Turning Customer Data Into Action
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.
Continue to expand your knowledge base with a go-to source for industry insights, expert analysis, and how-to guides.
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.
Learn more about Total Expert for Salesforce and how it can benefit your organization.
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.