Talisma Benefits and Insights

Why use Talisma?

Key differentiators & advantages of Talisma

Field Service: Enables real-time two-way updates from professionals on the field via a mobile-based solution, with support for Google Maps, mobile camera apps and more.
Launch Box: Improves lead nurturing, business management and provides critical business insights by leveraging the power of the pre-built-in weighted index model.
Real-Time Customer Interaction: Facilitates real-time sales and services for customers by optimizing real-time communication.
Bot Framework: Benefits companies with a virtual assistant bot that delivers a personalized, superior customer experience at lower costs. Leverages machine learning, ontology builder, real-time sentiment analysis, natural language processing and AI.
Instant Messaging: Integrates with messaging platforms to connect with customers where they are. Supported messaging solutions include Facebook Messenger, Twitter, WhatsApp, Viber, Apple Business Chat, Telegram and more.
Omni-Channel Engagement: Improve engagement by covering various channels such as email, chat, co-browse, phone, social media and text messaging. Provides a self-service portal and a dedicated knowledge base for a better understanding of the product and its potential delivery.

Industry Expertise

The vendor caters to clients in over 30 countries across various industries such as banking, insurance, mutual funds, financial services, ITES, travel and hospitality, manufacturing, retail and more. It has a direct presence in India, the U.S., the U.K. and Brazil.

Key Features

Customer Service

Case Management: Thread messages across various channels and conversations, making it easy to communicate. It supports Service Level Agreement (SLA) to maintain and improve turnaround time.
Real-Time Dashboard: Measures and monitors the performance of customers as well as employees. The simplified workflow engine allows easy graphical processes and the layout designer offers custom screens for each step of the customer service process. Additionally, it provides a service dashboard for managers, supervisors and agents for ease of work.
Responsive UI: The configurable screen layout builds a contextual user interface and is responsive across all devices such as desktops, web browsers and mobile phones.
Automation and Workflow: Improves productivity and workflow journeys with the help of automation tools.

Sales

Sales Force Automation: Creates and assigns relevant product opportunities to sales professionals. Presents real-time information about opportunities, contacts and orders. Schedules meetings, sets reminders and sends text messages, emails or both, based on the meeting schedule.
Data Confidentiality: Manage varying degrees of access control to ensure data confidentiality throughout the sales hierarchy. Offers property settings and access control of user profiles to specific authorities based on roles and responsibilities.
Access Control: Role-based control offers access to opportunities, contacts, meetings and orders to sales representatives and reporting managers. Product-based access control grants access to sales team-specific products and portfolios.
Personalized Selling: Sends discounts and offers based on the nature of the purchase. Link order to a contact, then send personalized communication via email and SMS.

Marketing

Targeted Campaigns: Run and manage automated closed-loop campaigns, newsletters and surveys to raise awareness, generate prospect leads and communicate with customers one-on-one.
Management and Execution: Influence effectiveness of marketing campaigns by personalizing communications and achieving campaign objectives. Helps with design and execution of high-volume, multi-channel marketing campaigns and offers campaign tracking, customer response and advanced reporting and analytics.
Design and Workflow Management: Offer dynamic marketing campaigns by capturing complete demographics and transactional prospect profiles. Runs campaigns with an advanced mailing list and helps in managing static and dynamic mailing lists, designing and implementing campaigns.
Automation: Provides marketing automation across digital channels to reduce repetitive manual tasks. Offers a dedicated ROI calculator for real-time budget analysis.

Limitations

At the time of this review, these are the limitations according to user feedback:

Slow and unresponsive at times.
Not user-friendly.

Suite Support

Connect with chat and phone support from 5 a.m. to 7 p.m. PT from Monday to Friday, excluding public holidays. Technical support via email is available 24/7. The vendor offers three tiers of support: Silver, Gold and Platinum.

Email: [email protected] for non-hosted clients and [email protected] for hosted clients. Or, chat online during support hours.

Phone: 800-483-9106. Additional phone numbers for customers in the APAC, mainland Europe and the U.K. are listed on the vendor’s support website.

Training: Includes online courses, on-site classroom training and training at one of the vendor’s facilities. Course content can be customized to organizational requirements. For more info, email [email protected] or contact an Account Manager.

Tickets: Log in to the support portal to submit a ticket.

Talisma Reviews & Pricing

What is Talisma?

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