onboarding
Laying the Foundation for Long-Term Success
Our team of industry experts will guide you through a hassle-free platform implementation while providing your core users with the training, tools, and confidence they need to get the most out of Total Expert.
Schedule a demo
OFFERINGS & CAPABILITIES
Award-winning services at your service
Accelerate your time to value and give your customers the personalized experience they deserve with the help of our award-winning industry experts.
Campaigns
- Campaign build/testing Campaign
- Campaign consulting
- Campaign analysis
- Recommendations on additional best practices
Content Functionality Analysis
- Library organization
- Library optimization
- Branding analysis
- New content creation
Integration Support
- Additional integrations
- Net new data sources (in existing integration)
- API consulting
- Tech stack conversions
- Data mapping review & opptimization
System Assessments
Settings and Functionality Analysis
End User/Admin Training
How It works
Get started on the right path
Our onboarding process is designed to get your organization and users up and running as efficiently as possible—without cutting corners or leaving you wondering what to do next.
Together, we’ll ensure that you have the right tools, training, resources, and support to be successful from the start while laying out a forward-thinking strategy that can scale and adapt as your business grows.
Together, we’ll ensure that you have the right tools, training, resources, and support to be successful from the start while laying out a forward-thinking strategy that can scale and adapt as your business grows.
Design & discover
We'll start by learning about your organization’s operational needs, business goals, and expectations. That way, we can tailor our platform and services to support you every step of the way.
Together, we’ll identify your most important business milestones, challenges, and opportunities before assigning tasks to team members and creating a project dashboard to track progress an open items.
Together, we’ll identify your most important business milestones, challenges, and opportunities before assigning tasks to team members and creating a project dashboard to track progress an open items.
Build
To configure Total Expert for your organization, we'll collect and sort data from across your tech stack to create 360-degree customer profiles that allow you to engage them on a more personal level.
At the same time, we’ll conduct educational training for the administrators on your team and collaborate with key decision makers throughout the organizations to help finalize system configuration and key objectives for your campaigns.
At the same time, we’ll conduct educational training for the administrators on your team and collaborate with key decision makers throughout the organizations to help finalize system configuration and key objectives for your campaigns.
Train & test
The is where your campaigns begin taking shape. Our team will host an instructional workshop to show your core team how to use our Campaign and Journey building tools, share our best practices for getting them up and running, show you how to track performance and success metrics, and help you tailor everything to meet your business objectives.
We’ll also begin your internal pilot rollout to provide your team with much-needed feedback from your end users. By getting your highest performers involved early, they’ll become advocates for the platform and increase adoption throughout the organization.
We’ll also begin your internal pilot rollout to provide your team with much-needed feedback from your end users. By getting your highest performers involved early, they’ll become advocates for the platform and increase adoption throughout the organization.
Deploy
Everything leading up to the deployment stage has been focused on building a solid foundation that will support your organization’s growth long into the future. Now, our Software Training Consultants will help your core team introduce the Total Expert platform to your team and end users.
This is also the stage when we’ll introduce you to your long-term success planning partner—your dedicated Customer Success manager who will work with you to build out a plan for how you’ll utilize total Expert, establish regular check-ins to ensure we’re meeting your expectations, and discuss any challenges or opportunities you want to address.
This is also the stage when we’ll introduce you to your long-term success planning partner—your dedicated Customer Success manager who will work with you to build out a plan for how you’ll utilize total Expert, establish regular check-ins to ensure we’re meeting your expectations, and discuss any challenges or opportunities you want to address.
why total expert
We're more than a platfrom. We're a partner.
Schedule a demo
Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
Customer Success
Simplify compliance management in the Total Expert platform
Customer stories
“A streamlined CRM with a bright future.”
Jordan B.
CRM Specialist II
“Top Customer Experience & Integration CRM.”
Mikala S.
Origination Support & Product Specialist Manager
“The GOLD standard in mortgage CRM and marketing platform.”
Scott K.
Vice President of Marketing and Business Development
“Total Expert changes the marketing game.”
Erica P.
Chief Credit of Policy
“TE knocks it out of the park.”
Jelaire G.
Founder
“The WINS I’ve seen and had with Total Expert!”
Cole C.
Marketing Supervisor
services
Dedicated services to deliver value from day one
Unite your internal teams with an all-in-one customer engagement platform that fosters communication, increases collaboration, and drives better outcomes for your customers.
Explore case studies
Professional Services Offerings
Stay one step ahead of the industry by tapping into our team’s decades of financial and technology experience.
Support
Connect with our tech support team to ensure that the Total Expert platform continues to support your business goals.
Expert Content
Develop deeper relationships with every interaction by giving your team immediate access to pre-built content and design templates.
See Total Expert
in action
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Let us show you how Total Expert helps drive growth in any market and win customers for life.
Schedule a demo