Likelihood to Recommend 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.
Read full review In UserIQ campaigns, you can probably create whatever content you have in mind for your campaigns using IFrames. You can probably implement whatever content you have in mind for your campaigns using IFrames in UserIQ campaigns.
Read full review Pros 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. Read full review Have a really easy way to tag features and know what you're tracking. Great, simple user walkthroughs that you can plug into your app to improve onboarding or increase feature adoption. Some interesting dashboard views and you can slice users/accounts many different ways. Pretty user-friendly interface. Easy to collect qualitative data (nps, survey, etc.). Read full review Cons 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. Read full review Getting the hang of the walkthroughs took me awhile and was hard for me to understand, but now I understand and love them! Read full review Likelihood to Renew 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
Read full review Usability 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.
Read full review This rating is given as to a certain degree it is useful - as in the customer health dashboard and providing a very fast service which is easy to use for our users. However, as mentioned prior, the exportation of this data into presentable information (presentation style) is not really possible without doing yourself via screenshots and interpreting the data.
Read full review Reliability and Availability 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
Read full review Performance 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.
Read full review Support Rating 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.
Read full review Customer service and support is one of the biggest strengths for UserIQ, whenever there has been any issues or confusion, the help service is very effective and friendly to support us and get to a conclusion within no time, hence why the ranking given is extremely high for this factor. I would not say any improvement is needed in terms of this aspect of the company.
Read full review Online Training 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
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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
Read full review When comparing with the other product of the market we realize UserIQ brings the best outcome beneath the price so we choose UserIQ apart from other products.
Read full review Scalability 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
Read full review Return on Investment 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. Read full review UserIQ has let us communicate more effectively with our customers. We have seen a reduction in calls to customer service on how to utilize and update items on our SaaS UI. Read full review ScreenShots