# Talisma Reviews **Vendor:** Talisma **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.1/5.0 **Total Reviews:** 25 ## About Talisma Talisma Sales Force Automation (SFA) is a comprehensive solution designed to streamline and enhance the sales processes of organizations. By automating key business tasks across the sales cycle, Talisma SFA enables sales teams to efficiently manage leads, schedule meetings, monitor performance, and maintain strong customer relationships. Accessible via desktop, web, and mobile platforms, it ensures that sales representatives have the flexibility and mobility required to meet their targets and boost productivity. Key Features and Functionality: - Multi-Platform Accessibility: Available on desktop, web, and mobile clients, allowing sales teams to operate seamlessly across different devices. - Opportunity Management: Facilitates the creation and assignment of opportunities to products and relevant sales branches, ensuring organized and targeted sales efforts. - Real-Time Notifications: Keeps sales representatives informed with up-to-date information on opportunities, contacts, and orders, enhancing responsiveness. - Product Discounts and Offers: Enables the provision of tailored discounts and special offers based on the profile of the opportunity being pursued. - Advanced Search Capabilities: Allows the definition of complex search criteria to perform dynamic searches on data, such as prioritizing opportunities. - Meeting Scheduling: Empowers sales representatives to schedule meetings with clients and colleagues, set reminders via SMS or email, and configure meeting recurrences. - Order Linking and Communication: Links orders to contacts within the system and facilitates personalized communication through email and SMS. - Data Confidentiality: Ensures data security through role-based and product-based access controls, allowing administrators to manage information visibility across the sales hierarchy. Primary Value and Solutions Provided: Talisma SFA addresses the challenges of managing complex sales processes by offering a unified platform that automates and organizes sales activities. It enhances sales productivity by providing tools for efficient lead tracking, activity management, and performance monitoring. The solution's mobility ensures that sales teams can access critical information and perform tasks on the go, leading to faster decision-making and improved customer engagement. By maintaining data confidentiality and offering real-time insights, Talisma SFA empowers organizations to achieve their sales targets and drive business growth. ## Talisma Pros & Cons **What users dislike:** - Users experience frustratingly **slow loading times** that hinder their efficiency and overall experience with Talisma. (1 reviews) ## Talisma Reviews ### 1. Good CRM but at the end we switched to another CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Juan K. | Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Talisma?** Running filters and search features but also managing customer information. **What do you dislike about Talisma?** It can be really slow to respond to commands. **What problems is Talisma solving and how is that benefiting you?** Managing a database of approximately 30,000 contacts ### 2. Very smooth crm software **Rating:** 4.0/5.0 stars **Reviewed by:** Neeraj P. | Fulfillment and Logistics Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2021 **What do you like best about Talisma?** You can search the client or interaction dstails through, name, contact number or ID number. **What do you dislike about Talisma?** Some details it requires as mandatory to be filled are of very less importance. There should be more freedom. **Recommendations to others considering Talisma:** Definitely go for it. One of the reliable and secure CRMs available. **What problems is Talisma solving and how is that benefiting you?** We were keeping a record of all the client interactions and contact details om Talisma. Further we used the data to find important information. ### 3. It does the works as its name says "Talism" **Rating:** 4.0/5.0 stars **Reviewed by:** Nishank S. | Sr Executive - Customer Care, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2021 **What do you like best about Talisma?** What you do if when you know what your customers want and having a list of potential customers willing to buy? Here comes Talisma. It just not only manage your customer database but also helps to manage the communication with your client. **What do you dislike about Talisma?** I don't understand why this software is slow? **What problems is Talisma solving and how is that benefiting you?** Managing customer database Managing the inbound calls with the client information Real-time update of the customer communitcation ### 4. Talisma like Salesforce but for education. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2018 **What do you like best about Talisma?** It was a fairly fast system as long as the server links were maintained. **What do you dislike about Talisma?** Communication can become muddled if you don't keep on top of all of your contacts. **Recommendations to others considering Talisma:** Sometimes less is more. **What problems is Talisma solving and how is that benefiting you?** It allows you to sort through a large number of ranked leads in pretty much any way you would like. ### 5. Talisma Review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Talisma?** 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. **What do you dislike about Talisma?** 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. **Recommendations to others considering Talisma:** Talisma has some good and bad things about it. I hope they continue to explore other options and ways to improve their customer experience. **What problems is Talisma solving and how is that benefiting you?** 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. ### 6. Love hate relationship with the Talisma CRM system for 6+ years now **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2019 **What do you like best about Talisma?