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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 Salesforce Einstein?

Imagine the revolutionary generative AI for CRM that is set to transform your visions into reality. Get ready, as Einstein GPT has officially entered the dialogue. Utilize AI-enhanced emails, conversations, and proposals that are tailored to your customers, all while drawing on your most recent data to personalize each interaction. Boost productivity with insightful analytics that cover sales, services, marketing, and commerce, all seamlessly woven into your everyday tasks. Easily develop creative solutions with intuitive low-code tools that empower you to create customized predictions and recommendations without requiring a data expert. Support sales teams throughout the entire process, from initial contact to closing, by delivering precise forecasts based on real-time data and accelerating the closing timeline with intelligent dialogue. Provide personalized experiences and improve your time management by integrating AI directly into your CRM system. With Service GPT at your disposal, you possess all the essential resources to grow swiftly and deliver immediate benefits. Enhance customer interactions, foster lasting relationships, and drive revenue growth through up-to-date insights; orchestrate intelligent customer journeys and offer timely recommendations to optimize results. By harnessing these advanced features, you can ensure your business maintains a competitive edge in the market. Additionally, staying proactive in adapting to evolving customer needs will further solidify your position as an industry leader.

Media

Media

Integrations Supported

Salesforce
Agentforce
Alexa Smart Properties
HubSpot CRM
HubSpot Customer Platform
LinkedIn
LinkedIn Sales Navigator
Microsoft 365
Microsoft Dynamics 365
Microsoft Teams
Salesforce Commerce AI
Salesforce Commerce Cloud
Salesforce Marketing Cloud
Salesforce Sales Engagement
Salesforce Service Cloud
Slack
StarfishETL
Zendesk Sell

Integrations Supported

Salesforce
Agentforce
Alexa Smart Properties
HubSpot CRM
HubSpot Customer Platform
LinkedIn
LinkedIn Sales Navigator
Microsoft 365
Microsoft Dynamics 365
Microsoft Teams
Salesforce Commerce AI
Salesforce Commerce Cloud
Salesforce Marketing Cloud
Salesforce Sales Engagement
Salesforce Service Cloud
Slack
StarfishETL
Zendesk Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tact.ai

Date Founded

2012

Company Location

United States

Company Website

tact.ai

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/products/einstein/overview/

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Conversational AI

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

CRM

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

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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