Best Software for 2025 is now live!
Product Avatar Image

Total Expert

Show rating breakdown
133 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Profile Type
Category

All Profiles

Profile Filters
Profile Type
Category

Profile Name

Star Rating

96
32
5
1
0

Total Expert Reviews

Review Filters
Profile Name
Star Rating
96
32
5
1
0
SM
Scott M.
12/05/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

Total Expert a program to manage commissions and administer marketing campaigns

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
VT
Viktor T.
11/23/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

Total Expert a platform with which you can create winning marketing campaigns

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
JW
Justin W.
Junior Consumer Marketing Manager at Philips
07/22/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

An application for Marketing Operating System.

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.

About

Contact

HQ Location:
St. Louis Park, Minnesota

Social

@TotalExpertInc

What is Total Expert?

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.

Details

Year Founded
2012