Improve cross-functional visibility into customer interactions and communication to increase retention, renewal, and expansion.
Improve cross-functional visibility into customer interactions and communication to increase retention, renewal, and expansion.
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Automatically log emails as touchpoints
Without leaving Outlook, search for accounts and contact, access touchpoint templates, and log a copy of the email on the timeline for that account as a touchpoint, increasing productivity and improves cross-functional visibility into customer communication.
Set up in a few easy steps
Totango users can install the Outlook Touchpoint Connect app from Microsoft AppSource.
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March 19, 2024
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Is email and calendar software used by a large number of businesses to communicate effectively with their customers and manage their day-to-day activities.
Totango Customer Success software integrates with Microsoft Outlook to allow Outlook users to select accounts and contacts such that their emails and replies are automatically logged as TouchPoints on the customer’s timeline in Totango. This allows customer success teams to see all customer interactions in one place, in the Totango CS platform, increasing operational efficiency and communication effectiveness.
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