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Description
Optimize your sales pipeline with a focus on activity-driven selling. You can easily identify which deals require follow-up, have overdue tasks, and plan new activities directly from your pipeline interface. The Deals module is designed to monitor your leads and transactions throughout the sales process. You can create customized filtered views to showcase deals categorized by probability, sales stage, anticipated closing dates, deal amounts, and various other criteria. Successfully closed sales can be documented and visualized in a detailed sales pipeline report. This report offers insights that can be segmented by multiple variables, such as sales representatives and time periods. Additionally, you can generate forecasts for upcoming months, quarters, or even the entire year by analyzing previous sales data, competitive landscape, and emerging market trends. This comprehensive approach not only enhances visibility into your sales performance but also aids in strategic planning for future growth.
Description
Talisma Knowledgebase enhances the capabilities of your customer service team by granting them immediate access to vital information central to your operations, which in turn leads to lower operational expenses and boosts overall business effectiveness and expansion. This platform allows service and support teams to continuously gather, develop, and enhance knowledge solutions as an integral part of their everyday tasks. Once these solutions receive approval and are published within the knowledgebase, they become instantly accessible for collaborative use across various departments and communication channels, such as phone, email, chat, and the internet. Users can conveniently customize how content is presented to different audiences by employing content rules and using branded templates for knowledge articles. Additionally, it is simple to monitor and analyze the utilization of knowledge articles, including the categories accessed, unanswered questions, customer satisfaction ratings, and much more. Comprehensive details regarding each visitor's inquiries in the knowledgebase are also recorded in the contact history, ensuring that every interaction is documented for future reference and improvement. This robust tracking capability allows organizations to refine their knowledgebase continually and address customer needs more effectively.
API Access
Has API
API Access
Has API
Integrations
Constant Contact
Facebook
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
X (Twitter)
Integrations
Constant Contact
Facebook
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
X (Twitter)
Pricing Details
$12 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SnapForce Technologies
Founded
2013
Country
United States
Website
snapforce.com
Vendor Details
Company Name
Talisma
Founded
1999
Country
United States
Website
www.talisma.com/products/knowledge-base-software/
Product Features
CRM
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
Product Features
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal