Totango for account health, segmentation, and campaigns.
July 25, 2022

Totango for account health, segmentation, and campaigns.

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

Overall Satisfaction with Totango

We use Totango on a daily basis to track the overall health, campaigns sent touch points, and more for our individual book of business. It helps us manage our accounts, know which ones need attention, account history, etc. We also use it to send targeted marketing campaigns for our large user base.

Pros

  • Targeted marketing campaigns.
  • Dashboard to see overall account health and daily activity.
  • Overview of account information.
  • Customizable tasks which can then be your daily agenda or reminder.

Cons

  • Ability to open links in reports in new tabs.
  • Skip success plays for unresponsive customers, so that we don't go through the entire lifecycle.
  • CSMs can customize account overview info.
  • Able to follow up with customers regularly
  • Customer retention

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?

I wasn't involved with the implementation phase

Would you buy Totango again?

Yes

Totango is well suited if you want to keep track of your book of business and manage marketing campaigns, product update emails and success plays. It could be better I guess if it can provide some level of customization for end users. Either they already have it but it's blocked for us or it isn't just available for end users.

Totango Feature Ratings

9.0
Product usage
9
9.3
NPS surveys
9
Customer profiles
10
Automated workflow
9
Internal collaboration
8
Customer health scoring
10
Customer segmentation
10
9.3
Customer health trends
9
Engagement analytics
9
Revenue forecasting
9
Dashboards
10
5.0
Role-based user permissions
5
9.0
Integration with Salesforce.com
9

Comments

  • Megan Hales | TrustRadius Reviewer
    Megan Hales
    (Vendor Representative) commented 3 years ago
    Thank you for taking the time to provide your feedback on your experience using Totango as well as the impact it has had on your ability to help your customer success team and your renewals and phone enablement team. Also, love to hear that it is helping you in the management of your scope of work as an individual contributor - can't wait to see continued success and excellent CS outcomes.

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