--- description: Detaillierte Informationen über Talisma CRM zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Talisma CRM Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Talisma CRM](/software/1342/talisma-crm) # Talisma CRM Canonical: https://www.capterra.ch/software/1342/talisma-crm Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/1342/talisma-crm?page=2) > Talisma CRM ist eine Software für Customer-Relationship-Management für Unternehmen. > > Bewertung: **3.7/5** von 15 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Talisma CRM? Talisma CRM unterstützt Unternehmen bei Banken, Versicherungen, Finanzdienstleistungen, Investmentfonds, ITES und Reisen sowie im Gastgewerbe, in der Fertigung und im Einzelhandelssektor. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **3.7/5** | 15 Nutzerbewertungen | | Bedienkomfort | 2.7/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 3.5/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 3.3/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 3.8/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 60% | (6/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Talisma - **Gegründet**: 1999 ## Gewerblicher Kontext - **Preismodell**: (Gratis Testen) - **Zielgruppe**: 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (Desktop), Android (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Australien, Indien, Kanada, Vereinigte Staaten ## Funktionen - Aufgabenmanagement - Berichterstattung / Analyse - Chancenmanagement - Dashboard Software - Dokumentenspeicher - E-Mail Marketing - E-Mail-Management - Kampagnenmanagement - Kontaktmanagement - Kundendatenbank - Lead Segmentierung - Lead-Distribution - Lead-Erfassung - Lead-Pflege - Lead-Qualifizierung - Leadmanagement - Leistungskennzahlen - Mobiler Zugriff - Pipeline-Management - Prognose - Sales-Pipeline-Management - Segmentierung - Self-Service Portal - Verfolgung von Interaktionen - Verkaufsberichte - Wissensbasis-Management - Workflow-Management ## Optionen für Kundensupport - E-Mail/Helpdesk - Wissensdatenbank - Telefon-Support - 24/7 Live-Support ## Category - [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software) - [Sales Force Automation Software](https://www.capterra.ch/directory/12/sales-force-automation/software) - [Online CRM Systeme](https://www.capterra.ch/directory/30072/online-crm/software) - [Lead Management Software](https://www.capterra.ch/directory/30017/lead-management/software) - [CEM Software (Customer Experience Management)](https://www.capterra.ch/directory/30671/customer-experience/software) ## Alternativen 1. [HubSpot CRM](https://www.capterra.ch/software/152373/hubspot-crm) — 4.5/5 (4453 reviews) 2. [Zoho CRM](https://www.capterra.ch/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.ch/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18768 reviews) 5. [Kylas Sales CRM](https://www.capterra.ch/software/210630/kylas) — 4.8/5 (573 reviews) ## Nutzerbewertungen ### "As a scholarship assistant, Talisma made communication and data management a breeze." — 5.0/5 > **Daniel** | *9. Januar 2018* | Hochschulbildung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: It is incredibly easy to see what has been said to someone who contacts you by going to their site profile. It was also an essential tool in our office for event registrations. Talisma makes life so easy. Being able to assign interactions to specific staff members also makes communicating consistently easy. As an administrator, I could make sure there was one "go-to" contact for each type of interaction so that communication was consistent. > > **Nachteile**: Vigilance does need to be exercised if someone will e-mail you with multiple accounts. Linking up information from multiple users can be a bit time-consuming. > > Communicating essential information to large groups of people, and being able to quickly gather information about what a student had been told by various members of the admissions staff made communicating consistently a breeze. ----- ### "Great CRM Tool\!" — 5.0/5 > **Kayla** | *22. Juni 2023* | Hochschulbildung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Talisma is a great CRM. I think the interface has improved significantly since I began to use it earlier on in my higher education career. It has a bit of a learning curve to learn at first, but eventually we rolled it out to our student workers as well\! They would log calls, emails and other leads. IT made it so much more effective to analyze their value in the office and the work we all did to recruit the next class\! > > **Nachteile**: It just has a bit of a learning curve, but what doesnt\! I think it took me a good two months to feel really comfortable with it and now I'm the trainer for our team\! > > If you are a team that has lots of communications, you should be using a CRM\! Especially like Talisma. Being able to see past cases has helped a lot with conversations when folks contact you again, but more importantly, being able to see the case loads of each staff member has helped us advocate for more staff and compensation. ----- ### "Super hard to learn and use, and very outdated CRM" — 2.0/5 > **Bethany** | *29. Oktober 2024* | Philanthropie | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: Very little - the product is overwhelming and incredibly difficult to use. > > **Nachteile**: Confusing and incredibly difficult to learn. > > When I worked on a team using Talisma, we were completely reliant on our database manager to do almost 100% of our database related work. No one else on the team could even figure out how to run reports. I absolutely do not recommend it\! Although I believe it is being discontinued. ----- ### "Great CRM System" — 5.0/5 > **juan** | *5. Dezember 2016* | Bildungsmanagement | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: Very helpful tool > > **Nachteile**: Hard to understand at the beginning > > It's been almost 5 years working with Talimsa, we just upgraded to version 10 which is way better, at the beginning was hard to move from access to this CRM but at the end has many many helpful tools to keep data and track of everything in our company ----- ### "Database administrator at a Big 10 school" — 4.0/5 > **Verifizierter Rezensent** | *18. Januar 2018* | Darstellende Künste | Empfehlungsbewertung: 5.0/10 > > **Vorteile**: Call tracking and e-mail flow. They make tracking inbound and outbound correspondence with prospective students very simple and clear. > > **Nachteile**: Not user friendly. There is a large learning curve. The training videos were extremely simple and high-level and not exactly "real world" training--more of a glossary to understand the terminology. ----- Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/1342/talisma-crm?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/1342/talisma-crm) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Strukturierte Daten