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What is Talisma CRM?

Solutions aimed at enhancing productivity enable faster and more efficient customer interactions. Creating a centralized information repository significantly improves the quality of responses given to customers. Our tools are specifically engineered to identify customer characteristics that suggest interest in products and likelihood of purchase. By employing comprehensive multi-step omnichannel marketing strategies, businesses can increase their return on investment. We serve a diverse range of industries, such as banking, insurance, mutual funds, and securities, providing flexible deployment options that include on-premise, private, or public cloud solutions customized to meet your requirements. This level of adaptability guarantees that you can choose the deployment strategy that aligns perfectly with your organization's objectives, ultimately enhancing overall efficiency and effectiveness in customer engagement.

What is Contactability?

Our goal is to optimize your strategy for acquiring customers and boost profitability. We attract and create traffic from some of the top insurance websites, including SmartFinancial.com and UnitedStatesInsurance.com. The approach we use is quite simple: we locate highly interested insurance shoppers as they navigate the internet. We then encourage them to fill out a comprehensive application that includes 35 questions related to their current insurance coverage and contact information. This consumer information goes through a meticulous screening and verification process using tools like LeadiD/Jornaya, xVerify, RealValidation, and our own distinctive human verification system. After prospects are pre-qualified, they are quickly sent to your agency, fully prepared for quoting. We guarantee that insurance clients are matched with the most effective channels for conversion, and all application details are forwarded to you via leads, calls, or clicks. By utilizing this streamlined system, your agency can achieve a notable enhancement in the quality of leads and overall conversion rates. Consequently, this will empower your business to grow and reach new heights in the competitive insurance market.

Media

Media

Integrations Supported

Ion

Integrations Supported

Ion

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Talisma

Date Founded

1994

Company Location

United States

Company Website

www.talisma.com

Company Facts

Organization Name

Contactability

Date Founded

2012

Company Location

United States

Company Website

www.contactability.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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