
In Partnership With SelectHub

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
Book a Free Demo Today!
See it in action with a free demo.
Click below to sign up on our partner's website.
In Partnership With SelectHub
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
- 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?
Pros
- Caring
- Respectful
- Client Friendly Policies
- Fair
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Customer Journey Modelling
Mobile Marketing Management
Marketing Project Management
Email Marketing Automation
Marketing Asset Management
Marketing Analytics
Multivariant Testing
Social Media Marketing Management
Vendor Capability Ratings
Ease of Implementation
Quality of Features
Usability and Intuitiveness
Ease of Customization
Breadth of Features
Ease of Data Integration
Availability and Quality of Training
Business Value Created
Vendor Support
Product Strategy and Rate of Improvement
Ease of IT Administration
Total Expert Reviews
Rene S.
- Role: Information Technology
- Industry: Transportation
- Involvement: IT Leader or Manager
Submitted Sep 2022
My evaluation, test ride of this CRM was WOW!
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
- Role: Operations
- Industry: Manufacturing
- Involvement: End User of Application
Submitted Sep 2022
Fantastic
Likeliness to Recommend
Pros
- Continually Improving Product
- Reliable
- Enables Productivity
- Trustworthy
Please tell us why you think this review should be flagged.

Muhammad Usman S.
- Role: Operations
- Industry: Manufacturing
- Involvement: Vendor Management and Renewal
Submitted Sep 2022
Fantastic product
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
Get Instant Access<br>to this Report
Get Instant Access
to this Report
Unlock your first report with just a business email. Register to access our entire library.
© 2025 SoftwareReviews.com. All rights reserved.
