Total Expert
Total ExpertReviews from AWS customer
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Total Expert has been a great platform to use for our sales teams!
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.
TE
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.
Total Expert makes marketing and contact management approachable and doable for sales teams.
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.
Full circle marketing at best!
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.
THE Tool for mortgage and banking automation
What do you like best about the product?
Very forward looking in their updates and offerings.
What do you dislike about the product?
Nothing has changed. Still very much a great partner.
What problems is the product solving and how is that benefiting you?
Serve our customers with relevant timely information based on their interactions.
Easy to use
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
Amazing implementation and continued support
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.
Truly a game changer
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!
Empowers Loan Officers with Seamless Automation
What do you like best about the product?
I appreciate Total Expert for being a very user-friendly platform that offers a seamless experience from beginning to end, which benefits both marketers and loan officers. I can dive in as little or as much as I want, making it incredibly versatile. The platform enables my team to log in easily and obtain the materials they need to be successful. The ability to automate emails and messaging significantly enhances engagement with consumers, ensuring interactions occur at the right moment without requiring extensive manual input from loan officers. This automation helps streamline our processes and allows us to engage borrowers effectively throughout their journey. I also find the initial setup of Total Expert to be very easy. The invitation manager effectively organizes and executes the necessary steps to ensure a smooth launch for the team. With live onboarding, the entire process is seamless from start to finish, making it a great implementation overall.
What do you dislike about the product?
Because Total Expert takes such a forward approach to listen to their consumers there is nothing at this moment that I dislike about the system.
What problems is the product solving and how is that benefiting you?
I use Total Expert to empower loan officers by automating customer engagement, enhancing co-marketing relationships, and delivering insights through customer intelligence, ultimately retaining customers for life.
Recommendations to others considering the product:
Comparing Total Expert to other top industry leading CRM's do not compare to their expertise
Perfect platforms are unicorns!
What do you like best about the product?
The very best parts of Total Expert involve the customer experience. It's a flexible design that is consistent and easier to navigate. I appreciate that they are constantly innovating.
What do you dislike about the product?
Some of their roll outs are a bit slower than I would like.
What problems is the product solving and how is that benefiting you?
End to end customer experiences are what we are trying to solve for the next 36 months. Gathering clean first party data and using that data to elevate true brand experiences is one goal. Building brand trust through valued and relevant communication is another.
Recommendations to others considering the product:
Be very clear about your goals and be open to ideas.
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