TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Total Expert

    Score9 out of 10
    N/ATotal 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
    Total Expert
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Total Expert
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details—
    More Pricing Information
    Community Pulse
    Total Expert
    Considered Both Products
    Total Expert
    Chose 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 …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    User Ratings
    Total Expert
    Likelihood to Recommend
    10.0
    (1 ratings)
    User Testimonials
    Total Expert
    Likelihood to Recommend
    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
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    Pros
    Total Expert
    • Database
    • Customer Service is pretty good
    • Mass emailing
    Incentivized
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    Cons
    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
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    Alternatives Considered
    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
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    Return on Investment
    Total Expert
    • Increased engagement with prospects
    • Increased engagement with realtors
    • Increased reach with realtors and clients
    Incentivized
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