being able to input data of line, been able to udate calender and oppurtunties with out access to laptop
oppurtunites are split into each Quarter of the year
outlook calendar syncing with tact and SFDC Review collected by and hosted on G2.com.
not being filter the oppurtunites stages and other fields, does not always sync with SFDC
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Really easy to use, Really quick application. Agenda synchronisation is really good. We can upgrade sales force. This application is really easy to install. you will save time every day in your daily work. You will be able to devote your time during your home office days to a useful job. As a salesperson, we often feel we are wasting our time doing administrative tasks, TACT helps us to relieve ourselves of this type of task. Review collected by and hosted on G2.com.
Synchronisation failed when i upgrade my opportunities. Not other problem had meet Review collected by and hosted on G2.com.
Personally, I think having Salesforce data at your fingertips and through your phone is so much easier to use than SFDC on a PC. I have found that it saves me lots of time throughout my day, and is less cumbersome. I have become a big fan of this app and will continue to use it more for my daily tasks. You can log a day worth of calls in what used to take 10x the time on a PC. Review collected by and hosted on G2.com.
I think there could be an improved mapping system. In other words, the map only shows what you have added into tact in a particular area. But there is so much more data on SFDC in a certain area. You could still be driving by a customer without knowing they are there because you have never been to the site.
I also wish there was a more robust search when it came to employee/company because some companies have hundreds of locations and it is often difficult to find the one you need. Review collected by and hosted on G2.com.
Tact provides an easy and intuitive interface that consolidates all of the most important information into readily available and actionable menu options. Review collected by and hosted on G2.com.
The only challenge that I've found particularly cumbersome is the steps necessary to link an external calendar event created outside of SFDC (by a customer for instance) into an existing opportunity. The option exists to open the meeting and create a sales visit, but there isn't a way to associate that visit with a particular opportunity or account plan. Review collected by and hosted on G2.com.
Tact incorporates your contacts, all of their critical information, Accounts, and new business opportunities all in one easy-to-access package. And integrates them so you can easily update and track progress on critical opportunities. I carry my phone with me everywhere I go, so I now have very quick access to all of that information. Review collected by and hosted on G2.com.
Not always easy to work on my phone with fat fingers, so when I'm in the office I tend to do what I can on my laptop, and fill in with Tact where I need. The nice feature, however, is that the work I do on my laptop will sync with Tact through the Salesforce.com App. Review collected by and hosted on G2.com.
Tact helps me keep track of my daily planning as well as keeping me up to date on his my opportunities are progressing it keeps me on top of things in a world where you need to be Review collected by and hosted on G2.com.
Initially the data input was painful , for mine I struggle with putting data in on a small phone ( I phone 6) I gave poor eyesight and fat fingers Review collected by and hosted on G2.com.
The access to all the data of my customers and the ease to go to the opportunitité of SFDC in order to modify it or to complete data.
After each sales visits Tact give us the possibilité to resume the visits directly in the account ou opportunity.
Regular reminders about our appointments or records to follow. Review collected by and hosted on G2.com.
Hard to say for the moment, I work every day with Tact and I still learn new applications every day. Review collected by and hosted on G2.com.
The Tact app gives me contact and account information in a centralized location. The mapping feature in the app gives me visibility to contacts and accounts in the area that I have scheduled sales calls. This allows me to be more efficient in the use of my daily schedule of calls. Review collected by and hosted on G2.com.
I would like to have an iPad app so I can choose the tool that works best for me. Review collected by and hosted on G2.com.
I like when I’m in a new account I like that you can bring up the map to see other accounts in the area. Plus I can see when someone opens an email I sent. Review collected by and hosted on G2.com.
When I try to add a new account on my phone the App locks up and doesn’t store the information. I then have to go to my computer and enter it through Salesforce. I have the current 3.28.3 version on my phone that just did this. That it doesn’t lineup with my iPad keypad when using my iPad. Review collected by and hosted on G2.com.
Ease of inputting info through voice to text Review collected by and hosted on G2.com.
Lack of editing ability over contacts “on the fly”.
Desperately need landscape view for those of us using iPad with keyboard.
Lack of integration between outlook/Tact... Easier to add meetings to calendar in outlook but then need to “add to Salesforce” in Tact. Should be able to put in meetings in outlook calendar and have it show in Tact and Salesforce. Review collected by and hosted on G2.com.
While on the road as an outside sales rep I’m able to log each call with tact after I leave the client and upload it to my Salesforce.
This frees me up to spend time with my wife and family when I get home. Review collected by and hosted on G2.com.
Sometimes I experience slow logging probably due to internet Review collected by and hosted on G2.com.