Schedulicity vs. Totango

Everyday use is good enough, we don't have an overly complicated product that allows us to complete the tasks given to us and schedule and reschedule the meetings. The ability to allow the user to control the scheduling of meetings and look in the calendar for specific timelines has never been easier. The stress that is on the user is taken away from the user by the tool itself.

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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.

• Your access data is stored in a secure environment.
• Ease of use to make transfers at the entrance and exit.

• 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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• I would like the ability to search the schedules of all tutors for the next available opening.
• When scheduling a provider off for a day or if the provider is sick, I would like the program to ask me if I need to cancel all appointments for the provider and allow me to give a message to the client why it is being canceled.
• Office closed messages. - If I close the office for a week because of vacation, spring break, etc... I would like Schedulicity to cancel all the appointments on the specified dates and give me the option to send a message to my client's explaining why we are closed. Currently, I need to go into each individual provider and mark the days off and then go into each provider's schedule and cancel each appointment. It takes a long time to do this with 14 employees. It would be easier to indicate the business is closed, cancel all provider's appointments on those days, and then have an option to send a notification to clients indicating why the center is closed.

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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.

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 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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

The support team is awesome. The turnaround is quick and if the software cannot support my current need they are really good about giving me a work around.

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Independently Invited by TrustRadius

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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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This is night and day from the excel spreadsheets we were using to set appts manually. We have seen productivity and scheduling mistakes diminish quickly. Very happy with this product.

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Independently Invited by TrustRadius

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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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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• It will allow you to present results to the worker and to the Inspection.
• Allows convenient application approvals.

• 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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info