Talisma Reviews

Very helpful tool

Hard to understand at the beginning

As far as the functionality and reports are concerned it has in depth options to manage these. However when we reviewed the usability among the multiple team levels, we found that it need highly analytical and attentive approach and the sales team specially being on the field dint show the interest in managing records in the system.

Multiple workspaces, mobile app's navigation is not user friendly

Features and functionalities. One of the oldest software built out of India from Greatest Product minds. One think i liked was during a decade back only they pioneered the fact of OMNICHANNEL and experience management in India. they aquired pretty much all of BFSI Customer base in the region. bespoke to BFSI companies and processes.

On-premise in Nature with no pure cloud version not being available, UI needs to improve, Speed and performance .

I like that you can customize your home screen to your most commonly used reports, although not very easy to do.

The software is not very user-friendly. Reports are difficult to work through to get the answers you are seeking. I have heard the software as numerous capabilities, but without extensive training, you cannot navigate easily. This is not a program where you can self-teach the system.

(1) Web Client is very effective for the Sales Force dispersed across geographical locations
(2) Rich in Functionality and the Product features are best in class. 90% of customer requirements can be handled through parameterisations
(3) Customisable Product where additional features such as customised SQL Reports etc. can be built with minimum time to market
(4) Customer focussed management which understands the
(5) Flexibility to interface with as may systems as possible with significant ease

(1) Effective Support and Root Cuse Analysis is severely lacking in Talisma Support.

Good system with lots of features

Non intuitive, Traning is required

It is incredibly easy to see what has been said to someone who contacts you by going to their site profile. It was also an essential tool in our office for event registrations. Talisma makes life so easy. Being able to assign interactions to specific staff members also makes communicating consistently easy. As an administrator, I could make sure there was one "go-to" contact for each type of interaction so that communication was consistent.

Vigilance does need to be exercised if someone will e-mail you with multiple accounts. Linking up information from multiple users can be a bit time-consuming.

1) Pricing for Talisma is not bad at all.
2) Logging comments on donor files is easy.
3) Color scheme doesn't give me a headache.

1) Overall, Talisma is plagued by a clunky interface that is amazingly counter-intuitive.
2) I felt like I needed an additional degree to run some moderately complex reports.
3) Even logging in can be a pain.
4) Almost every aspects that should be easy to deal with is not. At all.

I used Talisma for a year and it was a big revolution for the university I worked for. The tool changed the way we planned marketing campaigns, flows, and contact strategies for students and prospective students.

I had a hard time adapting at first, it was not an easy tool to learn to use, it generated many doubts and with that the results were slow to appear.

The basic features are fine and they do what you need them to do.

The overall layout is complicated to figure out and just feels very outdated. It's not intuitive at all. I spend so much time trying to figure out how to run reports that it just doesn't seem worth it to me.

There are useful features to help our team keep organized and find things.

Never experienced consistent sluggishness. Completely ruins the productivity for our teams here. So glad our company is looking elsewhere. We cant function successfully with this CRM

Call tracking and e-mail flow. They make tracking inbound and outbound correspondence with prospective students very simple and clear.

Not user friendly. There is a large learning curve. The training videos were extremely simple and high-level and not exactly "real world" training--more of a glossary to understand the terminology.