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.
Talisma CRM Alternatives
Pipedrive
Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
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Shape Software
Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform.
The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting.
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C2CRM
Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company.
C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation.
Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships.
With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.
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Pipeliner CRM
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Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite
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Integrations
Company Details
Company:
Talisma
Year Founded:
1994
Headquarters:
United States
Website:
www.talisma.com
Media
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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
Talisma CRM Lists
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