Total Expert Logo
Total Expert Logo
Total Expert Inc.

Total Expert

Composite Score
6.7 /10
CX Score
6.5 /10
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In Partnership With SelectHub

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Category
Total Expert
6.7 /10

What is Total Expert?

Total Expert is an experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.

Company Details

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Total Expert Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Total Expert.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

81 Likeliness to Recommend

88 Plan to Renew

63 Satisfaction of Cost Relative to Value


Emotional Footprint Overview

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Emotional Footprint Overview

Product Experience:
75%
Negotiation and Contract:
73%
Conflict Resolution:
77%
Strategy & Innovation:
73%
Service Experience:
77%

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+74 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Total Expert?

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0% Negative
37% Neutral
63% Positive

Pros

  • Caring
  • Respectful
  • Client Friendly Policies
  • Fair

Feature Ratings

Average 81

Customer Journey Modelling

91

Mobile Marketing Management

88

Marketing Project Management

84

Email Marketing Automation

82

Marketing Asset Management

80

Marketing Analytics

80

Multivariant Testing

75

Social Media Marketing Management

72

Vendor Capability Ratings

Average 80

Ease of Implementation

88

Quality of Features

87

Usability and Intuitiveness

84

Ease of Customization

83

Breadth of Features

83

Ease of Data Integration

81

Availability and Quality of Training

80

Business Value Created

79

Vendor Support

79

Product Strategy and Rate of Improvement

78

Ease of IT Administration

65

Total Expert Reviews

Rene S.

  • Role: Information Technology
  • Industry: Transportation
  • Involvement: IT Leader or Manager
Validated Review
Verified Reviewer

Submitted Sep 2022

My evaluation, test ride of this CRM was WOW!

Likeliness to Recommend

10 /10

What differentiates Total Expert from other similar products?

Ease of use, deployment, configuration. Visually pleasing, modern interface focused.

What is your favorite aspect of this product?

Visually pleasing way areas are organized. Simple, clean.

What do you dislike most about this product?

Not as robust and complete as Microsoft Dynamics 365 with its native integration with Outlook.

What recommendations would you give to someone considering this product?

Start with this product for easy solution that likely achieves the same results as the big expensive products.

Pros

  • Saves Time
  • Effective Service
  • Efficient Service
  • Caring
  • Role: Operations
  • Industry: Manufacturing
  • Involvement: End User of Application
Validated Review
Anonymous Reviewer

Submitted Sep 2022

Fantastic

Likeliness to Recommend

10 /10

Pros

  • Continually Improving Product
  • Reliable
  • Enables Productivity
  • Trustworthy

Muhammad Usman S.

  • Role: Operations
  • Industry: Manufacturing
  • Involvement: Vendor Management and Renewal
Validated Review
Verified Reviewer

Submitted Sep 2022

Fantastic product

Likeliness to Recommend

10 /10

What differentiates Total Expert from other similar products?

Innovation

What is your favorite aspect of this product?

Experience

What do you dislike most about this product?

Bad decision

What recommendations would you give to someone considering this product?

Use the expert level strategy

Pros

  • Reliable
  • Enables Productivity
  • Efficient Service
  • Effective Service