Calendly vs. Totango

It's well suited for music students' lessons. It's well suited for online coaching, primarily through places like Zoom and more. It helps simplify things for your clients, lets you program your schedule, and allows it all to go automatically! If you are working with a senior population, it may be a little tricky for them to sign up and then really hard for them to cancel lessons. There isn't a way to go to the site and cancel. You have to pull up the confirmed email and cancel from there, but people can lose emails.

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for a CSM it´s marvelous, you have in one window everything,the agenda for your day by day work, the workload you have in a day,all the customers database and call history added by tasks and toutch points, the to do thing in each customer you know what to do next, with renewal you hace an digital engadgement with customers inform they need to renew in order to keep using the app.

• Sync with multiple calendar types so my schedule is always current.
• Integration with Zoom to schedule meetings, send invites, and populate my Zoom app accordingly.
• Automatic email communication to all parties with all relevant details in a clear format.
• Allowing team members to do the same in a way that I'm also notified of what meetings are taking place saves a lot of time in terms of coordinating to find out what other people are doing.
• Well-designed interface that simplifies everything down to its clearest expression. Language instruction and interaction are wonderfully simple and clear.

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• Enables us to easily send and collect NPS & CSAT scores regularly.
• Syncs with HubSpot to bring in updated client data and deals automatically.
• Allows us to manage clients based on health score which is multi-dimensional.
• I can log touch points directly in Totango from Gmail so easily..
• As we improve and develop our non SaaS business client experience, Totango continues to develop more functionality that we can benefit from.

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• After a meeting is booked, having the ability to change the location without canceling the entire booking.
• Being able to offer 2 different locked in locations for certain time periods of the day within the same event. So you're not having to create 2 events for the same thing, only different locations.
• Giving users permission to create their own routing forms. We run an independent business model where our users like to have control over their subscriptions.

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• Integrations -- in my experience, they constantly break and disconnect.
• Implementation -- I feel it was a HUGE challenge to set-up our environment. It took over 200 hours and it didn't work.
• Communication -- during implementation/onboarding, in my opinion, we were mislead on how to create some of our custom data objects and it ended up being a big waste of time since the approach we were instructed to use ended up being incorrect.

For all reasons like workflows, UI, and the way Calendly keeps all of us engaged through the Collective forum. It's indeed undeniable that no other product covers all business needs like Calendly does. On the other side, this has also reduced the workload by enabling us to focus more on other tasks for the day

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I personally believe Totango is the right Customer Success Tool for me, my team, and my organization. I couldn't find limitations until now, it's capabilities are on point and it's very scalable. of course, transitioning to another tool would mean a lot of hours and training, and would expose risks

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Calendly is extremely easy to use for selecting times and days for meetings. From my end, it's very easy to indicate the days and times that I am available for meetings. I have used other scheduling products, but Calendly has the smoothest way of operating. I highly recommend it for scheduling meetings

It is easy to use and understand, and simple to follow day to day. Logging notes and tasks is one of the key areas this is utilised along with tracking reports and accessing key data points for conversations with customers which is helpful. Mobile app helps too to access information on the go.

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I have yet to experience any downtime with Totango (knock on wood) so reliability has been really top tier since we were onboarded. Given that the support team has been really helpful so far, I can imagine should downtime every be the case, they'll be able to communicate proactively/effectively on the current state of the platform

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At times the integration sync can be really slow when it comes to touchpoints. I can't say the same for customer health syncing, but I do tend to notice the lag from email syncing, and in those cases, I will need to refresh the Totango page a couple of times or wait a couple of extra seconds/minutes for it to show up.

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There is a lot of support for Calendly. Whenever I have had issues navigating through it, especially as a new user, I found multiple support on the web addressing my questions or concerns. There is a lot of in app informative notes accessible to users to navigate through Calendly when needed.

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I give Totango a support rating of 10 because I can always get support whenever needed. If its a technical issue, I know I can email their support team for help. If it's a more in depth question with respect to our instance of Totango, I can reach out to our CSM and always get help in a very reasonable amount of time. I always look to Totango as the standard when I think of how to best communicate and support our own customers.

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Our CSM did a great job of conducting the training so we understand, at the very least, the functionality that is directly relevant to us. This also allowed us to train our own new team mates when onboarding based on the training flow that was first presented to us. This was also conducted as a interactive sessions, as training are notoriously known to be dry

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Totango has been easy for our team to integrate most of our new features into, which is great considering we have to factor in the customers' usage of the new features into all of the health and usage metrics we have. It has taken a while to integrate our second product however, which is why I would rank this a 7.

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When I started using it, there were not many competitors in this space. I've seen some like Mixmax that seem to work well for solopreneurs or where free version might be better than Calendly's free version. I use the paid version of Calendly and it's just kept serving us well so why change?

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Pipedrive is a great CRM for Sales purposes but it doesnt give much tools for CX management. Totango is all the opposite, it is an excellent product for Customer Management . We currently use both platforms integrated with each other and it gives great results to both Sales and Customer Success teams

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Information keeps missing and changing in totango . Because of that there is are lot of problems with it. We need to manually keep the backup in an another file. More over if in case we take the backup its so hard to track since its all in numbers. Totango can be much better if the cloud storage is working fine. My company is planning to discontinue due to this factor

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• Positive: When people want to meet, I can simply send my Calendly link and it takes less than 5 seconds to do.
• Positive: It integrates well with Zoom, which means that by default all my appointments include Zoom information for a remote call.

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• Since using Totango we have seen our engagement numbers go up as we are better able to identify the groups that are struggling.
• We have also seen an increase in retention as we are more consistent in messaging and not missing any data.

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