Wonderful for managing all books of business!
December 20, 2022
Wonderful for managing all books of business!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Totango
Totango helps organizations with information accessibility challenges. It is user-friendly and allows all teams with user access to get up to speed with their customer accounts with a few clicks. I stay on top of my customer interactions by tracking tasks, capturing links to CSPs and customer initiatives, and following up on pertinent touchpoint action items. The info is easy to find and gives a high-level overview of my book of business and detailed info on particular accounts that need a little more love.
- Allows for ease of monitoring and taking action when necessary.
- Provides the ability to organize customer timelines and filter events by category.
- Notifications for tasks to aid in the CSM daily workflow.
- Leaders can access a quick snapshot of the team portfolios and identify at-risk situations.
- I would love to see certain touchpoints and other action items updated in real time. It is difficult to keep up with what I have taken care of and what is still open without keeping notes on my actions on heavy admin days.
- Better customer retention through capturing adoption metrics
- Allows us to turn customer information into actions
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