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Talisma Insight
CRM Overview
 Talisma Multi-Channel CRM Solution
 Personalized Communication
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Talisma CRM solutions are vertical offerings that enhance customer satisfaction through self service, assisted service, and proactive service offerings. Customers choose the communication channel they prefer whether it is modern channels (like Portal, Self-Service, SMS, or Chat), or traditional channels (like Email, Phone, Face-to-face interactions, Letters, etc.).

Do more with less using Talisma Multi-Channel CRM Solution. Use Customer Loyalty to drive repeat business.
Talisma Marketing

Gain a competitive edge and improve your effectiveness with multi-channel solutions.

Talisma Sales

Increase your pipeline accuracy with sales force automation that also boosts revenue.

Talisma Service

Use real-time information and insights to deliver enhanced value to customers.

Talisma Customer Relationship Hub (CRH) provides a unified framework for integrating previously granulized information. The Hub manages routing, relationship management, and security for the Talisma channels (Phone, Email, Chat, SMS, Self-Service, etc.).
Talisma Email simplifies and streamlines the management of high volume of emails. With automated routing, Talisma assigns incoming emails to the appropriate agent while providing easy access to entire interaction history. Talisma helps in managing response times with single click canned responses and knowledgebase responses.
Talisma Phone is designed to increase agent productivity by providing tools to improve call handling and increasing response times. Automated “screen pops” provide contact information using automatic number identification, and also bring up dynamic scripts based on the contact’s profile. Talisma supports phone-based services and telemarketing programs, and seamlessly integrates with popular call center technologies.
Talisma Chat provides online customers with immediate assistance and real-time personalized communication. Talisma supports both proactive and reactive chat engagements with optional collaborative browsing.
Talisma SMS Text Messaging leverages the popular “SMS” technology to notify or alert individuals or targeted groups of customers. This personalized two-way communication channel simultaneously allows customers to reply and interact with internal agents using text messages. Talisma tracks the complete interaction, customer responses, and subsequent actions on those responses using Talisma’s patent pending technology. SMS campaigns support bulk outbound mobile communication.
Talisma Web Client supports browser based access allowing agents to access critical Talisma functionalities through the Internet from anywhere in the world. Talisma’s standard Windows Client is also available providing customers with powerful flexibility.
Talisma Web Callback allows prospective or current customers to schedule calls with agents using web forms on the Web site. Talisma prompts the agent to call, based on the submitted time and contact details.
Talisma Sales Force Automation empowers your Sales team to automate their sales processes, tightly track hot leads, manage activities, and enhance relationship with customers.
Talisma Print allows agents to personalize letters and mailing labels by merging contact property data and conditional content into hardcopy mail. Such mail can then be sent with brochures via postal and delivery services.
Talisma Knowledgebase provides a real-time repository of information for content management. Customers and internal agents can locate answers to questions round the clock via the Web site.
Talisma Campaign helps users create and automate multi-step, proactive prospecting campaigns, communication plans, newsletters, and surveys using the intuitive workflow manager with advanced ROI measurement and ad-hoc reporting capabilities. Talisma allows you to automate and send Email, SMS, and Print campaigns.
Talisma Event Management provides an online event calendar to effectively present and promote events through the web, and even manage online registrations for free and paid events with payment gateway integration. Leverage the powerful campaign capabilities to market personalized campaigns and send event details, offers, discounts, reminders, etc., with ease. Advanced resource and task management capabilities help in setting the task list for event managers and organizers. Talisma supports sub-events, group registrations, cancellations, special need requests, transfers, substitution of participants, and so on.
Talisma Application Management helps capture customer applications, from the Portal. Users can work on multiple applications simultaneously, using functions like auto-filling of personal data. Individual page-wise status indicators and overall application status indicators display the different completion levels of the form thereby easing the application filling process. Users can optionally download submitted applications as a PDF for their reference.
Talisma Integrate incorporates valuable data that may be inaccessible in an existing application via integration to the Talisma database. Leverage data from third party sources or applications.
Talisma Analytics generates pre-defined and custom reports analyzing different aspects of the customer lifecycle including campaign ROI, orders, agent effectiveness, SLA (Service Level Agreements), etc.
Talisma Self-Service Portal leverages and exploits Web 2.0 capabilities to deliver personalized content in a self-service mode to customers. Portals allow organizations to plug in content and gadgets of their choice from almost anywhere using web part technology, with flexible drag and drop options for organizing content delivery.
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