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Talisma Social CRM

Talisma Social CRM

Overview

What is Talisma Social CRM?

Talisma Social CRM is a customer relationship management (CRM) software with features such as customer retention, targeted marketing campaigns, and social media monitoring and listening.

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Recent Reviews
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Pricing

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Talisma Social CRM

Talisma Social CRM

N/A
Unavailable

What is Talisma Social CRM?

Talisma Social CRM is a customer relationship management (CRM) software with features such as customer retention, targeted marketing campaigns, and social media monitoring and listening.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Details

What is Talisma Social CRM?

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Comparisons

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Reviews and Ratings

(4)

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
January 18, 2019

Talisma - Not pretty, but functional.

Verified User
Director in Marketing
Higher Education Company, 1001-5000 employees
Score 4 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use Talisma as our main database management tool to track communications and information about each of our constituents. Emails are also sent out using Talisma and mailing reports are ran to get addresses for mailings.
Pros and Cons
  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.
  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.
Likelihood to Recommend
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.
Talisma Social CRM Feature Ratings
Sales Force Automation (9)
55.55555555555556%
5.6
Customer data management / contact management
80%
8.0
Workflow management
60%
6.0
Territory management
60%
6.0
Opportunity management
40%
4.0
Integration with email client (e.g., Outlook or Gmail)
30%
3.0
Contract management
40%
4.0
Quote & order management
50%
5.0
Interaction tracking
90%
9.0
Channel / partner relationship management
50%
5.0
Customer Service & Support (3)
46.66666666666667%
4.7
Case management
30%
3.0
Call center management
50%
5.0
Help desk management
60%
6.0
Marketing Automation (2)
40%
4.0
Lead management
50%
5.0
Email marketing
30%
3.0
CRM Project Management (3)
60%
6.0
Task management
70%
7.0
Billing and invoicing management
40%
4.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
56.66666666666667%
5.7
Forecasting
50%
5.0
Pipeline visualization
30%
3.0
Customizable reports
90%
9.0
Customization (4)
62.5%
6.3
Custom fields
90%
9.0
Custom objects
80%
8.0
Scripting environment
30%
3.0
API for custom integration
50%
5.0
Security (2)
55%
5.5
Role-based user permissions
90%
9.0
Single sign-on capability
20%
2.0
Social CRM (2)
40%
4.0
Social data
50%
5.0
Social engagement
30%
3.0
Integrations with 3rd-party Software (2)
35%
3.5
Marketing automation
40%
4.0
Compensation management
30%
3.0
Platform (1)
40%
4.0
Mobile access
40%
4.0
Return on Investment
  • Positive: It has helped find new leads.
  • Positive: It has helped run reports.
  • Negative: It has taken a lot of time to manage.
Alternatives Considered
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.
Other Software Used
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