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Great tool for automation of smart tasks. Being able to create your own workflows depending on the health of your accounts is so valuable. CSMs don't lose too much time analyzing the data but are immediately told what to do and when.From a manager's point of view, being able to monitor every touchpoint in your team's portfolios made me gain so much time. I can easily identify at-risk situations and or opportunities.Creating a segment, dashboard, report and campaign is SO easy and again very valuable for strategic thinking, both for the manager and the Csm.
Great tool for automation of smart tasks. Being able to create your own workflows depending on the health of your accounts is so valuable. CSMs don't lose too much time analyzing the data but are immediately told what to do and when.From a manager's point of view, being able to monitor every touchpoint in your team's portfolios made me gain so much time. I can easily identify at-risk situations and or opportunities.Creating a segment, dashboard, report and campaign is SO easy and again very valuable for strategic thinking, both for the manager and the Csm.
I really like having my notifications and tasks automated. It makes my life so much easier. I am solving the issue of creating my daily workflow. The tasks are very helpful in prioritizing my day.
Its intuitive, flexible and gives me what I need where and when I need it. Keeping on top of my customer portfolio, tracking tasks and touchpoints, it's my external brain....
Insight into our customers' actions/the ability to start measuring new feature adoption, the ability to segment and reach out to groups of customers efficiently, but still in a personalized way. Previously we had no real way to know how our product was being used, or even who was actively using it. We now have insight into all those things.
They have great features that will help your team achieve its goals. Totango has a simple structure that will help your team get up to date fast when there is any change. Keep track of activity done for all Accounts, Renewals, managing EBRs, Notes/MOMs/ Account data all in a single place
I like how everything is in one place. Easy to keep track of notes. I like how we can add segments and update the customer journey stage. Lots of options on how to manage the account within Totango. Easy to use after a while.
Totango allows us to continuously evolve how we look at our customers and their needs, usage of our platforms and the overall health of our relationship with them. This has helped us increase our renewal numbers and mine for new opportunities for growth more efficiently than ever before.
The most stand-out aspect of Totango is their support team. Super fast, thoughtful, comprehensive. Simply outstanding. Their self-serve resources are also well above par, really easy to find and digest. In terms of the UI, it feels modern and intentional. They manage to put a ton of info in a small amount of space without making it feel cluttered. I also like how I'm able to customize the view based on how I work.
Our customer platform was not originally set up to remind unauthenticated account users to get in and set up credentials after their login token had expired. We're using Totango to identify and send timely reminders to unverified users. We've seen close to a 10% reduction in unverified accounts in a very short amount of time. More active users on an account means less churn and that's a great thing!
The layout of Totango is top-notch. With their successblocs, it is easy to keep everything organized throughout the entire customer journey. Before totango, our company didn't have the ability to view and segment customer data the way that we are able to do with Totango. From creating KPIs to campaigns, totango makes everything very simple and organized.
Go ahead with Totango as it has all the features that you would to maintain successful relationships with your customers
The price is right for a seed-stage company. The number of accounts and licenses allowed at the free level are enough to get us started and allow us to build things out now before we have the budget to pay for it. We will certainly sign on for the paid version when ready. Totango makes it super easy to pull reports, and ensure that all of our accounts are getting the same level of service. It is highly customizable and can be configured to your organization's liking. We are using Totango for all of our customer success metrics, data, and organization. Totango ensures that we are maintaining a level of service across all accounts.
Personalized boards, tasks, segments are so easy to create. The Salesforce integration is very convenient to keep track of every single account's activity.
It's a one-stop program! It makes my job so much easier and helps me move from task to task fast! Thanks for a great program!
We work in a fast-paced industry with a high number of clients per person, and per team. Being able to track our interactions/reference all of our shared notes when we worked with our clients really was a huge help. Totango has a clean interface and is quite quick, so it met our needs well. We also would do specific outreach campaigns on new features or times of year, and Totango did a good job of allowing us to share those in active, shared dashboards.
Totango provides insights regarding an account and helps me to solve many business issues of customers, and helps me to generate opportunities and achieve my quota.
I like the pre-built blocks. They are easy to customize. I find the examples provided are inspirational for the best practice out there. The team helping out during onboarding is knowledgeable and fun to work with. Overall, the structure of the software is easy to implement and adjust as things progress.
