Full Oversight Over Customer Portfolio
August 18, 2021
Full Oversight Over Customer Portfolio
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Totango
Totango is being used by CSMs mainly along with our managers with full access but the sales team has limited access to see our notes too. It allows us to automate tasks and keep track of accounts. CSMs use it for all of their work monitoring and scheduling. We set up tasks to run automatically for what needs to be done on basic requirements plus you can set up your own tasks for what each unique account needs. We log all Touchpoint with customers and use the BCC functionality for emails to log too.
- Oversight over customer accounts
- Track usage
- Review risk
- Easier automation on tasks by users instead of management
- Improved retention
- Increased upgrades
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