Aktana Copilot

Great interface for allowing Sales people to truly utilize SalesForce, as the viable sales tool (CRM) it was intended to be, not the tedious, time consuming chore it can often feel like. This app saves us a tremendous amount of energy and time by tracking and allowing us to log our activity in real time. This start-up developer has nailed it with their creative, much needed integration and they continue to improve upon this app. I reached out to the developer and I received a response the same day!

I wouldn't have left a review had it been upfront about it being another Salesforce app and not wasted my time.

I give the app itself 5 stars. However, its a little shocking to me that it costs so much, yet there is no iPad app. You've got to do all your work on an iPhone, otherwise you've got this awkward iPhone app you have to work on an iPad. I want to be able to type my emails with my keyboard case, but on my ipad, the screen is sideways; no rotation. Ugh. Also, the iPad has a faster processor, so they've built this sophisticated app to only work on your slowest device. I was told nearly a year ago that they were "working" on other platforms. If that was true, they're very slow workers. Add an actual iPad app, and it gets five stars.

This app allows me to make more money by being much more productive. It does this by saving me time. The app allows you to have all of your business contacts and information in one place including logistics directions etc.., it syncs with Salesforce and LinkedIn plus you can add contact with a simple picture of a business card. I love this application and now couldn't work without it!

TACT bridges the dual entry frustration gap between Outlook and SFDC. It's a game changer and a time saver. Contact geo mapping leverages time and is a cool feature. Nice reminder and follow up features create admin efficiency. Let TACT be your personal assistant. The only thing missing is a way we can personalize our system with a clever name.

The app fully syncs with Salesforce to keep conversations, opportunities, and tasks, and events organized to stay on top of everything!! It's like having and secretary in your pocket!

It’s made me more efficient. So, in my day in the life as a sales person numbers are important. The more brokers I see in a day the better. I can pull up my TACT app, I look to see which brokers are around me and go ahead and do drop-ins looking for that face-to-face meeting or hopefully schedule a meeting with them later on. As Soon as I finish up with that, I can enter an event right in my phone in the TACT app, add a follow-up task, and then hopefully a follow-up meeting. I really like being able to do everything from one app. Calendar, email, mapping, directions, events and tasks and it all logs to Salesforce. If I had to pick a favorite feature it would be the mapping feature. You can see the people around your destination that you want to talk to. If they are unavailable you get a card, scan it in TACT and send an email immediately from the app and a follow up! Truly awesome.

Tact has been transformational for me personally. Before Tact, I used to be on the hit list with my RVP for not getting information into Salesforce. Running around all day, get home at 6:30PM and have to update everything that happened hours ago; double duty is my pet peeve. After Tact, I’m able to input all my on-the-fly meetings as I go, wherever I am in the field, while it’s fresh, without having to jump around to a bunch of different places, it’s all right there in one app. I see Tact as the bridge to be able to do things once and move on with your day.

TACT for Salesforce is a great time saver and has helped increase my productivity. It has all but eliminated the need to sit down after my work day and enter all of my daily events and tasks. Everything can now be managed with my IPhone which gives me more time to dedicate to my job, sales. I especially like the maping feature which allows me to view all my clients near my current location allowing me to make additional calls between scheduled meetings. I am so glad my company invested in this technology to help me better manage my day!

This app is perfectly tailored for my sales flow and combines all that I need and use in one place. Got it for sales, but now using it for every aspect of my life :) would recommend it in a heartbeat