Simplified UI, easy access to the details and graphical presentation are great. Has all the required details in a single pane of glass. You can add notes and tag them as you would like to get those and later get those specific ones using the tag filter. Keeps perfect track of Contacts renewal, licenses, subscriptions escalations, cases, value, etc. We can have the customer health score and keep track of the activities, timelines and their respective deadlines.
The helpfulness and expertise of the team is second to none, and they are very good at ensuring they empower the end users to take control of their own instance of Totango, rather than doing it all and leaving you to it. Very clear roles and easy to understand who to go to for what.
Once you understand how the software is structured and how different parts of the product work together, implementing Totango actually becomes very intuitive and dynamic. Instead of coming up with one complex masterplan for your success strategy you can iterate and make changes to rules quickly. Everything follows a clear framework and logic which - when understood - makes it easy to translate all the implicit best practices and playbooks that you want your CSMs to apply in customer engagements into explicit and scalable rules with measurable outcomes.
Quick support and good user documentation. It is easy to get value quickly if you just poke around. They offered a free "full" version of the application to get me started. This is the only CS tool that does this to my knowledge. They have great workflow and process automation capacity using SuccessPlays which is dead easy to set-up. Data modeler module where you can define any attribute you like. Combined with a powerful API gives this solution the potential to act as a MASTER of all your customer master data which you can setup feeding all the other systems you might have that also require some customer master data.
Totango is incredible! Love how it integrates with Salesforce and helps me see day to day metrics related to my customers health. Its everything you want in one place - a place to log call notes, touch points, account history, attachments, internal notes, external notes - and integrates with your gmail as well. It has so many great features that monitor customer health and their journey which makes it so much easier as a Success Professional to do my job. I'd absolutely recommend.
Ability to track outreach, send email campaigns, and create health dashboards. I can quickly go to saved segments or create email alerts on particular areas of the client's health that I want to monitor. Creating user and client segments is easy, and you can pull in so many various data points to customize exactly what you want to see. The health dashboards are so useful to take a look day to day at client help and be able to be proactive in both calling out successes and acting on red flags. Scorecards! Helpful to keep track of goals.
Totango offers a comprehensive customer journey mapping and success planning interface for all phases of the client lifecycle - from acquisition and onboarding, through adoption and value actualization with growth and renewal. Visibility, segmentation, and executive reporting are tremendous strong-suits for this platform, as is individual contributor planning and task-tracking.
Totango is very user friendly from a CSM leader, manager and a Salesforce Admin angle. It provides the user analytics, day to day user reports and health scores we need. As a Salesforce Admin, I need an App that is simple to deploy, maintain + easy to get data from and that will stay connected Totango hits all those buttons.
Totango helped me not only to mange the team day to day task, but to support my engagement model, and automate our processes. with that, my management has a full visibility to the customer health. I integrated automation between our product and Totango, this helped me to identify on real time opportunities, risks, and increased my team efficiency. Besides the great technology, Totango has a great team that is supporting all my need with a high level of professionalism.
Because our company does not use Salesforce, Gainsight was difficult to implement and keep updated. With Totango being built on its own architecture we will more easily able to implement the product and got value within 60 days versus very little value with Gainsight in over a year of trying to implement and utilize. The white glove customer care we get from Totango is also light years better than what we had before.
Totango has streamlined our workflows and has consistently proven to be an easy to use system. We know exactly what to look out and how to the read the data which makes us better at our jobs. Additionally, our Manager creates CTAs in response to the triggers we've set up. This makes it super easy for us to know what to do, when to do it by, and to keep busy!
Totango is deployed globally, across 17 offices and 100+ Success Managers. We run more than $100 million in revenue through the platform..."
I can settle in for an afternoon where I have no meetings and go through every alert and task and feel confident I am not missing anything in my 100+ account patch. It helps to highlight accounts that may have slipped through the cracks and dramatically reduces the mental load of keeping on top of everything.
I appreciate that Totango helps me stay in touch with my customers and no one slips through the cracks!
