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Creating segment to filter your clients, monitor your portfolio health, be updated on accounts status etc ! Reseña recopilada por y alojada en G2.com.
"My folder" would be even better if we could display it more visually Reseña recopilada por y alojada en G2.com.
I manage upwards of 75 accounts. Without Totango, I would never be able to manage my daily, monthly, and quarterly tasks. I help new customers with onboarding and we are a tech company, so there are an enormous amount of checklist items I have to manage. With every account at a different stage in the process, it became unmanageable to use just outlook, excel, and post-it notes to know where I was at with each account and things were getting missed. Totango makes it very easy to know where I am with each account and things no longer get missed. Reseña recopilada por y alojada en G2.com.
I was having an issue with the speed of the system, but they have made numerous improvements and that is no longer an issue. I do wish there were more email notifications to alert me when things are overdue instead of having to log in to see them. However, there might be tools that I am just not aware of. Reseña recopilada por y alojada en G2.com.
Totango is a leader in implementing Customer Success strategies that fit the needs of our particular business model. With the use of campaigns, SuccessPlays, and SuccessBLOCs, we are able to scale up and out for our business. And that's only at the surface of what Totango can do!
It's my go-to tool for Customer Success, and cross-functional departments!
My favorite part of the product is MultiDimensional Health. It helps us understand our customer pain points and success through a dimensional model while analyzing good, average, and poor health scores across our entire customer base.
Lastly, there support team is world class!
Not only is their product one of the best, but their customer experience is phenomenal. I love working with Totango. Reseña recopilada por y alojada en G2.com.
Managing and reporting on tasks in Totango can be quite difficult! Especially as an operations teams as we try to report on tasks.
I also still want to see a dashboard like view at the "My Portfolio" level. Summarizing everything about a patch of customers into one view and deep dive from there. Reseña recopilada por y alojada en G2.com.
Me encanta usar Totango a diario. Este es el mejor CRM que he probado hasta ahora y funciona perfectamente para asegurarme de seguir mis tareas, la automatización de campañas funciona de maravilla y los successplays están funcionando como quiero. Reseña recopilada por y alojada en G2.com.
Si es posible, implemente un tooltip que definitivamente ayudará a los nuevos usuarios a saber dónde están o en qué están a punto de hacer clic. Honestamente, no puedo pensar en ninguna razón por la que debería disgustarme este CRM. Reseña recopilada por y alojada en G2.com.
The ability to capture all the key points about an account on the front page and see everything you need in one view. Reseña recopilada por y alojada en G2.com.
It doesn't connect with Google mail without a zap. Reseña recopilada por y alojada en G2.com.
Me encanta cómo te permite llevar un registro del historial de tus clientes mientras estableces prioridades y te mantienes organizado. Es genial que favorezca la comunicación dentro de la empresa. Reseña recopilada por y alojada en G2.com.
Al principio puede parecer abrumador, pero los seminarios web de Totango para CSMs y todos los recursos disponibles ayudan mucho. Reseña recopilada por y alojada en G2.com.
Me gustan los bloques preconstruidos. Son fáciles de personalizar. Encuentro que los ejemplos proporcionados son inspiradores para las mejores prácticas disponibles. El equipo que ayuda durante la incorporación es conocedor y divertido para trabajar. En general, la estructura del software es fácil de implementar y ajustar a medida que las cosas progresan. Reseña recopilada por y alojada en G2.com.
No me gusta el hecho de que necesito duplicar el trabajo para enviar mensajes en francés e inglés. Si la configuración pudiera hacerse una vez y el ajuste de idioma se hiciera en el propio mensaje, ¡entonces Totango sería casi perfecto! Reseña recopilada por y alojada en G2.com.
CSM support to create Totango infrastructure, reports, build tasks and automations.
Clear Dashboards that I can create according to management requirements and Team KPI's and goals
The option to track and measure the progress in the customer journey
Easy and intuitive to work with Reseña recopilada por y alojada en G2.com.
Creating PPT from Success Blocks when reviewing a group of accounts, not only PPT for Quarterly account review Reseña recopilada por y alojada en G2.com.
We have recently started implementing Totango and are so excited to start using it. Everything looks fantastic not to mention user friendly. Our implementation manager has also been a wonderful resource Reseña recopilada por y alojada en G2.com.
We would love to see an integration with skilljar and gong at some point but honestly we have not used it enough to see any downsides - it doesnt seem like there will be many! Reseña recopilada por y alojada en G2.com.
Totango team is very open to product feedback and constantly makes meaningful updates and improvements to the platform. Visualization and reporting functionality is excellent. Helpful support site and certifications. Useful templates for commonly used campaigns and plays. Reseña recopilada por y alojada en G2.com.
Have run into issues with bugs that are difficult to determine. Haven't had a great experience utilizing the product for partners - data challenges with complex partner to customer relationships (not 1 to 1 relationship customer/partner) Reseña recopilada por y alojada en G2.com.
