32 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.5 out of 100
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 4 out of 100

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer

Talisma Social CRM

If your company has a lot of data and needs a way to parse through it on a regular basis, Talisma is the software for you. If you want an easy to use system that has pretty graphics and a great user interface, look at other tools to see if you can find a better one.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce Essentials (formerly SalesforceIQ)
9.1
Talisma Social CRM
5.6
Customer data management / contact management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
8.0
Territory management
Salesforce Essentials (formerly SalesforceIQ)
9.5
Talisma Social CRM
6.0
Opportunity management
Salesforce Essentials (formerly SalesforceIQ)
8.0
Talisma Social CRM
4.0
Integration with email client (e.g., Outlook or Gmail)
Salesforce Essentials (formerly SalesforceIQ)
9.5
Talisma Social CRM
3.0
Quote & order management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
5.0
Interaction tracking
Salesforce Essentials (formerly SalesforceIQ)
9.5
Talisma Social CRM
9.0
Channel / partner relationship management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
5.0
Workflow management
Salesforce Essentials (formerly SalesforceIQ)
Talisma Social CRM
6.0
Contract management
Salesforce Essentials (formerly SalesforceIQ)
Talisma Social CRM
4.0

Marketing Automation

Salesforce Essentials (formerly SalesforceIQ)
7.4
Talisma Social CRM
4.0
Lead management
Salesforce Essentials (formerly SalesforceIQ)
7.4
Talisma Social CRM
5.0
Email marketing
Salesforce Essentials (formerly SalesforceIQ)
Talisma Social CRM
3.0

CRM Project Management

Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
6.0
Task management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
7.0
Billing and invoicing management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
4.0
Reporting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
7.0

CRM Reporting & Analytics

Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
5.7
Forecasting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
5.0
Pipeline visualization
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
3.0
Customizable reports
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
9.0

Customization

Salesforce Essentials (formerly SalesforceIQ)
9.1
Talisma Social CRM
6.3
Custom fields
Salesforce Essentials (formerly SalesforceIQ)
9.5
Talisma Social CRM
9.0
Custom objects
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
8.0
Scripting environment
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
3.0
API for custom integration
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
5.0

Security

Salesforce Essentials (formerly SalesforceIQ)
9.3
Talisma Social CRM
5.5
Single sign-on capability
Salesforce Essentials (formerly SalesforceIQ)
9.5
Talisma Social CRM
2.0
Role-based user permissions
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
9.0

Social CRM

Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
4.0
Social engagement
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
3.0
Social data
Salesforce Essentials (formerly SalesforceIQ)
Talisma Social CRM
5.0

Integrations with 3rd-party Software

Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
3.5
Marketing automation
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
4.0
Compensation management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Talisma Social CRM
3.0

Platform

Salesforce Essentials (formerly SalesforceIQ)
9.5
Talisma Social CRM
4.0
Mobile access
Salesforce Essentials (formerly SalesforceIQ)
9.5
Talisma Social CRM
4.0

Customer Service & Support

Salesforce Essentials (formerly SalesforceIQ)
Talisma Social CRM
4.7
Case management
Salesforce Essentials (formerly SalesforceIQ)
Talisma Social CRM
3.0
Call center management
Salesforce Essentials (formerly SalesforceIQ)
Talisma Social CRM
5.0
Help desk management
Salesforce Essentials (formerly SalesforceIQ)
Talisma Social CRM
6.0

Pros

Salesforce Essentials (formerly SalesforceIQ)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Anonymous | TrustRadius Reviewer

Talisma Social CRM

  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.
Anonymous | TrustRadius Reviewer

Cons

Salesforce Essentials (formerly SalesforceIQ)

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | TrustRadius Reviewer

Talisma Social CRM

  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Salesforce Essentials (formerly SalesforceIQ)

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | TrustRadius Reviewer

Talisma Social CRM

Talisma is a little behind the times compared to the other competition on the market. It has most of the tools to be successful, but it takes some deep diving into the software to figure out exactly how to use each of these tools to get the job done on a daily basis.
Anonymous | TrustRadius Reviewer

Return on Investment

Salesforce Essentials (formerly SalesforceIQ)

  • Not budget friendly for smaller start-ups.
Anonymous | TrustRadius Reviewer

Talisma Social CRM

  • Positive: It has helped find new leads.
  • Positive: It has helped run reports.
  • Negative: It has taken a lot of time to manage.
Anonymous | TrustRadius Reviewer

Screenshots

Talisma Social CRM

Pricing Details

Salesforce Essentials (formerly SalesforceIQ)

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Talisma Social CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)
9.5
Talisma Social CRM
4.0

Add comparison