In our Product Showcase Series, we’re diving into the specific features and functionality of Total Expert’s financial services technology platform to show you how we can help increase customer engagement, drive greater deal flow, and close more loans.
Total Expert for Salesforce Demo
This 2-minute video will give you a high-level overview of the Total Expert for Salesforce pre-built integration. See how a user can work directly within Salesforce to take advantage of Total Expert’s complementary purpose-built features. From profile enrichment to managing compliant marketing assets, users increase engagement and adoption of Salesforce as they grow pipeline, increase retention, and build their local referral network.