Senior Client Success Manager Experience Using Totango
August 17, 2021

Senior Client Success Manager Experience Using Totango

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Totango

Our team uses Totango to manage our clients and pertinent account information to help further define their strategy and customer journey by using our platform. We are able to track clients logging into our platform, see an increase in metrics and reporting for various stages of the customer journey, and compare clients in a particular industry against other clients to measure for industry benchmarks.
  • Ability to document touch points when interacting with clients
  • Segment my clients' data and provide metrics on a daily, weekly, or quarterly period
  • Run reporting to share with client on their performance
  • Ability to upload .jpeg or .png files
  • Ability to upload outlook email message
  • Ability to synchronize data with Salesforce
  • Helps me to see what tasks have not been completed
  • Helps me to plan my strategy for renewals
  • Helps me to see how often client is logging into the dashboard for more adoption
Totango is so much better than Gainsight. The ease of logging a touchpoint, the ability to measure impact, and review metrics at a glance have made it much easier to understand areas of need for clients and a simple and easy way to access the tool. Hands down - a much better fit for our team than our experience using Gainsight.

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?

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

It’s well suited for client success and I am glad to have the tool to use as a reference point given I handle 50+ clients. It helps to go back and look at touchpoints to summarize an account. Management has found it useful when transferring accounts to other account managers providing the ability to assign a new account with ease.

Totango Feature Ratings

Product usage
8
Help desk / support tickets
9
NPS surveys
9
Customer profiles
9
Automated workflow
10
Internal collaboration
9
Customer health scoring
9
Customer segmentation
10
Customer health trends
9
Engagement analytics
9
Revenue forecasting
9
Dashboards
10
Role-based user permissions
10
API
Not Rated
Integration with Salesforce.com
10
Integration with Marketo
Not Rated