Talisma - Not pretty, but functional.
January 18, 2019

Talisma - Not pretty, but functional.

Anonymous | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Talisma Social CRM

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.
  • 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.
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

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