Skip to main content
TrustRadius
Talisma Social CRM

Talisma Social CRM

Overview

What is Talisma Social CRM?

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...

Read more
Recent Reviews
Read all reviews
Return to navigation

Pricing

View all pricing
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

Would you like us to let the vendor know that you want pricing?

1 person also want pricing

Alternatives Pricing

N/A
Unavailable
What is LeadSquared?

LeadSquared is a marketing automation and CRM platform. It includes landing pages, email marketing, lead management, analytics, connectors, and WordPress Plugins.

What is HubSpot CRM?

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive…

Return to navigation

Product Details

What is Talisma Social CRM?

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.

Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(4)

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Score 4 out of 10
Vetted Review
Verified User
Incentivized
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.
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
  • Positive: It has helped find new leads.
  • Positive: It has helped run reports.
  • Negative: It has taken a lot of time to manage.
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.
Return to navigation