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Total Expert Reviews & Product Details - Page 12

Total Expert Overview

What is Total Expert?

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone, in any market. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through the AWS Marketplace and Salesforce AppExchange.

Total Expert Details
Product Website
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Product Description

Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.


Seller Details
Company Website
Year Founded
2012
HQ Location
St. Louis Park, Minnesota
Twitter
@TotalExpertInc
1,383 Twitter followers
LinkedIn® Page
www.linkedin.com
265 employees on LinkedIn®
Description

Total Expert is the purpose-built customer engagement platform trusted by more than
00 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.


RS
Overview Provided by:

Recent Total Expert Reviews

AJ
Alex J.Mid-Market (51-1000 emp.)
3.5 out of 5
"Solid CRM product"
Our CSM is wonderful! He's super helpful and always a pleasure to work with. I like the TE content emails and the co-marketing partner features.
TH
Tiffany H.Mid-Market (51-1000 emp.)
4.5 out of 5
"Best Full Circle CRM"
Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction...
David C.
DC
David C.Mid-Market (51-1000 emp.)
4.5 out of 5
"Great Tools for Mortgage Industry Marketing Team"
The simplicity of sending mass emails and the ability to create a database of marketing materials that users can use at thier own discretion.
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Total Expert Security
Get security information from Total Expert to help you buy the right software. View Security Information

Total Expert Media

Total Expert Demo - Dashboard View
Dashboard View in Total Expert
Total Expert Demo - Journey Creator
Deliver the right message through the right channel at the right time in your customers’ financial journey with intelligent automation.
Total Expert Demo - Focused View
Generate prioritized contact lists automatically based on business goals, enabling loan officers and relationship managers to have more efficient and meaningful conversations.
Play Total Expert Video
Play Total Expert Video
Play Total Expert Video
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Video Reviews

134 Total Expert Reviews

4.5 out of 5
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134 Total Expert Reviews
4.5 out of 5
134 Total Expert Reviews
4.5 out of 5

Total Expert Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Total ExpertQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Marketing and Advertising
AM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Total Expert?

Total expert is a one stop shop for our independent mortgage broker company. It has made contact with the consumer a breeze. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

The adoption of certain features are low and the help or advice is minimal. We would like more suggestions based on case studies and what other companies are doing successfully Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Communication.

The milestone emails are a favorite feature Review collected by and hosted on G2.com.

Verified User in Banking
EB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Total Expert?

Total Expert is a great tool that brings sales and marketing together adding value to the bottom line. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Total Expert is working hard to grow and expand its offering, but there has been lots of staffing changes that has causeed us disruption. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Total Expert has helped us manage our growth through the use of innovation. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Total Expert?

The ability to automate and help drive sales through our marketing campaigns. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

There is so much that can be done on the system that it can be overwhelming at times but it's great once you learn them! Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Bringing in custom fields to fit our business needs Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

Total Expert is an innovative marketing platform born to help drive the growth of financial services. One aspect that distinguishes Total Expert is that it is a perfect tool to help companies humanize customer relationships. With this platform, it is very easy to implement marketing strategies according to the needs required to ensure the success of users. The platform provides a large amount of resources that are perfect for managing the brand at an enterprise level, obtaining greater supervision, ensuring compliance with audits, which provides a clear vision for better decision making.

The service stands out for being web-based, it has very useful functions that allow from managing calendars, contacts, listings, websites, commissions, advertising emails among others. Its usability is very simple, since the interface has a very simple structure that allows users to work at all times with great agility to achieve their goals. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Your ability to make customization's can become quite limiting, as the software has very few customization options. This is really an aspect that I would like developers to take into account when executing improvements to Total Expert. One disadvantage of this service is that it is currently very difficult to obtain support support, as it is a rather slow running computer. Review collected by and hosted on G2.com.

Recommendations to others considering Total Expert:

Total Expert is a very optimal marketing tool to implement in any company or finance business, the service provides very good resources to boost the growth of your company, improve customer relationships and increase income, I recommend the service because it is very easy to implement, use and its operation is highly stable. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

In our financial company, Total Expert is a tool that has allowed us to greatly boost our marketing, enabling us to build customer relationships, increase revenue streams and drive growth for our brands. The service has really been very timely for our marketing team, as it has allowed us to tackle great challenges, we have been able to obtain practically instantaneous improvements and we can say that the service is very profitable for our business. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

Total Expert is a modern enterprise level marketing software that offers very important and really effective functions such as calendar management, commission management, website management and advertising mail, offers a very complete free version that allows the user to have a first experience with the operation of the application, includes excellent technical support during business hours, offers other alternative products such as RIO Genesis Office and Back Office GURU finally has a large storage space to handle really large databases Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Total Expert is a complex software and the learning curve is extremely high, the mobile applications still require a little more work to be really useful, cost of the plans offered by Total Expert are very expensive what can be a barrier for smaller organizations to decide to buy this software finally is not a useful tool to manage documents and manage leadership Review collected by and hosted on G2.com.

