Totango is the Salesforce for CSMs.
March 11, 2021

Totango is the Salesforce for CSMs.

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

Overall Satisfaction with Totango

We are using [Totango] for combining Salesforce data with other platforms to make it a one-stop shop for client health. It is currently only be addressed by the Customer Success department but may blend into marketing and sales integrations. We do not currently have customer-centric software for our Customer Success team.
  • Blends in data from multiple sources.
  • Can hold CSMs accountable for trigger points.
  • Organize customer health via renewals, at risk, and product adoption.
  • No real time updates on active users, how do I know a user is online?
  • Collaboration seems very lacking, no history log.
  • Want to get updates on accounts and customer friction points very easily, seems to have multiple steps just to update another user on what's going on.
  • We are still testing this out.
We are evaluating Gainsight as a contender, seems like the UI can be beneficial for us. We really need a more collaborative tool to give us exactly what we need.

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

For larger companies who have about 1000-3000 clients, who already have a lot of data to organize. Companies [that] are built up quite well and have a CS team built out but [need] a more robust tool just for their CS team who doesn't want to use such a big behemoth like Salesforce.

Totango Feature Ratings

Product usage
6
Help desk / support tickets
7
NPS surveys
5
Customer profiles
6
Automated workflow
8
Internal collaboration
2
Customer health scoring
7
Customer segmentation
7
Customer health trends
7
Engagement analytics
6
Revenue forecasting
5
Dashboards
8
Role-based user permissions
8
API
7
Integration with Salesforce.com
7
Integration with Marketo
5