TrustRadius
Totango Review 4 of 56
Review: "Totango- Great start for Customer Management"
https://www.trustradius.com/customer-successTotangoUnspecified895101
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September 05, 2018

Review: "Totango- Great start for Customer Management"

Score 8 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Totango

It is effectively a CRM for our customers in the Customer Success department. It is for tracking, centralized note-taking, and eventually automating simple tasks and alerts based on, among other things, customer health.
  • Tagging things differently to be able to see groupings of activity types.
  • Organizing customers in an easy and efficient way.
  • I really like the way tasks are organized in Totango. Easy to see and manipulate the things I have to do that day, week, and month.
  • The way we implemented it, there were too many manual attributes to edit.
  • In our scenario, things were segmented by customer, but then individually by product within that customer. That was an added obstacle for daily use.
  • Easier to track revenue opportunities for a non-sales-focused team
  • Allows other teams to view customer status and get real-time updates for being able to continue support and sales process
I believe Totango was financially a better-deal, and could handle our implementation timeframe quicker.
  • Good for organizing and keeping tabs on customers.
  • Task-based items are perfect.
  • Integrating and automatically creating triggers or automated tasks was a struggle.

Totango Feature Ratings

Product usage
6
Help desk / support tickets
7
Customer profiles
9
Automated workflow
7
Internal collaboration
9
Customer health scoring
7
Customer segmentation
8
Customer health trends
7
Engagement analytics
9
Revenue forecasting
9
Dashboards
9
Role-based user permissions
Not Rated
API
Not Rated
Integration with Salesforce.com
6