Totango from a CSM perspective
December 02, 2020

Totango from a CSM perspective

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

Overall Satisfaction with Totango

We use Totango as our primary operations management tool for the Customer Success team. Totango allows us to track the customer lifecycle from beginning to end. We are able to identify and mitigate risk of churn based on the risk indicators specific to our organization. We are also able to track our specific team KPI's and provide reports to the organization.
  • Attractive interface.
  • Ability to create custom dashboards based on individual or team KPI's.
  • Reporting capabilities are easy to use.
  • Interface updates and new releases are often not very smooth. We have seen many rolled back because functionality was not working properly.
  • At times the interface loads slowly.
  • Better tracking of engagement activities.
  • Provides the ability to segment customers based on specific risk factors, to allow for more targeted engagement.
  • Integration with other internal systems.

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

Submitting a ticket with support is easy via email, they are quick to respond and give regular updates on the status of the ticket.
Overall Totango is easy to use from an operational perspective. It offers many different ways to look at the data, so users can decide and customize it to how it works best for them.
If you are tracking the health of your customers and looking to identify risk to help mitigate churn, then Totango does a good job. It does require some custom setup to ensure the health score is calcuated based on the indicators specific to the organization.

Totango Feature Ratings

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