Name: Talisma Social CRM
Rating: 3.4 (4 reviews)
Author: Talisma Corporation

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Product Lifecycle Management (PLM)

Text Editors

Development

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Meeting Management

PDF Editors

Payment Facilitation

Supply Chain Management

Visitor Management

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Hedge Fund

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Archiving

Cloud Storage

Composable Infrastructure

Custom Software Development Services

Data Masking

Database Performance Monitoring

Email Encryption

Endpoint Security

Firewall

Fraud Detection

IT Asset Disposal

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

NoSQL Databases

Software Composition Analysis (SCA)

Storage Management

Value-Added Resellers (VARs)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Marketing Automation

Native Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Cloud Infrastructure Entitlement Management

File Integrity Monitoring

Security

3D Modeling

Membership Management

Real Estate

Simulation

Vertical-Specific

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Technolutions

Talisma Social CRM is a solution designed to assist organizations in efficiently managing and tracking customer interactions across multiple channels. According to the vendor, this tool aims to deliver exceptional customer experiences and can be utilized by businesses of various sizes, from small startups to large enterprises. Professionals in customer service, sales, marketing, contact center management, and industries such as finance, retail, telecom, healthcare, and education reportedly rely on Talisma Social CRM to streamline their customer engagement processes and drive business growth.

**Key Features**

**Digital Customer Engagement Platform (DCEP)**: According to the vendor, Talisma Digital Customer Engagement Platform (DCEP) provides a unified platform for organizations to engage, service, and delight customers across all touchpoints. It offers omni-channel capabilities, allowing customers to interact through various channels such as email, telephone, self-service, chat and co-browsing, social media, and mobility. The vendor claims that DCEP helps dissolve communication silos and enables tracking of customer interactions across channels.

**Customer Relationship Management (CRM)**: Talisma CRM suite is said to enable seamless customer experiences by managing the customer lifecycle from prospects to satisfied customers. The vendor states that it empowers organizations to build brand awareness and loyalty through personalized customer service and support. Features such as case management, workflow automation, service dashboards, and a 360-degree view of the customer are claimed to enhance customer relationship management.

**Omnichannel Support**: According to the vendor, Talisma Social CRM offers a seamless customer experience across multiple channels, including popular social media platforms like Facebook, Twitter, FB Messenger, WeChat, as well as email, chat, phone, and SMS. Customers can reportedly choose their preferred channel of communication, and Talisma Social CRM ensures consistency and efficiency across all channels.

**Fulfilling Customer Journeys Through Robotic Process Automation**: The vendor claims that Talisma Social CRM leverages graphical and bot-driven process automation to increase productivity and enhance the customer experience. By automating workflows, organizations can reportedly provide faster and more efficient customer engagements, manage customer onboarding, resolve issues, and streamline business processes.

**Actionable Intelligence**: According to the vendor, Talisma Social CRM provides real-time insights and analytics to support strategic decision-making. It is claimed to enable organizations to analyze trends, measure performance, and gain valuable business insights. Configurable dashboards cater to different user levels, allowing monitoring and measurement of performance.

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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Talisma Social CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Likelihood to Recommend

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Talisma Corporation

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

This component of CRM software helps companies leverage social media in engaging with customers.

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

The software can facilitate and track engagement with customers via social channels.

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Talisma Social CRM 2019-01-15 13:02:25

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Talisma Social CRM

Overview

What is Talisma Social CRM?