Hi there! 👋 Welcome to Tactic! Follow the links below to see instructions and video content on all the Tactic Project features so you can get up and running quickly
Table of Contents
Connect Your Data
We’ve made it easy for you to set up Tactic Projects based on the companies you need to research. Either import your key Accounts one by one, from a CSV spreadsheet, or straight from your Salesforce account. Customise your Keywords and People searches to refine your Insights by topics, teams and people for structured, relevant information.
Instructions and tips for optimising your Tactic set-up
See Your Results
We offer a broad range of settings and actions to organize, refine, prioritise and manage your Insights. Find the best views to suit your working style, whether that’s highly prioritised and cross-referenced or exhaustive and sorted into micro-groups, for direct access to perfect information.
Instructions and tips for optimising your Tactic Results.
Use Your Insights
Once you’re up and running with your Tactic Projects, you’ll want to try the most efficient and holistic ways to extract your insights, ready to act on them in Tactic or in other programs. Here are features to export and co-own your projects, as well as analytics and other sophisticated tools.
Instructions and tips for optimising your Tactic Insights
Stop wasting time gathering information, copy-and-pasting snippets, and making ad-hoc planning docs. Start making decisions with perfect information.
- In app chat available 9am CET – 2pm PT
- Email — email@example.com
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