Talisma Features

Talisma

CRM suite with marketing and KB (Knowledge Base) tools

4.14/5 (7 reviews)

Talisma Feature Summary

  • Social CRM

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (293 other apps)
Activity Dashboard (163 other apps)
Activity Tracking (117 other apps)
Automatic Notifications (154 other apps)
Automatic Reminders (150 other apps)
CRM Integration (108 other apps)
Calendar Management (142 other apps)
Contact Database (105 other apps)
Custom Fields (124 other apps)
Customer Database (113 other apps)
Customizable Branding (144 other apps)
Customizable Reporting (125 other apps)
Customizable Templates (125 other apps)
Data Import/Export (141 other apps)
Electronic Payments (112 other apps)
Email Integration (142 other apps)
Mobile Integration (115 other apps)
Reporting & Statistics (157 other apps)
Social Media Integration (123 other apps)
Third Party Integration (159 other apps)

Talisma Feature Reviews

5 reviewers had the following to say about Talisma's features:

Anonymous
(Higher Education company, 51-200 employees)

Not user-friendly

2018-06-19

Pros

I like that you can customize your home screen to your most commonly used reports, although not very easy to do.

Cons

The software is not very user-friendly. Reports are difficult to work through to get the answers you are seeking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
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Pranav Lotlikar

Flexibility is the key differentiator of Talisma

2010-07-28

Strongly recommended.

Pros

(1) Web Client is very effective for the Sales Force dispersed across geographical locations (2) Rich in Functionality and the Product features are best in class. 90% of customer requirements can be handled through parameterisations (3) Customisable Product where additional features such as customised SQL Reports etc. can be built with minimum time to market (4) Customer focussed management which understands the (5) Flexibility to interface with as may systems as possible with significant ease

Cons

(1) Effective Support and Root Cuse Analysis is severely lacking in Talisma Support.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
juan karam

Great CRM System

2016-12-05

It's been almost 5 years working with Talimsa, we just upgraded to version 10 which is way better, at the beginning was hard to move from access to this CRM but at the end has many many helpful tools to keep data and track of everything in our company

Pros

Very helpful tool

Cons

Hard to understand at the beginning

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Talisma

you can implement almost everything related to a database but it will cost you a lot of money

Source: Capterra
Helpful?   Yes   No
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Daniel Burkett

As a scholarship assistant, Talisma made communication and data management a breeze.

2018-01-09

Communicating essential information to large groups of people, and being able to quickly gather information about what a student had been told by various members of the admissions staff made communicating consistently a breeze.

Pros

It is incredibly easy to see what has been said to someone who contacts you by going to their site profile.

Cons

Vigilance does need to be exercised if someone will e-mail you with multiple accounts. Linking up information from multiple users can be a bit time-consuming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Performing Arts company, 51-200 employees)

Database administrator at a Big 10 school

2018-01-18

Pros

Call tracking and e-mail flow.

Cons

Not user friendly. There is a large learning curve. The training videos were extremely simple and high-level and not exactly "real world" training--more of a glossary to understand the terminology.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more