Contact Us: 1-800-634-1990


Totango Blog

Stay in the latest updates.

Get the latest tips and advice delivered straight to your inbox.

Customer Success Management Forum Videos (1 of 2): What to look for and tools to use

Totango recently sponsored a gathering of customer success professionals named “The Customer Success Management Forum” organized by Mikael Blaisdell from the Hotline Magazine.  It was an awesome evening with customer success pros from Bluejeans Network, Clarizen and Zuora speaking about many of issues facing this young profession. We will publish highlights from the evening in 2 parts.  In part 1 you can learn more about these three customer success heroes and their background, what to look for in a perfect customer success manager and what are the tools of the trade. In part 2 you will learn about key performance indicators, metrics and who should own the customer success function. Stay tuned!

1. The Customer Success Heroes

Each of the panel speakers introduces themselves and how they came to be in the customer success profession, featuring:
Jeremy Malander, Bluejeans Network, Director of Customer Success
Joshua Santos, Clarizen, Director of Customer Success
Liz Donohue, Zuora, Senior Manager Customer Success

The Customer Success Heroes from Totango on Vimeo.

2. What do you look for

It seems that the perfect customer success manager is hard to come by!

What do You Look For from Totango on Vimeo.

3. What are the Tools

The panel discussed the tools of the trade: 1. (as central customer repository) 2. BlueJeans (for face-to-face meeting) 3. Totango (to measure customer engagement) 4. Clarizen (to manage training and professional services engagements) 5. Insideview (to alert to changes in the business of customers)

What are the Tools from Totango on Vimeo.

In the future, we hope to organize more informal meetups “for and by customer success professionals”. Stay tuned by signing up for this Customer Success Meetup. Also check The Hotline Magazine for more forums organized by Mikael Blaisdell.


Ellis Luk

I'm the marketing and communications manager at Totango - but you can call me Chief Content Officer. When I'm not writing, you can find me obsessing over memes, debating grammatical usage or getting distracted by the latest Tumblr gif blogs. Customer love starts with a friendly hello!

You might also like
You might also like
Here's a real-life example of how Clarizen combines Totango customer health insights and their Salesforce
After hosting our inaugural Customer Success Summit, the consensus was that a lot of people
Since its founding in 2007, Ooyala has been focused on pursuing products and strategies that