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
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