See a 360 View of Your Customers

Surface real-time insights into your entire customer base, all in one place.

Customer Success



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Introduction to Customer 360

Get instant access to a dynamic single 360 view of your customers with the Customer 360 SuccessBLOC.

Build your complete real-time view into all of your customer analytics including customer health, across all of your customers, by easily connecting all of your customer data - in one place. Surface insights into the state of your customer base, their journey and lifecycle, whether they’re using your products or not, their level of engagement, and their willingness to recommend your business, giving you the context and history you need to engage more personally and proactively.

The Customer 360 toolkit allows you to:

  • See customer demographics in aggregate
  • Monitor customer loyalty and satisfaction
  • Quickly view the health of your customer base
  • Track customer engagement and product utilization
  • Stay up-to-date on account coverage & your team’s activities

What's Included?

goals & kpis

Measure success for the customer and success for the business

Surface Customer ANALYTICS

  • Number of Accounts
  • Total Contract Value
  • Customers By Journey Stage
  • Customers By Industry
  • Customers By Tier
  • Account up for Renewal
  • Revenue up for Renewal

Monitor Customer Health & Engagement

  • Account Health
  • CSM Sentiment
  • NPS
  • CSAT
  • Average License Utilization
  • Average Active Days
  • Monthly Active Users

Monitor Team Activities

  • Account Coverage
  • Needs Attention
  • Accounts by CSM
  • Accounts by Sales Manager
  • Accounts w/ Open High Priority Tickets
  • Customer with >= 5 open Tickets

Customer segments

Filter and analyze groups of users or accounts to stay ahead of behaviors and deliver success

  • All Active Accounts
  • Account up for Renewal
  • Last touch in the last 14 days
  • Accounts w/ Last Touch over 30 days ago
  • Customer with >= 5 open Tickets
  • Accounts with Open High Priority Tickets
  • All Paying Users




Help your team with company and industry best practices to shorten the learning and training time and create consistency across your engagements.

Setup your SuccessBLOCs today. Try Totango for Free.