Salesforce Agentforce Financial Services vs. Total Expert

Salesforce Agentforce Financial Services

Salesforce Agentforce Financial Services

40 Reviews and Ratings

Total Expert

Total Expert

2 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Agentforce Financial Services	Score 8.4 out of 10	N/A	The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…	$300 per month billed annually per user
Total Expert	Score 9.8 out of 10	N/A	Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike CRM systems and marketing tools built to serve multiple industries, Total Expert focuses on the unique needs of financial…	N/A

Pricing

Salesforce Agentforce Financial Services

Total Expert

Editions & Modules

Sales: $300
per month billed annually per user
Service: $300
per month billed annually per user
Sales and Service: $325
per month billed annually per user
Einstein 1 for Sales and Service: $700
per month billed annually per user

No answers on this topic

Offerings

Pricing Offerings
Agentforce Financial Services	Total Expert
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Salesforce Agentforce Financial Services	Total Expert

Best Alternatives
	Salesforce Agentforce Financial Services	Total Expert
Small Businesses	Affinity CRM Score 9.2 out of 10	Affinity CRM Score 9.2 out of 10
Medium-sized Companies	No answers on this topic	No answers on this topic
Enterprises	No answers on this topic	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Salesforce Agentforce Financial Services	Total Expert
Likelihood to Recommend	5.0 (2 ratings)	10.0 (1 ratings)
Usability	5.0 (1 ratings)	- (0 ratings)

User Testimonials
	Salesforce Agentforce Financial Services	Total Expert
Likelihood to Recommend	Salesforce Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too. Verified User Anonymous Read full review	Total Expert It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings. Incentivized John Geanakos Mortgage Loan Originator Read full review
Pros	Salesforce Ease of use Reporting Customisation Incentivized Verified User Anonymous Read full review	Total Expert Database Customer Service is pretty good Mass emailing Incentivized John Geanakos Mortgage Loan Originator Read full review
Cons	Salesforce Automation. There is room to automate certain processes that require manual executions. Implementation. It is hard and requires a 3rd party to help to implement which is costly. Incentivized Oscar Elizondo Espinosa Client Specialist Read full review	Total Expert To create co-branded material without having to have realtor opt-in first Home flyers are difficult to use. List reports is much easier Incentivized John Geanakos Mortgage Loan Originator Read full review
Usability	Salesforce It does its job but could be better. I think it all comes down to each business configuration of the platform. Incentivized Verified User Anonymous Read full review	Total Expert No answers on this topic
Alternatives Considered	Salesforce We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company. Incentivized Verified User Anonymous Read full review	Total Expert Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss Incentivized John Geanakos Mortgage Loan Originator Read full review
Return on Investment	Salesforce Positively helpful with targets Motivating and encouraging Helpful with figures Verified User Anonymous Read full review	Total Expert Increased engagement with prospects Increased engagement with realtors Increased reach with realtors and clients Incentivized John Geanakos Mortgage Loan Originator Read full review
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