Totango Reviews

I like that I can segment my data and see all my accounts.

Poor Google sheet integration and hard to navigate for beginners.

Analyzing data and customer's journey.

Everything I need to know is in one place. Multidimensional health is invaluable for proactive behavior. Also a great knowledge base for self-serve clients. Even so, extremely helpful and quick to react support team if there is a question I cannot find an answer to.

1. There are no custom qual surveys/custom field abilities

2. The manual email format is not adjustable. I'd prefer the emailing to natively integrate with Gmail. Right now I have to bcc touchpoints at totango on any emails sent out of gmail and FU tasks are not as linear as I'd like them to be.

Totango is solving the efficiency of having data in one place and user actions in another. It's all in one view which makes decision-making for CSMs very easy.

Totango has been adding wonderful features that make my job easier. I love the SalesForce integration as well as being able to see all of my customer metrics.

I wish it was easier for me to see client's assigned to me right after signing in without having to create a specific filter for myself.

I am able to keep track of so many different customer metrics with Totango. I love that campaigns can be set to go out. I can add touchpoints directly from email. I can see their renewal dates and health and get play by plays on what actions should be taken to increase their customer health.

Totango is a one-stop shop for everyone with access to get caught up quickly on accounts.

It is difficult to develop a dislike because the Totango team is always willing to hear enhancement ideas.

It is keeping every team member in the loop with customer initiatives, success plans, and action items. This alleviates the need for so many internal meetings to go over info that is so easily accessible when being utilized.

I LOVE Totango. It keeps all of the information about my customers in one place and reminds me what I need to do to help keep them happy. The health scores allow me to stay ahead of the game and ensure my customers can use my product successfully. The interface is easy to use and gives me all the information I need at a glance!

There is a lot of work to do at the beginning, as is the case with most software. It's not difficult work, which is a bonus, and it's definitely worth taking the time to set the program up correctly, but it does take some significant time.

I have so many plates spinning that it's easy to forget what I need to do next. Totango helps me keep track of everything going on with my customers without logging into 98157 different systems. The health scores have changed my work life by giving me a heads-up when customers aren't using my product as they should. Campaigns and success plays make it easy to help my customers engage with my product.

Workflows and the automation. Segments are also pretty handy to navigate through different portfolios

No time tracking, timesheets that I am aware of

A dedicated software for all things Customer Success without the additional feature noise of Sales/Support etc

Our business model isn't the typical Customer Success model, so we needed to find a platform that would allow us to customize features. The flexibility of Totango is what initially sold our team, but after implementation, it's even better than we could have imagined. There are so many capabilities that are benficial for multiple use cases.

The onboarding experience was in depth and thorough. I felt fully supported by the Totango implementation, data, and support teams.

There's a lot of information up front that you need to learn and lots of Totango lingo that can get confusing. Once you have that baseline understanding, everything falls into place.

-Increased visibility into what team members are doing

-Streamlined processes through SuccessBLOCs and SuccessPlays

-Easy access to KPIs and metrics

Totango offers a broad range of features to support many aspects of our teams operations

Further integrations with platforms such as Freshdesk and One Drive would be advantageous

Totango unifies our customers data to give us insights to make proactive decisions

Easy to use, good use of time to update status of accounts. Bubbles up to execustives for an accurate reflection of the business. Service related.

This is not a fault of Totango but if your company does not link other tools that are used it could be just a another silo of data and work.

*Perfect world your company connects other tools via bi driectional syncs to reduce your workload

Snap of of current customer engagement, renewal monitroing

What I appreciate most about Totango is its dashboards, task management, and customizable reporting features.

No, it's a fantastic tool, and I haven't encountered anything I dislike so far.

The integration with SF has been somewhat bumpy, and some data did not transition over completely. They are still in the process of addressing this issue.