Comparison Summary
This comparison report of Total Expert vs. Platformly is based on a specific set of business needs and context. The comparison uses 2042 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Total Expert and Platformly
Total Expert, Platformly, Broadridge Distributed Marketing Solution, AiTrillion, etc., belong to a category of solutions that help Marketing Automation. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Total Expert covers Engagement Management, Social Media Management with Social Media, Communication Management with E-Mail, Relationship Management, etc.
Platformly focuses on Communication Management with E-Mail, Engagement Management with E-Mail, Training & Onboarding with E-Mail, Capturing Leads with Website, etc.
"I think that the system makes loan originators more productive. They don't have to think about things they can, essentially, set it and forget it. " - Kelly Gill
"I was trying to find an alternative to MailChimp. Platformly has so far exceeded my expectation and I am porting my whole business. " - Michal Mihalic
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Enterprise-grade marketing and customer engagement platform ​purpose-built for financial services
Marketing Automation Platform for Online Businesses
Financials
SERIES B
NA
Business Need
Total Processes
(we found evidences for)
55
38
Total Goals
(we found evidences for)
14
8
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Improve ROI
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Scale best practices
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Acquire customers
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Improve digital and social presence
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Increase sales & revenue
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Grow market share
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Improve internal communications
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Enter new markets internationally or locally
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Improve stakeholder relations
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Launch new products
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Establish thought leadership
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Build brand awareness
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Manage risk
- See 11 more
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Acquire customers
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Enhance customer relationships
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Increase sales & revenue
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Enter new markets internationally or locally
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Increase customer life time value
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Improve brand engagement
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Launch new products
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Build brand awareness
- See 5 more
Top Channels
Channels Used
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e-mail
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website
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newsletter
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video
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phone calls
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social media
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offline
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point of sale
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mass media
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review sites
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Amazon
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text SMS
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chat
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promotions
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Twitter
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Facebook
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LinkedIn
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Instagram
- See 15 more
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e-mail
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website
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newsletter
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video
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phone calls
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social media
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offline
-
point of sale
-
mass media
-
review sites
-
Amazon
-
text SMS
-
chat
-
promotions
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Twitter
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Facebook
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LinkedIn
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Instagram
- See 15 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
