Talisma

Talisma

CRM suite with marketing and KB (Knowledge Base) tools

3.9/5 (11 opiniones)

Información general sobre Talisma

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.

Precio

A partir de
N/A
Opciones de precios
Prueba gratis
Licencia de pago único
Suscripción
Relación calidad-precio

Dispositivos

Tamaño de la empresa

P
M
G

Disponible en los países siguientes

Asia, Australia, Canadá, Europa, India y otros 3, Latinoamérica, África y Oriente Medio, Estados Unidos

Idiomas admitidos

Inglés

Reseñas de Talisma

Calificación general
3.9/5
64% reseñas positivas
3
Excelente
4
Muy bien
4
Normal
0
Pobre
0
Malo
Daniel B.
Traducir con Google

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

Software usado A diario durante Más de dos años
Revisado el 9/1/2018
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
Juan K.
Traducir con Google

Great CRM System

Software usado A diario durante Más de dos años
Revisado el 5/12/2016
Fuente de la reseña: 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

Puntos a favor

Very helpful tool

Puntos en contra

Hard to understand at the beginning

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

8.0/10
Usuario verificado
Traducir con Google

Not bad. But definitely not good.

Software usado A diario durante Más de un año
Revisado el 4/2/2019
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso

Probabilidad de recomendación

5.0/10
Maria C.
Traducir con Google

Great tool but hard to learn to use

Software usado A diario durante 6-12 meses
Revisado el 13/8/2019
Fuente de la reseña: Capterra

Puntos a favor

I used Talisma for a year and it was a big revolution for the university I worked for. The tool changed the way we planned marketing campaigns, flows, and contact strategies for students and prospective students.

Puntos en contra

I had a hard time adapting at first, it was not an easy tool to learn to use, it generated many doubts and with that the results were slow to appear.

Desglose por calificación

Facilidad de uso

Probabilidad de recomendación

8.0/10
Ashley W.
Traducir con Google

Clunky and Outdated

Software usado A diario durante Más de dos años
Revisado el 20/3/2019
Fuente de la reseña: 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.

Puntos a favor

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

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

3.0/10

Precios de Talisma

A partir de
N/A
Opciones de precios
Prueba gratis
Licencia de pago único
Suscripción
Relación calidad-precio

Please contact Talisma for pricing.

Funciones de Talisma

  • API
  • Base de datos de clientes
  • Integración de redes sociales
  • Integración móvil

  • Campos personalizables
  • Creación de informes personalizables
  • Creación de informes y estadísticas
  • Creación de marca personalizable
  • Datos en tiempo real
  • Gestión de calendarios
  • Importación y exportación de datos
  • Integración de CRM
  • Integración de correo electrónico
  • Integración de terceros
  • Modelos personalizables
  • Notificaciones automáticas
  • Pagos electrónicos
  • Panel de actividades
  • Recordatorios
  • Seguimiento de actividades

Más información sobre Talisma

Funciones principales de Talisma

Beneficios

  • 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.

  • Preguntas frecuentes sobre Talisma

    He aquí algunas preguntas frecuentes sobre Talisma.

    P. ¿Qué tipo de planes de precios ofrece Talisma?

    Talisma ofrece los siguientes planes de precios:

    Modelo de precios: Licencia de pago único, Suscripción

    Prueba gratis: Disponible

    Please contact Talisma for pricing.

    P. ¿Cuáles son las características principales de Talisma?

    No tenemos información sobre las características de Talisma

    P. ¿Quiénes son los usuarios habituales de Talisma?

    Los clientes habituales de Talisma son:

    Empresas Grandes, Empresas medianas, Administraciones públicas

    P. ¿Qué idiomas admite Talisma?

    Talisma admite los siguientes idiomas:

    Inglés

    P. ¿Qué tipo de planes de precios ofrece Talisma?

    Talisma cuenta con los siguientes planes de precios:

    Licencia de pago único, Suscripción

    P. ¿Talisma es compatible con dispositivos móviles?

    Talisma admite los siguientes dispositivos:

    Android

    P. ¿Con qué otras aplicaciones se integra Talisma?

    Talisma se integra con las siguientes aplicaciones:

    Ameyo, Sparkroom, ion interactive

    P. ¿Qué tipo de asistencia ofrece Talisma?

    Talisma ofrece las siguientes opciones de asistencia:

    Base de conocimientos, Asistencia en línea, Asistencia telefónica