If you are serious about moving your CS team from a qualitative to a quantitative one, then Totango is your tool of choice!
November 20, 2020

If you are serious about moving your CS team from a qualitative to a quantitative one, then Totango is your tool of choice!

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

Overall Satisfaction with Totango

  • Proactive adoption metric capture w/in the Customer Success Department
  • Product usage with the Product Department
  • Problem Resolution: provides us with necessary insights which help guide both Product and Customer Success-related decision making
  • It provides MoM metric capture which we, in turn, share with our customer base during Executive Business Reviews, cadence calls, etc.
  • It provides insights into which elements of CLZN are used most often.
  • It enables Customer Success Managers to identify problematic areas early on and take necessary action.
  • Invest in creating customizable Quarterly Business Review / Executive Business Review slide decks (would be a huge time saver eliminating the need to extract Excel files and uploading to Excel, Power BI, etc.)
  • In the Select Columns section, the ability to apply "In the last 3, 7, 14, 30, 90, or 180 days" across all columns rather than having to select each one individually (would result in a considerable time savings)
  • Zoe's UI is not as straight forward as it could be (may discourage users from learning).
  • Significantly better customer retention (my customers all ask me to generate custom metric reports for both their own analysis as well as that of their Exec Mgmt. teams)
  • Totango has increased the perception of our CS team. Customers have come to see us a data-driven group which pushes the adoption envelope as a result of Totango's offering.
I cannot provide a fair tool assessment since I used it for roughly one week before CLZN transitioned to Totango.

Do you think Totango delivers good value for the price?

Yes

Are you happy with Totango's feature set?

Yes

Did Totango live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Totango go as expected?

I wasn't involved with the implementation phase

Would you buy Totango again?

Yes

I am not directly involved with Support since it is reserved for our Director of CS.
Overall usability is great. Very straightforward with respect to metrics used and their respective definitions. Navigation throughout the tool is quite intuitive. Colors used are pleasing to the eye.
Totango eliminates account guesswork and replaces it with clearly defined metrics. Those metrics allow CSMs to engage customers to proactively collaborate over account health. These interaction not only lead to both increased trust and rapport-building, but also secure the changes for ongoing account health.

Totango Feature Ratings

Product usage
10
Help desk / support tickets
Not Rated
NPS surveys
Not Rated
Customer profiles
10
Automated workflow
Not Rated
Internal collaboration
Not Rated
Customer health scoring
10
Customer segmentation
Not Rated
Customer health trends
10
Engagement analytics
10
Revenue forecasting
Not Rated
Dashboards
10
Not Rated
Role-based user permissions
Not Rated
API
Not Rated
Integration with Salesforce.com
Not Rated
Integration with Marketo
Not Rated