Totango Features
What are the features of Totango?
Customer Information
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Customer Segments
- Product Engagement
Predictions
- Custom Triggers
Platform
- Reporting & Dashboards
- API & Integrations
- Data Import & Export Tools
- Workflow Capability
- Notifications
- Customization
- Scalability
- Performance & Reliability
- User, Role, and Access Management
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Totango Categories on G2
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Customer Information
Customer Health Scores | Based on 686 Totango reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer. | 82% (Based on 686 reviews) | |
Customer Monitoring | Based on 666 Totango reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | 85% (Based on 666 reviews) | |
Customer Profiles | Based on 660 Totango reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | 84% (Based on 660 reviews) | |
Playbooks | Based on 556 Totango reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | 77% (Based on 556 reviews) | |
Customer Segments | Based on 675 Totango reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. | 86% (Based on 675 reviews) | |
Product Engagement | Based on 613 Totango reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | 80% (Based on 613 reviews) | |
Surveys | Based on 486 Totango reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | 74% (Based on 486 reviews) |
Predictions
Churn Risk | Based on 584 Totango reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service. | 79% (Based on 584 reviews) | |
Upsell Opportunities | Based on 550 Totango reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities. | 72% (Based on 550 reviews) | |
Custom Triggers | Based on 592 Totango reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | 80% (Based on 592 reviews) | |
Machine Learning | Based on 415 Totango reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | 66% (Based on 415 reviews) |
Platform
Reporting & Dashboards | Based on 669 Totango reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing | 80% (Based on 669 reviews) | |
API & Integrations | Based on 606 Totango reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported. | 77% (Based on 606 reviews) | |
Data Import & Export Tools | Based on 610 Totango reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file. | 79% (Based on 610 reviews) | |
Workflow Capability | Based on 619 Totango reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes. | 81% (Based on 619 reviews) | |
Notifications | Based on 643 Totango reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively. | 79% (Based on 643 reviews) | |
Customization | Based on 634 Totango reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 80% (Based on 634 reviews) | |
Scalability | Based on 628 Totango reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 84% (Based on 628 reviews) | |
Data Security | Based on 550 Totango reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | 85% (Based on 550 reviews) | |
Performance & Reliability | Based on 659 Totango reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | 82% (Based on 659 reviews) | |
User, Role, and Access Management | Based on 629 Totango reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 84% (Based on 629 reviews) |
User Analysis
Survey Implementation | As reported in 43 Totango reviews. Allows you to deploy NPS surveys to users. | 72% (Based on 43 reviews) | |
Data Analysis | Analyzes user survey responses and information in the application. 48 reviewers of Totango have provided feedback on this feature. | 71% (Based on 48 reviews) |
User Support
User Segmentation | Organizes users into predefined groups and provides different responses based on group. This feature was mentioned in 47 Totango reviews. | 79% (Based on 47 reviews) | |
Multi-Language Support | Supports multiple languages. This feature was mentioned in 31 Totango reviews. | 67% (Based on 31 reviews) |
Walkthrough Type
Text Bubble Walkthroughs | Supports text bubble walkthroughs. This feature was mentioned in 34 Totango reviews. | 68% (Based on 34 reviews) |
Data Sourcing
Data Enrichment | Based on 157 Totango reviews and verified by the G2 Product R&D team. Uses external data sources to improve customer profiles. | 82% (Based on 157 reviews) | |
Expandability | Based on 156 Totango reviews and verified by the G2 Product R&D team. Can be updated to accept new sources and types of data. | 81% (Based on 156 reviews) | |
Content Marketing | Can act as a content marketing platform. 89 reviewers of Totango have provided feedback on this feature. | 72% (Based on 89 reviews) | |
Multiple Devices | Can engage with customers across any device with a consistent message. This feature was mentioned in 90 Totango reviews. | 77% (Based on 90 reviews) |
Intelligence
Predictive Modeling | Based on 136 Totango reviews and verified by the G2 Product R&D team. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. | 73% (Based on 136 reviews) | |
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 59 Totango reviews. | 75% (Based on 59 reviews) | |
Zero-touch Renewals | As reported in 53 Totango reviews. Can fully automate the deal renewal process | 71% (Based on 53 reviews) | |
Smart Content | As reported in 50 Totango reviews. Suggests content appropriate to stage and tone of the deal | 72% (Based on 50 reviews) |
Sales Team
Flexible Sales Process | As reported in 55 Totango reviews. Can operate under at least two distinct sales methodologies | 75% (Based on 55 reviews) | |
Playbooks | Creates and stores multiple playbooks for sales This feature was mentioned in 61 Totango reviews. | 76% (Based on 61 reviews) |
Platform Basics
Templates | Based on 115 Totango reviews. Provide templates for customer journey mapping to jumpstart the process. | 82% (Based on 115 reviews) | |
