About Talisma

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.

Pricing starting from:

N/A

  • Free Trial
  • One Time License
  • Subscription

Key benefits of Talisma

  • Social: Engage prospects through social activities with Talisma Social CRM. Build your customer base and your brand from a unique social media platform.

  • Mobility: Talisma Mobile CRM app enables sales reps to stay connected to up-to-date information (schedules, customer details, etc.) to enhance salesforce efficiency.

  • Automation: Talisma is a customer experience platform that enables business processes automation such as prospect and lead management to gain efficiency and productivity.

  • Knowledge base: Talisma KB enables content diffusion and control: PDF, Office documents, HTML, images, etc. can be managed and delivered to different audiences.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, Australia, India

    Supported Languages

    English

    Pricing starting from:

    N/A

    • Free Trial
    • One Time License
    • Subscription

    Images

    Talisma - Analytics window
    Talisma - Contact details on mobile
    Talisma - Mobile app
    Talisma - Interaction window
    Talisma - Graph on mobile
    View 6 more
    Talisma screenshot: Talisma - Analytics window Talisma screenshot: Talisma - Contact details on mobile Talisma screenshot: Talisma - Mobile app Talisma screenshot: Talisma - Interaction window Talisma screenshot: Talisma - Graph on mobile

    Features

    Total features of Talisma: 17

    • API
    • Automated Sales
    • Business Intelligence
    • Client Portal
    • Contact History
    • Customer Database
    • Customer Experience Management
    • Document Imaging
    • Knowledge Base Management
    • Lead Capture
    • Meeting Management
    • Mobile Integration
    • Multi-Channel Communication
    • ROI Analytics
    • Sales Tracking
    • Social Media Integration
    • Visual Analytics

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    Reviews

    Overall rating

    3,7 /5
    (13)
    Value for Money
    3,4/5
    Features
    3,9/5
    Ease of Use
    2,7/5
    Customer Support
    3,6/5

    Already have Talisma?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 13
    Daniel B.
    Overall rating
    • Industry: Higher Education
    • Company size: 1 001-5 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    As a scholarship assistant, Talisma made communication and data management a breeze.

    Reviewed on 2018/01/09

    Communicating essential information to large groups of people, and being able to quickly gather...

    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.

    Pros

    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.

    Cons

    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.

    Juan K.
    Overall rating
    • Industry: Education Management
    • Company size: 5 001-10 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Great CRM System

    Reviewed on 2016/12/05

    It's been almost 5 years working with Talimsa, we just upgraded to version 10 which is way better,...

    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

    Pros

    Very helpful tool

    Cons

    Hard to understand at the beginning

    Ashley W.
    Overall rating
    • Industry: Education Management
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 3.0 /10

    Clunky and Outdated

    Reviewed on 2019/03/20

    Currently, we are in the process of switching over to another education management system because...

    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.

    Pros

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

    Cons

    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.

    Maria C.
    Overall rating
    • Industry: Education Management
    • Company size: 501-1 000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 8.0 /10

    Great tool but hard to learn to use

    Reviewed on 2019/08/13

    Pros

    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.

    Cons

    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.

    Ravi S.
    Overall rating
    • Industry: Real Estate
    • Company size: 201-500 Employees
    • Used Other for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    We had to replace Talisma

    Reviewed on 2019/01/09

    Pros

    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.

    Cons

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

    Showing 5 reviews of 13 Read all reviews

    Talisma FAQs

    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, Public Administrations, Mid Size Business

    Talisma supports the following languages:

    English

    Talisma supports the following devices:

    Android

    Talisma integrates with the following applications:

    Ameyo, Sparkroom, iATS, ion interactive

    Talisma offers the following support options:

    Knowledge Base, Online Support, Phone Support

    Related categories

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