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I will forever be their #1 fan
What do you like best about the product?
The ability to customize everything. We can make so much that is company-specific, which allows us to keep everything on brand. At the same time we can utilize their custom content and customize that as well. We never run out of options.
What do you dislike about the product?
NOTHING! There is nothing that I dislike, maybe the cost, but when you see what Total Expert can do you understand the cost and it is completely justified! There is nothing this CRM can't do! And they are adding more every day! I actually get excited about the releases.
What problems is the product solving and how is that benefiting you?
I can customize things for every LO in my company and make things single-person-specific if I want. Total Expert has also made it so much easier to stay in front of our customers and keep our finger on the pulse of what our customers want and need. Their custom reports help us see and understand each customer we contact.
Recommendations to others considering the product:
You won't be sorry if by going with Total Expert. This CRM blows everyone else away. There is no comparison. We had to have 2 CRMs before to do HALF of what Total Expert can do.
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The support team is amazing!
What do you like best about the product?
How quick the response time is really allows me to help out my LOs.
What do you dislike about the product?
Sometimes when the support ticket gets passed around from team to team, the communication sometimes slows down.
What problems is the product solving and how is that benefiting you?
Making MMC one of the first choices for our referral partners and clients.
What's Not to Like?
What do you like best about the product?
Total Expert's entire staff has been helpful from the very beginning! From the initial vetting process to implementation to ongoing support, they are there when you need them!
What do you dislike about the product?
My only wish is that they had a bigger library of available email campaign templates to choose from.
What problems is the product solving and how is that benefiting you?
We have gained the ability to onboarding our clients digitally, meeting a long-time need for our organization. It has also allowed us to more efficiently cross-sell our products throughout our client base.
Great Customer Service!
What do you like best about the product?
Open communication with the customer service team. They've been responsive. I'm a new user, so I don't know very well the features and benefits. I've been in touch with our Account Executive and the experience has been great.
What do you dislike about the product?
They have an extensive online library for self-study training. As a new user, I would prefer a online session with somebody who can provide experiences with the tool.
What problems is the product solving and how is that benefiting you?
To have a better tracking of the sales team and create better marketing campaigns.
Recommendations to others considering the product:
I don't have anything to say yet. I'm a new user.
Total Expert Changes the Marketing Game
What do you like best about the product?
I love the ability to be able to store and organize marketing pieces and categories!
What do you dislike about the product?
Just the connection between your loan origination system and Total Expert takes a bit of work.
What problems is the product solving and how is that benefiting you?
We aren't having problems but have realized getting artifacts in the hands of our origination team.
Total Expert
What do you like best about the product?
Intuitive UI, tools, and upgraded email builder
What do you dislike about the product?
Some quirks with the campaign builder. A few limitations keeping track of emails within the email stats.
What problems is the product solving and how is that benefiting you?
Creating professional-looking email content easily shareable etc.
Recommendations to others considering the product:
Get it. It's good stuff 👍
Total Expert Works For Me
What do you like best about the product?
One of the reasons I like Total Expert is you can dive in and keep things simple or get really complex depending on your needs.
What do you dislike about the product?
Because of its complexity, you sometime don't know where to start or where to find a resource that explains your question.
What problems is the product solving and how is that benefiting you?
We are using TE to automate communications at key milestones with our customers. TE has allowed us to address our problems and helped us when we have a roadblock.
Total Expert Admin/User for 1+ year
What do you like best about the product?
It feels like Total Expert is not an out-of-the-box product, but more configurable to our needs. This can be a blessing and headache at times, but it feels like they are working to make more integrations and configurations available to the user as needed. Total Expert allows for journey builds that are useful for reaching our prospects in a very timely/circumstantial case-by-case scenario helping us reach better segmented audiences. It's nice to have a lot of support channels available.
What do you dislike about the product?
The interface feels clunky or rushed to market. Things get held up/frozen/lost from time to time causing work to take longer than any other CRM I've used in any industry. Emails almost never save correctly causing us to work harder to figure out workarounds than actually working on figuring out content/strategy from within.
What problems is the product solving and how is that benefiting you?
It's buggy from time to time. There's not always concrete answers from the support team. A lot of "we'll have to get back to you" type of answers causing a lot of frustration from our top down. We have been using Total Expert from a retail and wholesale mortgage perspective and it seems like there are a lot of things TE COULD do, but we get lost in the bugs more often than not.
Recommendations to others considering the product:
Have CRM experience with other companies. It will be very hard to build this from the ground up without any experience in CRM builds as you're made to do most of it yourself by way of guidance calls.
Company Making Moves
What do you like best about the product?
They are all about their relationships with their customers. Working on enhancements to expand on functionality. They want to be the best in the industry and are always looking for feedback to do so.
What do you dislike about the product?
There are so many good ideas and so many moving pieces that there can be a delay in receiving new features and enhancements. They are gowing at such a rate they need more support.
What problems is the product solving and how is that benefiting you?
Reaching the customer at the right time. Making sure we are being smart with our marketing and communication for the best representation of our company and solving the needs for our customers.
Recommendations to others considering the product:
Make sure you are organized before transitioning into the platform.
Journey of Shared Success
What do you like best about the product?
Their commitment to our success. We hold shared values as an organization. The importance of relationship building and ongoing support.
What do you dislike about the product?
Have no experienced downfalls. Even if there may be something that could use enhancing, Total Expert is committed to development and listening to their customers.
What problems is the product solving and how is that benefiting you?
Being more intentional and consistent with customer communications and interactions. With such a heavy digital focus, still giving the best possible personal experience.
Recommendations to others considering the product:
Set yourself up for success hav e a strong internal team and strategy of what your expectations are.
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