81 Ratings
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Score 8.7 out of 100
4 Ratings
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Score 4 out of 100

Feature Set Ratings

  • Salesforce Essentials ranks higher in 9 feature sets: Sales Force Automation, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform

Sales Force Automation

9.1

Salesforce Essentials

91%
5.6

Talisma Social CRM

56%
Salesforce Essentials ranks higher in 7/9 features

Customer data management / contact management

9.0
90%
2 Ratings
8.0
80%
1 Rating

Territory management

9.5
95%
2 Ratings
6.0
60%
1 Rating

Opportunity management

8.0
80%
2 Ratings
4.0
40%
1 Rating

Integration with email client (e.g., Outlook or Gmail)

9.5
95%
2 Ratings
3.0
30%
1 Rating

Quote & order management

9.0
90%
1 Rating
5.0
50%
1 Rating

Interaction tracking

9.5
95%
2 Ratings
9.0
90%
1 Rating

Channel / partner relationship management

9.0
90%
1 Rating
5.0
50%
1 Rating

Workflow management

N/A
0 Ratings
6.0
60%
1 Rating

Contract management

N/A
0 Ratings
4.0
40%
1 Rating

Marketing Automation

7.4

Salesforce Essentials

74%
4.0

Talisma Social CRM

40%
Salesforce Essentials ranks higher in 1/2 features

Lead management

7.4
74%
2 Ratings
5.0
50%
1 Rating

Email marketing

N/A
0 Ratings
3.0
30%
1 Rating

CRM Project Management

9.0

Salesforce Essentials

90%
6.0

Talisma Social CRM

60%
Salesforce Essentials ranks higher in 3/3 features

Task management

9.0
90%
1 Rating
7.0
70%
1 Rating

Billing and invoicing management

9.0
90%
1 Rating
4.0
40%
1 Rating

Reporting

9.0
90%
1 Rating
7.0
70%
1 Rating

CRM Reporting & Analytics

9.0

Salesforce Essentials

90%
5.7

Talisma Social CRM

57%
Salesforce Essentials ranks higher in 3/3 features

Forecasting

9.0
90%
1 Rating
5.0
50%
1 Rating

Pipeline visualization

9.0
90%
1 Rating
3.0
30%
1 Rating

Customizable reports

9.0
90%
1 Rating
9.0
90%
1 Rating

Customization

9.1

Salesforce Essentials

91%
6.3

Talisma Social CRM

63%
Salesforce Essentials ranks higher in 4/4 features

Custom fields

9.5
95%
2 Ratings
9.0
90%
1 Rating

Custom objects

9.0
90%
1 Rating
8.0
80%
1 Rating

Scripting environment

9.0
90%
1 Rating
3.0
30%
1 Rating

API for custom integration

9.0
90%
1 Rating
5.0
50%
1 Rating

Security

9.3

Salesforce Essentials

93%
5.5

Talisma Social CRM

55%
Salesforce Essentials ranks higher in 2/2 features

Single sign-on capability

9.5
95%
2 Ratings
2.0
20%
1 Rating

Role-based user permissions

9.0
90%
2 Ratings
9.0
90%
1 Rating

Social CRM

9.0

Salesforce Essentials

90%
4.0

Talisma Social CRM

40%
Salesforce Essentials ranks higher in 1/2 features

Social engagement

9.0
90%
1 Rating
3.0
30%
1 Rating

Social data

N/A
0 Ratings
5.0
50%
1 Rating

Integrations with 3rd-party Software

9.0

Salesforce Essentials

90%
3.5

Talisma Social CRM

35%
Salesforce Essentials ranks higher in 2/2 features

Marketing automation

9.0
90%
1 Rating
4.0
40%
1 Rating

Compensation management

9.0
90%
1 Rating
3.0
30%
1 Rating

Platform

9.5

Salesforce Essentials

95%
4.0

Talisma Social CRM

40%
Salesforce Essentials ranks higher in 1/1 features

Mobile access

9.5
95%
2 Ratings
4.0
40%
1 Rating

Customer Service & Support

Salesforce Essentials

Feature Set Not Supported
N/A
4.7

Talisma Social CRM

47%
Talisma Social CRM ranks higher in 3/3 features

Case management

N/A
0 Ratings
3.0
30%
1 Rating

Call center management

N/A
0 Ratings
5.0
50%
1 Rating

Help desk management

N/A
0 Ratings
6.0
60%
1 Rating

Attribute Ratings

  • Salesforce Essentials is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.5

Salesforce Essentials

95%
2 Ratings
4.0

Talisma Social CRM

40%
1 Rating

Likelihood to Recommend

Salesforce

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.
Read full review

Talisma Corporation

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.
Read full review

Pros

Salesforce

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Read full review

Talisma Corporation

  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.
Read full review

Cons

Salesforce

  • 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.
Read full review

Talisma Corporation

  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.
Read full review

Pricing Details

Salesforce Essentials

Starting Price

$35 per month per user

Editions & Modules

Salesforce Essentials editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Talisma Social CRM

    Starting Price

    $0

    Editions & Modules

    Talisma Social CRM editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Alternatives Considered

      Salesforce

      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
      Read full review

      Talisma Corporation

      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.
      Read full review

      Return on Investment

      Salesforce

      • Not budget friendly for smaller start-ups.
      Read full review

      Talisma Corporation

      • Positive: It has helped find new leads.
      • Positive: It has helped run reports.
      • Negative: It has taken a lot of time to manage.
      Read full review

      Screenshots

      Add comparison