Total Expert Integrates With Salesforce  

Carly Read
Senior Reporter

Enables CX behalf of customer-facing team 

Salesforce Channel News
Total Expert Integrates With Salesforce   

Total Expert has today announced they have integrated with Salesforce.  

Total Expert for Salesforce will enable marketing and customer engagement on behalf of customer-facing teams, such as advisors, loan officers, and personal bankers.  

Total Expert for Salesforce–now available for easy and instant download on the Salesforce AppExchange–ensures banks and lenders who’ve already invested in Salesforce for CRM can orchestrate a lifelong customer journey hyper-personalised for financial consumers. 

Joe Welu, founder and CEO of Total Expert, said: “Modern financial institutions using Salesforce are often still missing out on a personalised and humanized customer journey that hits the mark for financial consumers.  

“Because Total Expert is purpose-built for marketing and customer engagement for financial services, this integration fills the gap for banks and lenders, giving them what they need to authentically connect with customers. Salesforce customers now have a financial services-specific customer engagement and marketing tool chest to forge rock-solid relationships, accelerate their pipeline with actionable data, and build financial relationships that last a lifetime.” 

The integration provides access to Total Expert’s curated library of approved and compliant marketing materials and campaigns directly in Salesforce so that customer-facing teams can deliver the right message to the right customer at the right time. 

Additionally, customer contact, account, and loan data will offer personalized borrower experiences, like loan status and post-close journeys, all on behalf of the loan officer. 

Josh Lehr, director of technology alliances at Total Expert, added: “Salesforce is a robust platform designed for business in all industries. The Total Expert integration quickly delivers industry-specific capabilities modern financial companies need with fast time to market and low dependency on already overburdened IT teams. 

“Taking advantage of Total Expert directly inside Salesforce gives financial brands and their customer-facing teams a marketing edge to level-up engagement strategies, and truly grow and retain their books of business.” 


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