Totango - Client Success' Best Friend | TrustRadius

Use Cases and Deployment Scope

Being used in the Customer Success organisation and working to align the teams and bring greater transparency and organisation across accounts.

Pros and Cons

Organisation.
Prioritisation.
Planning.
Task Management.

More customisation.

Return on Investment

Better customer retention - Flags and alerts when clients are not being contacted or in low risk categories.

Key Insights

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?

Yes

Would you buy Totango again?

Yes

Likelihood to Recommend

Client management - reporting and tracking meetings as well as health notes per clients.
High level reporting - From a manager level, we are able to see what our team is doing and where they are tracking.
Placing tasks in peoples names - Creating to-do items for yourself and others, like an online diary!
Successflows for new employees - Training them on the usual workflow we have built for certain customer stages.

- Planning for renewals.