Fairly easy-to-use platform when configured correctly.
December 01, 2020

Fairly easy-to-use platform when configured correctly.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Totango

Totango is primarily use by our Customer Success Organization. Our sales org also has limited access. The CS org uses Totango to monitor health for customer accounts, document meeting notes, create plans/objectives, and upload contracts.
  • Totango is a great resource for quickly creating views of customers based on similar characteristics. We are able to easily create reports of renewing accounts or poor health accounts.
  • I find the value metrics particularly limited. I previously used a different CS platform and all of the metrics configured in the dashboard provided a summary for each customer, distinguishing the different aspects of our platform so the CSM could easily tell what the customer was using/not using. I don't see this type of functionality in Totango. It seems to use avg. for a lot of the values which is confusing.
  • The task management can be a bit overwhelming. I always seem to have a long list of tasks overdue. It's very tedious to always have to enter a subject and note for each task before completing. Would be more convenient to have one field to quickly fill out before completing a task or not requiring any notes if it's a simple task to complete.
  • Creating successflows and successplays require a bit of a learning curve to use successfully. Would be create to create something more straightforward if i want to quickly send out an email campaign to all of my key contacts.

Do you think Totango delivers good value for the price?

Not sure

Are you happy with Totango's feature set?

No

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?

No

I've only contact customer support a couple times but I really enjoyed my experience. The help center and chat is particularly useful.
It's hard for me to give Totango an honest rating because I feel that our initial account configuration was not set up to appropriately support our product. If we had more automation, more useful charts/graphics to monitor customer usage, and integrations with other applications I would give it an 8 or above.
At this point given our limited adoption to the feature and lack of automation I don't see the true power of Totango so far. I would be more likely to recommend if we had all of our custom graphs/reporting correctly configured.

Totango Feature Ratings

Product usage
5
Help desk / support tickets
Not Rated
NPS surveys
1
Customer profiles
5
Automated workflow
2
Internal collaboration
5
Customer health scoring
5
Customer segmentation
8
Customer health trends
5
Engagement analytics
5
Revenue forecasting
8
Dashboards
5
Not Rated
Role-based user permissions
Not Rated
API
5
Integration with Salesforce.com
5