Totango helps Customer Success teams and executives prioritize and focus on the accounts within their portfolio that require their immediate attention. Rather than taking a traditional account management approach where a CSM has to cycle through his/her accounts every week or month or quarter, or where the focus is on accounts coming up for renewal, this approach allows customer success teams to scale in a smart way.
Enter, Tasks & TouchPoints. Tasks allow you to automate and assign tasks to any process. You can even add tasks to a SuccessPlay to alert the right team members at the right time to stay ahead of your customer’s needs. WIth Touchpoints, you can log and track all of your customer interactions. Touchpoints are automatically logged in the account timeline, making it easy to reference at any time.