List of Talisma Sales CRM Customers
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Since 2010, our global team of researchers has been studying Talisma Sales CRM 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 Sales CRM for Sales Automation 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 Sales CRM for Sales Automation include: Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Karur Vysya Bank(KVB)], a India based Banking and Financial Services organisation with 8889 employees and revenues of $581.0 million, Mimeo, a United States based Professional Services organisation with 800 employees and revenues of $65.0 million and many others.
Contact us if you need a completed and verified list of companies using Talisma Sales CRM, 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 Sales CRM 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 Sales CRM | Sales Automation | 2019 | n/a | In 2019, Franklin Templeton implemented Talisma Sales CRM as its core CRM, deploying a dedicated Sales and Marketing instance to manage wholesaler and field channel activities. The deployment is catalogued under Sales Automation and was designed to centralize wholesaler tracking, sales planning, and target management across channel workflows. The Talisma Sales CRM implementation included functional modules for wholesaler tracking, sales planning, target tracking, and mobile field-sales capability across wholesaler and field channels. The architecture combined a core CRM with segregated Sales and Marketing instances to isolate channel-specific workflows, support mobile field execution, and standardize sales planning and target orchestration. Operational coverage focused on Sales and Marketing teams responsible for wholesaler relationships and field agents, with the published 2019 case documenting the Sales instance rollout. Governance changes consolidated wholesaler tracking processes and tightened cost and performance control, and the case explicitly reports improved wholesaler tracking, tighter cost and performance control, and higher agent productivity. | |
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Karur Vysya Bank(KVB)] | Banking and Financial Services | 8889 | $581M | India | Talisma | Talisma Sales CRM | Sales Automation | 2019 | n/a | In 2019, Karur Vysya Bank(KVB) deployed Talisma Sales CRM as a centralized Sales Automation platform across its India operations. The deployment covered 560+ branches and more than 2,000 sales agents, establishing a central sales force automation backbone for retail lead management. The implementation centralized lead capture and routing capabilities, ingesting prospects from branch walk ins, the contact centre, the corporate website and ATMs. Core functional capabilities implemented included lead capture, automated lead routing, integrated lead verification workflows and embedded sales analytics, supporting standard Sales Automation workflows such as lead qualification and pipeline tracking. Operational integrations focused on channel connectivity rather than specific third party systems, enabling consistent lead flow from branch staff, contact centre agents and digital channels into the Talisma Sales CRM queueing and verification processes. The platform was applied across front line sales and branch operations, impacting retail sales, contact centre operations and branch conversion processes. Governance and rollout emphasized centralized routing rules and verification steps, standardizing sales workflows and sales performance visibility across branches. The implementation delivered higher lead verification rates and improved visibility into sales performance as stated by the bank, while providing a unified Sales Automation record for downstream analytics and sales management. | |
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Mimeo | Professional Services | 800 | $65M | United States | Talisma | Talisma Sales CRM | Sales Automation | 2007 | n/a | In 2007, Mimeo implemented Talisma Sales CRM as part of a broader deployment of the Talisma CIM suite, deploying chat, email, and knowledgebase capabilities to support front-office teams. The engagement is recorded as a Sales Automation initiative and centered on surfacing multichannel interaction data to sales and service users. The implementation combined Talisma CIM interaction handling with inferred Sales CRM usage to support case management workflows, agent desktop access to interaction history, and knowledgebase-driven responses. The Talisma CIM suite elements implemented included web chat, routed email handling, and a centralized knowledgebase, configured to present a unified, 360-degree customer view to agents and account teams. Integration architecture emphasized a connector through the Salesforce AppExchange to link Talisma interaction data with Salesforce records, enabling sales-support integration and consolidated interaction timelines inside Salesforce. Operational coverage targeted sales and customer service departments, providing agents with unified interaction context to improve sales and customer service processes as described in the announcement. |
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