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Talisma Social CRM Reviews

2 Ratings
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Score 4.0 out of 100

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January 18, 2019

Talisma - Not pretty, but functional.

Anonymous | TrustRadius Reviewer
Verified User
Score 4 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
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.
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Talisma Social CRM Scorecard Summary

Likelihood to Recommend (2)
4.0

Feature Scorecard Summary

Customer data management / contact management (1)
8
Workflow management (1)
6
Territory management (1)
6
Opportunity management (1)
4
Integration with email client (e.g., Outlook or Gmail) (1)
3
Contract management (1)
4
Quote & order management (1)
5
Interaction tracking (1)
9
Channel / partner relationship management (1)
5
Case management (1)
3
Call center management (1)
5
Help desk management (1)
6
Lead management (1)
5
Email marketing (1)
3
Task management (1)
7
Billing and invoicing management (1)
4
Reporting (1)
7
Forecasting (1)
5
Pipeline visualization (1)
3
Customizable reports (1)
9
Custom fields (1)
9
Custom objects (1)
8
Scripting environment (1)
3
API for custom integration (1)
5
Single sign-on capability (1)
2
Role-based user permissions (1)
9
Social data (1)
5
Social engagement (1)
3
Marketing automation (1)
4
Compensation management (1)
3
Mobile access (1)
4

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.
Categories:  Customer Relationship Management (CRM)