Operationalize your team

Operationalize your team using SuccessPlays; a powerful automation feature for delivering consistent and proactive customer success practices tailored to your organizational best practices. With SuccessPlays you can redefine processes and workflow so your team knows exactly what to do and no account slips through the cracks.

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SuccessPlays are a set of tasks or actions triggered automatically on accounts when they match pre-defined criteria. The automated workflows that are triggered provide a templated action plan to Customer Success Managers so they can focus and complete them to achieve the necessary outcomes in a timely manner.

Operationalize business processes by implementing consistent Customer Success activities. Standardize workflows to achieve effective delivery — increasing the scale of your team and reducing churn.

Automatic assignment

Assign tasks to team members automatically — when accounts fit a pre-defined criteria, a set of tasks can be triggered and assigned to the right team members.

Best practices at your fingertips

Use Totango provided best practices immediately — Totango has provided out-of-the-box SuccessPlays that define best practices in Customer Success, customizable to cater to your business needs.

Get information quickly and intuitively

Streamline account information using Forms — Create and send custom forms to internal users to facilitate gathering of account information in a simple intuitive manner.

Get customer success best practices at your fingertips.

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customer email marketing, personalized email communication, email audience segmentation, automated email workflows

“Totango will help us really codify client success through programs and plays. We can do that manually but not nearly to the same scale. So we think about programs being everything we need to do for our clients all the time and then Plays are really more triggered events, something happens and we would need to take the right action at the right time and Totango will allow us to codify that into our business process.”

Katie Patel, Head of Client Success Management | Waystar
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