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Talisma Social CRM

Score3.4 out of 10

4 Reviews and Ratings

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.

Top Performing Features

  • Interaction tracking

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

    Category average: 8

  • Customizable reports

    Users can create reports and dashboards unique to their needs.

    Category average: 7.7

  • Custom fields

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

    Category average: 7.8

Areas for Improvement

  • Social engagement

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

    Category average: 6.8

  • Compensation management

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

    Category average: 8.5

  • Single sign-on capability

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

    Category average: 8.3

Talisma - Not pretty, but functional.

Pros

  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.

Cons

  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.

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

Salesforce for Nonprofits and Blackbaud CRM

Other Software Used

MailChimp, Banner Student, Canvas