Marg Total Expert

Marg ERP 9+

Total Expert is a robust CRM that can be used to enhance engagement and sales productivity on the go. The software features a seamless work module and is easy to use. It provides a 360-degree contact view, accompanied by a dedicated dashboard and reporting structure, detailed lead and contact management metrics. According to reports, Total Expert has helped relationship managers and loan officers to get their business productivity enhanced by 20%. They have also noticed a 10% hike in the lead to application ratio. A dedicated customer support manager and support team are always available to provide necessary solutions to problems raised by individual customers. They are also provided access to seamless integration facilities with third-party platforms. Unmatched training facilities are available at Total Expert, educating businesses on customer driving skills and member engagement opportunities.

Pricing of Marg ERP-Pharmaceutical Industry Software

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Total Expert

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

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WHAT YOU WILL GET
  • Big Data
  • Faster Sales
  • Easier Database Management
  • Simplify Integration
  • Analyze Your Data
  • Build Stronger Partnerships
  • Improve Customer Experience
  • Any Lead
  • Any Source
  • Customize Lead Flow
  • Big Data
  • Faster Sales
  • Easier Database Management
  • Simplify Integration
  • Analyze Your Data
  • Build Stronger Partnerships
  • Improve Customer Experience
  • Any Lead
  • Any Source
  • Customize Lead Flow

Who uses Total Expert

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Total Expert
  • Headquarter: St. Louis Park,

Total Expert Description

Key Features & Specifications

  • Website Visitor Tracking
  • Lead Nurturing
  • Lead Management
  • Landing Pages
  • Email Drip Campaigns
  • Channel Management
  • Campaign Segmentation
  • Analytics (ROI Tracking)
  • Multivariate Testing
  • Lead Scoring

Total Expert Video

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User Reviews

WRITE A REVIEW
quotes

What do you like best?

I like the fact that Total Expert is very user friendly and I can pull it up on my laptop or phone whatever is easiest.

What do you dislike?

It doesn't have as many tools and settings as I'd like. So although I enjoy using it I am in search of a new program

What problems are you solving with the product? What benefits have you realized?

It helps me stay organized and on top of my game, which is usually my main issue, because I usually get behind in my tasks. I've realized that my business would not be near as successful as it is today without the use of Total Expert.

- Katie N

quotes

What do you like best?

DRIP Campaign being available for use. Mostly for mortgage but quite usable for real estate

What do you dislike?

Not user friendly for real estate agents.

Recommendations to others considering the product:

This is a free CRM if you work with the right loan company.

What problems are you solving with the product? What benefits have you realized?

Drip campaign to stay in touch with clients

- User in Real Estate

quotes

What do you like best?

The scalability and segmentation of our marketing materials is huge for us as we continue to grow. The UI is clean and easy to use and constant enhancements gives me peace about our 3-year contract.

What do you dislike?

The technology is still lagging behind a few other competitors, and the turnaround on long-term integrations can be very slow. There are some great improvements on their roadmap, but they seem to be constantly pushed back from original timeframes that are communicated to customers.

What problems are you solving with the product? What benefits have you realized?

A one-stop marketing operations platform that combines a digital and print marketing library, approval workflows and intelligent CRM. It allows us to provide our co-marketing partners with more resources and benefits than simply our great mortgage process alone.

- Administrator in Financial Services

quotes

What do you like best?

I really like that the website is very mobile comparable. I use my phone ALL the time so being able to fully use it on the go is a plus. I also really like the open rate for emails, this way I don't send constant emails that won't be open.

What do you dislike?

I don't like that some of the marketing options have to be approved before being able to actually print or use them. I'm not sure if that is a software thing or user thing.

What problems are you solving with the product? What benefits have you realized?

I have been able to keep a better pipeline with my clients. I've been solving lots of marketing issues like content.

- User in Real Estate

quotes

What do you like best?

Total expert does a fantastic job of keeping my mind away from all the small parts of my business by allowing me to focus on all om my major goals

What do you dislike?

There are alot of moving parts to Total expert

What problems are you solving with the product? What benefits have you realized?

Customer relationship management.

- User in Banking

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Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Total Expert has 1 plans,

  • Total Expert USD 0.00

Total Expert is the Marketing Automation Software used for the below functionalities.

Top 5 Total Expert features

  • Website Visitor Tracking
  • Lead Nurturing
  • Lead Management
  • Landing Pages
  • Email Drip Campaigns

Total Expert provides Phone,Email,Online (Ticket) support.

Total Expert is not allowing Free Trial.

Total Expert provides Help Guides,Video Guides,Blogs for the software training.

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