Our core platform capabilities enable you to create customer experiences that quickly and continuously deliver value. Built on a modular foundation with embedded best practices, the Totango Composable Customer Success platform is designed and built to meet you where you are today and grow with you as your business needs change.
JOURNEY ORCHESTRATION
Create critical touchpoints with your customers using pre-built components with embedded CS best practices, and scale with automation.
SuccessBLOCS
Modular pre-built programs that allow your team to quickly improve key customer journey stages, including onboarding, adoption, expansion, renewal, advocacy, and more.
Customer Experience Canvas
A no-code, shared visual workspace to design, build, run, and optimize your customer journey programs and workflows.
SuccessPlays
Automated workflows that enable your CS team to take action to help customers reach their goals.
Automated Communications
Send CSAT and NPS surveys, email campaigns, Video Business Reviews, and more, at key moments in your customer journey.
DATA MANAGEMENT AND INTEGRATIONS
Connect all customer data streams and leverage a shared data model that every team across the organization can use to increase customer value.
Integration hub
Get Javascript code for quick integrations with almost any data source, or upload customer data from a variety of sources.
CRM integrations
Connect to Salesforce, HubSpot, Microsoft Dynamics, SAP Sales Cloud, and more.
Marketing automation integrations
Integrate with HubSpot, SAP Marketing Cloud, and more.
And many more integrations across the enterprise tech stack you already use.
REPORTING
Access a 360-degree view of your customers to monitor multidimensional customer health, mitigate risk, and identify expansion opportunities.
Segments
Create customer lists based on any attribute or behavior such as product usage, health score, contract value, and more.
Scorecards
Define and measure customer health and track multiple metrics to improve satisfaction, retention, adoption, and expansion.
Custom reports & metrics
Get insights into your customer portfolio performance, and communicate them effectively to your stakeholders.
Executive console
See and share a comprehensive dashboard of your customer success outcomes.
PORTFOLIO MANAGEMENT
Ensure the best customer experience at every step of the journey. And, manage your renewal and expansion sales process.
My Portfolio
Get a comprehensive view of all your customer accounts and activities.
360-degree account profiles
Track your customers’ journeys with timelines and create customized success plans.
Customer health score
See a complete view of customer health.
Video Business Reviews
Automatically generate personalized, account-specific video content that increases engagement and reduces churn.
USER AND ACCOUNT MANAGEMENT
Get all the tools you need to align your customers’ journeys with your business goals.
Account hierarchy
Create and manage account hierarchy and assign them to different teams and owners based on rules or manual selection.
User profiles
Create and update user profiles for your Totango users, and assign them to different roles and permissions.
Sandbox
A space to test new features, configurations, integrations, or data before deploying to your production environment.
SSO and SCIM integrations
Simplify and secure your user authentication and provisioning processes, and ensure compliance with your privacy and security policies.
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