Managing my customers with Totango
Christtian Pinto | TrustRadius Reviewer
November 20, 2019

Managing my customers with Totango

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Totango

We are currently using Totango across our Customer Succes organization to manage our book of business across the globe. It allows us to see the customer's lifecycle from onboarding all the way through to quarterly business reviews, upsells and CHURN prevention, allowing us to maximize our time and ensure customer happiness.
  • Success flows.
  • Account segmentation.
  • Health scores.
  • Software reliability - Ensuring or doing the very best for no down-time.
  • Email notifications if a certain trigger is activated.
  • Beta access for us to try ToTo before a new release is GA.
  • Retention of customers.
  • Time management.
  • Churn monitoring.
  • It allows me to easily manage my full book of business.
  • It gives me a holistic view of my account summary and respective health.
  • It integrates with our email and CRM.
  • Campaigns are a great way for us to target our customers based on tags as well as geolocation.
  • Creating customized segments if I want to monitor a specific group of accounts who share the same tags.

Totango Feature Ratings

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