Talisma CRM Description
Productivity tools allow customers to engage with you faster and more efficiently. The effectiveness of customer responses is increased by having a central source of truth. Our tools allow you to identify customer characteristics that enable you to find likeliness of customers and products with intent to buy. Multi-step omnichannel marketing campaigns can increase the ROI. CRM by Industry Domain for Banking, Insurance, Mutual Funds, Securities. You can choose between private, public, or on-premise cloud deployment.
Integrations
Company Details
Company:
Talisma
Year Founded:
1994
Headquarters:
United States
Website:
www.talisma.com
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Product Details
Platforms
SaaS
Windows
On-Premises
Talisma CRM Features and Options
CRM Software
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Lead Management Software
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking