What users are saying about
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Top Rated
2432 Ratings
101 Ratings

Salesforce

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Top Rated
2432 Ratings
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Score 8.3 out of 100
101 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

Salesforce

The Salesforce App is ideal for tracking status of opportunities, being able to access already entered contacts and their relevant information, keeping track of conversations and details for a refresher as well as mapping information. Due to the nature of sales and the many meetings to keep track of, I was entering "notes" from my meetings upon returning to my vehicle before heading to the next appointment, which was of extreme value. It allowed my to clear my thoughts before my next meeting.It is less appropriate for entering accounts, contacts and so forth. This is all easier executed with a regular computer in my experience.
Leslie Bradford | TrustRadius Reviewer

Totango

Great for CSM and Client Services teams. Can help increase collaboration with Sales side. Really helps frame out how CSMs should be spending time and definitely helps with what clients to focus on. Has allowed us to stop focusing last minute on renewals and get a longer view to catch potential churn.Not really a "Support" software or [meant to] take the place of something like Zendesk.
Stephen Wilson | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce
8.3
Totango
Customer data management / contact management
Salesforce
8.9
Totango
Workflow management
Salesforce
8.2
Totango
Territory management
Salesforce
8.1
Totango
Opportunity management
Salesforce
8.8
Totango
Integration with email client (e.g., Outlook or Gmail)
Salesforce
8.2
Totango
Contract management
Salesforce
8.2
Totango
Quote & order management
Salesforce
7.9
Totango
Interaction tracking
Salesforce
8.7
Totango
Channel / partner relationship management
Salesforce
8.0
Totango

Customer Service & Support

Salesforce
8.5
Totango
Case management
Salesforce
9.0
Totango
Call center management
Salesforce
8.4
Totango
Help desk management
Salesforce
8.3
Totango

Marketing Automation

Salesforce
8.1
Totango
Lead management
Salesforce
8.2
Totango
Email marketing
Salesforce
8.1
Totango

CRM Project Management

Salesforce
7.9
Totango
Task management
Salesforce
8.4
Totango
Billing and invoicing management
Salesforce
6.7
Totango
Reporting
Salesforce
8.7
Totango

CRM Reporting & Analytics

Salesforce
8.7
Totango
Forecasting
Salesforce
8.4
Totango
Pipeline visualization
Salesforce
8.9
Totango
Customizable reports
Salesforce
9.0
Totango

Customization

Salesforce
8.6
Totango
Custom fields
Salesforce
8.6
Totango
Custom objects
Salesforce
8.7
Totango
Scripting environment
Salesforce
8.3
Totango
API for custom integration
Salesforce
8.6
Totango

Security

Salesforce
8.9
Totango
6.5
Single sign-on capability
Salesforce
8.7
Totango
Role-based user permissions
Salesforce
9.0
Totango
6.5

Social CRM

Salesforce
7.9
Totango
Social data
Salesforce
8.0
Totango
Social engagement
Salesforce
7.8
Totango

Integrations with 3rd-party Software

Salesforce
8.4
Totango
Marketing automation
Salesforce
8.6
Totango
Compensation management
Salesforce
8.2
Totango

Platform

Salesforce
7.7
Totango
Mobile access
Salesforce
7.7
Totango

Platform & Infrastructure

Salesforce
Totango
6.5
API
Salesforce
Totango
7.1
Integration with Salesforce.com
Salesforce
Totango
7.1
Integration with Marketo
Salesforce
Totango
5.4

Customer Data Extraction / Integration

Salesforce
Totango
7.5
Product usage
Salesforce
Totango
7.8
Help desk / support tickets
Salesforce
Totango
7.2

Customer Success Management

Salesforce
Totango
7.4
Sponsor tracking
Salesforce
Totango
6.1
Customer profiles
Salesforce
Totango
7.8
Automated workflow
Salesforce
Totango
7.6
Internal collaboration
Salesforce
Totango
7.3
Customer health scoring
Salesforce
Totango
7.9
Customer segmentation
Salesforce
Totango
7.6

CSM Reporting & Analytics

Salesforce
Totango
7.3
Customer health trends
Salesforce
Totango
7.8
Engagement analytics
Salesforce
Totango
7.3
Revenue forecasting
Salesforce
Totango
7.2
Dashboards
Salesforce
Totango
7.1

Pros

Salesforce

  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
John Hilburn | TrustRadius Reviewer

Totango

  • Account's health and changes overview: In the homepage, which is your "dashboard", you can clearly see your portfolio's health and what has changed since your last update. In this way, it is easy to get fast insights and move accounts to your "attention center".
  • Health history: It's easy to see health changes over time and by clicking in the date range, you see what criteria were impacting this health at that time.
  • Account's hierarchy: For my business, it's really important to be able to group accounts and have more than one level of customers (companies and groups of companies, for example). This way, it is possible to design and deploy strategies to different decision makers.
  • Easy health profile set up: The Health Profile set up page is really easy to use, with simple calculations features to determine what is good and poor health for your customers.
  • Tasks and touchpoint monitoring: Although these features have some room for improvement (e.g.: edit options, paragraph, bold or topics could make a huge difference when you want to record long conversations or detailed topics), they are really user friendly and make it easy for the account manager to write down notes on the customer's updates.
Cecilia Prado | TrustRadius Reviewer

Cons

Salesforce

  • It is a very intimidating platform to new users. It's not at all intuitive or user friendly and definitely requires some training and help.
  • No customer service. If you only pay for the basic license good luck figuring out problems as customer service just refers you to the community boards to search for it there.
John Cupoli | TrustRadius Reviewer