Recommendations to others considering Total Expert:

This software is a perfect solution for real estate, banking and credit organizations because it offers very powerful tools to manage all the financial part and at the same time manage all your marketing campaigns of your organization in one place this is one of the main reasons why I would recommend this program, I do not recommend this application for small businesses because it is a very expensive software Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Total Expert has provided us with many facilities and has allowed us to solve many problems such as commission management, calendars and advertising mailings, it has been of great help to create really innovative and effective marketing content through our customer database, it has also given us the opportunity to manage potential customers and increase our sales opportunities, we have acquired a lot of knowledge thanks to Total Expert and we have further improved all our services by meeting all the needs of our customers Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

In our organization, it is the first marketing platform that has given us real tools that improve customer participation by making it a business level one. It is the most efficient way to drive the growth of the company and our revenues, and it is also the perfect opportunity with which we can create potential customers for life considering that attracting and pleasing customers is a vital part of the growth of our financial services. With this platform we can implement a powerful modern and effective marketing strategy with the capacity of a modern and agile technology, and perfectly designed for us to navigate through the lines of business or with our marketing partners together Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

A negative aspect is the manual management of contacts, which must be entered into the platform one by one and eliminate if there are duplicates, which could be much easier and therefore would be more motivating, even we ignore this feature and continue to use it without any inconvenience to satisfy us of its powerful tools that provide a better business flow Review collected by and hosted on G2.com.

Recommendations to others considering Total Expert:

It is a powerful platform that gives results all in one, that is, you can use functions of marketing, sales, CRM, co-marketing and all with great possibility of automation, making its operation a very comfortable experience. It is the perfect solution for any company with which to cultivate prospects, staying with them by giving them a pleasant experience, through a series of automations throughout the process, and everything is possible from the moment the interaction begins. It is very easy to move within the market and innovate to obtain a better reputation, anticipating the growing expectations of the consumers with customized routes that continuously climb Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

All teams are now focused on how to be more efficient in managing the system at the enterprise level, feeding into this software for greater monitoring and compliance ready for real-time audits, allowing us to propose quick and reliable decisions. We break down the data silos to provide a clear view of all customers so we can put them at the center of our entire workflow. We scale up our business marketing and optimize our client's participation to improve the organization's main financial sources Review collected by and hosted on G2.com.

JW
Junior Consumer Marketing Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

Total Expert is a specific application and it provides a policy few different mixtures geared towards the actual property. The policy involves a way to design websites, lead buyer through a CRM, a compliance policy, and a marketing management system. The policy allows buyer-facing teams sales, marketing, and compliance to work cooperatively seamlessly to hand over marketing offensive and engagement that is material to each special buyer based on their step in life. Unlike established CRM systems and marketing instruments that were constructed to serve different industries, Total Expert focuses on the special needs of financial services organizations that must combine industry-specific data and applications to covey a cohesive buyer experience covering the whole buyer lifecycle. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

Total Expert software appears to lack some ability that would appear to be qualified in this type of CRM and its technology is unmoving fall behind some other challenger, and the turnaround on long-term combination can be very slow. I feel that there is a limited choice of post-secure gifts available, but the company has a road map and scheme to address this matter. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

We have had a superb experience with Total Expert and view them as a colleague in the success of our company. They are always looking for a method to stay forwards of the struggling with their technology and features to give our crew the advantage in the markets we provide. Review collected by and hosted on G2.com.

MJ
Senior Marketing Executive
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

There is no need to worry about product’s tracking and tagging in the market when Total Expert is there to hold these things. It’s not a fantastic software to mark the product price by comparing it with other brands but also provide a good client pivot to develop a business. All newbies can use this application without any hassle as this is the best application to store and save the data. Data is also protected with a codification and that should hold hidden. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

An amazing application in its domain for all types of commercial enterprises. Naught is as comfortable starting as this big storage box, but there might be more or less difficulty in sharing data initially, there must be some fast keys to cause an access so transfer rate would be more honest than in front. Again up gradation is a good way to promote this application for companies. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

What should I say about this beneficial application as this is the best software to provide a platform to clients for selecting their desired product by comparing and seeing reviews from other masses. Our study is just to establish it in the system and allocates the details, remaining work will be performed by this non-stop software. No any application is compatible with this in working. It provides a good way to communicate with people all over the world and the whole information is just a click away. Review collected by and hosted on G2.com.

JL
Data Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

Total Expert a fantastic application to build plans and then tracking that plans like a professional. It helps in promoting any product and provides the best comeback of that product. Clients feel easy to approach the marketplace and find flexible rates to the clauses. This software provides good price details by comparing it in the market. All business circles run with full strategic support. Client’s communication and project management are the primary purpose of this diligence. No one can deny its powerful effect on the economic system. A potent beginning of managing business details and implementing ideas to present more serious options. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

The working of this software depends on its complete installing. Make indisputable to a fast internet connection that will be helpful in its memory and further processing. A highly compatible software with good master skills, but there might be some issues with its speed. If storage is large then one has to wait for some time to get the desired file. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

Total Expert is the all-time favorite application to take online work and it offers the total support of our business set-up by making modified email and beautiful messages with attractive artwork for clients. Guests experience an approach to the website and can find easily what they desire. They are free to leave feedback and it aids us to improve our output. Business thoughts are different and unique based on marketplace movements. Review collected by and hosted on G2.com.

MW
Business Development Executive
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Total Expert?

Total Expert is a good tool to take care of business plans and product reviews whenever a product comes into the market. There are tools to customize emails and messages as well. It's over-views the production detail and provides the new ideas when and where to allocate a product in the marketplace. It aids in documentation and prepare the plan for assistance. Review collected by and hosted on G2.com.

What do you dislike about Total Expert?

This software is not less than any other application in function. There is a full range of features that supports a customer to a greater extent, but this application doesn’t take initiative to start anything itself. There is a lack of compatibility when the internet is slow. Review collected by and hosted on G2.com.

What problems is Total Expert solving and how is that benefiting you?

A good support system for my company as it has all the features to communicate with people. My clients can have easy access to the products and can see the rating that helps them to choose the best one for them. In that location are certain striking characteristics to customize email and use beautiful graphics for line cards. My full-time helper and manager is Total Expert. Review collected by and hosted on G2.com.