Talisma Reviews & Product Details

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.

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Average based on 25 real user reviews.

Talisma Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Talisma, and what problem is it built to solve?

Talisma provides AI, automation, and cloud solutions for institutions seeking to address operational challenges. It is intended to help streamline operations, surface actionable insights, support data-driven decisions, and provide more tailored guidance to end users.

What customer support options does Talisma provide, and how do users find the overall support experience?

Talisma's support experience comes across as uneven, so teams evaluating it should confirm that the help available meets their needs. Users' assessments range from critical to more favorable, without a consistently reassuring picture.

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Juan K.

Marketing Director

Mid-Market (51-1000 emp.)

5/28/2025

"Good CRM but at the end we switched to another CRM"

4/5

What do you like best about Talisma?

Running filters and search features but also managing customer information. Review collected by and hosted on G2.com.

What do you dislike about Talisma?

It can be really slow to respond to commands. Review collected by and hosted on G2.com.

Neeraj P.

Fulfillment and Logistics Manager

Mid-Market (51-1000 emp.)

2/2/2021

"Very smooth CRM software"

4/5

What do you like best about Talisma?

You can search the client or interaction details through name, contact number, or ID number. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Talisma:

Definitely go for it. One of the reliable and secure CRMs available. Review collected by and hosted on G2.com.

What problems is Talisma solving and how is that benefiting you?

We were keeping a record of all the client interactions and contact details on Talisma. Further, we used the data to find important information. Review collected by and hosted on G2.com.

Nishank S.

Sr Executive - Customer Care

Small-Business (50 or fewer emp.)

2/3/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"It does the works as its name says "Talism""

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Talisma?

I don't understand why this software is slow? Review collected by and hosted on G2.com.

Verified User in Education Management

Mid-Market (51-1000 emp.)

Originally submitted 1/19/2018

"Talisma like Salesforce but for education."

3.5/5

What do you like best about Talisma?

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 about Talisma?

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

Verified User in Education Management

Enterprise (> 1000 emp.)

8/13/2019

"Talisma Review"

2/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Education Management

Enterprise (> 1000 emp.)

8/12/2019

"Love hate relationship with the Talisma CRM system for 6+ years now"

2.5/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Talisma:

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

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. Review collected by and hosted on G2.com.

Ved Prakash S.

Operations Manager

Enterprise (> 1000 emp.)

11/11/2019

"Best CRM tool to manage huge work flow"

5/5

What do you like best about Talisma?

It creates an interaction thread which makes it easy to track earlier conversations in a simple manner. Review collected by and hosted on G2.com.

What do you dislike about Talisma?

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

Verified User in Education Management

Enterprise (> 1000 emp.)

8/12/2019

"Adequate but needs advanced analytics integrated"

4/5

What do you like best about Talisma?

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

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 Review collected by and hosted on G2.com.

Recommendations to others considering Talisma:

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

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 Review collected by and hosted on G2.com.

Sophie W.

Incoming Mobility Coordinator and International Student Advisor

Higher Education

Enterprise (> 1000 emp.)

1/15/2019

"User-friendly software with infinite possibilities"

4.5/5

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. Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.