Total Expert Features
What are the features of Total Expert?
Integration
- Data Import & Export Tools
Email Marketing
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses
Online Marketing
- Landing Pages and Forms
- Dynamic Content
- Mobile Optimized
Lead Management
- Marketing Lead Database
- Data Quality Management
- Lead Nurturing
- Automated Alerts and Tasks
- CRM Lead Integration
Social
- Social Sharing
Reporting & Analytics
- Basic Reporting
Total Expert Categories on G2
Filter for Features
Integration
Data Import & Export Tools | Based on 58 Total Expert reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 81% (Based on 58 reviews) | |
Integration APIs | Based on 57 Total Expert reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 77% (Based on 57 reviews) | |
Breadth of Partner Applications | Based on 49 Total Expert reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 79% (Based on 49 reviews) |
Platform
Customization | Based on 57 Total Expert reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements | 77% (Based on 57 reviews) | |
Workflow Capability | Based on 52 Total Expert reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 83% (Based on 52 reviews) | |
User, Role, and Access Management | Based on 58 Total Expert reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 58 reviews) | |
Internationalization | Based on 40 Total Expert reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 73% (Based on 40 reviews) | |
Sandbox / Test Environments | Based on 42 Total Expert reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 68% (Based on 42 reviews) | |
Performance and Reliability | Based on 56 Total Expert reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 79% (Based on 56 reviews) | |
Output Document Generation | Based on 45 Total Expert reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 77% (Based on 45 reviews) |
Email Marketing
Building and Personalizing Emails | Based on 76 Total Expert reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically | 79% (Based on 76 reviews) | |
Sending Outbound Emails | Based on 71 Total Expert reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending. | 84% (Based on 71 reviews) | |
Manage Email Deliverability | Based on 73 Total Expert reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | 79% (Based on 73 reviews) | |
Automated Email Responses | Based on 69 Total Expert reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores | 80% (Based on 69 reviews) |
Online Marketing
Landing Pages and Forms | Based on 61 Total Expert reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. | 74% (Based on 61 reviews) | |
Dynamic Content | Based on 66 Total Expert reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | 77% (Based on 66 reviews) | |
A/B Testing | Based on 56 Total Expert reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | 69% (Based on 56 reviews) | |
Mobile Optimized | Based on 61 Total Expert reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages. | 72% (Based on 61 reviews) | |
Search Tracking and Optimization | Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. This feature was mentioned in 47 Total Expert reviews. | 68% (Based on 47 reviews) |
Lead Management
Marketing Lead Database | Based on 62 Total Expert reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. | 84% (Based on 62 reviews) | |
Data Quality Management | Based on 60 Total Expert reviews and verified by the G2 Product R&D team. Data quality consists of deduplication, cleansing, and appending your marketing database. | 75% (Based on 60 reviews) | |
Segmentation | Based on 57 Total Expert reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. | 81% (Based on 57 reviews) | |
Lead Scoring and Grading | Based on 51 Total Expert reviews and verified by the G2 Product R&D team. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. | 74% (Based on 51 reviews) | |
Lead Nurturing | Based on 60 Total Expert reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. | 84% (Based on 60 reviews) | |
Online Behavior Tracking | Based on 47 Total Expert reviews. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | 74% (Based on 47 reviews) | |
Automated Alerts and Tasks | Based on 59 Total Expert reviews and verified by the G2 Product R&D team. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | 86% (Based on 59 reviews) | |
CRM Lead Integration | Based on 59 Total Expert reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system. | 84% (Based on 59 reviews) |
Campaign Management
Program Management | See feature definition | Based on 57 Total Expert reviews and verified by the G2 Product R&D team. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | 80% (Based on 57 reviews) |
Event / Webinar Marketing | Based on 53 Total Expert reviews and verified by the G2 Product R&D team. Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. | 77% (Based on 53 reviews) | |
Calendaring | Based on 45 Total Expert reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. | 71% (Based on 45 reviews) | |
Budgeting | Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. This feature was mentioned in 43 Total Expert reviews. | 68% (Based on 43 reviews) |
Social
Social Listening | Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. 44 reviewers of Total Expert have provided feedback on this feature. | 62% (Based on 44 reviews) | |
