Tactic

Tactic is a sophisticated generative insights platform designed to revolutionize how B2B companies approach their Go-to-Market (GTM) strategies. By leveraging advanced AI, Tactic automates the laborious process of data gathering from a multitude of sources, including the entire web, internal systems like CRMs (e.g., Salesforce, HubSpot), and third-party data providers. This enables businesses to generate custom, actionable insights that are unique to their specific needs, moving beyond generic datasets. The platform is built for hypergrowth startups and Fortune 500 companies alike, offering a no-code, custom AI builder that empowers sales, marketing, and RevOps teams to make data-driven decisions with unprecedented speed and accuracy.

The core of Tactic's power lies in its ability to create a comprehensive 360-degree view of customers. Its models are fine-tuned to outperform general-purpose LLMs like GPT for building customer profiles, employing multi-step, multi-source, and knowledge graph-based reasoning. This ensures higher accuracy and deeper insights, helping teams identify the best-fit accounts, predict upsell opportunities, and flag churn risks more effectively.

How to use Tactic

Using Tactic is a streamlined process designed for non-technical users, enabling them to get started in hours, not months. The typical workflow is as follows:

1. Connect Your Data: Begin by importing data from all relevant sources. You can scrape the entire internet, upload files (like PDFs and reports), connect your CRM systems such as Salesforce, and even purchase specialized data from Tactic's integrated data marketplace.
2. Define Your Search: Use natural language to ask specific questions or set up custom data points and signals. For example, you can search for companies that recently received funding, are hiring for specific engineering roles, or have a particular pricing model.
3. Generate Insights: Tactic's AI engine processes the vast amounts of data, running thousands of queries to find, filter, and rank relevant information. It delivers structured answers and curated reports with key insights about companies and people.
4. Automate and Act: Set up triggers and automations based on the generated insights. You can automatically prioritize accounts in your CRM, trigger personalized email campaigns, or update call lists when new, relevant information is discovered.

Core Features of Tactic

• No-Code AI Builder: Create custom AI models for real-time web, CRM, and API scraping and analysis without writing a single line of code.
• Multi-Source Data Aggregation: Seamlessly import and unify data from the web, annual reports, LinkedIn, job posts, your CRM, and a third-party data marketplace.
• Generative AI Insights: Go beyond simple data points. Tactic generates deep, contextual insights and narratives about your target accounts and market.
• Advanced Reasoning Engine: Utilizes a knowledge graph and multi-step reasoning to deliver more accurate and reliable results than standard language models.
• Account Scoring and Prioritization: Automatically score and tier accounts based on external triggers and custom-defined ideal customer profiles (ICPs).
• Research Automation: Eliminates countless hours of manual research for sales and marketing teams, freeing them up to focus on revenue-generating activities.
• CRM Integration: Offers two-way synchronization with major platforms like Salesforce and HubSpot to enrich data and streamline workflows.

Use Cases for Tactic

Tactic is versatile and supports various functions within a GTM team:

• Sales Intelligence: Sales teams can identify high-fit target accounts, discover a wide range of intent triggers, and gain deep insights to personalize outreach and close more deals with fewer resources.
• Account-Based Marketing (ABM): Marketers can build hyper-targeted audiences, launch campaigns with confidence, improve cost-per-acquisition, and increase inbound conversion rates.
• Market Research: Strategy teams can automate the analysis of Total Addressable Market (TAM), understand competitive landscapes, and identify new market segments for expansion.
• Revenue Operations (RevOps): RevOps can clean and enrich CRM data, ensure data integrity, and create a single source of truth that aligns sales, marketing, and customer success.

Advantages of Tactic

Tactic provides a distinct competitive edge through several key advantages:

• Superior Efficiency: Customers report saving over 10 hours per week per salesperson and achieving over 40% more efficiency in their GTM operations.
• Higher Quality Data: The platform delivers unique, tailored signals and data points not available in generic datasets, leading to more effective targeting.
• Cost Consolidation: By serving as a central data intelligence hub, Tactic can replace multiple other tools, reducing tech stack complexity and cost.
• Ease of Use: A proven, user-friendly interface allows teams to get started quickly without extensive training or technical expertise.
• Deep Integration: It becomes an extension of a company's data capability, deeply integrating into the GTM data strategy and account scoring models.

Pricing and Plans

Tactic's pricing information is not publicly listed on their website. They operate on a 'request a demo' model, which is typical for enterprise-grade B2B SaaS solutions. Prospective customers are encouraged to book a personalized demo to discuss their specific needs. This allows Tactic to tailor a plan and pricing structure that aligns with the customer's scale and use case. An Enterprise Plan is available, which includes advanced features like SAML single sign-on for secure, at-scale access management.