Tact for Intune

The Tact Sales Assistant is an AI-powered and human-friendly experience that automates administrative tasks and augments sellers to drive higher revenue growth.

Here’s why thousands of salespeople love Tact:

• Integrated AI personal assistant with natural voice, touch, and chat interactions

• Proactive delivery of actionable insights across Salesforce and other sales systems

• 1-tap activity logging of emails, calls, and meetings to Salesforce accounts, contacts, leads, or opportunities. Data entry automation and auto-filling of fields based on context and usage

• Daily agenda digest and meeting notifications so nothing slips through the cracks

• 360° customer profiles across CRM, email, internal legacy for a complete relationship history

• Business Card Scanning to quickly add new contacts both to your iPhone and to Salesforce

• Personal Productivity Tools Like Route Mapping to see nearby Salesforce contacts on a map

• Email and file tracking to improve sales message timing and outreach

• Personal reminder system, notes, and task management to speed up daily customer follow-ups

• 100% offline availability—sync Salesforce leads, contacts, accounts, opportunities, tasks, events, and notes so they're always at your fingertips

• 2017 Ventana Research Award, 2016 Stevie Gold Award for Best Relationship Management Solution

• Support for Salesforce custom objects, MDM (Mobile Device Management) integration

• Supports for Salesforce standard & custom field types, record types, and page layouts

• Administrative capabilities like user management, data control, consolidated billing, usage reports

The Tact Sales Assistant has been featured by Apple, Salesforce, Gartner, and other industry voices as a top AI enabled mobile experience for sales professionals. Tact.ai helps customers get upto 1 extra month of selling time, 5% increase in win rates and 50% reduction in sales cycles.