Social Sharing | Based on 60 Total Expert reviews and verified by the G2 Product R&D team. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | 73% (Based on 60 reviews) | |
Social Campaigns | Based on 49 Total Expert reviews and verified by the G2 Product R&D team. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | 72% (Based on 49 reviews) | |
Social Media Engagement | Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. This feature was mentioned in 50 Total Expert reviews. | 70% (Based on 50 reviews) | |
Social Media Advertising | Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time 43 reviewers of Total Expert have provided feedback on this feature. | 63% (Based on 43 reviews) |
Reporting & Analytics
Basic Reporting | Based on 68 Total Expert reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. | 76% (Based on 68 reviews) | |
Web Analytics | Based on 53 Total Expert reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | 65% (Based on 53 reviews) | |
ROI Analytics | Based on 49 Total Expert reviews and verified by the G2 Product R&D team. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. | 69% (Based on 49 reviews) | |
Revenue Analytics | Based on 46 Total Expert reviews and verified by the G2 Product R&D team. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. | 69% (Based on 46 reviews) | |
SEO / Keyword Analytics | Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. This feature was mentioned in 45 Total Expert reviews. | 62% (Based on 45 reviews) |
Loan Services
LOS Integration - Mortage CRM | Easily integrates with loan origination solutions 49 reviewers of Total Expert have provided feedback on this feature. | 86% (Based on 49 reviews) | |
Alerts - Mortgage CRM | Facilitates the creation and maintenance of relevant notifications for important dates This feature was mentioned in 45 Total Expert reviews. | 83% (Based on 45 reviews) | |
Lender Relationship - Mortgage CRM | Based on 45 Total Expert reviews. Facilitates communication and relationship nurturing between lenders and loan officers | 82% (Based on 45 reviews) | |
Compliance - Mortgage CRM | Facilitates or integrates with tools that ensure loan compliance This feature was mentioned in 43 Total Expert reviews. | 79% (Based on 43 reviews) |
Client Management
Contact Management - Mortgage CRM | Based on 47 Total Expert reviews. Stores and manages contacts, leads, and prospects | 85% (Based on 47 reviews) | |
Real Estate CRM - Mortgage CRM | As reported in 45 Total Expert reviews. Organizes prospect and client pipelines to align with loan and real estate requirements | 83% (Based on 45 reviews) | |
Email Marketing Automation - Mortgage CRM | As reported in 50 Total Expert reviews. Automates email or other marketing campaign efforts | 87% (Based on 50 reviews) |
Content
Automation | As reported in 27 Total Expert reviews. Automates some or all operation related tasks | 82% (Based on 27 reviews) |
Platform Additional Functionality
Pre-Built Connectors | Provides useful pre-defined data connections to important external systems and applications. This feature was mentioned in 20 Total Expert reviews. | 72% (Based on 20 reviews) | |
Dashboard | Has a centralized dashboard for users to interact with 27 reviewers of Total Expert have provided feedback on this feature. | 76% (Based on 27 reviews) | |
Cloud | As reported in 20 Total Expert reviews. Provides a cloud based version of the platform | 78% (Based on 20 reviews) | |
Mobility | As reported in 23 Total Expert reviews. Is accessible from a mobile device and by users on the go. | 69% (Based on 23 reviews) | |
Messaging | Based on 21 Total Expert reviews. Contains in-application messaging abilities | 79% (Based on 21 reviews) |
Platform Reporting and Analytics
Reporting | Provides analytics tools that reveal important business metrics and track progress. This feature was mentioned in 26 Total Expert reviews. | 65% (Based on 26 reviews) | |
Forecasting | As reported in 18 Total Expert reviews. Provides sales forecasting and modeling capabilities based on historical data. | 66% (Based on 18 reviews) |
Customer Support
Customer Support Portal | A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more. 24 reviewers of Total Expert have provided feedback on this feature. | 76% (Based on 24 reviews) | |
Knowledge Base | An information repository for customers to get self-service answers to their questions. 23 reviewers of Total Expert have provided feedback on this feature. | 80% (Based on 23 reviews) | |
Support Analytics | Allows users to conduct analysis on support activities. This feature was mentioned in 22 Total Expert reviews. | 72% (Based on 22 reviews) |
Marketing Automation
Campaign Management | Provides email marketing campaign management functionality. 26 reviewers of Total Expert have provided feedback on this feature. | 79% (Based on 26 reviews) | |
Lead Management | Contains lead tracking and management capabilities. This feature was mentioned in 25 Total Expert reviews. | 78% (Based on 25 reviews) | |
Marketing Analytics | As reported in 27 Total Expert reviews. Contains analysis tools to provide insights on marketing campaign effectiveness. | 77% (Based on 27 reviews) |
Sales Force Automation
Pipeline Management | As reported in 21 Total Expert reviews. Manages sales pipelines from prospecting to close. | 74% (Based on 21 reviews) | |
Task Management | Manages sales force tasks, assigning tasks and distributing work. This feature was mentioned in 22 Total Expert reviews. | 80% (Based on 22 reviews) |
