A Wonderful Platform to Help You Level-up Your Customer Success Game
November 08, 2021

A Wonderful Platform to Help You Level-up Your Customer Success Game

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

Overall Satisfaction with Totango

We use Totango within our Customer Experience department to help provide our team with proactive insights on potential client issues or opportunities as well as to better plan around a client's upcoming contract renewal or stage in their lifecycle with us.
  • It identifies customer opportunities/challenges via automated platform usage reporting.
  • It stores playbooks for addressing a variety of day-to-day workflows for our team with regard to customer interaction.
  • It allows for unique reporting views of a wide variety of customer data and intelligence to help make better decisions.
  • I would appreciate more enduser-friendly/more obvious workflows via its layout UX.
  • I would appreciate it if it could ensure the views of specific users in the system can remain "sticky" throughout several views within the platform if desired (provide the option).
  • It has helped add a laser focus for our CS folks on their renewals and given them a great way to visualize their progress.
  • It has provided our C-suite with the ability to see the level of activity from our team with our customers and share intelligence easily.
Totango felt like a great option that was beyond entry-level, but not a sledgehammer for a nail for what, at the time, was a brand new Customer Experience team being formed.

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?

Yes

Would you buy Totango again?

Yes

Totango is a great platform if you're ready to level up your CS efforts and helps to professionalize your team over time. Getting their heads wrapped around the right workflows and approaches in this platform may be the only challenge because there is so much there.

Totango Feature Ratings

Product usage
8
Help desk / support tickets
Not Rated
NPS surveys
8
Customer profiles
8
Automated workflow
8
Internal collaboration
9
Customer health scoring
7
Customer segmentation
9
Customer health trends
9
Engagement analytics
8
Revenue forecasting
Not Rated
Dashboards
8
Role-based user permissions
9
API
8
Integration with Salesforce.com
Not Rated
Integration with Marketo
Not Rated