Talisma CRM

Talisma CRM

Talisma
+
+

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About

Productivity tools enable faster and more efficient customer engagements. Building a centralized source of truth increases the effectiveness of responses. With our tools to identify customer characteristics which enable likeliness of products and customers with intention to purchase. Improve the ROI by multi-step omnichannel marketing campaigns. Industry Domain CRM for Banking, Insurance, Mutual Funds and Securities. On-premise, Private and Public Cloud Deployment on your choice.

About

Headquartered in New York, TrueChoice Solutions is the leader in real-time preference measurement. Used by many forward-thinking FORTUNE Global 1000 clients, the TrueChoice™ Predictive Selling Suite is based on patented econometric technologies that for the first time allow companies to precisely quantify the preference structures of individual customers and employees in real time. TrueChoice significantly improves the customer experience, boosts sales lead generation, and measurably increases the profitability of every transaction. TrueChoice Solutions’ on-demand customer insight solutions help our clients to better understand customer needs, purchase behavior and purchase preferences and give a “forward view” regarding trends in the marketplace. Our insights help clients to strengthen customer relationships and to drive marketing strategy, innovation and new product development.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations of all sizes

Audience

Companies looking for an analytics platform that delivers deep, quantifiable, actionable insight for better decision making

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Talisma
Founded: 1994
United States
www.talisma.com

Company Information

TrueChoice
United States
www.truechoice.io

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Categories

CRM Supported
Insurance CRM Supported
Lead Management Supported

Categories

Lead Management Supported
Sales Analytics Supported

Lead Management Features

Activity Tracking Not Supported
Campaign Management Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Not Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Integrations

Ion Supported

Integrations

Ion Not Supported
Claim Talisma CRM and update features and information
Claim Talisma CRM and update features and information
Claim TrueChoice and update features and information
Claim TrueChoice and update features and information