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Everything you need to achieve success

Your toolbox of features to manage customer success.
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Totango Intelligent Customer Data Platform

Single, unified view of customers

Gain unparalleled visibility of your customers.

Account Profiles
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The hub of customer data — organized into simple, modular tables and charts.

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Customer Health Scores
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Aggregate multiple dimensions of customer data into a single representation.

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Organizational Hierarchy
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Totango enables multi-product portfolios, deep account hierarchal relationships so that you can influence your customer's health at the right level.

Opportunity Management
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Product Usage
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Track product usage in real time by accounts, users, actions, and modules.

Support Tickets
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View, monitor, and manage support requests.

Tasks & Timeline
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Manage your tasks and organize your day.

See your customer health in real-time.

Alerts & Notifications

The best Customer Success happens in real-time. Get up to date alerts and notifications to enable success-forward activities.

Health Changes
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Get notified of customer health changes in real time so you can act quickly.

Tasks & Touchpoints
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Get notified when a task or touchpoint is added or modified.

Support Tickets
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Know when your customers need support. Get real-time updates on status.

Knowing is half the battle. Get proactive with your Customer Success.

Automated Lifecycle Management & Playbooks

From built-in best practices to robust segmentation and reporting, you'll have all the tools you need to accelerate success.

SuccessBLOCs
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Define and operationalize customer success best practices effectively for successful outcomes.

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SuccessBLOC Gallery
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Choose from a gallery of SuccessBLOCs, pre-built from best practices and ready to use.

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Segments
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Segments let you quickly analyze your customers data. Filter by users or accounts to stay ahead of behaviors.

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Scorecards
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Define and track goals visually using one or more KPIs to ensure you are on track to achieve your goals.

Reporting & Analytics
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Visualize and understand trends over time, monitor fluctuations, and track segments' changes.

Asset Management
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Store and organize all relevant customer materials in a central location. Attach assets to Tasks and Touchpoints for easy sharing of information.

Create your first SuccessBLOC in minutes. Get started today.

Customer Communication

Totango enables you to communicate effectively and efficiently with customers.

Automated Touchpoints
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A modular framework to package best practices around important customer journeys. Define and operationalize customer success best practices effectively for successful outcomes.

Campaigns
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Programmatically affect customer health or impact user behaviors with hand crafted messages automatically personalized for each user.

Destination Pages
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Deliver a branded campaign experience when your user interacts with your campaign.

Outcome Success Plans
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Manage and track your customers’ mutual goals and action plans and share the progress of the plan with customers in a live online portal.

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Executive Console

Totango’s Customer Health in the Executive Console gives you the ability to segment, examine, and drive health across your entire customer portfolio.

Customer Health Configuration
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Segment, examine, and drive health across your entire customer portfolio.

Revenue Center
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Plan, track, forecast and report on revenue from your existing customer base.

Team Spolight
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Establish reporting around customer success activities and measures the productivity of the customer success team.

Usage Center
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Monitor usage in real time by accounts, users, actions, and modules.

Drive customer success across your entire portfolio.

AI & Machine Learning

Below is a sampling of the powerful features the Totango platform includes. Get a live view of all the capabilities we provide to activate customer success.

Early Warning System
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Alerts & Notifications
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SuccessPlay Effectiveness
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Churn Predictor
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Health Auto Tuning
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Data Management

Connect all your data streams in one place for a complete, actionable view of your customers.

Customer Data Hub
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Connect all customer data streams to reflect the unique, personal, and value-driven relationships you have with your customers.

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Data Modeler
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Create, organize, and manage the Attributes and Metrics associated with your instance of Totango.

Health Designer
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Create custom health definitions for any account type or level using advanced formulas of attributes, custom metrics, and roll-up metrics.

Integrations
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Bring data into Totango from anywhere, in any format.

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Rapid Insight Forms
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Create and send custom forms to internal users to facilitate gathering of account information.

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Connect all customer data in one place.

User Management

Customize, classify, assign, and organize your users and teams for efficient and affective customer success.

User Roles & Assignments
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Classify your users based on their organizational roles in the system.

Permissions
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Control access to data and actions users based on their organizational roles ensuring compliance to corporate security standards.

SuccessTeams
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Group users into different teams manually or using the HR reporting hierarchy and control access to data visibility.

Dynamic Assignment
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Assign customer-focused work to team members based on their skill sets and availability, rather than a designated customer book of business.

Customer Centered Enterprises Run on Totango. Shouldn't You?

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