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.

Integrations

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Company Information

Talisma
Founded: 1994
United States
www.talisma.com

Videos and Screen Captures

Talisma CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
On-Premises

Talisma CRM Frequently Asked Questions

Q: What kinds of users and organization types does Talisma CRM work with?
Q: What languages does Talisma CRM support in their product?

Talisma CRM Product Features

CRM

Calendar/Reminder System Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Call Logging Not Supported
Quotes / Proposals Not Supported
Territory Management Not Supported

Lead Management

Campaign Management Supported
Activity Tracking Not Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Not Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Sales Force Automation

Proposal Generation Not Supported
Territory Management Not Supported
Call Management Not Supported
Performance Metrics Not Supported
Contact Management Not Supported
Field Sales Management Not Supported
Lead Management Not Supported
Commission Management Not Supported
Sales Forecasting Not Supported
Referral Tracking Not Supported
Campaign Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Channel Management Not Supported
Opportunity Management Not Supported
Contract Management Not Supported

Talisma CRM Additional Categories