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 While some users report that the interface is outdated, its customizability and robust workflow engine make it ideal for process-driven industries.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.
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
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.
See How It WorksOffering 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.
See How It WorksThe 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.
See How It WorksThis 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.
See How It WorksTalisma’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.
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