Total Expert for Salesforce

Unify Your Tech to Deliver Consistent CX    

For all the benefits that digital technology brings to modern financial institutions, trying to connect and integrate different software solutions can also bring challenges in delivering a consistent experience for your consumers.

That’s why we created the Total Expert for Salesforce managed app to give you a technology solution that anticipates a consumer’s needs and optimizes every interaction so you can have authentic, personalized conversations that build lifelong relationships.  

Watch the on-demand recording to see what we discussed with Salesforce's Ahmad Samady, ISV Sr. Partner Account Manager, to discuss:

• How to get the most out of both Salesforce and Total Expert  
• How to seamlessly connect the data and workflows between both platforms
• How current Total Expert for Salesforce users are achieving success  

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