Talisma Reviews & Product Details

Talisma Overview

What is Talisma?

Talisma's CRM solution for Higher Education includes service, marketing, and sales components, with knowledgebase, email and campaign tools.

Talisma Details
Website
Product Description

Talisma's CRM solution for Higher Education includes service, marketing, and sales components, with knowledgebase, email and campaign tools.


Seller Details
Seller
Campus Management
Phone
800.483.9106
Year Founded
1988
HQ Location
Boca Raton, FL
Twitter
@CampusMgmt
953 Twitter followers
LinkedIn® Page
www.linkedin.com
478 employees on LinkedIn®
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Talisma Reviews

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UE
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

One of the main things I like about Talisma is the feature where when someone calls in from a number that is on file, it pulls up the inquiry/file automatically; which is very efficient and professional. I also like the structure design and how interface friendly it is.

I also very much like the search criteria / categories. There are plenty of options to can utilize in locating a particular file / account. In addition, the ability to look up a file with partial data is a very nice feature. Review collected by and hosted on G2.com.

What do you dislike?

Some of the downsides to Talisma are that it can be slow to respond to commands. It is especially slow when you initially start it up for the 1st time after being shut down. Then as much as I like the auto file pop-up when someone calls in from a number on file, it sometimes does not work for some reason. Which is very frustrating and inefficient. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Talisma has some good and bad things about it. I hope they continue to explore other options and ways to improve their customer experience. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use Talisma as our main inquiry platform where in which a prospective student would submit a online request for information, and thus a call back where one of our representatives can answer the prospective students questions, concerns, etc. Review collected by and hosted on G2.com.

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AE
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I love how Talisma is integrated with the Avaya telephony software so when a student calls in with a phone number we have for them in Talisma, their talisma file auto-populates on a Talisma Phone window. I also love the ease of use of Talisma Analytics when it comes to creating and pulling queries in the Reports Manager Review collected by and hosted on G2.com.

What do you dislike?

Since it's physical software and not in the cloud, Talisma is super slow. I do not know if it has to do with our database size but with that aside, the search features are incredibly slow, especially when looking up a phone number. When pulling up a talisma ID, it's pretty fast, that's the only exception. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If Talisma offers a cloud based version, go with that. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Overall, Talisma is a good CRM but with some pain points. The problems best solved using Talisma occurs when I run Talisma analytics. The queries are the fastest way for me to assist with process improvements and program controls. There are thousands of leads that must be scrubbed for compliance purposes and Talisma analytics makes that possible through quick and efficient reports generation. Review collected by and hosted on G2.com.

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Operations Manager
Financial Services
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It creates a interaction thread which make use to track earlier conversation in a simple manner. Review collected by and hosted on G2.com.

What do you dislike?

Too much of clutter and not user friendly Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The main problem it solved is that i helped us manage the huge work flow without any regular manual intervention. Review collected by and hosted on G2.com.

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UE
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Upsides: filters, use of different fields to further filter those columns Review collected by and hosted on G2.com.

What do you dislike?

The Right Work Right Time system definitely needs some work, though it provides help with individuals who are just dialing down a list, it doesn't allow for people to schedule times where another student's name will pop up on the list Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Watch some videos to learn the basics on building filters Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Filtering through which types of leads should be called at regular intervals. Also I customize many of the fields to time sort my own leads that need to be called at specific times Review collected by and hosted on G2.com.

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Incoming Mobility Coordinator and International Student Advisor
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The option to manage one central, general email account and have various contributors (staff members) reply from that single address, instead of using the personal email account.

The possibility of seeing all previous interactions a specific client had (whether over email, the phone or in person) within our own organization, therefore avoiding run-around issues previously experienced by our customers. Review collected by and hosted on G2.com.

What do you dislike?

The interface is not quite user-friendly (with a quite early 2000 feel to it) and you really got to know your way around because it is not exactly necessarily intuitive. However with practice, you do come to realize the full potential of the software (pulling up stats and data, creating massive email campaigns, and so forth). Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Amazing time-saving tool to manage the contacts of your organization! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Managing customer relations with our huge student body (+ 40 000) in a single place, saving time and efforts. Review collected by and hosted on G2.com.

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UE
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

fairly easy interface. easy to navigate, data is clearly visible Review collected by and hosted on G2.com.

What do you dislike?

too slow, not adaptive. things are difficult to access Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

using as a historical record to aid students Review collected by and hosted on G2.com.

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Coordinator, D.Min. Office
Education Management
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

There seems to be a lot of really interesting reporting capabilities that help to automate some processes. Review collected by and hosted on G2.com.

What do you dislike?

Horribly slow and complicated to learn. They could really streamline some things to make it easier. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Understand that there is a huge learning curve. You will need to dedicate a lot of time to staff training if you intend to use this software. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Lead generation and CRM. Reporting functions and automation. Review collected by and hosted on G2.com.

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Graduate Admissions Coordinator
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I appreciate the ability to do things in mass quantity - deleting emails, creating automated marketing campaigns, etc. I also appreciate the amount of data it holds. Review collected by and hosted on G2.com.

What do you dislike?

I do not fee like it's an intuitive program - I understand fairly well after using it for 3 years, but it does not have a user-friendly interface. I often to have to explain where to find things to my coworkers who a bit older who are not as tech savvy. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you have someone in your office/team who understands Talisma before purchasing it - it is something that needs detailed training. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

When dealing with international students emailing, a lot of Talisma's automated emails get caught in their spam filters, before ever getting into their spam inboxes, thus the international applicant never receives the email. The best benefit is the way it is able to be a record keeper. Review collected by and hosted on G2.com.

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Inside Sales Lead
Insurance
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Talisma is great for monitoring and sorting data. Review collected by and hosted on G2.com.

What do you dislike?

