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

Lauri S.

  • Role: Sales Marketing
  • Industry: Finance
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Sep 2022

Great marketing operations system, but a few bugs

Likeliness to Recommend

7 /10

What differentiates Total Expert from other similar products?

They have a more robust functionality and a cleaner user interface.

What is your favorite aspect of this product?

It is extremely agile to fit nearly any journey conditions you could want to built into an automated customer workflow.

What do you dislike most about this product?

They charge you for many of the new modules they're adding and their integration support isn't very helpful when something goes wrong.

What recommendations would you give to someone considering this product?

If you're looking for a platform that is very adaptable to your customer workflows in mortgage, this is it! If you have a team that is able to build out a content library and you want to completely customize your CRM/MOS, Total Expert can check a lot of your boxes!

Pros

  • Performance Enhancing
  • Unique Features
  • Respectful
  • Friendly Negotiation

Cons

  • Less Efficient Service
  • Less Effective Service
  • Wastes Time

Ramzy J.

  • Role: Information Technology
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Aug 2022

Total expert is a well-known CRM.

Likeliness to Recommend

9 /10

What differentiates Total Expert from other similar products?

The ability to customize everything. We can build so much that is company-specific, that permits us to keep everything on brand. At a similar time, we can utilize their custom content and customize that as well. We ne’er run out of options. I prefer the big amounts of engagement resources offered to Admins and also the support that we’ve available to us. Alternative CRM platforms that I’ve worked with don’t seem to be as useful on this side or charge loads extra for it.

What is your favorite aspect of this product?

I like the ease of use and how in-depth total skill is. They have created it incredibly simple to communicate with shoppers through journies and email marketing. I conjointly relish that we can transmit print items directly through the system. With their seamless integration with LQB, our clients can have fastly updated profiles.

What do you dislike most about this product?

NOTHING! There’s nothing that I dislike, perhaps the cost, however, after you see what Total expert can do you understand the price and it’s utterly justified! There’s nothing this CRM can’t do! And that they are adding additional each day! I get excited about the releases.

What recommendations would you give to someone considering this product?

I like that journeys can be customized to your wants and what your borrower’s needs are. Focus view helps our team keep targeted day to day on the foremost necessary tasks at hand. I like to recommend it to others.

Pros

  • Helps Innovate
  • Reliable
  • Trustworthy
  • Unique Features

Romi M.

  • Role: C-Level
  • Industry: Technology
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Jul 2022

Super intuitve and very useful

Likeliness to Recommend

7 /10

What differentiates Total Expert from other similar products?

Built for real estate

What is your favorite aspect of this product?

Intuitive and easy to get started

What do you dislike most about this product?

Lots of areas that can be improved including customer journey mapping

What recommendations would you give to someone considering this product?

Start and see

Pros

  • Performance Enhancing
  • Trustworthy
  • Client Friendly Policies
  • Generous Negotitation