Totango Vor- und Nachteile

I love the dashboards to follow key information and organize my day about my clients. It helps me know who i need to contact, low active users, clients ready for executive business, keeping on top of tickets status and anyone needing additional support.

Building out the dashboards is super easy using the AND/OR boolean logic

I use it every day and have it open for every single client call. Bewertung gesammelt von und auf G2.com gehostet.

The usage doing go deep enough. I can see my clients are in the tool but not what they are doing in the platform enough to have enough actionable insights around what I can further help with for them.

I also find the Tasks difficult to manage and overwhelming. If you fall behind there is no way to bulk reset your tasks / delete old ones so that when you have annua or quarterly business reviews/resets for yourself to get organized, theres no easy way to even start leveraging them. Bewertung gesammelt von und auf G2.com gehostet.

Dass Sie Touchpoints hinzufügen können, um Kundenaktivitäten zu protokollieren, aber vor allem, dass Sie in der Lage sind, geplante Aufgaben einzurichten, um den Überblick über die aktuelle Arbeit und die Versprechen gegenüber Ihren Kunden zu behalten. Bewertung gesammelt von und auf G2.com gehostet.

Ich vermisse wirklich Echtzeit-Benachrichtigungen in Ihrem Posteingang (oder Team, Slack, etc.). Derzeit erhalten Sie nur eine tägliche Zusammenfassung per E-Mail. Es ist etwas schwierig, den Unterschied zwischen der Unternehmensseite (insgesamt) und der Produktseite (untergeordnet) zu unterscheiden, z. B. Aufgaben oder Kontakte auf Produktebene hinzuzufügen, während wir beschlossen haben, alles auf der Gesamtebene zu belassen. Bewertung gesammelt von und auf G2.com gehostet.

Totango does a fantastic job of taking the data fed into the platform and using it to create a Health Score based on the parameters that I need. By using the data, campaigns and SuccessBlocs can be easily utilized allowing for plenty of customization. The workflows are easy to set up and implement across the whole team. When I have needed support, the team has been quick to respond with the right solution. Bewertung gesammelt von und auf G2.com gehostet.

The app itself can be a little clunky at times. For example, sending campaigns can often mean the formatting of the email changes/adjusts ever so slightly which doesn't match up with that of the email that was originally created. Improvements could be had here.

Improvements to reporting would be welcomed, particularly better options to see changes over time (how did NPS change from Date X to Date Y for example).

It'd be great to see more information from the Zendesk integration push into Totango. Currently it shows number of tickets whereas it'd be great to see the context of each ticket. It's not possible to use Totango fully as a central hub for information for us as this information doesn't push in.

Similarly, the integration with Gmail is weaker than competitors. It'd be great to get all emails sent to be synced into Totango and ones received, automatically. The process of bcc-ing or using the extension is a little clunky. Bewertung gesammelt von und auf G2.com gehostet.

We run a lot of proactive campaigns within Totango, the health score system helps us to track how engaged our client is with us.

Running different othe campaigns to target cleints under various projects.

The reporting and Dasboards also help us track our progress on not only these campaigns but also the accounts which are there within our production system.

It is easy to use and I use it on a daily basis for reaching out to the clients. Bewertung gesammelt von und auf G2.com gehostet.

Sometimes the data takes time to load, also had a small issue of integration of data from salesforce but this has been solved by the Totango support team as of now. Bewertung gesammelt von und auf G2.com gehostet.

It's easy to navigate the website and reach different pages. I like the general look of the page itself (white / green style) it's very nice and not overwhelmingly vibrant. I find the global templates secction useful, because this way I can share views/segments with my team members. I like that we can implement automation via the APIs and that we can send Totango touchpoints from Outlook directly. The segments filtering is greatly implemented. Bewertung gesammelt von und auf G2.com gehostet.

If we want to change assigned personnell in bulk (e.g. in 100 Accounts) we need to do it one by one from the web app.

Overall, I like Totango. Bewertung gesammelt von und auf G2.com gehostet.

I like that I can find all relevant data points about the customer - everything from current consumption levels to most recent interactions to upcoming tasks - in one consolidated view/ dashboard. Bewertung gesammelt von und auf G2.com gehostet.

I have tried a handful of other CS platforms, and Totango is my favorite. I don't have any complaints. I use it everyday. Bewertung gesammelt von und auf G2.com gehostet.

Es ist eines der wenigen Systeme, das sich vollständig mit unseren verschiedenen Systemen (CRM, Datenbank, E-Mail) integriert. So kann ich alle wichtigen Informationen über einen Kunden leicht erhalten, ohne auf die anderen Systeme verweisen zu müssen. Ein zusätzlicher Vorteil für mich sind die im System erstellten Tools. Bewertung gesammelt von und auf G2.com gehostet.

Die In-App-Funktionen sind gut, und das Team ist angenehm zu arbeiten. Allerdings fühlt es sich immer noch fehlerhaft an. Es scheint, als ob die Integration nach dem Kauf von Lou Assist nicht vollständig abgeschlossen ist. Manchmal versuche ich, eine In-App-Erfahrung innerhalb von Totango zu laden, und es dauert 2-3 Minuten, bis sie geladen ist. Bewertung gesammelt von und auf G2.com gehostet.

The platform is super easy to understand and I use it daily. We have specific training with our team to implement usage of the platform. Even if you're not tech-savvy, the layout is clear, and it doesn’t take long to get the hang of it. I like how Totango helps me keep track of client health scores. It makes it easy to spot any red flags early on and address them before they become bigger issues. The automation is a real time saver. It saves me in my team a lot of time from sending out mass communications to clients that can be done easily with tango. That probably would've taken me hours on my own. I love that Totango integrates well with other tools we use, like Salesforce and our internal platform. It just makes everything come together smoothly without needing to jump between multiple platforms. I love having everything in one place Bewertung gesammelt von und auf G2.com gehostet.

One issue I've run into is that sometimes other people's touchpoints end up showing on my account, and I’m not sure why that happens. It can be a bit confusing when trying to track all the interactions in one place, especially when it’s unclear who made the note or why it’s attached to my account. Bewertung gesammelt von und auf G2.com gehostet.

I love that the data loads quickly which is key when trying to get access to information quickly during meetings and for reporting. It has an intuitive setup process with integrations available where my zoom meetings recordings are automatically logged and transcribed, allowing me to easily revisit key meeting highlights and action plans. I have Totango opened as one of the staple browser tabs whenever I start my day, it helps me strategise and make data-driven decisions when planning my key action items for the day and week. Whenever I face any difficulties, I know exactly who to go to for help and the response time from the Totango support team is also very short. Bewertung gesammelt von und auf G2.com gehostet.

It will be great if I can minimise a touchpoint like a tab or email and get back to it easily without having to go back to the account page. Having it minimised acts like a reminder. Bewertung gesammelt von und auf G2.com gehostet.

I really appreciate Totango’s ability to view, organize, and sort different data points efficiently. The platform makes it easy to segment and analyze customer data, helping to track engagement, health scores, and key metrics in a clear, actionable way. The customizable views and filters allow for seamless organization, making it simple to focus on the most relevant insights. Overall, Totango provides a powerful way to manage customer relationships with data-driven clarity and efficiency Bewertung gesammelt von und auf G2.com gehostet.

One thing I find frustrating about Totango is that folders get saved to Segments rather than automatically appearing in the 'My Folder' tab. Improving this functionality would make the organization even more seamless. Bewertung gesammelt von und auf G2.com gehostet.