Last Updated
Overview
Talisma CRM provides a powerful omnichannel platform, helping large enterprises automate complex customer-facing processes. While some users report that the interface is outdated, its customizability and robust workflow engine make it ideal for process-driven industries. Overall, Talisma’s strategic benefits make it a compelling choice for managing the complete customer lifecycle.
Overall Rating
Based on 1 users reviews
2
Rating Distribution
Positive
0%
Neutral
100%
Negative
0%
Starting Price
Custom
Talisma CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Talisma CRM?
Talisma CRM is an enterprise-level customer relationship management (CRM) solution designed to provide a unified, 360-degree view of every customer interaction. It empowers large organizations to manage sales, marketing, and service operations from a single, integrated platform. Key features, such as its sophisticated workflow engine and integrated lead management system, help businesses automate complex procedures and centralize communications from all channels, including email, social media, and phone, to improve efficiency and ensure consistent customer experiences.
Talisma CRM Pricing
Talisma CRM Integrations
Talisma CRM software supports integration with multiple third-party systems and platforms, such as:
- WeVideo
- xAmplify
- Blackboard
Who Is Talisma CRM For?
Talisma CRM is ideal for a wide range of industries, including:
- Education
- Banking and financial services
- Retail
- Hospitality
Is Talisma CRM Right For You?
Talisma CRM is the ideal fit for large, process-driven enterprises in regulated or complex verticals that require a highly configurable system to manage customer interactions effectively. Its standout strength lies in its ability to model and automate intricate business workflows across all communication channels. Furthermore, its flexible platform is designed for seamless integration with an organization's existing legacy and core business systems, demonstrating its capability to deliver transformative results for its target clients.
Still doubtful if Talisma CRM is the right fit for you? Connect with our customer support team at (661) 384-7070 for further guidance.
Talisma CRM Features
Industry Domain CRM
Talisma provides tailored CRM solutions for specific verticals like banking, insurance, and financial services. This industry-specific approach ensures that the platform meets the unique regulatory requirements and business processes of the sector, offering a pre-configured setup that aligns with the sector's operational needs and terminology.
Cloud Deployment
Offering complete flexibility, Talisma CRM can be deployed on-premise, or in a private or public cloud environment. This allows organizations to choose a hosting model that best fits their security policies, scalability requirements, and existing IT infrastructure, while ensuring full control over their data.
Cross-Sell And Up-Sell
The platform includes industry-leading tools that analyze customer characteristics and behavior to identify purchase intentions. This empowers sales teams to proactively suggest relevant products and services, helping to increase cross-sell and up-sell revenue.
Integrated Lead Management System
This feature improves lead conversion by using automation and analytics to manage prospects from all channels. It automatically captures, scores, and syncs leads from sources like email and social media, ensuring your sales pipeline is consistently filled with high-quality opportunities.
Flexible Business Modeling
Talisma’s architecture is designed to quickly configure and adapt to the most complex business processes without extensive coding. This agility allows organizations to precisely model their unique operational workflows, ensuring the CRM supports their specific procedures and drives efficiency across the enterprise.
Pros And Cons of Talisma CRM
Pros
Handles complex customer requirements effectively
Excellent for geographically dispersed teams
Ensures consistent communication across departments
Cons
System performance can be sluggish
Outdated user interface, according to some users
Talisma CRM Reviews
Total 1 reviews
2
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars0%
3
Stars0%
2
Stars100%
1
Stars0%
Share your experience
Not Specified, N/A employees
More than a year
“Learning curve feels overwhelming”
Pros
I think, the product feels overwhelming and very difficult to use which limits its effectiveness.
Cons
Learning the system feels confusing for me and incredibly difficult which makes me the start overwhelming.
Rating Distribution
Ease of use
3
Value for money
4
Customer Support
5
Functionality
4
Frequently Asked Questions
What level of support does Talisma CRM offer?
Talisma provides comprehensive customer support through multiple channels, including phone, email, live support, and a ticketing system. It also offers dedicated training, extensive online help documentation, and a support portal for its customers.
What language does Talisma CRM support?
Talisma CRM offers robust multilingual capabilities. This includes real-time, two-way translation for over 100 languages in chat, automatic language detection for emails, and the ability to maintain a knowledge base in multiple languages.
Who are the typical users of Talisma CRM?
The typical users are large enterprises, corporations, and institutions that require an enterprise-level, highly customizable solution. It is particularly prevalent in industries like higher education, banking, financial services, and insurance.
Does Talisma CRM have a mobile app?
Yes, Talisma CRM offers a mobile app.
Does Talisma CRM offer an API?
Yes, Talisma CRM offers an API.
What other apps does Talisma CRM integrate with?
Talisma CRM is designed to integrate with various third-party applications, including WeVideo, Facebook, Twitter, and xAmplify.
What types of pricing plans does Talisma CRM offer?
Talisma CRM cost offers custom plans tailored to an organization's specific needs. Request a personalized Talisma CRM pricing quote for your business today!