The Modern Growth Engine for Financial Services

Add a purpose-built sales and marketing toolbox to drive growth and increase retention without extra development costs.

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Total Expert for Salesforce provides your team with a content library of compliant print and social assets, co-marketing tools, a realtor referral program, and real-time customer insights. This seamless integration boosts efficiency and production—leading to stable growth and increased Salesforce adoption rates.

Increased Customer Engagement

Fill the gaps in your marketing communications

Gain a better understanding of your customers’ needs and intentions to engage them at critical moments in their financial journey and become the partner they’ll turn to when it’s time to make important financial decisions.

Customer Intelligence

Leverage built-in alerts to create deal flow and stop opportunities from slipping away. Know the moment a customer or borrower experiences a life event or signals intent to make a major financial decision so you can reach out when it matters most.


Included in Full Suite and Customer Intelligence Suite

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Develop deeper relationships with every interaction by giving your team immediate access to fully customizable content templates created by industry experts and proven to drive more impact and meaningful engagements with customers and leads. 


Included in Full Suite and Marketing Suite

Co-marketing tools icon

Tap into your professional network and create engaging co-marketing campaigns that expose your brand and products to new audiences with RESPA-compliant rate flyers, single-property websites, and emails


Included in Full Suite and Marketing Suite

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Combine data and insights from across your tech stack to deliver sales and marketing communications that resonate with customers and leads no matter where they are on their financial journey.


Included in Full Suite

See Total Expert for Salesforce in action

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Seamless Customer Experiences

Drive growth and win customers for life

Unlock the full potential of your Salesforce CRM by syncing contact details with Total Expert’s engagement data to create more dynamic customer profiles that fuel personalized communications and deliver greater impact with every interaction. 

Increase engagement

Automate your sales and marketing communications to connect with contacts at critical milestones—or keep them engaged with relevant content until they’re ready to make their next big financial decision.

Access all your data, all in one place

Push contacts, accounts, and financial information from Salesforce to Total Expert—then share engagement data for those contacts and accounts from Total Expert to Salesforce.

Boost productivity

View and access Total Expert engagement activity directly in Salesforce; empowering your team to personalize and tailor communications without having to manage two different platforms.

Find the right tools to grow your business

Choose the Total Expert for Salesforce suite that fits your organization’s specific needs. Pricing is based on the suite selected, the number of Salesforce users you want to access our purpose-built tools, and the number of contacts in your database you would like to monitor with Customer Intelligence.

Data Sync Customer Intelligence Content Library Co-Marketing Intelligent Automation

Full Suite

Customer Intelligence Suite
Marketing Suite

System Connector Only

Contact us to learn more