Talisma CRM Reviews & Ratings

5/5

“A comprehensive, user friendly and highly customizable CRM”

Talisma CRM is a comprehensive CRM, with all the features required for a Sales & Customer Service CRM. It is user-friendly and very easy to use. Talisma's implementation is very customizable for customers, ensuring that clients get a CRM that integrates perfectly with their organization's IT infrastructure and business processes. Also, Talisma's customer support is top notch, providing quick fixes for any issues clients face. The product is regularly upgraded and evolves dynamically over time, based on changing market requirements and customer feedback. The product upgrade process is very agile, with enhancements coming quickly for customer requirements.

Pros : User friendly and simple to use Highly customizable Contains all the features required for a Sales & Customer Service CRM. It is user friendly and very easy to use Highly customizable CRM for customers, ensuring that clients get a CRM that integrates perfectly with their organization's IT infrastructure and business processes. Top-notch client supports regular product upgrades based on changing market requirements and customer feedback.

Cons : NO CONS

Reason to switch : Talisma CRM ensures easy access to all customer and lead information from multiple channels, on a single platform.

4.7/5

“One stop solution for all interactions created from all platforms.”

Pros : Talisma is working smoothly till now. If any issue is faced, then the same has been rectified within less time.

Cons : The existing features are sufficient as of now.

4.6/5

“The platform's core functionalities are well-established and readily accessible”

It streamlines case management by facilitating seamless transfers to relevant departments, ensuring swift customer support. Additionally, the contact-based search feature enables users to effortlessly locate past interactions."

Pros : The Talisma team provides resolution very quickly, whenever we are facing Talisma issues. It is working well so far and the basics are available. It also helps in transferring the cases to another dept so that the customer can get a quick response.

Cons : Lack of shortcut keys: The absence of shortcut keys can hinder user productivity and make repetitive tasks more time-consuming.

4.6/5

“Smooth processing, effective communication possible.”

The tracking capabilities enable users to effectively monitor the progress of these interactions. To further enhance efficiency, an automatic pop-up notification with reference numbers for resolved queries in Outlook would be a valuable addition.

Pros : It is very user-friendly and helpful for tracking queries, requests, and complaints and generating Query requests and Grievances made on process follow-ups.

Cons : If the resolved query automatic pop-up should come in our outlook with ref no which will be helpful and we can close the query accordingly as sometimes it takes much time to revert.

4.5/5

“Till now Talisma is overall a good application”

While this tool provides a valuable platform for managing interactions across various platforms, there is significant potential for improvement in terms of user experience, data integration, and system stability.

Pros : Helps to track interactions, process & progress in work in detail also assignments is an added feature. Very helpful application for internal communication.

Cons : It is helpful. However, a lot of enhancements can be done to better this.

4.3/5

“It is a one stop solution for all interactions created from all platforms.”

While it serves as a centralized hub for managing interactions across various platforms, there's still room for improvement.

Pros : It enhances user satisfaction through a more streamlined UI, improved data integration, reduced downtime, and a comprehensive audit trail of interactions.

Cons : There must be more features in the categorization, which should have some more sections for selecting based on your query for distributor-based. Also Branch caller type, option needs to be introduced so that there is transparency to whom the details are conveyed to.

Reason to switch : It helps to resolve the queries within TAT and also helps to record day-to-day productivity.