Exporting | Ability to export customer journey maps in a variety of formats to present and analyze. 119 reviewers of Totango have provided feedback on this feature. | 79% (Based on 119 reviews) | |
Multi-user Access and Collaboration | Allow team members to invite others to collaborate on journey maps and make direct changes. This feature was mentioned in 111 Totango reviews. | 83% (Based on 111 reviews) | |
Data Analytics | Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. 102 reviewers of Totango have provided feedback on this feature. | 77% (Based on 102 reviews) | |
Dynamic Segmentation | Based on 199 Totango reviews and verified by the G2 Product R&D team. Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). | 84% (Based on 199 reviews) | |
Journey Optimization | Based on 198 Totango reviews and verified by the G2 Product R&D team. Automates the testing and optimization of customer-facing messaging and campaigns. | 83% (Based on 198 reviews) |
Platform Data
Journey Reporting | Based on 194 Totango reviews and verified by the G2 Product R&D team. Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). | 81% (Based on 194 reviews) | |
Trends Reporting | Based on 195 Totango reviews and verified by the G2 Product R&D team. Ability to measure product usage by feature, campaign performance by source, and other trending metrics. | 79% (Based on 195 reviews) | |
Dashboards | Based on 215 Totango reviews and verified by the G2 Product R&D team. Provides dashboards to combine and visualize quantitative and qualitive customer journey data. | 83% (Based on 215 reviews) | |
Advanced Data Filtering | Based on 200 Totango reviews and verified by the G2 Product R&D team. Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. | 83% (Based on 200 reviews) |
Platform Additional Functionality
Journey Mapping | Based on 191 Totango reviews and verified by the G2 Product R&D team. Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. | 83% (Based on 191 reviews) | |
Integrations | Based on 201 Totango reviews and verified by the G2 Product R&D team. Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. | 79% (Based on 201 reviews) | |
Automated Alerts | Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. 172 reviewers of Totango have provided feedback on this feature. | 81% (Based on 172 reviews) |
Analytics
Net Promoter Score (NPS) | Calculates net promoter score (NPS) using customer feedback data. 88 reviewers of Totango have provided feedback on this feature. | 82% (Based on 88 reviews) | |
Customer Satisfaction (CSAT) Score | Calculates customer satisfaction (CSAT) score using customer feedback data. This feature was mentioned in 82 Totango reviews. | 82% (Based on 82 reviews) |
Customization
Stakeholder Management | As reported in 77 Totango reviews. Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience. | 81% (Based on 77 reviews) | |
Multiple Branding Support | Allows users to deploy surveys and intake feedback data for multiple brands. 64 reviewers of Totango have provided feedback on this feature. | 77% (Based on 64 reviews) |
Onboarding Setup
Workflows | Provide customizable workflows for onboarding activities and tasks. This feature was mentioned in 195 Totango reviews. | 83% (Based on 195 reviews) | |
Templates | Include templates for onboarding project plans and documents. This feature was mentioned in 187 Totango reviews. | 80% (Based on 187 reviews) | |
Checklists | Generate checklists to monitor the prograss of onboarding projects. This feature was mentioned in 177 Totango reviews. | 81% (Based on 177 reviews) |
Project Tracking
Monitoring | Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 176 Totango reviews. | 83% (Based on 176 reviews) | |
Content | As reported in 172 Totango reviews. Manage onboarding documents, training materials, and other content. | 80% (Based on 172 reviews) | |
Tasks | Based on 185 Totango reviews. Assign and track onboarding tasks to internal and external stakeholders. | 85% (Based on 185 reviews) | |
Optimization | Identify trends and analysis that can be used to optimize onboarding. 170 reviewers of Totango have provided feedback on this feature. | 80% (Based on 170 reviews) |
Customer Engagement
Portal | As reported in 163 Totango reviews. Provider a portal for customers and external users to collaborate and share documents. | 80% (Based on 163 reviews) | |
Engagement | Include features to keep customers engaged such as internal communications. 180 reviewers of Totango have provided feedback on this feature. | 81% (Based on 180 reviews) | |
Branding | As reported in 175 Totango reviews. Create white-label portals by customer, product, or project. | 79% (Based on 175 reviews) | |
Visibility | As reported in 174 Totango reviews. Provide multiple levels of visibility accrosss all onboarding stages. | 84% (Based on 174 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 39 Totango reviews. | 66% (Based on 39 reviews) | |
AI Text Summarization | Based on 40 Totango reviews. Condenses long documents or text into a brief summary. | 64% (Based on 40 reviews) |
Platform Basics - Digital Adoption Platform
Integration | Enables integration with web-based software, websites, or other software applications. | Not enough data | |
Communications | Provides cued prompts, messages, tooltips, notifications and branded tutorials. | Not enough data |
Analytics - Digital Adoption Platform
Analytics | Manages user interactions and analyzes user behavior data within the software or application. | Not enough data |
Functions - Digital Adoption Platform
Customer self-service | Supports self-service features like troubleshooting, form completion, or knowledge base access. | Not enough data | |
In-app guidance | Provides in-app guidance on company-specific tools and workflows for onboarding. | Not enough data |
