Compare Salesforce Financial Services Cloud and Total Expert 
At a Glance
Market Segments
Enterprise (44.4% of reviews)
Mid-Market (69.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Salesforce Financial Services Cloud
Star Rating
(92)4.2 out of 5
Market Segments
Enterprise (44.4% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Salesforce Financial Services CloudTotal Expert
Star Rating
(134)4.5 out of 5
Market Segments
Mid-Market (69.7% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Total ExpertSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Salesforce Financial Services Cloud excels in Loan Services, particularly with its LOS Integration - Mortgage CRM scoring an impressive 8.6, while Total Expert's similar feature is rated lower, indicating a stronger capability in managing mortgage processes.
- Reviewers mention that Total Expert shines in Email Marketing, especially in Automated Email Responses with a score of 8.1, compared to Salesforce's 8.0, highlighting its effectiveness in engaging clients through automated communications.
- G2 users indicate that Salesforce Financial Services Cloud has a superior Client Management system, particularly in Contact Management - Mortgage CRM with a score of 8.6, which suggests a more robust approach to managing client relationships than Total Expert.
- Users on G2 report that Total Expert offers better Ease of Use with a score of 8.4 compared to Salesforce's 8.0, making it a more user-friendly option for teams looking to quickly adopt a new platform.
- Reviewers say that Salesforce Financial Services Cloud provides a more comprehensive Reporting & Analytics feature set, particularly in Platform Reporting and Analytics with a score of 8.1, which is significantly higher than Total Expert's 6.5, indicating a more detailed insight into business performance.
- Users report that Total Expert has a more favorable Product Direction with a score of 9.4, compared to Salesforce's 7.1, suggesting that Total Expert is perceived as having a clearer and more positive roadmap for future enhancements.
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Pricing
Entry-Level Pricing
Salesforce Financial Services Cloud
No pricing availableTotal Expert
No pricing availableFree Trial
Salesforce Financial Services Cloud
No trial information availableTotal Expert
No trial information availableRatings
Meets Requirements
8.5
66
8.4
114
Ease of Use
8.0
67
8.4
112
Ease of Setup
7.5
17
7.7
84
Ease of Admin
7.7
17
8.4
90
Quality of Support
8.1
64
8.5
111
Has the product been a good partner in doing business?
8.3
19
8.9
93
Product Direction (% positive)
7.1
64
9.3
96
Features by Category
Email Marketing
Not enough data
7.9
76
|
Verified
Not enough data
8.4
71
|
Verified
Not enough data
7.9
73
|
Verified
Not enough data
8.0
69
|
Verified
Online Marketing
Not enough data
7.4
61
|
Verified
Not enough data
7.7
66
|
Verified
Not enough data
6.9
56
|
Verified
Not enough data
7.2
61
|
Verified
Not enough data
6.8
47
Lead Management
Not enough data
8.4
62
|
Verified
Not enough data
7.5
60
|
Verified
Not enough data
8.1
57
|
Verified
Not enough data
7.4
51
|
Verified
Not enough data
8.4
60
|
Verified
Not enough data
7.4
47
Not enough data
8.6
59
|
Verified
Not enough data
8.4
59
|
Verified
Campaign Management
Not enough data
8.0
57
|
Verified
Not enough data
7.7
53
|
Verified
Not enough data
7.1
45
|
Verified
Not enough data
6.8
43
Social
Not enough data
6.2
44
Not enough data
7.3
60
|
Verified
Not enough data
7.2
49
|
Verified
Not enough data
7.0
50
Not enough data
6.3
43
Reporting & Analytics
Not enough data
7.6
68
|
Verified
Not enough data
6.5
53
|
Verified
Not enough data
6.9
49
|
Verified
Not enough data
6.9
46
|
Verified
Not enough data
6.2
45
Platform
Not enough data
7.7
57
|
Verified
Not enough data
8.3
52
|
Verified
Not enough data
8.3
58
|
Verified
Not enough data
7.3
40
|
Verified
Not enough data
6.8
42
|
Verified
Not enough data
7.9
56
|
Verified
Not enough data
7.7
45
|
Verified
Integration
Not enough data
8.1
58
|
Verified
Not enough data
7.7
57
|
Verified
Not enough data
7.9
49
|
Verified
Loan Services
Not enough data
8.6
49
Not enough data
8.3
45
Not enough data
8.2
45
Not enough data
7.9
43
Client Management
Not enough data
8.5
47
Not enough data
8.3
45
Not enough data
8.7
50
Content
8.1
8
8.2
27
Platform Additional Functionality
8.5
9
7.2
20
8.9
9
7.6
27
7.7
8
7.8
20
7.7
8
6.9
23
7.6
7
7.9
21
Platform Reporting and Analytics
8.1
9
6.5
26
7.4
7
6.6
18
Customer Support
8.8
8
Feature Not Available
8.5
9
7.6
24
8.3
8
8.0
23
8.3
9
7.2
22
Marketing Automation
7.8
6
7.9
26
8.6
7
7.8
25
8.1
7
7.7
27
Sales Force Automation
8.1
7
7.4
21
7.2
9
8.0
22
8.1
6
Feature Not Available
8.5
8
Feature Not Available
8.3
6
Feature Not Available
Categories
Categories
Shared Categories
Salesforce Financial Services Cloud and Total Expert are categorized as Financial Services CRM
Unique Categories
Salesforce Financial Services Cloud has no unique categories
Total Expert is categorized as Mortgage CRM and Marketing Automation
Reviews
Reviewers' Company Size
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
63.3%
Banking
12.2%
Marketing and Advertising
3.3%
Insurance
3.3%
Wholesale
2.2%
Other
15.6%
Financial Services
65.2%
Banking
14.4%
Real Estate
9.1%
Marketing and Advertising
4.5%
Wine and Spirits
0.8%
Other
6.1%
Most Helpful Reviews
Salesforce Financial Services Cloud
Most Helpful Favorable Review
Verified User in Financial Services
The Salesforce Financial Services Cloud is great because it's connected with all the best partners in the space.
Most Helpful Critical Review
Verified User in Financial Services
I think the interface needs to be updated as it looks slightly dated.
Total Expert
Most Helpful Favorable Review
Jacob P.
Verified User in Marketing and Advertising
The flexibility in the Journey Builder is top-notch. you can build, rebuild and make changes on the fly without kicking contacts off the journey. This makes testing and perfecting(yeah, right) a journey very simple.
Most Helpful Critical Review
Verified User in Financial Services
Requests for Total Expert to turn around are very slowly honored if at all.
Verified User in Financial Services
The Salesforce Financial Services Cloud is great because it's connected with all the best partners in the space.
Jacob P.
Verified User in Marketing and Advertising
The flexibility in the Journey Builder is top-notch. you can build, rebuild and make changes on the fly without kicking contacts off the journey. This makes testing and perfecting(yeah, right) a journey very simple.
Verified User in Financial Services
I think the interface needs to be updated as it looks slightly dated.
Verified User in Financial Services
Requests for Total Expert to turn around are very slowly honored if at all.
Alternatives
Discussions
Salesforce Financial Services Cloud has no discussions with answers
Is total expert free?
1 comment
ZS
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Total Expert has no more discussions with answers
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