** 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 **What do you dislike about Talisma?** 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. **Recommendations to others considering Talisma:** If Talisma offers a cloud based version, go with that. **What problems is Talisma solving and how is that benefiting you?** 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. ### 7. Best CRM tool to manage huge work flow **Rating:** 5.0/5.0 stars **Reviewed by:** Ved Prakash S. | Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2019 **What do you like best about Talisma?** It creates a interaction thread which make use to track earlier conversation in a simple manner. **What do you dislike about Talisma?** Too much of clutter and not user friendly **What problems is Talisma solving and how is that benefiting you?** The main problem it solved is that i helped us manage the huge work flow without any regular manual intervention. ### 8. Adequate but needs advanced analytics integrated **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2019 **What do you like best about Talisma?** Upsides: filters, use of different fields to further filter those columns **What do you dislike about Talisma?** 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 **Recommendations to others considering Talisma:** Watch some videos to learn the basics on building filters **What problems is Talisma solving and how is that benefiting you?** 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 ### 9. User-friendly software with infinite possibilities **Rating:** 4.5/5.0 stars **Reviewed by:** Sophie W. | Incoming Mobility Coordinator and International Student Advisor, Higher Education, Enterprise (> 1000 emp.) **Reviewed Date:** January 15, 2019 **What do you like best about Talisma?** 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. **What do you dislike about Talisma?** 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). **Recommendations to others considering Talisma:** Amazing time-saving tool to manage the contacts of your organization! **What problems is Talisma solving and how is that benefiting you?** Managing customer relations with our huge student body (+ 40 000) in a single place, saving time and efforts. ### 10. use it for historical student data **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2019 **What do you like best about Talisma?** fairly easy interface. easy to navigate, data is clearly visible **What do you dislike about Talisma?** too slow, not adaptive. things are difficult to access **What problems is Talisma solving and how is that benefiting you?** using as a historical record to aid students ### 11. Copmplicated and Slow **Rating:** 0.5/5.0 stars **Reviewed by:** Ashley W. | Coordinator, D.Min. Office, Education Management, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2018 **What do you like best about Talisma?** There seems to be a lot of really interesting reporting capabilities that help to automate some processes. **What do you dislike about Talisma?** Horribly slow and complicated to learn. They could really streamline some things to make it easier. **Recommendations to others considering Talisma:** 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. **What problems is Talisma solving and how is that benefiting you?** Lead generation and CRM. Reporting functions and automation. ### 12. Talisma for University use as a communication tool **Rating:** 2.5/5.0 stars **Reviewed by:** Stephanie D. | Graduate Admissions Coordinator, Higher Education, Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about Talisma?** 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. **What do you dislike about Talisma?** 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. **Recommendations to others considering Talisma:** Make sure you have someone in your office/team who understands Talisma before purchasing it - it is something that needs detailed training. **What problems is Talisma solving and how is that benefiting you?** 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. ### 13. Talisma killed productivity **Rating:** 1.0/5.0 stars **Reviewed by:** Dustin N. | Inside Sales Lead, Insurance, Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2017 **What do you like best about Talisma?** Talisma is great for monitoring and sorting data. **What do you dislike about Talisma?** 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. **Recommendations to others considering Talisma:** 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. **What problems is Talisma solving and how is that benefiting you?** 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. ### 14. Talisma -keeping contact data **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2017 **What do you like best about Talisma?** 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. **What do you dislike about Talisma?** It was sometimes hard to navigate the system. It was a little hard to learn. **Recommendations to others considering Talisma:** Making it more user friendly. It was a little hard to learn the program. **What problems is Talisma solving and how is that benefiting you?** It keep the data and notes we put in on each student. It worked out for what we were using it for. ### 15. Good Functionality, Less in Ease of Use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2017 **What do you like best about Talisma?** I like that Talisma can encompass many different filters or views. **What do you dislike about Talisma?** It is not aesthetically pleasing and can be overwhelming to navigate. **Recommendations to others considering Talisma:** 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. **What problems is Talisma solving and how is that benefiting you?** I can track every interaction someone has with a particular student and we can see if they're opening our email campaigns. ### 16. Decent Customer Relationship Management System **Rating:** 3.0/5.0 stars **Reviewed by:** Dale C. | Systems Analyst, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Talisma?