Work made easy by Totango
July 06, 2016

Work made easy by Totango

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Totango

Totango is used by all the customer success managers, sales team heads, zonal heads and assistance managers. We use it like our daily diary for all conversations that have happened with our customers and all the efforts that have been put [forth] from our end. Totango is great for pulling our reports and to maintain each customer portfolio. Tags are very helpful. Assigning the portfolios and tracking who is handling the customer is great. Assigning tasks is also great.
  • Tags
  • Reports
  • Usage tracking
  • Anybody can assign the portfolio to anyone and original owner is not notified regarding this
  • Late updation
  • No tracking of date and time of assignment of the portfolio
  • It acts like a customer interaction diary
  • We do have some levels of conversation tags - helps us a lot
  • Customer usage report
  • Internal process management gets easy
totango is a world wide famous tool. It is costly; costly things are worth it most of the time. Our company is SaaS based and doctors are our customers. We need to manage them without fail. Totango is helping a lot with this. We have 3000 customers and we need to keep track of each and everyone one of them on a regular basis. We even need to keep track past interaction history and Totango helps us with this.
  • Reports
  • Keeping track of customer's usage
  • Tags
Generating reports is very easy and I appreciate it. Even the dumbest people who do not know Excel can work on this. It is very helpful in keeping track of each customer’s usage and the revenue is very good. Totango loads easily but some times it acts like it’s cranking. While pulling out reports, the Excel sheets are directly mailed - that is really nice.

Totango Feature Ratings

Product usage
9
Customer profiles
10
Automated workflow
9
Internal collaboration
10
Customer health scoring
10
Customer segmentation
10
Customer health trends
10
Engagement analytics
10
Revenue forecasting
10
Dashboards
10
Not Rated