Talisma CRM Description

Productivity solutions facilitate quicker and more effective interactions with customers. Establishing a unified repository of information enhances the quality of responses provided. Our tools are designed to pinpoint customer traits that indicate product affinity and purchasing intent. By implementing multi-step omnichannel marketing strategies, you can boost your return on investment. We cater to various sectors, including banking, insurance, mutual funds, and securities, offering flexible deployment options through on-premise, private, or public cloud solutions, tailored to your preferences. This adaptability ensures that you can select the deployment method that best fits your organization’s needs.

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Company Details

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

Media

Talisma CRM Screenshot 1
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Product Details

Platforms
Web-Based
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

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