Totango

  • if you connect through segment.io it requires you to go one plan higher on segment in order to use totango (but it's not a lot of money),
  • Sometimes the totango created 'engagement' score can be a bit tricky to understand rather than our own created health metrics and health scores we use totango for.
Jamie Wang | TrustRadius Reviewer

Likelihood to Renew

Salesforce

Salesforce 10.0
Based on 48 answers
Cloud based and future looking - Salesforce has either set or kept pace with the latest in technology. At least two major feature releases a year allow an organization to keep up with the latest changes. Mobile and the release of their new analytics platform are just two examples of how Salesforce continues to innovate.
Benjamin Barniskis | TrustRadius Reviewer

Totango

Totango 4.8
Based on 2 answers
The software has lot of issues. We are saving things and then it disappears which creates lot of confusion as well as problems. Money is also lost because of it. The employees also get confused and then they end up with lot of problems with the customer. The notification is not that great. It's so bad and cannot be completely read. So when a pile of notifications come we will ignore all of them.
John Abraham | TrustRadius Reviewer

Usability

Salesforce

Salesforce 7.5
Based on 36 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Kyle Dugger | TrustRadius Reviewer

Totango

Totango 7.5
Based on 5 answers
I think it is easy to use but needs work on the user interface to make it easy to access specific functions. The side bar needs to be categorized so you understand why you would use it. There are also tabs that you can't access as an everyday user so you don't know why they are visible
Anonymous | TrustRadius Reviewer

Reliability and Availability

Salesforce

Salesforce 9.8
Based on 27 answers
All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data
Rob Gottschalk | TrustRadius Reviewer

Totango

Totango 4.5
Based on 1 answer
Totango is available all the time . the only problem is that some times it takes time to load specially the records of the customers. The data loading inside the customer account is fast. It may be because of internet service but still it can i,prove a lot. i have seen other competitors software which is faster
John Abraham | TrustRadius Reviewer

Performance

Salesforce

Salesforce 9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk | TrustRadius Reviewer

Totango

No score
No answers yet
No answers on this topic

Support

Salesforce

Salesforce 5.9
Based on 32 answers
Since we do not pay for Premier Support, the agreed upon response times are still pretty good. It is a little ridiculous that you should need to pay tens of thousands of dollars for their best support options and training.
Brent Booth | TrustRadius Reviewer

Totango

Totango 5.7
Based on 2 answers
The support team is good and prompt as far as my problems were concerned
Ben Joe | TrustRadius Reviewer

In-Person Training

Salesforce

Salesforce 7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk | TrustRadius Reviewer

Totango

No score
No answers yet
No answers on this topic

Online Training

Salesforce

Salesforce 9.1
Based on 15 answers
The quality of Salesforce's standard online training is high, but limited by nature as to what it covers.
Here are some common online courses -
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud
Getting Started: Administering Salesforce
Getting Started with Reports and Dashboards
Social Media Goes to Work: Chatter
Securing your Salesforce Organization
Getting Started with Data.com
Getting Started with Force.com Pages (Visualforce)
Writing Secure Applications on Force.com
Rob Gottschalk | TrustRadius Reviewer

Totango

No score
No answers yet
No answers on this topic

Implementation

Salesforce

Salesforce 9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk | TrustRadius Reviewer

Totango

Totango 7.1
Based on 11 answers
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.
Sam Rutzick | TrustRadius Reviewer

Alternatives Considered

Salesforce

Salesforce is head and shoulders above any other CRM available on the market. It integrates with Gmail and almost any other third-party tool that your company plans to use, making it the most robust and integrated tool available.
Zach Ettelman | TrustRadius Reviewer

Totango

I started at the organization after Totango was selected, but I hear the decision was based on how intuitive the solution was, and how it could integrate with the other solutions in-house. At prior companies, the reporting suite had been the primary focus. One company in particular selected a product that had extremely robust reporting options; however, we were at the mercy of the solution's product team for customizations/modifications, which took quite a bit of time.
Anonymous | TrustRadius Reviewer

Scalability

Salesforce

Salesforce 10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos | TrustRadius Reviewer

Totango

Totango 2.7
Based on 1 answer
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
John Abraham | TrustRadius Reviewer

Return on Investment

Salesforce

  • Salesforce.com has contributed to a more efficient overall organization in particular lowering cycle times required by technology in the field and in finance.
  • Salesforce.com has played a large part in a formidable increase in our sales close rate.
  • Salesforce.com has dramatically increased our insight into our business.
Irene Chivily Von Toussaint | TrustRadius Reviewer

Totango

  • Evidence from my perspective is limited since I've been using Totango for several months. The closest example of tangible ROI I've seen is using the data to help gauge how much effort and work I need to commit in order to renew (and in some cases save) accounts. There are have been a handful of cases in which poor engagement data allowed me and my CX counterparts to quickly address issues with customers - something that certainly impacts our customers' willingness to renew their subscriptions.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Totango

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Salesforce
8.4
Totango
8.2

Likelihood to Renew

Salesforce
10.0
Totango
4.8

Usability

Salesforce
7.5
Totango
7.5

Reliability and Availability

Salesforce
9.8
Totango
4.5

Performance

Salesforce
9.0
Totango

Support

Salesforce
5.9
Totango
5.7

In-Person Training

Salesforce
7.9
Totango

Online Training

Salesforce
9.1
Totango

Implementation

Salesforce
9.4
Totango
7.1

Scalability

Salesforce
10.0
Totango
2.7

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