List of Talisma Lead Management Customers
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Since 2010, our global team of researchers has been studying Talisma Lead Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Talisma Lead Management for Lead Generation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Talisma Lead Management for Lead Generation include: Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, IndusInd Bank, a India based Banking and Financial Services organisation with 45637 employees and revenues of $3.07 billion, ITC Hotels, a India based Leisure and Hospitality organisation with 3177 employees and revenues of $378.0 million and many others.
Contact us if you need a completed and verified list of companies using Talisma Lead Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Talisma Lead Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | Talisma | Talisma Lead Management | Lead Generation | 2019 | n/a | In 2019, Franklin Templeton implemented Talisma Lead Management as part of its Lead Generation tooling. The initiative addressed challenges around its core CRM to measure agent efficiency and productivity, tracking of sales performance, SIP drops and retention, and compliance with regulations and disclosure standards. The deployment comprised two instances of Talisma for customer service and a separate instance for sales and marketing. Functional capabilities configured included Sales Planning, Sales Target Tracking to enable sales force automation, a mobile client for field sales tracking and monitoring, marketing automation targeted at SIP persistency, and multi-channel customer service across email and phone. The Talisma Lead Management application was also used to instrument wholesaler tracking and performance monitoring workflows. The implementation integrated tightly with the Registrar system Desert Rose, using different levels of granularity to support compliance and disclosure workflows. Operational coverage spanned sales, marketing, customer service and field sales teams, with wholesaler channels and investor communication processes included in the scope. Governance focused on embedding sales planning and target tracking into operational workflows, and on establishing SLA and turnaround time monitoring to improve agent productivity. Reported results 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. | |
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IndusInd Bank | Banking and Financial Services | 45637 | $3.1B | India | Talisma | Talisma Lead Management | Lead Generation | 2016 | n/a | In 2016, IndusInd Bank implemented Talisma Lead Management. The deployment targeted Lead Generation across the bank's CRM, contact-centre and sales processes in India, with a focus on centralizing customer interactions and standardizing lead workflows. The Talisma Lead Management implementation configured inbound and outbound lead management capabilities, including lead capture from personal banking channels and ATM lead tracking, campaign management for targeted offers, lead routing and queueing for contact-centre agents, and case level interaction tracking to support sales follow up. Configuration emphasized lead lifecycle orchestration and workflow automation consistent with retail banking lead types. Operational integration was executed within CRM and contact-centre operational processes and embedded into sales workflows across India, covering personal banking sales, ATM lead capture points and service desks. The scope spanned customer service and sales business functions, enabling unified interaction records and coordinated campaign responses. Governance aligned campaign execution and contact-centre routing rules with sales process ownership, and rollout emphasized process standardization across sites. The case study documents outcomes from the Talisma Lead Management deployment including a 60% increase in CSAT and a measured uplift in lead-driven revenue. | |
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ITC Hotels | Leisure and Hospitality | 3177 | $378M | India | Talisma | Talisma Lead Management | Lead Generation | 2017 | n/a | In 2017, ITC Hotels deployed Talisma Lead Management as part of the Talisma Digital Platform to centralize guest contact centre and reservations management across its properties in India. The deployment positioned Talisma Lead Management to support Lead Generation workflows that align reservation intake with contact centre operations, enabling unified handling of guest enquiries and booking leads across hotel sites. Configuration work emphasized lead and reservation assignment logic, automated alerting for follow ups, and enhanced reporting to enforce SLA monitoring. Implementation details describe lead/reservation assignment and automated alerts, which indicate use of lead-management style processing and routing capabilities within Talisma Lead Management, together with reservation handling workflows and SLA reporting functions. Operational coverage included the guest contact centre and reservations teams across ITC Hotels properties in India, impacting reservations, guest services, and contact centre operations. Governance changes instituted assignment rules and SLA-driven reporting to standardize response workflows, and outcomes reported by the deployment included improved SLA compliance and reporting, a 43% increase in guest satisfaction, and sizable cost and time savings. |
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