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Talisma Insight
CRM Overview
 Talisma Sales
Proactively Engage Customers and Close Sales

Talisma Sales Force Automation empowers your sales team to automate their sales processes, track leads, manage activities, and enhance relationships with customers, while retaining the power of mobility. Sales Representatives, in addition to working on their opportunity database, can manage their periodic activities and meetings with clients, view and update information on products which they sell, and monitor their performance, all the while maintaining confidentiality of data through the sales hierarchy.

With Talisma Sales, support and sales agents can leverage rich historical contact data to focus on the specific needs of potential customers, gain their confidence, and close sales. At the same time, managers can utilize Talisma Sales to develop accurate revenue forecasts, monitor each salesperson’s wins and losses, and analyze the sales pipelines. Moreover, Talisma Sales’ powerful analysis tool helps you track the ROI for special promotions and advertised offers.

Automatic Prospect Management

Talisma Sales captures detailed contact and prospect profiles and can even integrate them with your other databases to provide a 360-degree view of your customers.

Bundled Analytics

Reporting and analytics features in Talisma allows an organization to create and manage various reports on sales pipeline and activities

Targeted Sales Plans

Sales plans can be built to capitalize on previous interactions with the prospect, profile of the contact, any preferences specified by the customer, and so on.

Enterprise-Class Platform

Talisma Sales' features and functionality are built on top of the Talisma Customer Relationship Hub, providing the sophistication and scalability required to grow with your organization's needs.

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