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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Ashley W.

Coordinator, D.Min. Office

Education Management

Mid-Market (51-1000 emp.)

7/6/2018

"Complicated and Slow"

0.5/5

What do you like best about Talisma?

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 about Talisma?

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

Stephanie D.

Graduate Admissions Coordinator

Higher Education

Enterprise (> 1000 emp.)

Originally submitted 10/25/2017

"Talisma for University use as a communication tool"

2.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Talisma?

I do not feel 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 have to explain where to find things to my coworkers who are a bit older and not as tech-savvy. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Dustin N.

Inside Sales Lead

Insurance

Enterprise (> 1000 emp.)

10/17/2017

"Talisma killed productivity"

1/5

What do you like best about Talisma?

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

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Education Management

Enterprise (> 1000 emp.)

12/15/2017

"Talisma -keeping contact data"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Talisma?

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

Verified User in Higher Education

Enterprise (> 1000 emp.)

11/16/2017

"Good Functionality, Less in Ease of Use"

3.5/5

What do you like best about Talisma?

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

What do you dislike about Talisma?

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

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Dale C.

Systems Analyst

Higher Education

Mid-Market (51-1000 emp.)

10/24/2017

"Decent Customer Relationship Management System"

3/5

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. Review collected by and hosted on G2.com.

What do you dislike about Talisma?

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 Talisma:

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 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. Review collected by and hosted on G2.com.

Verified User in Higher Education

Mid-Market (51-1000 emp.)

10/24/2017

"Good not Great"

3.5/5

What do you like best about Talisma?

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 about Talisma?

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 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Higher Education

Mid-Market (51-1000 emp.)

12/14/2017

"Outdated"

3/5

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. Review collected by and hosted on G2.com.

What do you dislike about Talisma?

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

Verified User in Education Management

Enterprise (> 1000 emp.)

6/6/2017

"Slow, but manageable"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jessica G.

Student Program Assistant

Higher Education

Enterprise (> 1000 emp.)

1/20/2017

"Easy to use, great for large companies"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.