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News : Planet Home Lending Humanizes Marketing and Customer Engagement with Total Expert

#contactcenterworld

Minneapolis, MN, USA, June, 2021 -- Planet Home Lending, a national mortgage lender and servicer, announced implementation of Total Expert’s purpose-built CRM and customer engagement platform to increase loan officer productivity, transform marketing and engagement efforts, and improve customer experiences.

Planet Home Lending will use the Total Experience Platform to access a single, 360-degree view of customer profiles, anticipate the financial needs of each customer, and engage them with the right message, at the right time.

With Total Expert, Planet Home Lending plans to scale more personalized customer engagement across its nationwide network of branches, helping loan officers provide more targeted, authentic outreach to new borrowers and existing customers.

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"With Total Expert, our loan originators can strengthen relationships with prospects and customers by providing engaging messaging that's immediately relevant to them," said Planet Home Lending Chief Marketing Officer Jim McDonald. "Not only does this help our loan officers be more productive, but it helps move the origination process beyond the transaction and lays the foundation for a lifelong customer relationship. We retain servicing on the vast majority of our originations. Keeping in touch is critical, so the originator is engaged with that customer should they have a life event."

"Planet Home Lending is dedicated to providing the best possible experience for their customers. We're proud to be a technology partner that helps them accomplish that goal," said Sue Woodard, Chief Customer Officer at Total Expert. "We believe financial institutions have a responsibility to serve as trusted advisors to their customers, and we’re excited to join Planet Home Lending as they continue to partner with their customers on their financial journeys."

#contactcenterworld

Posted by Veronica Silva Cusi, news correspondent
Source: https://www.globenewswire.com


About Total Expert:
Company LogoTotal Expert Inc. provides the first modern, web based, enterprise-level sales and marketing software solution built specifically for mortgage and real estate. Sales, marketing, and compliance are aligned in a single system of record with tools including CRM, Marketing, and Co-marketing. Every marketing asset ever created, downloaded, or deployed is tracked with on-demand audit level reporting.
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Today's Tip of the Day - Customer Feedback

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Published: Monday, June 21, 2021

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2021 Buyers Guide Help Desk Software

 
1.) 
eGain Corporation

eGain CallTrack™
eGain CallTrack™ is a dynamic call tracking and case management solution that helps companies provide quick, high-quality, and cost-efficient resolution of customer issues across traditional and emerging interaction channels. It is one of the many innovative customer interaction products in eGain Solve™ suite, the unified customer engagement and knowledge management software suite, which helps businesses transform their traditional call centers into omnichannel customer engagement hubs. eGain CallTrack will enable you to track, manage and resolve cases and maintain service level agreements (SLA), across channels.

2.) 
Happitu

Happitu is your customer support team’s personal coach. It guides your team through every interaction with custom workflows, responsive scripting, and dynamic help topics.

Documentation in Happitu is automated, detailed, and consistent. Go beyond handle times and service levels with the rich insights of Happitu – from granular interaction data to aggregate data and trends – you get the complete CX journey!

We intentionally built the Happitu Workflow Designer with your customer support team in mind. Using our intuitive tools that provide quick and safe iteration, you eliminate the need to involve IT or Development. Yes, you will no longer have to dread submitting a change request to Devin from IT!

Try it free for 45 days!

3.) 
Knowmax

Knowmax
Knowmax is an omnichannel knowledge management platform. Our mission is to transform contact centers into resolution centers and drive customer self service.
The platform is an industry-agnostic enterprise-grade knowledge platform with components helping in easy findability of actionable information at the right time across the desired touchpoint.

4.) 
Nuxiba Technologies

CenterWare
Nuxiba's Help Desk Software is ideal for delivering top-level contact help desk services. It not only tailors to your existing technology resources but also allows you to set staff priorities that forward clients to the most knowledgeable agents.

Give personalized assistance, and analyze performance with our real-time monitoring, recording, and reports. Integrate Salesforce or VTiger CRM systems, be TCPA compliant, protect your cardholder's data during calls, and more!

Request a quote or demo today and start the journey to increase your first-contact resolution percentages in less than three months!

5.) 
OneDesk

OneDesk's software combines Helpdesk & Project Management into one application. No need to purchase, integrate and switch between applications. Your team can support your customers and work on projects in one place. Aimed at SMBs as well as departments at large enterprises, OneDesk is frequently used by project managers, customer service, IT, professional services and more. This easy-to-use, feature-rich, and highly configurable software can manage both ticket & task workflows.

6.) 
Teckinfo Solutions Pvt. Ltd.

ActivDesk Help Desk Software
ActivDesk Help Desk Software is an intelligent ticketing software for multi- channel customer interaction & engagement. It streamlines the entire ticket management process. With its SLA & escalation management, it enables your help desk to deliver enriching customer experience.
 

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