Minneapolis, MN, USA, July, 2021 -- Total Expert, a customer experience platform purpose-built for modern financial institutions, announced Total Expert for Salesforce, an integration to enable marketing and customer engagement on behalf of customer-facing teams, such as advisors, loan officers, and personal bankers. Total Expert for Salesforce--now available for easy and instant download on the Salesforce AppExchange--ensures banks and lenders who’ve already invested in Salesforce for CRM can orchestrate a lifelong customer journey hyper-personalized for financial consumers.
"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.
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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."
Posted by Veronica Silva Cusi, news correspondent
About Total Expert:
Total 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.
Salesforce.com delivers software-as-service offering a family of on demand solutions for integrated sales force automation, campaign management, customer service and support, and document and file management to help companies meet the complex challenges of global customer communication. The company has introduced sforce, a new service that will change how applications are built as significantly as salesforce.com changed how applications are delivered.
Published: Tuesday, July 20, 2021
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