What is SalesAI?
SalesAI is the TAC module designed to help teams manage contacts acquired at events, trade shows, and networking activities in a structured way. Thanks to artificial intelligence, SalesAI transforms every collected contact into a qualified lead ready for commercial follow-up — reducing manual work and automating the most repetitive tasks.
What SalesAI Is For
Events and trade shows often generate many contacts, but without a structured process it's easy to lose important information or delay follow-up.
SalesAI helps you:
Digitize business cards and event badges
Import contacts from LinkedIn
Automatically enrich data with artificial intelligence
Record voice notes with automatic transcription
Qualify leads through structured questions
Create tasks and follow-up activities
Automate email sending
Sync contacts with HubSpot, Salesforce, and other CRMs
How SalesAI Works
The process is organized into six main phases.
1. Contact Acquisition
You can create a new lead in TAC in several ways:
Scanning a business card
Scanning an event badge
Automatically importing connections from LinkedIn
2. AI Enrichment
The Data Enrichment feature automatically retrieves additional information, such as:
Verified business email
Company size
Industry
LinkedIn profile
Website and company location
3. Lead Qualification
You can record voice notes, answer qualification questions, and collect all the information needed to assess the contact's potential.
4. Tasks
For each contact you can create and track operational activities, such as:
Sending a follow-up email
Scheduling a call
Sending sales materials
Creating an opportunity in the CRM
5. Email Automations
SalesAI lets you create manual or automated emails to manage lead nurturing.
6. CRM Integration
Qualified contacts can be automatically synced with your company CRM via lists or campaigns.
A Practical Example
During a trade show:
You scan a visitor's badge.
You enrich the profile with Data Enrichment.
You record a voice note with the details of the meeting.
You complete the lead qualification.
You create a task to send the follow-up.
The contact enters an email automation.
The lead is synced to the CRM.
