Keep Track of Your Portfolio with Totango!
August 17, 2021
Keep Track of Your Portfolio with Totango!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Totango
We are using Totango in some departments, customer success, and onboarding, as it is helping us a lot in keeping our eyes on the customers' data and customized alerts. We have created alerts on potential risks, opportunities, and changes on the accounts, and a lot of manual work is not needed anymore. Totango even has so much more potential, we are always trying some new automation and alert campaigns to find the best for our use case.
- It makes a list of tasks on your account portfolio, so you can set up your own rules to have regular conversations with your customers.
- It provides great reports with a lot of data to identify the next campaign you want to do.
- It provides integration with our other tools, and we can see Totango as our main tool, even if other teams in our organization are not using it, as the important data will be pushed to the other tools.
- Possibility to separate the timeline (completed tasks not in the same timeline as emails, phone calls, etc.)
- Update some data directly from the reports (our example NPS dashboard)
- Possibility to group the tasks into different categories (some are more important than others)
- Positive impact on customer reach outs as a task every 30/45/90 days, so every customer has touchpoints with the Account Managers.
- Positive impact on churn predictions as less engagement can be spotted quickly and we can save customers when we see the first risk.
- Better customer conversations as deep insight into the usage and we can recommend the features they are not using.
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?
I wasn't involved with the implementation phase
Would you buy Totango again?
Yes