I like that I can do numerous things with the tool such as tagging the status of the customer and I can add specific touchpoint. I also like that it shows the health of the customer and the profile page shows the total portfolio value from all the paying customers. Overall, Totango is a very useful tool and I like that it's always updating new features and capabilities.
It allows us to see the customer's lifecycle from onboarding all the way through to quarterly business reviews, upsells and CHURN prevention, allowing us to maximize our time and ensure customer happiness.
We've been able to increase our retention rate by 11 points... which is no small feat.
I love having the ability to track what I am doing to help my customers. Every day I can come in and see who needs attention based on my Notifications, Attention, and Agenda. I like having a birds-eye view of my accounts and I love seeing My Portfolio go from being Red to Green!
It helps us determine how likely my customers are to renew. I also have alerts set up for when customers exceed their contracted subscription, are within certain contract windows, or haven't used the software in certain time frames.
While newer to Totango, it has been a solid experience. It seems very fluid and has solid ways to keep properly tasked and up to speed with my accounts. I look forward to the continued use. We are still on the surface of it so I am excited to see more as we learn the product more thoroughly. I strongly appreciate the Task view, it helps me to be more organized in my structure and approach with my partners.
The biggest plus to Totango's platform is that it is genuinely intuitive. My team was easily able to login for the first time when we launched and easily find information, accounts and other data points that were important to them with minimal training. New users also easily find their way around the system and it makes it so much easier to get employees up to speed when there is no huge system learning curve.
The segmentation engine is also a great tool that is visually appealing and easy to navigate and quickly change filters to create dynamic and usable segments on the go. These segments can easily be used to start calls to action, campaigns, and many other things. We are able to quickly and succinctly find and act on information.
Companies like Totango, which I've been using for 3 years really helps us as it relates to how we scale and partner with our customers.
It is great for building and creating reports so I know which accounts to touch base with. Totango has great organization and helps see the status of those accounts that are in poor health.
We chose Totango largely because we felt that they were going to be a good partner and Totango has proven to be a good partner.
Working with Totango has forced us to think about customer goals at all. It sounds wild, but we didn't really think about goals until our use of Totango.
"We had to radically transform to find new sources of value... to have a sustainable, scalable model."
"Its not just about collecting and organizing data, but acting upon it. Totango has the right interface to do that..."
Totango is currently used by our Customer Success organization. We implemented Totango so our customer success managers can have more visibility into health/activity metrics per client in their book.
Totango is used by our Customer Success team to ensure we are proactively outreaching to our accounts. There are certain tasks that generate to ensure we are in constant contact. It has been easy to customize to suit the needs of our department and industry.
Totango is used across the whole organization. It gives all the necessary data and the right focus of attention on the topics we need to address with our clients to create optimal customer success.
Our Customer Success and Renewal Sales organization uses Totango to provide insight into client utilization, client health, contract status, and client "TouchPoints" and interactions with the CSMs and Sales team. Allows us to create playbooks (Sets of actions) for our CSMs for certain conditions like a new contact is in play, or client has a support incident logged. It helps address the need for more granular real time insight into client health so we don't have to rely on lagging indicators like NPS or CSAT Survey scores.
We are using the tool to track user engagement to see the various actions specific users are taking. This helps us better understand use cases and challenges a user my face. Beyond that, it gives a nice quick glance into seeing what is happening across a large group of customers to try and find clients falling into bad health and proactively reach out to them if they have stopped using the tool.
This product helps the user on easy understanding the customers or clients behaviors regarding their products or business. With Totango is very simple to know how often and for how long is the product used. Easy reports building and customizing and how its simple creating anything requires tracking and still Totango performs nicely on process Automation and providing a great communication channel.
The customizable email campaign capability its a big plus for this tool and the building of productive reports and the segmenting ability is another good thing about Totango.The user activities tracking with Totango lands you to the useful results and the operations Automation power helps very much on business production improvement and on revenue management i can also recommend the tool and the tool itself is quite simple to get started.
Powerful ability to segment customers. Strong integrations with Salesforce and Slack. Ability to log customer contacts by BCCing emails into the system is critical for keeping a deep history of customer contacts. Highly configurable. Solid task tracking capabilities. Very helpful when multiple people or teams collaborate to serve the customer.
Our customer success platform and mobile app have won awards from leading experts across the technology space.
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