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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

List of Talisma Customer Service CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Franklin Templeton Banking and Financial Services 10300 $7.8B United States Talisma Talisma Customer Service CRM CRM 2019 n/a
In 2019 Franklin Templeton implemented Talisma Customer Service CRM as its CRM to support distinct service, sales, and marketing workflows. The deployment provisioned two separate Talisma instances for Customer Service and one instance dedicated to Sales and Marketing to segregate operational workloads and data domains across front office functions. The implementation configured Sales Planning and Sales Target Tracking modules for sales force automation, a Mobile Client for field sales tracking and monitoring, and Marketing Automation focused on SIP persistency. Customer Service capabilities were implemented to manage inbound email and phone interactions, and the solution was instrumented to track SIP drops and lead management workflows. Integrations include a tight, multi‑granularity connection to the Registrar system Desert Rose to support compliance and disclosure requirements. Data feeds from Desert Rose were mapped at different levels of granularity to align regulatory records with customer service and sales processes, enabling compliance checks within the CRM workflows. Governance and operational process changes centered on measuring agent efficiency and productivity, instituting sales performance tracking and wholesaler monitoring, and formalizing SLA and turnaround time monitoring. The CRM rollout reoriented workflow ownership for sales, marketing, and service teams to use Talisma Customer Service CRM as the system of record for customer interactions and compliance-related events. Reported results from the implementation included significantly improved wholesaler tracking and performance monitoring, tighter control on costs and performance, improved SLA and TAT with better agent productivity, and better communication with investors.
IndusInd Bank Banking and Financial Services 44974 $3.0B India Talisma Talisma Customer Service CRM CRM 2015 n/a
In 2015 IndusInd Bank implemented Talisma Customer Service CRM to centralize multi-channel customer interactions across branches, contact centres and back-office operations in India, focusing on CRM and lead management. The Talisma Customer Service CRM deployment established a single platform for case intake, customer history consolidation and coordinated customer engagement across voice, email and digital channels. Configuration emphasized case management, contact profiling, lead lifecycle management, workflow automation for routing and prioritization, and reporting dashboards to track service performance and customer service KPIs. Automation of first contact resolution workflows and back-office task orchestration was applied to improve operational handoffs and to support sales enablement for upsell and cross-sell activities. The rollout covered branches, contact centres and back-office sites across India, and the system was used by customer service agents, branch staff and back-office processing teams to unify interaction handling and lead follow up. Operational scope included CRM driven customer service, lead management and back-office processing, reflecting centralized control over multi-channel workflows and service routing. The Talisma Customer Service CRM case study reports a 60% increase in customer satisfaction, a 70% increase in first-time resolution, a 30% uplift in back-office productivity and a 50% increase in upsell and cross-sell, outcomes attributed to the centralized CRM and lead management implementation.
InterMiles Leisure and Hospitality 150 $15M India Talisma Talisma Customer Service CRM CRM 2020 n/a
In 2020, InterMiles implemented Talisma Customer Service CRM as its CRM to centralize email-based customer service operations in India. The Talisma Customer Service CRM deployment focused on email-management and automated triage, and it was integrated with InterMiles core CRIS system to align customer records and case context across platforms. The implementation configured case management, automated email triage, ticket routing and reporting capabilities within Talisma Customer Service CRM, delivering agent-facing workflows and a unified ticket queue. Configuration work emphasized automated classification and routing rules, SLA-aware queuing and reporting dashboards to improve service workflow visibility and reduce manual handling. Integrations centered on a direct connection between Talisma Customer Service CRM and the CRIS system to synchronize customer identifiers, loyalty account data and ticket history, enabling contextual responses by support agents. Operational coverage included customer service and support agents in India, with the platform used as the primary CRM for inbound email tickets and follow up case management. Governance and process changes accompanied the technical rollout, with standardized email triage procedures and reporting cadence established for support operations. Post-deployment outcomes cited in the case study include automated email triage, reduced manual effort, better reporting and an approximately 30% improvement in agent performance following the Talisma Customer Service CRM implementation.
Tata Asset Management India Banking and Financial Services 800 $52M India Talisma Talisma Customer Service CRM CRM 2008 n/a
In 2008, Tata Asset Management India implemented Talisma Customer Service CRM to centralize customer and distributor engagement across its branch and service teams in India, using the vendor's service module as the primary CRM for service operations. The deployment targeted customer service and distributor relationship workflows and was positioned to manage high volume inbound interactions and grievance handling across retail and intermediary touchpoints. Talisma Customer Service CRM was configured to operate as a case management and service orchestration platform, with the service module delivering automated escalation workflows, case lifecycle tracking, and SLA visibility for grievance resolution. Configuration emphasized workflow rules and automated escalations to route customer and distributor interactions through defined service stages, enabling consistent case handling and auditability. Operational coverage included branch operations and centralized service teams across India, expanding to roughly 100 users who handled about ~1,000 interactions per day according to the vendor case study. The implementation directly supported business functions in customer service, distributor support, and complaint management, consolidating interaction records and enabling operational monitoring. Governance focused on service operations and escalation policy enforcement within the CRM, with workflows embedded to ensure case progression and accountability. The vendor case study reports that the deployment achieved 90 to 95% SLA compliance for grievance resolution, reflecting the system level controls for SLA tracking and escalation that were put in place.
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Buyer Intent: Companies Evaluating Talisma Customer Service CRM

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Talisma Customer Service CRM. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Talisma Customer Service CRM for CRM include:

  1. Kapture CX, a India based Professional Services organization with 500 Employees

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FAQ - APPS RUN THE WORLD Talisma Customer Service CRM Coverage

Talisma Customer Service CRM is a CRM solution from Talisma.

Companies worldwide use Talisma Customer Service CRM, from small firms to large enterprises across 21+ industries.

Organizations such as Franklin Templeton, IndusInd Bank, Tata Asset Management India and InterMiles are recorded users of Talisma Customer Service CRM for CRM.

Companies using Talisma Customer Service CRM are most concentrated in Banking and Financial Services and Leisure and Hospitality, with adoption spanning over 21 industries.

Companies using Talisma Customer Service CRM are most concentrated in United States and India, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Talisma Customer Service CRM across Americas, EMEA, and APAC.

Companies using Talisma Customer Service CRM range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 50%.

Customers of Talisma Customer Service CRM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Talisma Customer Service CRM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.