Wer nutzt diese Software?

Talisma CRM helps companies in the Banking, Insurance, Financial Services, Mutual Funds, ITES, Travel & Hospitality, Manufacturing & Retail Sector.

Durchschnittliche Bewertung

11 Bewertungen
  • Gesamt 3.9 / 5
  • Benutzerfreundlichkeit 2.9 / 5
  • Kundenservice 3.7 / 5
  • Funktionen 3.9 / 5
  • Preis-Leistungs-Verhältnis 3.5 / 5

Produktdetails

  • Preisinformationen Contact Talisma for pricing details.
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Support während der Geschäftszeiten

Angaben zum Hersteller

  • Talisma
  • http://www.talisma.com
  • Gegründet 1994

Über Talisma CRM

Talisma CRM is leading Customer Relationship Management Software made for Enterprises. Businesses can track and engage customers across communication channels with accuracy, measuring engagement effectiveness and collecting and acting on real-time feedback

Talisma CRM Funktionen

  • Angebote / Vorschläge
  • Aufgabenmanagement
  • Dokumentenspeicher
  • E-Mail Marketing
  • Gebietsmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Lead Scoring
  • Marketing-Automatisierung-Integration
  • Mobiler Zugriff
  • Segmentierung
  • Social-Media-Integration
  • Kampagnenmanagement
  • Lead Scoring
  • Lead Segmentierung
  • Lead-Distribution
  • Lead-Erfassung
  • Lead-Pflege
  • Pipeline-Management
  • Planungs-Tools
  • Quellen-Nachverfolgung
  • Verfolgung von Interaktionen
  • E-Mail-Antworten-Kontrolle
  • Katalogisieren/ Kategorisierung
  • Kundenbetreuung-Tracking
  • Kundendienst-Analyse
  • Leistungskennzahlen
  • Live-Chat
  • Self-Service Portal
  • Suche
  • Wissensmanagement
  • Angebotserstellung
  • Anrufmanagement
  • Chancenmanagement
  • E-Mail Marketing
  • Gebietsmanagement
  • Kampagnenmanagement
  • Kanalmanagement
  • Kontaktmanagement
  • Kundendatenbank
  • Leadmanagement
  • Leistungskennzahlen
  • Provisionsmanagement
  • Verkaufsprognose
  • Vertragsmanagement
  • Vertriebsaußendienst-Management
  • Zugriffsquellen-Verfolgung

Die hilfreichsten Reviews für Talisma CRM

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

Bewertet am 9.1.2018
Daniel B.
Graduate Assistant
Hochschulbildung, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Great CRM System

Bewertet am 5.12.2016
Juan K.
Marketing & Recruitment Management
Bildungsmanagement, 5.001-10.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
3 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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

Vorteile: Very helpful tool

Nachteile: Hard to understand at the beginning

Not bad. But definitely not good.

Bewertet am 4.2.2019
Verifizierter Rezensent
Donor Relations Officer
Hochschulbildung, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
3/5
Gesamt
2 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Great tool but hard to learn to use

Bewertet am 13.8.2019
Maria C.
Marketing Analyst
Bildungsmanagement, 501-1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Clunky and Outdated

Bewertet am 20.3.2019
Ashley W.
Coordinator
Bildungsmanagement, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
2 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
2 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

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

Nachteile: 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.

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