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

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Talisma
Year Founded:
1994
Headquarters:
United States
Website:
www.talisma.com

Media

Talisma CRM Screenshot 1
You Might Also Like
It's not magic, it's real-time data with Twilio Segment Icon
Activate your data warehouse to all the tools you use with a CDP that’s fast, powerful and flexible. We'll show you how with Twilio Segment.

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

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Talisma CRM Lists