Tapdesk

What is Tapdesk?

Tapdesk is a powerful CRM tool that utilizes artificial intelligence to generate leads for your business. By leveraging machine learning and deep learning algorithms, Tapdesk's search genius is able to find leads relevant to your niche in just 3 seconds. This incredible experience is what sets Tapdesk apart from other CRM tools.

With Tapdesk, finding the right leads and industry influencers is a breeze. The platform cuts out 90% of lead research time, allowing you to focus on closing deals and increasing your productivity. Tapdesk's goal is to make lead generation and customer acquisition as seamless as possible, so you can concentrate on growing your business.

Tapdesk's pipeline management feature is designed to help you organize leads efficiently and monitor your sales activity with ease. From tracking every detail of your sales process to automating follow-ups with clients, Tapdesk streamlines your workflow and maximizes your productivity. By providing a user-friendly interface and customizable tools, Tapdesk ensures that you have everything you need to drive deals to a close.

How to Use Tapdesk?

Step 1: Sign Up for Tapdesk

• Navigate to the Tapdesk homepage.
• Click on the 'Sign Up' button located at the top right corner.
• Fill in your first name, last name, and email address in the respective fields.
• Select your country code and enter your mobile number.
• Click on the 'Create Account' button to finalize your registration.

Step 2: Start Free Trial

• After signing up, you will be redirected to the 'Start Free Trial' page.
• Fill out the additional required information if prompted.
• Click on the 'Start Free Trial' button to activate your trial period.

Step 3: Login to Tapdesk

• Navigate to the Tapdesk homepage.
• Click on the 'Login' button located at the top right corner.
• Enter your registered email and password.
• Click on the 'Log In' button to access your dashboard.

Step 4: Explore Search Genius

• Once logged in, go to the dashboard.
• Click on the 'Search Genius' feature from the navigation menu.
• Enter relevant keywords or criteria to find leads in your niche.
• Click on the 'Search' button and wait for Tapdesk's AI to generate a list of leads.

Step 5: Manage Pipelines

• Navigate to the 'Pipelines' section from the dashboard.
• View your active and archived pipelines on the pipeline list page.
• Use the drag and drop feature to move deals across different sales stages.
• Click on any pipeline card to view detailed statistics and take further actions.

Step 6: Analyze Data with Advanced Analytics

• Select the 'Analytics' option from the main menu.
• Explore various analytic tools available to visualize data.
• Filter data based on specific parameters like goals, user performance, and sales data.
• Make real-time decisions based on the insights provided by Tapdesk analytics to improve your sales strategy.

Step 7: Utilize Cloud Computing

• Ensure you have internet access.
• Open Tapdesk from any device, anytime, without worrying about downtime.
• Continue managing your deals and accessing essential information on the go thanks to Tapdesk's cloud computing feature.

Step 8: Leverage Advanced Features

• Click on 'Features' to explore additional tools like Contacts, Campaigns, Calendar, Invoicing, and more.
• Integrate third-party apps to enhance the functionality of Tapdesk.
• Make use of these advanced features to drive your deals to a close efficiently.

Step 9: Request a Demo or Test Drive

• Navigate to the 'Request a Demo or a Test Drive' section from the homepage.
• Fill in your name, email, country code, and mobile number.
• Select the type of request (Demo, Test Drive, or Other).
• Click 'Send Request' to submit your request for a demo or test drive.

Tapdesk Features

Search Genius: Powered by AI

The Search Genius feature on Tapdesk is powered by Artificial Intelligence, defining the future of lead generation. It utilizes powerful machine learning and deep learning algorithms to find relevant leads in your niche. The complex computational steps ensure reliability and speed, making the user experience nothing short of genius.

Function Detail

• The Tapdesk AI conducts a sophisticated process to search for leads that are current and relevant to your business. By eliminating the manual research process, it saves up to 90% of your lead research time. In just 3 seconds, the search genius provides a pool of leads, skyrocketing your closing ratio.

Pipelines Management: Organize Leads Efficiently and Monitor Productively

Tapdesk offers comprehensive Pipelines Management, allowing users to organize their leads efficiently and monitor their sales activities effectively. This feature ensures that every step of the sales process is carefully tracked, leading to successful deal closures.

Function Detail

• The platform provides detailed insights into your active and archived pipelines, displaying vital statistics to prompt action. With a clear view of the sales process, users can stay updated and proactive in their deal management.

Advanced Analytics: Data That Makes Sense

The Advanced Analytics feature on Tapdesk provides users with real-time insights that are essential for making informed business decisions. By visualizing data and providing new ways to discover insights, this feature helps users understand the reasoning behind their data and apply necessary changes.

Function Detail

• Tapdesk's analytics tools offer a deep dive into user performance, goals, and sales data. By presenting data in a user-friendly manner, the platform enables users to apply meaningful changes and corrections to their sales processes.

Cloud Computing: Work Anywhere, Anytime

With Tapdesk's Cloud Computing feature, users can access the platform from anywhere at any time. The interconnected cloud-based system ensures seamless work operations and flexibility for users, allowing them to focus on their goals without constraints.

Function Detail

• The platform's cloud computing infrastructure provides on-demand access to resources, leading to significant cost savings and operational scalability. Users can work on the go, knowing that Tapdesk will be accessible wherever their business takes them.

Tapdesk Frequently Asked Questions