Totango Innovates Customer Success Management

Media Inquiries: Contact Karen Budell, CMO

Media Inquiries: Contact Karen Budell, CMO

SAN MATEO, CA--(Marketwired - September 15, 2015) - Totango, the leader in customer success management, today announced the latest version of its Salesforce application, delivering customer health scores, engagement data, and customer success team activity records inside Salesforce CRM. With these new capabilities, Customer Success teams can use the full power of Customer Success data and activities from Totango to drive business processes directly within Salesforce.

"Our customers use Totango data to drive triggers and other business processes within Salesforce," said Guy Nirpaz, CEO and Co-founder of Totango. "We built a complete integration within Salesforce because we wanted to make it easy for them to leverage our powerful customer intelligence and monitoring capabilities to drive better process and decision making. We believe that other teams, such as sales, marketing and more, will also use this data to inform their day-to-day activities. We wanted to transform a powerful CRM application into a powerful Customer Success Platform."

Totango now delivers customer health and engagement data, along with customer success team activity records, to Salesforce via a powerful application. The integration allows customer success managers and all salesforce users to more effectively prioritize attention to the right customers at the right time and take a data-driven approach to driving customer processes.

Features of the Salesforce integration include:

  • Totango Application: Get powerful customer success intelligence, such as health scores and engagement data, directly within a Salesforce tab. Customer Success teams can manage their customer portfolios and see all customer and team activity along in one place. Teams can also record activities directly within the Totango tab that are recorded in both applications.
  • Rich Account Scorecards: In addition to the detailed out-of-the-box Salesforce account page, customer success teams will have access to a rich profile of each customer with real-time data on engagement, product usage, other custom metrics, and full account history including all customer calls, emails and meetings. These scorecards can be customized to reflect engagement data, ROI metrics, and other non CRM data points.
  • Task and Touchpoint Integration: Sync all team tasks and notes into Salesforce making it easy to create detailed reports that drive business processes. Assign automated tasks to your sales team to notify account executives about upsell opportunities directly from Totango in Salesforce.
  • Bi-directional Data Sync: Send data from Totango in Salesforce and vice versa. Combine application engagement, business outcome, and utilization data with CRM data to create a comprehensive overview of the customer's health and satisfaction. Use all of the data to create detailed reports.

Salesforce users attending Dreamforce 2015 can request an in-person demo of Totango's Salesforce integration. Visit Totango to request a meeting.

Learn more about Totango's product:

About Totango
Totango is the leader in customer success management. The company helps SaaS and subscription businesses take a data-driven approach to reducing churn, driving customer adoption and advocacy, and maximizing lifetime revenue. Totango monitors customer behavior -- along with data from CRM, billing, and other enterprise systems -- to generate insights on customer health and engagement. The company's platform combines big data analytics with powerful segmentation and predictive tools to help companies pinpoint at-risk customers, spot upsell opportunities, and then manage touchpoints with customers to drive productivity and scale for customer success teams.