to these advancements, they will find themselves better prepared to meet the dynamic demands of their customers.

What is Microsoft Viva Sales?

Viva Sales harnesses the power of generative AI to automatically create content within Microsoft 365 applications, resulting in better customer engagement and increased productivity for sales professionals. By integrating generative AI with CRM systems and Microsoft 365 data, users can gain real-time insights and automate content creation, enabling them to prioritize building meaningful connections with their customers. The platform simplifies the process of relationship-building by automating tasks such as generating emails and managing data entry through advanced AI technologies. Experience heightened efficiency with actionable insights that are seamlessly incorporated into your daily workflow, combining data from Microsoft 365 applications with any CRM system you choose to utilize. Stay on track with AI-driven analytics that provide valuable recommendations and timely reminders, ensuring you never miss a beat in your customer interactions. Whether your organization operates with Salesforce or Dynamics 365 Sales, you can always stay informed about your customer engagements. By adopting these innovative tools, you not only streamline your workflow but also revolutionize the manner in which you connect with clients, fostering deeper and more productive relationships. This transformative approach ultimately leads to a more efficient sales process and greater overall success.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Dynamics 365
Salesforce
Alexa Smart Properties
HubSpot CRM
HubSpot Customer Platform
LinkedIn
LinkedIn Sales Navigator
Microsoft Teams
Slack
Zendesk Sell

Integrations Supported

Microsoft 365
Microsoft Dynamics 365
Salesforce
Microsoft Outlook
Microsoft Viva
Microsoft Viva Engage

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Tact.ai

Date Founded

2012

Company Location

United States

Company Website

tact.ai

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

www.microsoft.com/en-us/microsoft-viva/sales

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Collaboration

Not specified

Conversational AI

Not specified

CRM

Not specified

Sales Force Automation

Channel Management
Contact Management
Customer Database
Lead Management
Performance Metrics
Sales Forecasting

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Generative AI

Not specified

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