Rich with information- takes time to master
November 25, 2020

Rich with information- takes time to master

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Totango

Our department uses Totango as the main CRM in managing our Customer Success portfolio. Aside from storing basic account information, it also includes usage, implementation, and product data. We use segments and campaigns to prioritize how and why we reach out to our clients.
  • Segment creation.
  • Touchpoints.
  • Very complex tool and user training could be improved.
  • Requires a lot of internal development for customisation.
  • Customer metrics tracking to implement adoption and commitment.
Totango is more account focused rather than sales focused.

Do you think Totango delivers good value for the price?

Not sure

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?

No

Would you buy Totango again?

Yes

Our CSM is available when we need, but would like to see more proactivity and information on our usage so we can understand if our users are benefiting from its maximum value.
It is a very complex tool and takes time to understand.
Totango is great to view general account info, track and create touchpoints/tasks with clients, and customise segments to track important KPIs.

Totango Feature Ratings

Product usage
6
Help desk / support tickets
2
NPS surveys
5
Customer profiles
8
Automated workflow
4
Internal collaboration
8
Customer health scoring
2
Customer segmentation
9
Customer health trends
6
Engagement analytics
6
Revenue forecasting
2
Dashboards
5
Role-based user permissions
7
API
5
Integration with Salesforce.com
Not Rated
Integration with Marketo
Not Rated