Sales director kills Salesforce admin time with Tact · Sales director kills Salesforce admin time...
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Sales director kills Salesforce admin time with Tact Meet Jennifer, Director of Sales at Suture Express, a leading medical device distributor in the US. Below she shares how Tact has transformed her daily life in the field and use of Salesforce. I’ve consistently prospected every week since using Tact — even an hour here and there — and I’ve never been able to do that! And I use the business card scanner religiously to follow-up within minutes of meeting someone so I’m top-of-mind. Prospects comment all the time about how they remember me because of it. I’m human and forget things. With tact, 75-80% of my conversations are now recorded in Salesforce so I’m no longer missing details, even opportunities. It also keeps my team on the same page so we can work together to stay competitive. Nothing is lost in translation because I take notes directly in Tact, and reminders make sure I’m putting info in when it’s top-of-mind. Tact even brings new details to my attention — for example, I noticed that 5 people (instead of 1 person) were on an email thread I was logging in Tact. I used to dedicate 1 day every week to update Salesforce properly. But appointments and customers didn’t wait for me to finish these admin tasks so it usually ate into part of my weekend — I used to dread it. FREED FROM SALESFORCE ADMIN TIME Tact completely changed my admin behavior. Instead of writing in my notebook and waiting a day or week to put it into Salesforce, I’m easily doing it all in Tact throughout my day. Also, Tact’s business card scanner is the best I’ve ever used — I just zip through adding contacts and follow-ups. MORE PROSPECTING TIME AND CUSTOMER FACE TIME BETTER INSIGHTS & COMMUNICATION Never forget to take notes or create follow-up tasks, can easily do this in a car or plane, then edit later in Salesforce. LOGGING ALERTS & REMINDERS Scan a business card, import the contact to Salesforce, updated contact info, and create a follow-up task in less than 1 minute. BUSINESS CARD SCANNING A user-friendly view of Salesforce data, seamless integration with daily sales tools, flawless activity logging to Salesforce, and works offline. DEEP SALESFORCE INTEGRATION 95% 20% 2x Decrease in Salesforce admin time Director of Sales Increase in prospecting & face time Increase in prospecting speed I now prospect or visit customers on the day I used to do Salesforce admin work. I rarely login to Salesforce anymore. It just naturally happens with Tact throughout my day. Team collaboration on a single system is critical for me to close deals. Tact helps me do that in Salesforce. Favorite Features: Key Results: Jennifer Hurrell tactile.com • (844) HEY-TACT • [email protected] TACT THE WORLD’S FIRST MOBILE SALES PRODUCTIVITY SUITE FIELD SALES STORIES
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Transcript of Sales director kills Salesforce admin time with Tact · Sales director kills Salesforce admin time...
Sales director kills Salesforce admin time with Tact Meet Jennifer, Director of Sales at Suture Express, a leading medical device distributor in the US. Below she shares how Tact has transformed her daily life in the field and use of Salesforce.
I’ve consistently prospected every week since using Tact — even an hour here and there — and I’ve never been able to do that!
And I use the business card scanner religiously to follow-up within minutes of meeting someone so I’m top-of-mind. Prospects comment all the time about how they remember me because of it.
I’m human and forget things. With tact, 75-80% of my conversations are now recorded in Salesforce so I’m no longer missing details, even opportunities. It also keeps my team on the same page so we can work together to stay competitive.
Nothing is lost in translation because I take notes directly in Tact, and reminders make sure I’m putting info in when it’s top-of-mind. Tact even brings new details to my attention — for example, I noticed that 5 people (instead of 1 person) were on an email thread I was logging in Tact.
I used to dedicate 1 day every week to update Salesforce properly. But appointments and customers didn’t wait for me to finish these admin tasks so it usually ate into part of my weekend — I used to dread it.
FREED FROM SALESFORCE ADMIN TIME
Tact completely changed my admin behavior. Instead of writing in my notebook and waiting a day or week to put it into Salesforce, I’m easily doing it all in Tact throughout my day. Also, Tact’s business card scanner is the best I’ve ever used — I just zip through adding contacts and follow-ups.
MORE PROSPECTING TIME AND CUSTOMER FACE TIME
BETTER INSIGHTS & COMMUNICATION
Never forget to take notes or create follow-up tasks, can easily do this in a car or plane, then edit later in Salesforce.
LOGGING ALERTS& REMINDERS
Scan a business card, import the contact to Salesforce, updated contact info, and create a follow-up task in less than 1 minute.
BUSINESS CARDSCANNING
A user-friendly view of Salesforce data, seamless integration with daily sales tools, flawless activity logging to Salesforce, and works o�ine.
DEEP SALESFORCEINTEGRATION
95%
20%
2x
Decrease in Salesforce admin time
Director of Sales
Increase in prospecting & face time
Increase in prospecting speed
I now prospect or visit customers on the day I used to do Salesforce admin work.
I rarely login to Salesforce anymore. It just naturally happens with Tact throughout my day.
Team collaboration on a single system is critical for me to close deals. Tact helps me do that in Salesforce.
Favorite Features:
Key Results:
Jennifer Hurrell
tactile.com • (844) HEY-TACT • [email protected]
TACT THE WORLD’S FIRST MOBILE SALES PRODUCTIVITY SUITE
FIELD SALES STORIES
