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Customer Health Score and Your Salesforce Dashboard (video)

Here’s a real-life example of how Clarizen combines Totango customer health insights and their Salesforce dashboard to create a 360-degree view of their customers. Yes you can pull data from Totango into Salesforce just as easily with your accounts too and see what process they’re at at any given time.

Each Customer Success Manager on the team uses this to manage their individual accounts to understand the health of each on at various stages whether it’s onboarding, retention or ones that have recently gone from good health to below average.

Totango and Salesforce Customer Success Dashboard from Totango on Vimeo.

As a Totango user, you can integrate the same for your customer dashboard. Need help? Give us a shout!

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!

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