MY PORTFOLIO
Get a bird's-eye view of your customer accounts with our My Portfolio feature. With notifications and tasks, you'll never miss an important event again.
My Portfolio provides a quick view of your specific accounts, highlighting the core KPIs of your portfolio: Health Score distribution and recent changes, your portfolio value total, and overall Quality Score.
Easily sort and filter by various categories such as tasks, touchpoints, success flows, dates, and more. Keep track of important updates in real-time, so you can stay on top of the latest developments. Whether you need a quick overview or a detailed breakdown of each account, you can quickly identify potential issues or opportunities to keep your portfolio on track.
Manage your work through your “Agenda”, seeing only tasks assigned to you. Pin work to your “Attention” page, and save segments in “My Folder”.
360-DEGREE ACCOUNT PROFILE
With the 360-degree account profile, you get a complete view of every customer's account. Track their journey with Timeline, create customized Success Plans, monitor usage, and keep all digital assets in one place.
Cut through the noise and see only what's relevant to your business with our personalized metrics. Use cards to easily display the most important metrics.
Identify your evangelists — see top users and usage trends from the account view, in addition to specifically crafted metric cards that give you the instant “why” behind your customer’s health.
Take action from your account view page, managing tasks and touchpoints, running SuccessPlays, and saving key customer assets.
VIDEO BUSINESS REVIEWS
Scale engagement with a digital-first approach. Send customers personalized video content through Totango campaigns.
Your customer success control center
Scale engagement with a digital-first approach. Send customers personalized video content through Totango campaigns.
Your customer success control center
Video Business Reviews let you send personalized video content through your Totango campaigns anytime, anywhere in your customer journey. No need to wait for the next QBR cadence.
CUSTOMER HEALTH SCORE
With the 360-degree account profile, you get a complete view of every customer's account. Track their journey with Timeline, create customized Success Plans, monitor usage, and keep all digital assets in one place.
Customize the customer health score with data measurements that are meaningful to your business. The most widely used measures are: usage, adoption, support, voice of the customer, CSM sentiment, financial and engagement.
All pre-configured health criteria roll up into one, easy-to-read health scorecard. See overall account health for your customer base, number of accounts affected, revenue at risk, health signal trends and more.
Set measurement categories and define values for what is good, bad or poor. These values are used collectively to provide a health score giving you the ability to quickly pinpoint issues.
Set and customize the scoring of sub categories or dimensions within a health measurement. Drill down into each dimension for a proactive analysis of specific risk areas. Multidimensional health allows you to set and measure the health of your customers according to the operational priorities of your business.
OUTCOME SUCCESS PLANS
Stay on top of customer interactions with Touchpoints, create professional-looking presentations with Presentation Generator, communicate in a more engaging way with Video Business Reviews, and provide self-service options with our Customer Portal.
Effortlessly manage customer progress, share insights and collaborate with your team. With a few clicks, you can create tailored plans to meet your unique business goals. Say goodbye to complicated tracking and hello to seamless success.
During a time of rapid growth, Github utilized Totango to scale their CS ops while driving their NRR to over 130%.
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