Salesforce Financial Services Cloud vs. Total Expert

- Gives me easy visibility to all the opps and contacts for a customer - The way our SF is configured I feel has TOO much on the page and makes finding whats needed difficult or too time consuming

Incentivized

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

• Organization.
• Tracking.
• User friendly.

Incentivized

• Database
• Customer Service is pretty good
• Mass emailing

Incentivized

• UI
• More intuitive click paths

Incentivized

• 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

It does its job but could be better. I think it all comes down to each business configuration of the platform.

Incentivized

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

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

• Helped track everything in one place.

Incentivized

• Increased engagement with prospects
• Increased engagement with realtors
• Increased reach with realtors and clients

Incentivized