Total Expert

Based on user reviews, the following recommendations emerge for Total Expert:

• It is important to understand the platform before implementation and to train the sales force.
• Attend a webinar or request a demo to gain a better understanding of Total Expert.
• A strong admin team and marketing team are recommended for successful implementation.
• Total Expert surpasses other CRM platforms in expertise according to users.
• Be clear about goals and open to ideas when using Total Expert.
• Use Total Expert as both a CRM and marketing platform to reduce integration needs.
• Have a dedicated person or team to manage the CRM for better utilization and ROI.
• CRM experience and a dedicated 'expert' on the Total Expert team are emphasized by users.
• Automation and basic CRM functionality, as well as rich marketing, have great potential in Total Expert.
• Set up a strong internal team and strategy for success with Total Expert.
• Consider additional features and integrations to enhance the experience with Total Expert.
• Total Expert is recommended as the ideal platform for the mortgage/loan industry.
• Total Expert is recommended for mortgage or banking CRM needs due to its pre-built verbiage and custom feature capabilities.
• Try the product before making a purchase decision.
• Commit a significant amount of time each day to utilize the system and integrate users effectively.
• Total Expert is recommended for any organization in need of a Mortgage Marketing CRM solution.
• Follow Total Expert's best practices for optimal results.
• Attend a conference related to Total Expert to gain further insights.
• Take initiative with the Loan Officer to avoid delays in implementation and deployment of Total Expert.
• Explore integration alternatives with CRM tools or implement internal solutions to maintain customer contact effectively.
• Total Expert is considered an optimal marketing tool for any company or finance business due to its ease of implementation, stability, and resources for growth.
• For real estate, banking, and credit organizations, Total Expert's powerful tools make it highly recommended, although it may not be suitable for small businesses due to its high cost.
• Total Expert is praised as a powerful all-in-one platform for marketing, sales, CRM, and co-marketing with great automation capabilities.
• Document conversations and have a dedicated team of admins for a successful rollout, along with ongoing training for the sales field.
• Total Expert is mentioned as a free CRM option when working with the right loan company.