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Total Expert Announces Salesforce Integration #contactcenterworld "Modern financial institutions using Salesforce are often still missing out on a personalized and humanized customer journey that hits the mark for financial consumers," said Joe Welu, founder and CEO of Total Expert. "Because Total Expert is purpose-built for marketing and customer engagement for financial services, this integration fills the gap for banks and lenders, giving them what they need to authentically connect with customers. Salesforce customers now have a financial services-specific customer engagement and marketing tool chest to forge rock-solid relationships, accelerate their pipeline with actionable data, and build financial relationships that last a lifetime." The integration provides access to Total Expert’s curated library of approved and compliant marketing materials and campaigns directly in Salesforce so that customer-facing teams can deliver the right message to the right customer at the right time. hts, not guesswork. Additionally, customer contact, account, and loan data will offer personalized borrower experiences, like loan status and post-close journeys, all on behalf of the loan officer. "Salesforce is a robust platform designed for business in all industries. The Total Expert integration quickly delivers industry-specific capabilities modern financial companies need with fast time to market and low dependency on already overburdened IT teams," said Josh Lehr, director of technology alliances at Total Expert. "Taking advantage of Total Expert directly inside Salesforce gives financial brands and their customer-facing teams a marketing edge to level-up engagement strategies, and truly grow and retain their books of business." #contactcenterworld Posted by Veronica Silva Cusi, news correspondent Date Posted: Tuesday, July 20, 2021 About ContactCenterWorld.com ContactCenterWorld.com is the world's premier on-line resource for the call and contact center industry. This article is one of hundreds available on-line to registered members. Our resource is updated every working day and includes content from every corner of the world. If you are not a registered member go to www.ContactCenterWorld.com and register today. |