Totango user review
December 01, 2020
Totango user review
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Totango
We wanted a single place to view account success, contract renewals, customer notes, meeting notes and customer health. Each account manager had a different way of logging account info and Salesforce was outdated. We had issues with handovers to new employees because there wasn't a centralised system of record and reporting up the chain on account health was manual - usually in the form of endless Google Sheets. Totango is our central portal for all account management info about our customers.
- Easy R/A/G overview of account health.
- One place for all account info for new starters.
- Easy to update and to implement processes.
- The notes box is too small to add them in an easy way. Currently we have to update the notes in Sales Force for them to copy through
- Too many different ways to see accounts - confusing which view you're looking at
- Annoying to have to add a touchpoint when tasks have been completed
- Easier customer knowledge sharing.
- Earlier customer risk identification.
- Earlier contract risk identification.
Totango has a much more up to date interface and is flexible to show the data we want in the dashboards we created. We can push out tasks to the team easily and reporting is clear. We still keep our opportunity data in Salesforce but Totango is integrated so we can see the necessary information in Totango.
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?
I wasn't involved with the implementation phase
Would you buy Totango again?
Yes