You can find some videos showing an overview of Tact here. If you manage a team and would like a live demo, contact us anytime.

The main differentiating factors between Tact from the Salesforce1 mobile app is that Tact is:

1. Fast & reliable while mobile — Tact isn’t just a pretty interface; it’s fast and reliable on mobile devices. Salesforce1 is an HTML5 app, meaning that it constantly relies on a strong cellular/WiFi connection. So if you are on the road with spotty coverage, the app can be slow or unresponsive. Tact, however, is a truly native application for the best mobile experience on each device.

2. Full offline functionality — Tact always lets you do your work, wherever you work — even offline. Salesforce1 requires a constant cellular/WiFi connection to work, but Tact works seamlessly by syncing Salesforce data locally on each mobile device, updating changes when there’s a connection.

3. Integrated communication — Tact creates a more seamless workflow by combining Salesforce and the tools salespeople use everyday (ex: email, calendar and phone apps) into a single app. Instead of switching between multiple apps and having to remember to use Salesforce1 for logging activities, Tact becomes a part of a salesperson's daily flow, which we call “Salesflow.”

Not exactly. Tact is an application that acts as the primary interface to — or sits “on top of” — CRM systems rather than replacing them.

A CRM system like Salesforce consists of 2 components: a database which houses all of the information, and the application interface that allows you to access and manipulate that data. The Salesforce database is world-class. However, we saw a big need for salespeople to interact with CRM systems in a better way in order to increase CRM adoption and overall sales productivity.

Tact integrates deeply with Salesforce in several ways:

1. Salesforce access — Tact acts as a direct interface to Salesforce, allowing users to interact with all Salesforce data (ex: leads, opportunities, contacts, accounts, tasks and more).

2. Salesforce customizations — Tact auto-loads the customizations made by your Salesforce administrator (ex: standard, custom and required fields, record types and page layouts). No extra work is needed on your or your administrator’s part — just install the app and we’ll do that automatically for you.

3. Data syncing & de-duplication — Tact syncs and de-duplicates your Salesforce data with external data sources (ex: your email, calendar and phone apps) so you can see contextual information from Salesforce in all of your sales communications and activities.

4. Local data storage on devices — Tact stores relevant Salesforce data locally on user devices to provide a faster and more reliable user experience, even offline access.

5. Separation of user and company data — To make life easier, Tact syncs data from your phone (ex: contacts and meetings) with your company’s Salesforce database into one place. However, we don’t automatically post your personal data into Salesforce nor do we let you export Salesforce data. When you leave the company, your personal data stays with you and your company’s Salesforce data gets removed from your Tact account.

Not necessarily. Tact fully syncs with your email, calendar and contacts, so you don’t have to stop using your native apps that come with your phone. In fact, those apps may have a few features that don’t exist in Tact yet. However, our goal is to provide the tightest possible integration of your email, calendar and contacts with Salesforce in Tact so that it’s the best app to use when you are in “work mode”, i.e. selling and communicating with customers.