September 17, 2023

Tactic

AI-driven customer and market insights platform

Best for:

  • Sales Teams
  • Marketing Teams
  • Customer Success Teams

Use cases:

  • Account Targeting
  • Sales Intelligence
  • Customer and Market Research

Users like:

  • Sales
  • Marketing
  • Revenue and Sales Operations

What is Tactic?

Quick Introduction.

Tactic is an advanced AI-driven platform designed for businesses seeking to maximize the efficiency of their customer and market research activities. Tailored for hypergrowth startups and Fortune 500 companies alike, Tactic empowers users to generate highly specific target accounts and new customer insights effortlessly by leveraging web, internal, and third-party data. This no-code custom AI builder scrapes data from websites, LinkedIn, job posts, annual reports, and more, feeding into your CRM systems like Salesforce, ensuring your sales and marketing team operates with the most relevant and actionable data. From predicting high-fit target accounts to reducing churn risks, Tactic optimizes your entire data-driven strategy in a simple UX that delivers value in hours, not months. It’s designed for sales professionals, marketers, customer success teams, and data analysts looking to boost revenue with minimal effort and maximum precision.

Pros and Cons

Pros:

  1. Incredible efficiency improvement with claimed savings of up to 10 hours per worker weekly.
  2. Seamless integration with CRM systems and extensive data sourcing capabilities.
  3. User-friendly interface requiring no coding knowledge, making it highly accessible.

Cons:

  1. May be over-sophisticated for very small businesses with limited data targeting needs.
  2. Subscription costs could be high for smaller startups or individual users.
  3. Requires an initial time investment to set up custom Datapoints and Signals.

TL:DR.

  • Generating intricate customer insights using AI.
  • Fluid integrations with multiple data sources and CRM systems.
  • Real-time, no-code data scraping and analysis.

Features and Functionality:

  • No-code Custom AI Builder: Enables customization of data scraping and integration with web, CRM, and API, allowing for highly tailored data collection and automation without needing programming skills.
  • Multi-source Knowledge Graph Reasoning: Utilizes data from multiple sources, combining them into a knowledge graph which enhances accuracy and multi-step reasoning capabilities for better decision-making.
  • Real-time Insights and Automation: Automates the collection and processing of customer and market data in real-time, ensuring your teams have relevant, up-to-date information without manual intervention.

Integration and Compatibility:

  • CRM Integrations: Seamlessly integrates with CRM platforms like Salesforce to ensure that insights automatically flow into your existing systems, enhancing marketing and sales activities.
  • Data Marketplace: Access to third-party data marketplaces further supplements your in-house data with crucial external insights.
  • Web and API Scraping: Combines data from diverse sources such as web pages, LinkedIn, job postings, and annual reports into a coherent data set that can be leveraged directly within your operational flows.

Benefits and Advantages:

  • Improved Accuracy: Custom AI algorithms provide more precise targeting and customer insights than general datasets.
  • Time Savings: Automation of data collection tasks can reduce the workload significantly, allowing your team to focus on strategic activities.
  • Enhanced Decision-Making: Real-time data enables informed strategy adjustments, leading to better results in sales and marketing campaigns.

Pricing and Licensing:

Tactic offers a subscription-based pricing model with various plans tiered to cater to different business sizes and needs. A free trial is available for potential users to evaluate the platform’s functionality.

Do you use Tactic?

For detailed pricing, prospective users should request a demo or reach out directly to the Tactic sales team.

Support and Resources:

Tactic provides multiple support avenues including comprehensive documentation, a help center, and a community forum for peer support. Personalized customer service and onboarding assistance are offered, ensuring new users expedite their ramp-up time and maximize the tool’s benefits.

Tactic as an Alternative to:

Tactic stands as a solid alternative to other sales intelligence tools like ZoomInfo or LinkedIn Sales Navigator. Unlike these more generic tools, Tactic offers scalability with highly custom Datapoints and intent signals tailored to your unique business requirements, thus providing richer and more actionable insights.

Alternatives to Tactic:

  • ZoomInfo: Ideal for businesses that require vast databases of contacts and less customizability. ZoomInfo is easier to onboard but might lack the depth of customization and real-time AI-driven insights as Tactic.
  • LinkedIn Sales Navigator: Great for relationship building and direct outreach through LinkedIn, but lacks the breadth of data integration and automation features provided by Tactic.
  • Clearbit: Useful for enriching existing CRM data with demographic and firmographic details, though it may not provide the same level of predictive insights and automation capabilities as Tactic.

Conclusion:

Tactic is a powerful AI-driven platform excellently suited for large corporations and growing startups aiming to enhance their customer and market insights. Offering a plethora of integration capabilities, robust automation features, and powerful real-time analytics, Tactic stands out by providing significant efficiency gains, improved accuracy, and strategic advantages in sales and marketing domains. Whether you’re dealing with predicting the best fit accounts, upsell opportunities, or simply ensuring more data-driven decisions, Tactic offers a comprehensive solution that is both cutting-edge and user-friendly.

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