Talisma is a complete CRM platform that gathers marketing and sales tools in a unique place to monitor and improve customer experience. The solution is available on-premise, hosted or hybrid.
Talisma comes with contact & lead management features to automate sales activities. Sales teams can access and edit customer information, schedule meetings and leverage contact history to build sales plans. With Talisma, managers are able to analyze the sales pipeline and forecast revenue with tracking tools.
Design personalized traditional & digital marketing campaigns with Talisma targeting and automation tools. The software enables performance, costs and ROI tracking of each campaign with visual workflow analytics. Service agents can also use Talisma's communication tools to interact with customers by email, phone, instant messaging, etc. The software provides a cohesive view of all customer communications across every channel with unified records and reports.
Talisma comes with Business Intelligence features (dashboards, data manipulation, graphs, etc.) to provide actionnable insights from sales and marekting data, identify trends and improve processes.
Communicating essential information to large groups of people, and being able to quickly gather information about what a student had been told by various members of the admissions staff made communicating consistently a breeze.
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.
It's been almost 5 years working with Talimsa, we just upgraded to version 10 which is way better, at the beginning was hard to move from access to this CRM but at the end has many many helpful tools to keep data and track of everything in our company
Very helpful tool
Hard to understand at the beginning
I've been using Talisma regularly for the past year and a half—at least five or six times a day. I've used other similar programs in the past—Raiser's Edge, DonorPerfect. I know Talisma is a smaller CRM, so I don't expect it to be exactly like either of those. The problem is, however, that it's often more of a headache than boon to our non-profit.
The tabs in a donor's profile are un-intuitive and un-organized, for one. I often have to hunt down information that should be easy to find. Running a simple report isn't too bad, but once you start adding more variables it's bound to fail. I've also run in to quite a few weird glitches or bugs since I began using Talisma.
Still, it does the basics—even with some difficultly—so it's not horrible. Our department received Talisma free as part of a package other department purchased a number of years back. I don't always agree with the "you get what you pay for" maxim, but in this case it's true.
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.
Currently, we are in the process of switching over to another education management system because of all of the issues that we have had with Talisma over the past few years. While learning new software is never fun, we are excited to leave Talisma behind.
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.
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
Please contact Talisma for pricing.
Below are some frequently asked questions for Talisma.
Talisma offers the following pricing plans:
Pricing model: One Time License, Subscription
Free Trial: Available
Please contact Talisma for pricing.
We do not have any information about Talisma features
Talisma has the following typical customers:
Large Enterprises, Mid Size Business, Public Administrations
Talisma supports the following languages:
Talisma has the following pricing plans:
One Time License, Subscription
Talisma supports the following devices:
Talisma integrates with the following applications:
Ameyo, Sparkroom, ion interactive
Talisma offers the following support options:
Knowledge Base, Online Support, Phone Support