Salesforce + Totango

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API
Native
Data IMport
CRM
Marketing
Customer Service & Support
Database & data warehouses
Communication & Collaboration
Cloud storage
Conversion analytics
Product Usage
Scheduling
Automation & Integration
Project management
Analytics & business intelligence
Payment & financial Services

Salesforce + Totango

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Webinar

March 21, 2024

Hot takes: CS + sales leader roundtable

Join Karen Budell—Chief Marketing Officer at Totango—as she elicits some hot takes from industry sales and CS leaders on the partnership between these two business-critical teams.

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webinar
2019 State of the customer success industry
8/27, 10 am pt/1pm ET
register today
  • Contact management system provides access to critical data on customers including marketing and sales interaction history.
  • Opportunity management system provides insights into sales activity to help companies accurately forecast revenue.
  • Lead management system provides visibility into a lead’s brand interactions to facilitate an understanding of the journey they take to become an opportunity.
  • Reports give visibility into sales team performance, so you can inspect, analyze and optimize performance at a team and an individual level.

See the benefits of integrating Salesforce with Totango

See the power of Salesforce + Totango. Request Demo.

Request Demo
webinar
2019 State of the customer success industry
8/27, 10 am pt/1pm ET
register today

How Salesforce works

Salesforce is a customer relationship management platform that provides companies with an interface for recording customer data, sales activity and task management, and a system for automatically routing and escalating important events. Salesforce Sales Cloud enables businesses to manage sales leads, track progress, and automate sales processes.


Salesforce helps users track leads and opportunities throughout the sales funnel so companies can accurately track and predict new business revenue.

webinar
2019 State of the customer success industry
8/27, 10 am pt/1pm ET
register today
+

The benefits of integrating Salesforce with Totango

Do you want to take Salesforce to the next level? Do you want to really understand and be able to act on Customer Health? When you use Totango, you are able to get more out of Salesforce because you can pull in all of your data in combination with other key customer metrics (from other data platforms) to gain a more holistic understanding of your customer. You are not only able to see what is going on, you are able to take action immediately and within the same platform. No more jumping between platforms to engage with customers.

With this integration, you can:

  • Sync data attributes into Totango Accounts directly from their corresponding records in your CRM.
  • Write back to Salesforce from Totango in real-time, so that your sales team doesn’t miss important notifications.
  • Sync custom objects so you can customize both Salesforce and Totango to report on the things that are unique to your business. 
  • Create customer dashboards that allow you to analyze your Salesforce data in combination with other data from sites like your support website (ex. Zendesk) or your data warehouse (ex. AWS3)
  • Get real-time visibility into customer health so you can take action at the right time with the right messages to either secure or expand your customer relationship.

See the power of Salesforce + Totango.

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HubSpot Sales Hub

Connect and stream CRM information from HubSpot to Totango

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Data IMport
CRM
Marketing
Customer Service & Support
Database & data warehouses
Communication & Collaboration
Cloud storage
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Product Usage
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Automation & Integration
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MS Dynamics

Connect and stream business application information from MS Dynamics to Totango

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Data IMport
CRM
Marketing
Customer Service & Support
Database & data warehouses
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Coming soon

Salesforce

Connect and stream CRM information from Salesforce to Totango.

API
Native
Data IMport
CRM
Marketing
Customer Service & Support
Database & data warehouses
Communication & Collaboration
Cloud storage
Conversion analytics
Product Usage
Scheduling
Automation & Integration
Project management
Analytics & business intelligence
Payment & financial Services
Coming soon

Zoho

Connect and stream Zoho CRM information to Totango

API
Native
Data IMport
CRM
Marketing
Customer Service & Support
Database & data warehouses
Communication & Collaboration
Cloud storage
Conversion analytics
Product Usage
Scheduling
Automation & Integration
Project management
Analytics & business intelligence
Payment & financial Services