Sales

Gain Complete Control of Sales Operations

Sales2018-03-28T10:34:28+00:00

Ensure Sales Success With Talisma Sales Force Automation

Enabling sales teams to automate their sales processes, closely track hot leads, manage activities, and enhance relationship with customers while retaining the power of mobility, Talisma Sales Force Automation (SFA) empowers the sales force to meet sales targets and significantly increase sales productivity.

Achieve Sales Automation Efficiency and Ensure Data Confidentiality

Automating key business tasks and processes across the sales cycle, Talisma Sales Force Automation offers advanced sales tools and capabilities on three clients including Desktop, Web, and Mobile.

With Talisma SFA, sales representatives in addition to working on their opportunity database can manage their periodic activities and meetings with clients, view and update information on products they sell, and monitor their performance through Talisma’s Reporting Engine.

Talisma SFA enables the administrator to ensure data confidentiality throughout the sales hierarchy through property settings and access control of user profiles. While sales representatives seek to secure and protect confidential data from peers and competing sales representatives, direct managers and other senior executives need to have access to information. With varying degrees of access control capabilities, Talisma SFA offers two types of access control:

  • Role based Access Control – Information pertaining to opportunities, contacts, meetings, and orders will be viewable by associated sales representatives and reporting managers
  • Product based Access Control – Access information based on sales team specific product portfolios

Achieve Sales Automation Efficiency and Ensure Data Confidentiality

Automating key business tasks and processes across the sales cycle, Talisma Sales Force Automation offers advanced sales tools and capabilities on three clients including Desktop, Web, and Mobile.

With Talisma SFA, sales representatives in addition to working on their opportunity database can manage their periodic activities and meetings with clients, view and update information on products they sell, and monitor their performance through Talisma’s Reporting Engine.

Talisma SFA enables the administrator to ensure data confidentiality throughout the sales hierarchy through property settings and access control of user profiles. While sales representatives seek to secure and protect confidential data from peers and competing sales representatives, direct managers and other senior executives need to have access to information. With varying degrees of access control capabilities, Talisma SFA offers two types of access control:

  • Role based Access Control – Information pertaining to opportunities, contacts, meetings, and orders will be viewable by associated sales representatives and reporting managers
  • Product based Access Control – Access information based on sales team specific product portfolios

Achieve More With Talisma SFA Solution

  • Create and assign opportunities to products of customer interest and relevant sales branch
  • Notify sales representatives with real-time information on opportunities, contacts, and orders, etc.
  • Offer product discounts and special offers based on the profile of the opportunity being pursued
  • Define complex search criteria to perform dynamic search on data such as priority based opportunities
  • Enable sales representatives to schedule meetings with other sales representatives, opportunities, contacts, and other attendees by setting reminders through SMS, email or both, configuring meeting recurrences, and more
  • Link an order to a contact in the sales representative’s system and send personalized communication through email and SMS

Real-time Dashboards of Sales Pipeline and Forecasts

Real-time Insights to Sales Planning and Targets

Download Product Sheet

Success Stories

Franklin Templeton

Manage and track sales plans and targets for wholesalers and field sales.

READ MORE

Karur Vysya Bank

Centralized SFA platform.

READ MORE

Download product sheet now!

Clcik here to ownload

Sign up to get access

Leave us a message!

Sign up to get access

Leave us a message!

Sign up to get access

Leave us a message!

Sign up to get access

Leave us a message!