Totango for CS is a must have.
April 17, 2022

Totango for CS is a must have.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Totango

Totango is one of our primary products for our CSM team. We use it to track customer health and issues as well as the main storage location for CS activities. We use it to track how each of our customers is doing through various stages of our interactions. Totango helps visually see the health and well-being of all our accounts in a KPI way.
  • Health Scoring
  • Customer Journey Tracking
  • Integrations with other Sales Products
  • Basic Level account usage for team members who need to view but not access
  • Expansion of auto tools for customer reach out
Totangos interface gives us a great capability of seeing an account's usage from one screen. We can quickly pinpoint trouble accounts from the main screen and then drill farther down into the why's of the issues. As well it gives management a high-level overview of what each CSM's book of business looks like as well as the team's overall goals and functions. Their playbook is very interactive and canvas makes seeing a journey on one page an easy way to see what is what.
  • Totango keeps making my CSM's jobs easier with each interation
  • Fewer hours are spent looking in Salesforce and email for customer details, they are easily seen in Totangos Interface
  • Integration with SFDC allows Sales team members to see what CSMs are inputting into Totango
We have not had any security-related issues with Totango at this point.
By being able to see their health in real-time we can quickly implement get well plans with our teams when a customer starts to slip from Green to yellow to yellow to red. This real-time interface allows us to generate auto alerts when something slips, allowing our CS team to concentrate on the actions and not look for issues.

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 great for getting down quickly to a customer-level view and has the capability of seeing multiple instances of a customer well into the account. It does lack some features though when you get large organizations and rolling up data to the parent level can be cumbersome.

Totango Feature Ratings

Product usage
8
Help desk / support tickets
Not Rated
NPS surveys
Not Rated
Customer profiles
9
Automated workflow
10
Internal collaboration
7
Customer health scoring
8
Customer segmentation
8
Customer health trends
9
Engagement analytics
8
Revenue forecasting
8
Dashboards
8
Role-based user permissions
8
API
Not Rated
Integration with Salesforce.com
9
Integration with Marketo
Not Rated