Audience
Organizations of all sizes
About Talisma CRM
Productivity tools enable faster and more efficient customer engagements. Building a centralized source of truth increases the effectiveness of responses. With our tools to identify customer characteristics which enable likeliness of products and customers with intention to purchase. Improve the ROI by multi-step omnichannel marketing campaigns. Industry Domain CRM for Banking, Insurance, Mutual Funds and Securities. On-premise, Private and Public Cloud Deployment on your choice.
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Integrations
Company Information
Talisma
Founded: 1994
United States
www.talisma.com
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Product Details
Platforms Supported
Cloud
Windows
On-Premises
Talisma CRM Product Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Call Logging
Quotes / Proposals
Territory Management
Lead Management
Campaign Management
Activity Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking