Connected customer data streams for a 360-degree customer view
Integrate in a few simple clicks with pre-built solutions to create direct pathways between Totango and widely-used platforms.
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Automate your data streams to Totango using a variety of APIs including user management, touchpoints, tasks, and search APIs.
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Aggregate multiple dimensions of customer data into a single representation.
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Upload any data file to Totango once or via an automated sync of your data on any schedule.
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Proactively manage your book of business to ensure an optimal customer experience and create shared visibility for stakeholders.
The hub of customer information that lets your organization consume the most important customer information at a glance.
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Capture interactions with your customers. Send notifications and set follow up tasks. Keep all stakeholders informed.
View a timeline of account activity from Totango or leverage integrations to see account data in other tools.
See account activity, such as health changes, new touchpoints, milestones, and more. Trigger notifications using automated workflows.
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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Automated and manual interactions to achieve customer outcomes
Use dynamic customer segmentation and automated workflows to scale customer communications.
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Deliver low-code in-app experiences to your customers at the right time using dynamic segmentation.
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Generate presentations and send email campaigns that are automatically populated with selected KPIs and metrics for each account.
Embed CSAT or NPS surveys within email campaigns to capture user feedback. Automatically log that feedback to the customer account.
Automate to deliver consistent and proactive customer success practices tailored to your organizational best practices.
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Insights into customer health and team performance
Create dynamic lists of your customers based on any attribute or behavior, such as product usage, health score, contract value, or renewal date.
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Define and track goals using one or more KPIs. Ensure you are on track to achieve your goals and take corrective action if you are not meeting targets.
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Visualize trends over time, monitor fluctuations, and track changes for any of your team's data. Make business-critical decisions based on patterns.
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Create calculated fields based on account attributes. Demonstrate business results to your customers after using your products, such as increase in revenue or improved productivity.
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.
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