Tactic

Tactic is an advanced AI-powered data intelligence platform that enhances customer insights and improves sales targeting for businesses. This tool automates data collection and analysis from various sources, including web scraping and CRM integration, to provide comprehensive customer profiles and actionable insights for sales and marketing teams.

Key features:
- No-Code Custom AI Builder: Create tailored AI models without coding knowledge, enabling real-time data scraping from multiple sources such as Google, LinkedIn, job postings, and annual reports.
- Automated Data Collection: Aggregate audience, prospect, and customer data automatically, enhancing targeting efficiency and reducing research time.
- Multi-Source Data Integration: Import data from various platforms, including Salesforce and third-party data marketplaces, to create comprehensive customer profiles.
- Generative AI Capabilities: Utilize advanced language models fine-tuned to outperform standard models for specific tasks, such as building customer 360 profiles through multi-step reasoning and knowledge graph-based reasoning.
- User-Friendly Interface: Obtain structured answers quickly with minimal setup time.
- Custom Data Points and Signals: Set up unique data points tailored to specific business needs, enhancing the relevance of generated insights.
- Integration with CRM Systems: Connect seamlessly with existing CRM tools to enrich customer data and improve targeting strategies.
- Security Features: Implement SSL encryption, database encryption at rest, and single sign-on (SSO) capabilities for enterprise-level security.

How it works:
1. Users create an account and log in to the platform.
2. Users upload files, connect their CRM systems, or scrape data from the internet.
3. Users set up custom AI models and data points to suit their specific needs.
4. The platform analyzes the collected data to generate insights and identify target accounts.
5. Users receive structured insights that can be utilized for sales and marketing strategies.

Integrations:
Salesforce, Google, LinkedIn, Third-party Data Marketplaces

Use of AI:
Tactic leverages generative AI by utilizing fine-tuned language models that excel in multi-source data integration and customer profiling. This technology allows for accurate predictions regarding account fit, upsell opportunities, and churn risks, making it a powerful tool for data-driven decision-making.

AI foundation model:
Tactic uses advanced language models that are fine-tuned to outperform standard models like GPT for specific tasks. These models are capable of multi-step reasoning and knowledge graph-based reasoning for building comprehensive customer profiles.

Target users:
- Sales and marketing teams in startups and established companies
- Data analysts looking for efficient data collection and analysis tools
- Organizations aiming to enhance their go-to-market strategies

How to access:
Tactic is available as a web application, facilitating easy access from any device with internet connectivity.

Industry applications:
- Technology and SaaS
- Financial Services
- E-commerce
- Marketing and Advertising
- B2B Sales

Performance metrics:
- 40% increase in efficiency
- 79% increase in outputs
- Over 10 hours saved per worker weekly