Introducing G2.ai, the future of software buying.Try now
Compare Salesforce Financial Services Cloud and Total Expert 
At a Glance
Market Segments
Enterprise (47.2% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
$325.00 1 user Per Month
No pricing available
Salesforce Financial Services Cloud
Star Rating
(221)4.3 out of 5
Market Segments
Enterprise (47.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansTotal Expert
Star Rating
(150)4.5 out of 5
Market Segments
Mid-Market (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Total ExpertSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Total Expert. Users appreciate features like the Person Account management and the streamlined access to client information, which enhances their workflow and client tracking.
- Users say that Total Expert shines in its marketing capabilities, particularly in connecting marketing and CRM functions. Reviewers highlight how the platform consolidates customer data for easy engagement and allows for the creation of personalized campaigns, making it a valuable tool for marketing teams.
- According to verified reviews, Salesforce Financial Services Cloud offers robust automation features, such as Action Plans and workflow templates, which help users automate repeatable processes. This capability is particularly beneficial for those in regulated industries, enhancing compliance and efficiency.
- Reviewers mention that while Total Expert has a user-friendly interface and easy initial setup, it may not provide the same depth of features as Salesforce Financial Services Cloud. Users appreciate the simplicity of navigating through options, but some feel that the platform could benefit from more advanced functionalities.
- Users highlight that Salesforce Financial Services Cloud provides excellent support, with a high quality of assistance reported by users. Features like visual relationship maps and comprehensive dashboards are noted for helping users manage their client relationships effectively.
- G2 reviewers indicate that while Total Expert has a strong focus on lending and contact management, it faces challenges in areas like reporting and forecasting compared to Salesforce Financial Services Cloud. Users have expressed a desire for more robust analytics tools to better inform their marketing strategies.
Pricing
Entry-Level Pricing
Salesforce Financial Services Cloud
Financial Services Cloud Service Enterprise
$325.00
1 user Per Month
The financial services CRM for service with built-in AI.
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization
Total Expert
No pricing availableFree Trial
Salesforce Financial Services Cloud
Free Trial is available
Total Expert
No trial information availableRatings
Meets Requirements
8.6
147
8.5
129
Ease of Use
8.0
170
8.3
127
Ease of Setup
7.8
109
7.7
98
Ease of Admin
8.0
45
8.4
100
Quality of Support
8.4
140
8.6
126
Has the product been a good partner in doing business?
8.6
48
8.9
103
Product Direction (% positive)
8.5
144
9.4
109
Features by Category
Email Marketing
Not enough data
7.8
77
|
Verified
Not enough data
8.4
72
|
Verified
Not enough data
8.0
74
|
Verified
Not enough data
8.0
70
|
Verified
Online Marketing
Not enough data
7.2
64
|
Verified
Not enough data
7.7
69
|
Verified
Not enough data
7.0
58
|
Verified
Not enough data
7.2
63
|
Verified
Not enough data
6.8
49
Lead Management
Not enough data
8.3
65
|
Verified
Not enough data
7.5
63
|
Verified
Not enough data
8.2
59
|
Verified
Not enough data
7.3
53
|
Verified
Not enough data
8.5
62
|
Verified
Not enough data
7.3
49
Not enough data
8.6
61
|
Verified
Not enough data
8.4
60
|
Verified
Campaign Management
Not enough data
8.0
59
|
Verified
Not enough data
7.6
55
|
Verified
Not enough data
7.0
47
|
Verified
Not enough data
6.8
45
Social
Not enough data
6.1
46
Not enough data
7.3
62
|
Verified
Not enough data
7.2
51
|
Verified
Not enough data
6.9
52
Not enough data
6.1
45
Reporting & Analytics
Not enough data
7.6
70
|
Verified
Not enough data
6.5
55
|
Verified
Not enough data
6.9
51
|
Verified
Not enough data
6.9
48
|
Verified
Not enough data
6.1
47
Platform
Not enough data
7.6
66
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
7.2
48
|
Verified
Not enough data
6.8
50
|
Verified
Not enough data
7.9
65
|
Verified
Not enough data
7.5
53
|
Verified
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
8.1
66
|
Verified
Not enough data
7.5
65
|
Verified
Not enough data
7.8
57
|
Verified
Loan Services
Not enough data
8.4
62
Not enough data
8.2
58
Not enough data
8.1
58
Not enough data
7.9
56
Client Management
Not enough data
8.4
60
Not enough data
8.2
58
Not enough data
8.6
63
Agentic AI - Mortgage CRM
Not enough data
5.3
10
Not enough data
5.7
10
Not enough data
5.8
10
Not enough data
5.9
9
Not enough data
5.7
10
Not enough data
6.0
10
Content
8.3
80
8.2
29
Platform Additional Functionality
8.1
79
7.1
22
8.6
79
7.6
29
8.5
76
7.9
22
8.1
75
6.7
25
7.9
75
7.7
23
Platform Reporting and Analytics
8.5
78
6.5
28
7.9
76
6.5
20
Customer Support
8.4
76
Feature Not Available
8.4
77
7.6
26
8.3
76
8.1
25
8.3
76
7.3
24
Marketing Automation
8.2
72
8.1
28
8.4
73
7.8
27
8.2
72
7.5
29
Sales Force Automation
8.2
74
7.4
22
8.1
75
8.0
23
8.0
70
Feature Not Available
8.1
73
Feature Not Available
8.0
71
Feature Not Available
Agentic AI - Financial Services CRM
7.9
64
Not enough data
Categories
Categories
Shared Categories
Salesforce Financial Services Cloud and Total Expert are categorized as Financial Services CRM
Unique Categories
Salesforce Financial Services Cloud has no unique categories
Total Expert is categorized as Mortgage CRM and Marketing Automation
Reviews
Reviewers' Company Size
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
45.1%
Banking
10.8%
Information Technology and Services
5.6%
Accounting
5.1%
Marketing and Advertising
3.1%
Other
30.3%
Financial Services
63.9%
Banking
14.3%
Real Estate
9.5%
Marketing and Advertising
5.4%
Wine and Spirits
0.7%
Other
6.1%
Alternatives
Discussions
Salesforce Financial Services Cloud has no discussions with answers
Is total expert free?
1 Comment
ZS
NoRead more
Total Expert has no more discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
