List of Talisma Customers
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Since 2010, our global team of researchers has been studying Talisma 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 for CRM 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 for CRM include: Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Aviva India, a India based Insurance organisation with 2000 employees and revenues of $600.0 million, Charles Sturt University, a Australia based Education organisation with 2282 employees and revenues of $385.0 million, P & O Ferries, a United Kingdom based Transportation organisation with 2000 employees and revenues of $170.0 million and many others.
Contact us if you need a completed and verified list of companies using Talisma, 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 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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Aviva India | Insurance | 2000 | $600M | India | Talisma | Talisma | CRM | 2017 | n/a | In 2017, Aviva India implemented Talisma as its CRM to centralize lead handling and unify customer interactions across sales and service functions. The deployment targeted sales, service, branch and back office operations, establishing Aviva India Talisma CRM as the primary system for lead lifecycle management and customer service history. The implementation leveraged an extensible and flexible Talisma platform where both business users and IT configure and manage business process workflows, enabling configuration-driven process changes without heavy development. Core functional modules included a centralized lead management platform that handles leads generated from multiple channels, multiple sales analytics reports for visibility into sales performance, and an agent-independent customer service process that allows any agent to access the full history of customer interactions. Operational coverage focused on sales agents and the operations team, who actively use the lead management platform to capture enquiries and complaints from various channels and track them to resolution. The solution standardized branch and back office processes by consolidating interactions into a single platform, improving consistency of handling across organizational silos. Governance and process controls were embedded through configurable SLA definitions and an escalation matrix to route and prioritize leads according to business rules. As a result Aviva India gained a single unified platform to capture all leads, the ability to track leads to closure, consistent customer experience across channels, and ongoing capability to configure and manage CRM process workflows within Talisma. | |
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Charles Sturt University | Education | 2282 | $385M | Australia | Talisma | Talisma | CRM | 2019 | n/a | In 2019, Charles Sturt University implemented Talisma as its CRM to consolidate student communications across walk-in, e-mail, the student portal, and phone channels. The deployment targeted a single system to manage prospective student enquiries and timely responses, and to provide staff with a unified view of student behaviour and concerns. The implementation configured core Talisma modules including Student Services, Student Portal, Talisma Event Management Framework, and Marketing and Lead management. Functional capabilities included a Book an Appointment workflow for students to reach faculty and counsellors, scheduling of automated counselling sessions driven by student trends, and Talisma application management for student requests and the scholarship process. Operational coverage spanned admissions and prospective student management, scholarship administration, student retention teams, counselling services, and ongoing alumni lifecycle tracking. The Talisma CRM centralized enquiry handling and prospect lifecycle tracking from prospective to current to alumni, enabling cross-functional visibility across student services, marketing, and faculty touchpoints. Governance and process changes included digitizing the scholarship process and instituting automated scheduling and appointment workflows to standardize response and counselling routing. Results included the ability to track the lifecycle of a student from prospective to current to alumni, a digitized scholarship process that reduced processing time by more than 35 percent, improved identification and retention of students with greater accuracy, and the ability to re-offer to prospective students with better upsell opportunities. | |
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | Talisma | Talisma | CRM | 2019 | n/a | In 2019, Franklin Templeton implemented Talisma as its CRM to address core CRM challenges including measuring agent efficiency and productivity, tracking sales performance and lead management, complying with Regulations and Disclosure standards, and monitoring SIP drops to improve retention. The deployment targeted wholesale distribution, field sales, marketing, and customer service operations to centralize customer and distributor workflows. The implementation provisioned two instances of Talisma for service and one instance for sales and marketing, separating service case management from sales automation. Functional capabilities implemented included Sales Planning and Sales Target Tracking for sales force automation, a Mobile Client for field sales tracking and monitoring, marketing automation focused on SIP persistency, and multi-channel customer service across email and phone. Talisma was integrated with the Registrar system Desert Rose, exchanging data at multiple levels of granularity to support compliance and disclosure workflows and to enable precise tracking of investor and SIP activity. Operational coverage included wholesaler tracking, lead management, SIP persistency monitoring, sales force automation, and customer service, impacting sales, marketing, and customer service business functions. Governance changes emphasized compliance controls and workflow adjustments to support SLA and TAT monitoring and agent productivity measurement. 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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Transportation | 2000 | $170M | United Kingdom | Talisma | Talisma | CRM | 2012 | n/a |
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Buyer Intent: Companies Evaluating Talisma
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