Totango - Really Enjoying the Platform So Far
November 08, 2021

Totango - Really Enjoying the Platform So Far

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

Overall Satisfaction with Totango

We utilize Totango as a Customer Success software that aids with account management. Totango allows our Customer Success Representatives to easily document emails, analyze clients' usage of our products, manage renewals, manage projects and run success plays to prepare/create plans for accounts.
  • It traces easily providing documentation of emails and manual notes.
  • It integrates with our pre-existing CRM system to enable us to see renewals and pull reports.
  • It can easily sort account information.
  • It provides tasks to help with account management.
  • It enables communication between teams to collaborate on accounts.
  • In my opinion, Totango reports take a long time to load.
  • You can't link to saved reports. You have to manually enter the user's name each time.
  • If there are multiple tabs open of Totango at once, it runs slower.
  • For my usage, it feels too soon to be able to speak to this, plus I'm not the person at the company that analyzes this type of data.

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

It is great for notes, traces, account overviews, renewal tracking, and tasks. It needs to be able to have a spot to pull data from otherwise you may find yourself doing more manual work.

Totango Feature Ratings

Product usage
8
Help desk / support tickets
9
NPS surveys
9
Customer profiles
9
Automated workflow
9
Internal collaboration
9
Customer health scoring
9
Customer segmentation
9
Customer health trends
9
Engagement analytics
9
Revenue forecasting
8
Dashboards
8
Role-based user permissions
9
API
9
Integration with Salesforce.com
9
Integration with Marketo
9