Totango great product to manage CS!!
January 18, 2022

Totango great product to manage CS!!

Shivika Awal, PMP | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Totango

We use Totango as our customer success portal. It has been helpful for us in recognizing processes that we can automate. It also allows us to track CSM and client services on clients. We could also automate our renewals process which is great for our Sales ops team as they can initiate and manage renewals automatically. We are not working on a process to get AMs into the tool to work on their accounts and take action as necessary. We have [learned] and grown with the tool. The CS team from Totango is very helpful and jumps in to support or answer us on things as necessary
  • CSM Success Plays
  • Client Communication Trancker
  • Client Health Tracker
  • Automating process
  • Checking that client services is working on client accounts
  • Moving things across multiple hierarchy levels
  • Changing the name of the product group can only be done if we reach out to support. If the admin users are provided this access then we will have less back and forth with support
  • Making the onboarding process a bit more technically sound and aligning roles and responsibilities on client-side
  • We are still learning and moving forward in absorbing this tool internally but we see potential in Totango to help us to manage customers and our internal teams

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?

No

Would you buy Totango again?

Yes

Great CS Team (Susan Rabano is Awesome!!) Better access to post-sales activities Renewals management White space analysis Better accountability to make the Customer experience successful

Totango Feature Ratings

Product usage
9
Help desk / support tickets
8
NPS surveys
9
Customer profiles
8
Automated workflow
9
Internal collaboration
8
Customer health scoring
9
Customer segmentation
9
Customer health trends
9
Engagement analytics
8
Revenue forecasting
8
Dashboards
9
Role-based user permissions
10
API
9
Integration with Salesforce.com
10
Integration with Marketo
9