Talisma CRM

Talisma CRM has proven to be a helpful tool for managing communication and conversations with customers, particularly in cases where there are multiple interactions. Users have found it beneficial to view past cases, as it helps maintain continuity in conversations with customers. Additionally, the software has been effective in tracking and managing staff workload, allowing for better advocacy for additional resources and compensation. However, some users have experienced a decline in performance over the past year.

Talisma CRM is considered a useful tool for lead management, contact management, and campaign response management. While it may not be on par with more modern CRM tools, it has met the expectations of specific industries. Nevertheless, users have expressed a desire for improvements in the software. Despite its regular use by some users multiple times a day for the past year and a half, Talisma CRM has been a source of frustration for some in the nonprofit sector. Users have found the tabs in a donor's profile to be unintuitive and disorganized, making it difficult to find information. Although simple reports can be run smoothly, the software struggles with more complex variables. Glitches and bugs have also been encountered by some users.

While initial transition challenges were faced when moving from Access to Talisma CRM, users have found that it offers many helpful tools for data management and tracking. Some users who have been using Talisma CRM for almost five years have upgraded to version 10, believing it to be an improvement. The software has also been effective in communicating essential information to large groups of people and gathering information about student interactions with admissions staff. However, for those experiencing ongoing issues or seeking a more modern CRM solution, switching to another education management system may be under consideration.