Talisma, when used as a sales CRM for a large population, is slow to load. Up to 30 seconds or more just to change selection from one field to another that are both already visible on the same search pane. I would not recommend for use in a call center due to the excessive time required while changing from one lead to another. The change to Talisma ushered a total change to the way in which the sales department of my current company completes day to day activities. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Not effective for a call center environment where staff is expected to place more than 80 or so calls per day. Especially if they need to be placed in succession. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The ability to monitor and sort the data is incredibly valuable from a management perspective. Just be sure that your front line employee will not suffer such a productivity loss as we did. Review collected by and hosted on G2.com.

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UE
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

When working for a local non-profit college a few years ago we used Talisma. This program would alert us when potential students would express interest in our school. If a student filled out an interest card on our school site then it would upload to Talisma and we would reach out to them. We could then log our notes on the conversation with Student. Review collected by and hosted on G2.com.

What do you dislike?

It was sometimes hard to navigate the system. It was a little hard to learn. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Making it more user friendly. It was a little hard to learn the program. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It keep the data and notes we put in on each student. It worked out for what we were using it for. Review collected by and hosted on G2.com.

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UH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I like that Talisma can encompass many different filters or views. Review collected by and hosted on G2.com.

What do you dislike?

It is not aesthetically pleasing and can be overwhelming to navigate. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is most useful when other offices are involved so you can use the "transfer" feature in case messages aren't sent to the right place. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I can track every interaction someone has with a particular student and we can see if they're opening our email campaigns. Review collected by and hosted on G2.com.

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Systems Analyst
Higher Education
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It's pretty easy to use once you get the hang of it and it's also fairly customizable. Review collected by and hosted on G2.com.

What do you dislike?

It's not very intuitive and you really need some training at the beginning to learn the ropes. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It's a good product. I would evaluate it against other CRM systems to make sure it is a good fit. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We used it for our student base at our higher ed institution. It was how we tracked our students/potential students and could market to them. Review collected by and hosted on G2.com.

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UE
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It was a fairly fast system as long as the server links were maintained. Review collected by and hosted on G2.com.

What do you dislike?

Communication can become muddled if you don't keep on top of all of your contacts. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Sometimes less is more. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It allows you to sort through a large number of ranked leads in pretty much any way you would like. Review collected by and hosted on G2.com.

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UH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The best thing about Talisma is that it allows for quick and easy customization. Review collected by and hosted on G2.com.

What do you dislike?

Talisma lacks a few of the key integrations built into systems like Salesforce. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Talisma is missing a few key components for today's business environment. By adding things like mobile friendly functionality and video support on the website Talisma would greatly increase the satisfaction of the end user. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The intent of Talisma was to be used for tracking our potential student pool base. Review collected by and hosted on G2.com.

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UH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Having the student's information in one area was helpful; such as their contact information and previous numbers. Review collected by and hosted on G2.com.

What do you dislike?

Talisma has different access levels for visibility. I feel like they should've widened their visibility. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Allowing higher education professionals track their business with the students. Review collected by and hosted on G2.com.

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UE
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like that I am able to build filters for what I need. I also like that I can status clients and categorize them into manageable groups. Review collected by and hosted on G2.com.

What do you dislike?

I hate how slow it is. We just got an update and it is still ridiculously slow all of the time. I also don't like that I can't delete leads. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am able to categorize leads into level of interest and then call through the database to get students. Review collected by and hosted on G2.com.

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Student Program Assistant
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The having the ability to transfer interactions with ease and the accountability Talisma creates to ensure you respond to inquiries in a timely manner. Review collected by and hosted on G2.com.

What do you dislike?

The design could be updated. The features of the program do not reflect a modern look like some of its competitors. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Mass communication and centralized email client. Having the ability to send thousands of emails out without creating a slow server. Review collected by and hosted on G2.com.

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AH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I liked that we could customize mass communications easily using information already in our bridged databases. Review collected by and hosted on G2.com.

What do you dislike?

Somewhat clunky program. Access to a lot of information and ad hoc reporting, but knowing where to find the information you need can be a challenge. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Large amounts of emails received, needing to "spread the wealth" automatically to multiple users, while customers can use one email address. The most beneficial aspect, though, was the mass communications. Frequently we had to send communications referencing specific items in our databases, and the ease with which we could if/then tailor the communication by customer type, age, location, assigned office representative, etc. was phenomenal. Review collected by and hosted on G2.com.

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UE
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like that it can be customized to create different types of work spaces and filters. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes it can be a little glitch - y. Sometimes having multiple work spaces makes it a tad slower. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Can be a little overwhelming at first since it has so many different components but once you are able to differentiate between them and understand their function it is an extremely useful system. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Faster to keep track of leads and can communicate with them more efficiently. Review collected by and hosted on G2.com.

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Associate Director, Undergraduate Admissions
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Customizable- and can be done internally Review collected by and hosted on G2.com.

What do you dislike?

Customizable- limiting if not set up correctly Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sales- Mass communication Review collected by and hosted on G2.com.

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AE
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Talisma, like other CampusManagement products, is designed specifically for higher education institutions. They know their audience and know the information they need to see. Talisma is highly customizable in terms of data and views. Review collected by and hosted on G2.com.

What do you dislike?

The information is a little hard to access, even when you know where to look. The information in Talisma is scattered at best, and a mess at worse. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I wouldn't recommend it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Student Management, lead to contact, and information management. Review collected by and hosted on G2.com.

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Adjunct Faculty - Information Systems
E-Learning
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Collection of information available on students Review collected by and hosted on G2.com.

What do you dislike?

The organization of student data is somewhere scattered. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I'm not sure if there are other options for higher eduction CRM, but it works ok. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

CRM for students Review collected by and hosted on G2.com.

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Do you work for Talisma?