Aktana Copilot 4+

As any territory manager knows, life cannot be easily organized when always on the go. If life was that easy, then they aren't working hard enough. With that said, Tact has offered many solutions to my daily problems I face frequently when it comes to keeping all my information together such as contacts, emails, reminders and so on. Tact has tools that I can utilize efficiently to keep all my information together as well as my future prospects. It's almost as if I have a personal secretary everywhere I go which gives me peace of mind during forgetful moments like everyone has when things get out of hand. I have found the set up process to be very simple followed by an elegant user-friendly interface. I highly recommend Tact to anyone even if they aren't a salesperson because this app will help your life become more organized and memorable as it has made mine. Time always equates to money and this app saves me a lot of time. What does that tell you? Great app!

As a seasoned sales rep I am always looking for ways to spend my time selling and generating more revenue versus administrative tasks like updated SFDC. After trying SF1, a friend recommended trying the Tact App. After downloading it I was able to set it up in under 10 minutes and get my email, calendar, contacts and connect my SFDC. I did not even have to contact my SFDC admin and then I was able to see all my calls, emails and meetings as it relates to my contacts and prospects in SFDC. It even gets better because a few of my accounts are in areas where my cell phone does not work, but TACT can access the data offline. I highly recommend this for any outside rep looking to save time and work in one tool rather than multiple tools. The one thing that I do wish is that I could create a meeting in the app, but figured out to how to create it in outlook and it syncs over. Hope this helps other reps that looking for ways to make things easier for them.

I wish I had this app years ago!! I had pretty much got used to the nightly routine of entering my activity into Salesforce, especially on Sunday nights. Tact is the first app I've found that truly helped me to no longer need to do this. Now I can finally go through my day to day meetings, calls, and emails, and all of this activity simply gets logged in Salesforce, making my nightly data entry routine an afterthought. My manager can finally look in Salesforce to see what's happening on an account without having to call me directly. Tact was super easy to set up and use, and it works just like the normal apps I was already comfortable with on my iPhone. Not to mention it works even when I don't have service! This is huge for me since most of my clients are in areas that don't get the best cell reception. Thank you Tact for making me much more productive, and most importantly giving me an extra hour every day to spend time with my family!