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Totango features for customer success

Everything you need to build CS programs that provide value for customers across all of your segments.
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Open platform and integrations

Connected customer data streams for a 360-degree customer view

Native connectors
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Integrate in a few simple clicks with pre-built solutions to create direct pathways between Totango and widely-used platforms.

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API connections
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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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Customer Health Score
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Aggregate multiple dimensions of customer data into a single representation.

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Data import
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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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Portfolio management

Proactively manage your book of business to ensure an optimal customer experience and create shared visibility for stakeholders.

360-degree account profile
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The hub of customer information that lets your organization consume the most important customer information at a glance.

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Tasks and touchpoints
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Capture interactions with your customers. Send notifications and set follow up tasks. Keep all stakeholders informed.

Account timeline
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View a timeline of account activity from Totango or leverage integrations to see account data in other tools.

Notifications
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See account activity, such as health changes, new touchpoints, milestones, and more. Trigger notifications using automated workflows.

Success plan
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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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Customer engagement

Automated and manual interactions to achieve customer outcomes

Email campaigns
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Use dynamic customer segmentation and automated workflows to scale customer communications.

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In-app experiences
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Deliver low-code in-app experiences to your customers at the right time using dynamic segmentation.

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Business reviews
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Generate presentations and send email campaigns that are automatically populated with selected KPIs and metrics for each account.

Surveys (NPS, CSAT)
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Embed CSAT or NPS surveys within email campaigns to capture user feedback. Automatically log that feedback to the customer account.

Workflows
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Automate to deliver consistent and proactive customer success practices tailored to your organizational best practices.

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Reporting

Insights into customer health and team performance

Customer segmentation
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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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KPI scorecards
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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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Custom reports
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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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Custom metrics
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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.

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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