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Co-marketing is typically the most important lead-gen channel for LOs, making it a key focus for driving LO adoption of Salesforce. The questions are: How can you help less-experienced LOs build healthy referral networks?
Data alone doesn’t generate value, and just getting your customer data into a CRM like Salesforce won’t drive ROI. Here are three keys to turning customer data into action that drives business value.
The 2023 Spring Platform Release adds new, purpose-built functionality and integrations to help modern financial institutions grow and sustain meaningful relationships with their customers and members.
Get a deeper look at how Total Expert can take your Salesforce deployment to the next level.
No matter the market conditions, you have the potential to capture more business from your existing contact database than you may realize.
See how Prosperity Home Mortgage, LLC added $141M to their bottom line by uncovering the ripe opportunities hiding in their database.
Total Expert has teamed up with AWS to enable customers and prospects to purchase their customer engagement platform directly through the AWS Marketplace.
Rave reviews by G2 users land Total Expert a “Leader” ranking for mortgage CRM for the second year in a row and a “High Performer” distinction in three other categories.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.
