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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 Rollio?

Complete the essential fields that drive business strategies forward, as this methodology can liberate over 100 hours for each representative, allowing for increased interaction with clients through meetings, phone calls, and a variety of engagements. It is vital for both administrators and developers to focus on sustainable solutions rather than quick fixes to improve the overall user experience. By disseminating your most efficient processes to all producers, you can significantly enhance productivity. Customer engagement is one of the company's most valuable assets and deserves meticulous attention and oversight. Rollio not only meets SOC2 Type 2 standards but is also built on the Heroku platform, which is part of Salesforce.com, and has reliably passed the Salesforce Security Review, ensuring security for its users. Highlighting these features can further bolster the trust and confidence that clients have in your organization. Moreover, fostering a culture of continuous improvement and adaptation will ensure long-lasting success and client satisfaction.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Tact.ai

Date Founded

2012

Company Location

United States

Company Website

tact.ai

Company Facts

Organization Name

Rollio

Date Founded

2014

Company Location

United States

Company Website

www.gorollio.com

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Contact Management
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting
Territory Management

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