Talisma

Talisma

CRM suite with marketing and KB (Knowledge Base) tools

3.9/5 (10 avis)

Talisma - Présentation

Talisma is a complete CRM platform that gathers marketing and sales tools in a unique place to monitor and improve customer experience. The solution is available on-premise, hosted or hybrid.

Talisma comes with contact & lead management features to automate sales activities. Sales teams can access and edit customer information, schedule meetings and leverage contact history to build sales plans. With Talisma, managers are able to analyze the sales pipeline and forecast revenue with tracking tools.

Design personalized traditional & digital marketing campaigns with Talisma targeting and automation tools. The software enables performance, costs and ROI tracking of each campaign with visual workflow analytics. Service agents can also use Talisma's communication tools to interact with customers by email, phone, instant messaging, etc. The software provides a cohesive view of all customer communications across every channel with unified records and reports.

Talisma comes with Business Intelligence features (dashboards, data manipulation, graphs, etc.) to provide actionnable insights from sales and marekting data, identify trends and improve processes.

Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Licence unique
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Canada, Europe, Inde et 3 autres, Amérique latine, Afrique et Moyen-Orient, États-Unis

Langues

anglais

Talisma - Avis

Note globale
3.9/5
60% d'avis positifs
3
Excellent
3
Très bien
4
Moyen
0
Médiocre
0
Horrible
Daniel B.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 09/01/2018
Provenance de l'avis : Capterra

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.

Avantages

It is incredibly easy to see what has been said to someone who contacts you by going to their site profile. It was also an essential tool in our office for event registrations. Talisma makes life so easy. Being able to assign interactions to specific staff members also makes communicating consistently easy. As an administrator, I could make sure there was one "go-to" contact for each type of interaction so that communication was consistent.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Juan K.
Traduire avec Google Translate

Great CRM System

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 05/12/2016
Provenance de l'avis : Capterra

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

Avantages

Very helpful tool

Inconvénients

Hard to understand at the beginning

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Traduire avec Google Translate

Not bad. But definitely not good.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 04/02/2019
Provenance de l'avis : Capterra

I've been using Talisma regularly for the past year and a half—at least five or six times a day. I've used other similar programs in the past—Raiser's Edge, DonorPerfect. I know Talisma is a smaller CRM, so I don't expect it to be exactly like either of those. The problem is, however, that it's often more of a headache than boon to our non-profit.

The tabs in a donor's profile are un-intuitive and un-organized, for one. I often have to hunt down information that should be easy to find. Running a simple report isn't too bad, but once you start adding more variables it's bound to fail. I've also run in to quite a few weird glitches or bugs since I began using Talisma.

Still, it does the basics—even with some difficultly—so it's not horrible. Our department received Talisma free as part of a package other department purchased a number of years back. I don't always agree with the "you get what you pay for" maxim, but in this case it's true.

Avantages

1) Pricing for Talisma is not bad at all.
2) Logging comments on donor files is easy.
3) Color scheme doesn't give me a headache.

Inconvénients

1) Overall, Talisma is plagued by a clunky interface that is amazingly counter-intuitive.
2) I felt like I needed an additional degree to run some moderately complex reports.
3) Even logging in can be a pain.
4) Almost every aspects that should be easy to deal with is not. At all.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit

5.0/10
Ashley W.
Traduire avec Google Translate

Clunky and Outdated

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/03/2019
Provenance de l'avis : Capterra

Currently, we are in the process of switching over to another education management system because of all of the issues that we have had with Talisma over the past few years. While learning new software is never fun, we are excited to leave Talisma behind.

Avantages

The basic features are fine and they do what you need them to do.

Inconvénients

The overall layout is complicated to figure out and just feels very outdated. It's not intuitive at all. I spend so much time trying to figure out how to run reports that it just doesn't seem worth it to me.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

3.0/10
Ravi S.
Traduire avec Google Translate

We had to replace Talisma

Logiciel utilisé Autre pendant 6 à 12 mois
Publié le 09/01/2019
Provenance de l'avis : Capterra

Avantages

As far as the functionality and reports are concerned it has in depth options to manage these. However when we reviewed the usability among the multiple team levels, we found that it need highly analytical and attentive approach and the sales team specially being on the field dint show the interest in managing records in the system.

Inconvénients

Multiple workspaces, mobile app's navigation is not user friendly

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

5.0/10

Talisma - Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Licence unique
Abonnement
Rapport qualité-prix

Please contact Talisma for pricing.

Talisma - Fonctionnalités

  • API
  • Base de données de clients
  • Intégration des médias sociaux
  • Intégration mobile

  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rappels automatiques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur Talisma

Talisma - Principales fonctionnalités

Avantages

  • Social: Engage prospects through social activities with Talisma Social CRM. Build your customer base and your brand from a unique social media platform.

  • Mobility: Talisma Mobile CRM app enables sales reps to stay connected to up-to-date information (schedules, customer details, etc.) to enhance salesforce efficiency.

  • Automation: Talisma is a customer experience platform that enables business processes automation such as prospect and lead management to gain efficiency and productivity.

  • Knowledge base: Talisma KB enables content diffusion and control: PDF, Office documents, HTML, images, etc. can be managed and delivered to different audiences.

  • Talisma - FAQ

    Voici quelques-unes des questions fréquentes sur Talisma.

    Q. Quels sont les types de licence disponibles pour Talisma ?

    Types de licences disponibles pour Talisma :

    Type de licence: Licence unique, Abonnement

    version d'essai gratuite: Disponible

    Please contact Talisma for pricing.

    Q. Quelles sont les principales fonctionnalités du logiciel Talisma ?

    Nous n'avons pas d'informations sur les fonctionnalités de Talisma.

    Q. Qui utilise Talisma ?

    Utilisateurs habituels du logiciel Talisma :

    Grandes entreprises, Entreprises de taille moyenne, Administration publique

    Q. Dans quelles langues Talisma est-il disponible ?

    Langues dans lesquelles Talisma est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Talisma ?

    Types de licences disponibles pour Talisma:

    Licence unique, Abonnement

    Q. Talisma prend-il en charge les appareils mobiles ?

    Appareils pris en charge par Talisma :

    Android

    Q. Avec quelles applications Talisma peut-il s'intégrer ?

    Applications s'intégrant à Talisma :

    Ameyo, Sparkroom, ion interactive

    Q. Quelles sont les ressources d'aide disponibles pour Talisma ?

    Ressources d'aide disponibles pour Talisma :

    Base de connaissances, Support en ligne, Support téléphonique