The CustomerOS trusted by 1,000s of companies

Totango Customer Data Platform

Easy to set-up, simple to maintain

Consistently rated the easiest-to-use customer success platform, Totango gets you up and running in days, not months so you can serve your customers sooner. Access customer health in real-time to get a full view of churn risks and upsell opportunities in your business and proactively engage.

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Optimize your customer journey, at scale

Automate triggers to engage customers throughout their lifecycle with digital outreach and proactive playbooks. Scale intelligently and efficiently, engaging the entire company to ensure your customers are getting the best customer experience.

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Totango Proactive Customer Success
Totango Customer Success Outcomes

Move fast and iterate to adapt to the pace of change

The fastest-growing companies choose Totango. Implement your most critical customer-facing lifecycle priorities and iterate quickly, rapidly adapting your playbooks and communication channels to respond to the needs of your customers

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Complete Cisco CX Specialization Requirements

Included out-of-the-box are all the automated tools/functionality required for CX Specialization and Advanced CX Specialization. Leverage pre-built best-practice templates and toolkits to expedite enrollment and validation.

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Advanced Customer Experience Specialization

People and Organization

  • 3 Cisco Certified CSMs
  • 1 Renewal Manager (Exam)
  • 1 Customer Success Practice Leader
  • Executive Sponsor

Process

  • Customer Success methodology
  • Documented formal renewal management process
  • Documented formal hand-off process between functions
  • Customer Success metrics and business review

Tools

  • Tools with full automation including custom triggers, upsell opportunities, churn risk and health scores
  • Renewal management

Eligibility and Validation

  • Open: Any Cisco partner
  • Partner Capability Review (3rd Party)
  • Resource validation
  • 2 Customer references
Totango Customer Data Platform

"Totango helps our success managers to actually help our clients consume our offers and drive adoption."

DILIP KUMAR, COO – GROUP SERVICES

It's Time to Get Started. Customer Success for Everyone.

Activate your customer success today with the plan that scales with your growth.

Community
Edition

Forever Free

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All the core functionality of a Customer Success platform. Perfect for organizations just getting started with customer success.

Up to 3 Users

Up to 500 Accounts

Self-Administration

Single Unified View of Your Customer

Customer Health Score

Early Warning System

Insights Dashboards & Scorecards

Customer Segmentation

Journey Optimizer

Automated Playbooks and Workflows

Email Campaigns (250 emails/month)

Enterprise Edition

Custom Quote

Schedule Demo

A fully loaded customer success solution complete with advanced features and the best support package to scale your operations and maximize growth. Customize a plan to fit your needs.

Includes everything in 30-day Trial, plus:

Implementation Specialist

Designated CSM

Totango Shield protects data

Security and privacy are built into the foundation of our customer success platform and company

Privacy Shield FrameworkGDPR CompliantISO 27001Truste CertifiedAICPA SOC 2

Community

Enterprise Edition

Pricing

Free Forever

Custom Quote

Number of Users

up to 3

Customized

Single Unified View of Customers

Account Profile

up to 1000

Customer Health

Organizational Hierarchy

Opportunity Management

Product Usage

Support Tickets

Tasks & Timeline

Alerts and Notifications

Health Changes

Tasks

Touchpoints

Support Tickets

Automated Lifecycle Management and Playbooks

SuccessBLOCs (Onboarding, Adoption, Expansion, Renewal, VOC etc.)

SuccessBLOCs Gallery

Scorecards

Segments

Reports & Analytics

Assets

Manual (On-Demand) SuccessPlays

Triggered (Event-Based) SuccessPlays

Customer Communication

Automated Touchpoint

One-Time Campaigns

Scheduled Campaigns

Ongoing Campaigns

Destination Pages

Campaigns Sent

250 emails/month

Executive Console

Customer Health Configuration

Revenue Center

Team Spotlight

Usage Monitor

AI & Machine Learning

Early Warning System

Alerts and Notifications

SuccessPlay Effectiveness

Data Management

Customer Data Hub

Data Modeler

Health Designer

Integrations - Manual Upload

Integrations - Scheduled/Connected

Rapid Insight Forms

User Management

User Roles & Assignments

Standard

Custom

Permissions

Success Teams

1 Team

Unlimited

Platform Capabilities

Self Service Administration

Custom URL

Custom Logo

Custom Watermark

Shield

Google Authentication

SSO Support

Services & Support

Customer Community

Knowledgebase

Video Tutorials

Enterprise Support Package

Implementation Support

Available

Designated Success Manager

Available

A trusted leader in Customer Success

Totango is a leader in Enterprise Customer Success on G2
Totango is a leader in Customer Success on G2
Totango is a leader in Customer Success on G2
Totango is a leader in Mid-Market Customer Success on G2
Users love Totango on G2