Lattice vs. Totango

- Lattice is important infrastructure for orgs that are scaling quickly and need the ability to better administer talent and performance programs - Lattice saves HR teams soooo much time (from the AI agent who answers HR questions, to the automated onboarding and offboarding processes. - Lattice is not great for very small orgs that don't have growth plans. (Engagement surveys can't be anonymous if there are too few EEs, there is a minimum contract amount, and it's quite a lot of tool/system)

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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.

• clean simple user interface. easy to navigate and i like the homepage
• Lattice has done several updates over the years. continuing to give the product more value based on customer feedback
• i get reminders in slack and email when someone submits public recognition within our company, and about my talking points/feedback from my manager

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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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• it is not intuitive how to find a past review you wrote for someone that doesn't directly report to you
• Lattice app (for phone) is very limited in scope and doesn't have face ID
• sales team can be misleading; need to really double check and push on important issues

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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.

It is an expensive platform and other platforms are coming to market with similar features at a fraction of the price.

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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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It is very user friendly and easy to navigate. The workflows make sense and I can easy find my reviews, feedback or performance information. I haven't had any issues with being confused or needing to read instructions on how to navigate the software, it was one of the more straightforward programs that I have worked with

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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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Lattice Support is not that good. We have had to have calls with them in the past and their product team did not have a lot of knowledge about their product. I believe they are able to provide a much better level of service and that would increase my likelihood to work with them again.

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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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Lattice is more fully featured than BambooHR on the performance management functionality. It allows greater customization and more capabilities. If your company is mid-sized or large, Lattice is the way to go. However, it does require having some staff dedicated to understanding the system and committed to managing it. TINYpulse was also an interesting offering with some benefits, but also not as fully featured as Lattice for a medium to large business.

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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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• We have a workforce of 700, who largely have never had a performance review - since buying the module, it is holding the managers accountable to the process - no employee needs to be in the dark with how they're doing
• The employees value the decreased time that it takes to perform their self-assessments - world's apart from the complicated system we had before in our HRIS provider.
• The managers value the decreased time it takes to initiate/complete the employee review discussion process, as they now have a much more streamlined manner of doing so since partnering with Lattice

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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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