Talisma

Talisma

CRM suite with marketing and KB (Knowledge Base) tools

3.9/5 (10 reviews)

Talisma Overview

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
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, India and 3 others, Latin America, Middle-East and Africa, United States

Supported Languages

English

Talisma Reviews

Overall rating
3.9/5
60% positive reviews
3
Excellent
3
Very good
4
Average
0
Poor
0
Terrible
Daniel B.

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

Used Daily for 2+ years
Reviewed on 2018/01/09
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Juan K.

Great CRM System

Used Daily for 2+ years
Reviewed on 2016/12/05
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Not bad. But definitely not good.

Used Daily for 1+ year
Reviewed on 2019/02/04
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

5.0/10
Ashley W.

Clunky and Outdated

Used Daily for 2+ years
Reviewed on 2019/03/20
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

3.0/10
Ravi S.

We had to replace Talisma

Used Other for 6-12 months
Reviewed on 2019/01/09
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10

Talisma Pricing

Starting from
N/A
Pricing options
Free Trial
One Time License
Subscription
Value for money

Please contact Talisma for pricing.

Talisma Features

  • API
  • Customer Database
  • Mobile Integration
  • Social Media Integration

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Reporting & Statistics
  • Third Party Integration

Additional information for Talisma

Key features of Talisma

Benefits

  • 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.

  • Talisma FAQs

    Below are some frequently asked questions for Talisma.

    Q. What type of pricing plans does Talisma offer?

    Talisma offers the following pricing plans:

    Pricing model: One Time License, Subscription

    Free Trial: Available

    Please contact Talisma for pricing.

    Q. What are the main features of Talisma?

    We do not have any information about Talisma features

    Q. Who are the typical users of Talisma?

    Talisma has the following typical customers:

    Large Enterprises, Mid Size Business, Public Administrations

    Q. What languages does Talisma support?

    Talisma supports the following languages:

    English

    Q. What type of pricing plans does Talisma offer?

    Talisma has the following pricing plans:

    One Time License, Subscription

    Q. Does Talisma support mobile devices?

    Talisma supports the following devices:

    Android

    Q. What other apps does Talisma integrate with?

    Talisma integrates with the following applications:

    Ameyo, Sparkroom, ion interactive

    Q. What level of support does Talisma offer?

    Talisma offers the following support options:

    Knowledge Base, Online Support, Phone Support