Total Expert

Frequently Asked Questions about Total Expert

Who are Total Expert?

Total Expert is a software company that specializes in providing a customer engagement platform tailored for financial services, particularly in the mortgage and banking sectors. The company aims to help organisations improve their customer relationships through effective communication and automation.

What are Total Experts products?

Total Expert offers a range of products focused on customer engagement, including a marketing automation platform, CRM tools, and compliance management solutions. Their products are designed to streamline communication with customers and enhance overall service delivery.

What services do Total Expert offer?

Total Expert provides several services, including customer relationship management, marketing automation, lead generation, and compliance support. These services are integrated into their platform to ensure a seamless experience for users.

What type of companies do Total Experts products suit?

Total Experts products are particularly suited for companies in the financial services sector, including banks, credit unions, and mortgage lenders. Their solutions are designed to meet the specific needs of these industries.

How much do Total Experts products cost?

The pricing for Total Experts products varies based on the specific services and features required by the user. It is recommended to contact Total Expert directly for a tailored quote based on individual business needs.

Does Total Expert offer a free trial?

Total Expert does not publicly advertise a free trial period. Interested users should reach out to their sales team to inquire about any available demonstration or trial options.

What discounts does Total Expert offer on their products?

Total Expert does not publicly list any specific discounts. However, potential clients are encouraged to discuss pricing and possible discounts during their initial consultation with the sales team.

Are there any hidden fees or additional costs with Total Expert?

Total Expert aims to be transparent with their pricing; however, additional costs may arise depending on customisation and integration requirements. It is advisable to clarify any potential extra costs during the sales process.

Who uses Total Experts products?

Total Experts products are primarily used by professionals within the financial services industry, including mortgage brokers, loan officers, and marketing teams within banks and credit unions.

What are the main features of Total Experts products/services?

Main features of Total Experts platform include customer relationship management (CRM), marketing automation, lead capture forms, compliance management tools, and analytics for tracking customer engagement.

How does Total Expert compare to its competitors?

Total Expert differentiates itself through its specific focus on financial services, offering tailored solutions that address the unique challenges of this sector. While competitors may provide broader marketing automation tools, Total Experts industry-specific features are a key selling point.

Is Total Experts platform easy to use?

Users generally find Total Experts platform user-friendly, with an intuitive interface that facilitates ease of navigation and functionality. Comprehensive training resources are available to assist new users.

How easy is it to set up Total Experts product or service?

The setup process for Total Experts products is designed to be straightforward, with guidance provided during the onboarding process. Support is available to assist with any challenges that may arise during initial setup.

Is Total Expert reliable?

Total Expert is recognised for its reliability, with a focus on providing consistent service and support to its users. The platform is built to handle the demands of the financial services industry.

Does Total Expert offer customer support?

Yes, Total Expert provides customer support through various channels, including email, phone, and online resources. Their support team is available to assist users with any inquiries or technical issues.

How secure is Total Expert’s platform?

Total Expert prioritises security, adhering to industry standards and regulations to protect user data. They implement various security measures to ensure the integrity and confidentiality of client information.

Does Total Expert integrate with other tools or platforms?

Yes, Total Expert offers integration capabilities with various third-party tools and platforms, allowing users to create a cohesive technology ecosystem tailored to their business needs.

Can I use Total Expert on mobile devices?

Total Experts platform is accessible via mobile devices, enabling users to manage their customer engagement efforts on the go, though the experience may vary based on device and browser compatibility.

What do users say about Total Expert?

Users generally report positive experiences with Total Expert, highlighting its industry-specific features and ease of use. Feedback often mentions the platforms effectiveness in enhancing customer engagement.

What are the pros and cons of Total Expert?

Pros: Industry-specific focus, user-friendly interface, comprehensive support, and strong security measures. Cons: Potentially higher costs for small businesses and limited visibility on discounts.

How can I purchase Total Expert’s services?

Interested customers can purchase Total Expert’s services by contacting their sales team directly through the website to discuss specific needs and obtain a pricing quote.

What is the cancellation or refund policy for Total Expert?

Total Expert’s cancellation and refund policies are detailed during the contract negotiation process. Customers are advised to review these terms carefully before committing to a service agreement.

What are the common use cases for Total Expert?

Total Expert is commonly used for lead management, customer engagement campaigns, compliance tracking, and marketing automation within the financial services sector.

Why choose Total Expert over other options?

Choosing Total Expert may be beneficial for businesses in the financial services sector due to its tailored solutions, industry-specific features, and dedicated customer support, which may not be as robust in more general marketing platforms.

How easy is it to set up Total Expert?

The setup process for Total Expert is designed to be user-friendly, with support available to assist clients in configuring the platform to meet their specific requirements.

Does Total Expert offer training or tutorials?

Yes, Total Expert provides training and tutorial resources to assist users in maximising the platforms capabilities, ensuring they can effectively utilise its features and functionalities.

What languages does Total Expert support?

Total Expert primarily operates in English. For specific inquiries regarding language support, it is recommended to contact their customer service team.

What problems does Total Expert solve?

Total Expert addresses challenges related to customer engagement, lead management, compliance, and marketing automation, specifically for entities operating in the financial services sector.

Is Total Expert worth the investment?

Whether Total Expert is worth the investment depends on the specific needs of the business. Companies within the financial services sector may find significant value in its tailored solutions and support.