** It's pretty easy to use once you get the hang of it and it's also fairly customizable. **What do you dislike about Talisma?** It's not very intuitive and you really need some training at the beginning to learn the ropes. **Recommendations to others considering Talisma:** It's a good product. I would evaluate it against other CRM systems to make sure it is a good fit. **What problems is Talisma solving and how is that benefiting you?** 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. ### 17. Good not Great **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Talisma?** The best thing about Talisma is that it allows for quick and easy customization. **What do you dislike about Talisma?** Talisma lacks a few of the key integrations built into systems like Salesforce. **Recommendations to others considering Talisma:** 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. **What problems is Talisma solving and how is that benefiting you?** The intent of Talisma was to be used for tracking our potential student pool base. ### 18. Outdated **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2017 **What do you like best about Talisma?** Having the student's information in one area was helpful; such as their contact information and previous numbers. **What do you dislike about Talisma?** Talisma has different access levels for visibility. I feel like they should've widened their visibility. **What problems is Talisma solving and how is that benefiting you?** Allowing higher education professionals track their business with the students. ### 19. Slow, but manageable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2017 **What do you like best about Talisma?** 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. **What do you dislike about Talisma?** 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. **What problems is Talisma solving and how is that benefiting you?** I am able to categorize leads into level of interest and then call through the database to get students. ### 20. Easy to use, great for large companies **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica G. | Student Program Assistant, Higher Education, Enterprise (> 1000 emp.) **Reviewed Date:** January 20, 2017 **What do you like best about Talisma?** The having the ability to transfer interactions with ease and the accountability Talisma creates to ensure you respond to inquiries in a timely manner. **What do you dislike about Talisma?** The design could be updated. The features of the program do not reflect a modern look like some of its competitors. **What problems is Talisma solving and how is that benefiting you?** Mass communication and centralized email client. Having the ability to send thousands of emails out without creating a slow server. ### 21. Effective for mass communications and followup **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** November 23, 2016 **What do you like best about Talisma?** I liked that we could customize mass communications easily using information already in our bridged databases. **What do you dislike about Talisma?** 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. **What problems is Talisma solving and how is that benefiting you?** 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. ### 22. Good Experience with Talisma **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2016 **What do you like best about Talisma?** I like that it can be customized to create different types of work spaces and filters. **What do you dislike about Talisma?** Sometimes it can be a little glitch - y. Sometimes having multiple work spaces makes it a tad slower. **Recommendations to others considering Talisma:** 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. **What problems is Talisma solving and how is that benefiting you?** Faster to keep track of leads and can communicate with them more efficiently. ### 23. not flexible **Rating:** 2.5/5.0 stars **Reviewed by:** Lina Traslaviña S. | Associate Director, Undergraduate Admissions, Higher Education, Enterprise (> 1000 emp.) **Reviewed Date:** October 04, 2016 **What do you like best about Talisma?** Customizable- and can be done internally **What do you dislike about Talisma?** Customizable- limiting if not set up correctly **What problems is Talisma solving and how is that benefiting you?** Sales- Mass communication ### 24. I worked as a System Admin during our time with Talisma **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2016 **What do you like best about Talisma?** 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. **What do you dislike about Talisma?** 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. **Recommendations to others considering Talisma:** I wouldn't recommend it. **What problems is Talisma solving and how is that benefiting you?** Student Management, lead to contact, and information management. ### 25. Basic functionality for higher education customer relationship **Rating:** 3.5/5.0 stars **Reviewed by:** Shane H. | Adjunct Faculty - Information Systems, E-Learning, Enterprise (> 1000 emp.) **Reviewed Date:** November 09, 2013 **What do you like best about Talisma?** Collection of information available on students **What do you dislike about Talisma?** The organization of student data is somewhere scattered. **Recommendations to others considering Talisma:** I'm not sure if there are other options for higher eduction CRM, but it works ok. **What problems is Talisma solving and how is that benefiting you?** CRM for students - [View Talisma pricing details and edition comparison](https://www.g2.com/products/talisma/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+15%3A37%3A05+-0500&secure%5Bsession_id%5D=e9c938e4-8b0c-43a7-8e7e-d98061b33831&secure%5Btoken%5D=ea5c144dd88e298158b734ab9bbb229c8c172b7607583c804b6bda38f3dfc671&format=llm_user) ## Talisma Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Talisma Alternatives - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) - 3.8/5.0 (718 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,458 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,160 reviews)