Sign in
Categories
Your Saved List Become a Channel Partner Sell in AWS Marketplace Amazon Web Services Home Help

Total Expert

Total Expert | 1

Reviews from AWS Marketplace

0 AWS reviews
  • 5 star
    0
  • 4 star
    0
  • 3 star
    0
  • 2 star
    0
  • 1 star
    0

External reviews

119 reviews
from G2

External reviews are not included in the AWS star rating for the product.


    Financial Services

Great platform & customization with great customer service!

  • August 09, 2022
  • Review provided by G2

What do you like best about the product?
Very dynamic, customizable systems with integrations, updates & great customer service! Big fans of Total Expert with our business
What do you dislike about the product?
There are some wires that get crossed occasionally w/ the system, but usually can always figure it out with the support team!
What problems is the product solving and how is that benefiting you?
Uniting multiple systems & integrations in one place for CRM


    Mackenzie H.

Total Expert has been a great platform to use for our sales teams!

  • August 09, 2022
  • Review verified by G2

What do you like best about the product?
Social tools - connecting with integration feature is super helpful, and includes automation which the sales team uses a lot for LinkedIn for engagement purposes
What do you dislike about the product?
Data (contact) workflow/less integration tool settings (Instagram). I was not apart of the implementation process, so there was a lot of errors we noticed - however, we were able to connect with TE for support on what features needed to be turned off, etc.
What problems is the product solving and how is that benefiting you?
Data contact clean-up; The TE team has been extremely responsive and helpful with cleaning up several contacts for us using a bulk process. We meet weekly to engage in how the process is going and I finally feel like we're all on the same page.


    Financial Services

TE

  • June 14, 2022
  • Review provided by G2

What do you like best about the product?
Automation makes releasing new marketing materials easy and clean. It gives our loan officers the power to take control of their marketing.
What do you dislike about the product?
Sometimes the new features have a lot of bugs. The support team via chat is not the most informed.
What problems is the product solving and how is that benefiting you?
TE let's our employees get in front of customers without any extra effort. It also provides an excellent platform for all marketing materials.


    Financial Services

Total Expert makes marketing and contact management approachable and doable for sales teams.

  • June 14, 2022
  • Review verified by G2

What do you like best about the product?
Total Expert (TE) is the optimal platform for marketing material and contact management. In an industry where every salesperson is a manager of their own business, TE delivers marketing teams of financial organizations the ability to easily manage and create marketing assets and a database management tool. The UX is overall very good and provides all the basic tools for a salesperson to manage and market to their database. Integrations such as Facebook, BombBomb, Mortgage Coach, MBS Highway, and more makes it easy to centralize all the marketing tools our teams are using.
What do you dislike about the product?
TE is a great tool for beginner to moderate users. For advanced CRM users, there are some pretty big gaps in terms of contact organization, reporting, and supporting non-retail mortgage teams. The lack of a "shark tank" makes organization-level lead management difficult and account improvements (such as creating new marketing templates, lead app templates, advanced reporting) are somewhat prohibitive to create due to cost. TE checks 8/10 boxes though and is an amazing tool.
What problems is the product solving and how is that benefiting you?
TE helps us to offer a robust marketing asset collection to our retail sales team and provides integrations with necessary sales platforms like our LOS and POS.


    Tara S.

Full circle marketing at best!

  • June 13, 2022
  • Review verified by G2

What do you like best about the product?
The ease of this robust system and continued efforts to improve.
What do you dislike about the product?
The implementation and engagement from users other than marketing is somewhat challenging for late adopters.
What problems is the product solving and how is that benefiting you?
Deploying personalized marketing with a few touches of a button. This system has saved us countless design hours.


    Bryan U. C.

THE Tool for mortgage and banking automation

  • June 13, 2022
  • Review verified by G2

What do you like best about the product?
Ability to communicate to our customers no matter the business channel.
What do you dislike about the product?
It's a big system and customization can be challenging during implementation.
What problems is the product solving and how is that benefiting you?
Serve our customers with relevant timely information based on their interactions.


    Financial Services

Easy to use

  • June 13, 2022
  • Review provided by G2

What do you like best about the product?
The ability to automate communication to customers and partners.
What do you dislike about the product?
Reporting ability and ability to see the entire organization at a higher lever.
What problems is the product solving and how is that benefiting you?
LO engagement


    Amber W.

Amazing implementation and continued support

  • June 13, 2022
  • Review verified by G2

What do you like best about the product?
We love the automated campaigns and ability to post content directly to Social Media.
What do you dislike about the product?
We would like to have more design control with Lead Capture apps. Especially to add fields we may want to pull into TE
What problems is the product solving and how is that benefiting you?
Our biggest win with Total Expert is the Complaince aspect. We have approved content and can run reports on Unsubscribed contacts and social media posts.
Recommendations to others considering the product:
I would recommend having a strong admin and marketing team participate in the implementation.


    Financial Services

Truly a game changer

  • June 13, 2022
  • Review verified by G2

What do you like best about the product?
Being able to have automated marketing for our loan officers is so key!
What do you dislike about the product?
There are some disconnects when it comes to the support service in TE.
What problems is the product solving and how is that benefiting you?
Automated and easy marketing!


    Alex D.

Delivering Top of the Line Expert Content While Keeping Personal Touch

  • June 13, 2022
  • Review verified by G2

What do you like best about the product?
I love that journeys can be customized to your needs and what your borrowers needs are. Focus view helps our team stay concentrated day to day on the most important tasks at hand.
What do you dislike about the product?
Administration training can be tough at first and a lot to take in. Continuously logging into the system enables you to develop comfort and knowledge with the platform.
What problems is the product solving and how is that benefiting you?
Focused view keeps our team engaged day to day with borrowers they can touch base with. Focusing on what matters help keep them prioritized on where they can win
Recommendations to others considering the product:
Comparing Total Expert to other top industry leading CRM's do not compare to their expertise