It is your job to help customers be more successful, but sometimes it is hard to even know which customers need help. If you understand each customer’s health and status, you can better focus your time and resources.
This page uses CSS3 and is best seen in Chrome/Safari
This page uses CSS3 and is best seen in Chrome/Safari
Monitor Account Health
Do you know which customers are in good, average or poor health?
Let Totango monitor each account’s health and mark it green, yellow or red. Of course you can customize the definition of good health.
Account profile
Before you call or email a customer, have the right context and detailed history.
See how customers are using your application – and how you can help them be more successful.
Alert relevant staff
Some things can’t wait. Alert the relevant staff member to proactively intervene when engagement drops.
Anybody can follow individual accounts or customer segments.
Automate campaigns
When account usage drops – or stops – you could trigger a “please come back” email automatically.
For your most active users, think about sending a “customer appreciation” email or gift.

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