Totango Brings Our Team Together!
December 01, 2020
Totango Brings Our Team Together!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Totango
We use Totango in our Customer Success department. Our team needed a centralized location where they can find all the data and information they need on our clients. Totango helps us feed all the the data from various sources into one location, making our customer success team's job more efficient and effective. Totango is also helping us from a management perspective, allowing us to easily create dashboards on account risk/health, renewals, upsells ect. enabling us to provide better and more accurate forecasting to our executive team.
- Links easily to external data sources. We use, Salesforce, Google Drive, a Learning Management Tool, Accounting Software and are able to feed all this data into Totango.
- The reporting is great! It is easy to create reports and use those reports to create a custom dashboard for your team.
- The configuration for things like Health Score and Success Plays can be updated without having to bring in a developer.
- Rolling information up and down from a parent account to a child account is not as intuitive or easy to do as I would like. Would be great if we could easily select what fields needs to be rolled up or down.
- Currently, I can't create reports across child/parent accounts. We have a need to create a report for parent accounts and add child info to the reporting for an accurate picture of what is going on.
- Better customer retention.
- More accurate reporting which helps with a more effective strategic plan for next year.
- More effective risk management.
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?
Yes
Did implementation of Totango go as expected?
Yes
Would you buy Totango again?
Yes