Totango Reviews & Product Details - Page 14

The interface is clean and easy to navigate, which helps when accessing customer data quickly Review collected by and hosted on G2.com.

Not enough customisation for Dashboards. Review collected by and hosted on G2.com.

The visibility into customer health and risk status is extrememly helpful for CS teams managing many accounts. You can quickly glance to check usage, and customize your own definition of what a healthy account looks like.

Accounts at risk are also clearly visible, eliminating the element of surprise at renewal time. Review collected by and hosted on G2.com.

You can customize table views and add filters but if you click through and forget to save, you have to apply them again. Review collected by and hosted on G2.com.

Totango is a intuitive & user-friendly platform that allows our team to stay proactive in addressing client needs and focus on high-impact activities. I appreciate how seamlessly it integrates with our other tools. Review collected by and hosted on G2.com.

The health scores are not always accurate and unreliable. Some limitations in managing tasks (especially during holidays & weekends). Review collected by and hosted on G2.com.

I have only been using Totango for about a month and do like the tool, but curious and excited to explore it's capabilities. I appreciate the ability to customize your view and think this will keep me well organzied. Review collected by and hosted on G2.com.

The tool seems like it may be a little too robust, would like a more simplified/intuative workflow. Review collected by and hosted on G2.com.

I love the workflow of Totango. It is so simple to create entire task lists through SuccessPlays, add individual tasks or follow up tasks, complete outreach directly through Totango, and even upload external communication. All attachments and documents are catalogued, and tracking the last touchpoint is automated. Totango can send a "Daily Digest" outlining upcoming tasks that are due to my inbox. Review collected by and hosted on G2.com.

I dislike some of the limitations in the email flow (cannot cc on outgoing emails or see who is cc'd on incoming emails if they are not in the system). Review collected by and hosted on G2.com.

Before Totango we had limited visibility into our customer data. Totango has provided our CX team with a central source of truth and increased efficiency and resource allocation across the team. Ops, Marketing and other cross functional departments benefit from the collection of this data. Review collected by and hosted on G2.com.

It's nothing specific to Totango - it's the standard change management with end user adoption. It took our team 2 quarters to get to a baseline with adoption and it really requires a weekly ops call and strong product owner to drive proper adoption. However, I would expect this is any B2B software. The Business Unit leader must implement a proper approach to change management. Review collected by and hosted on G2.com.

What I love best about Totango is the funcionality. I can do my everthing through the application. Tracking touchpoints, setting up campaigns, creating newsletters, reporting, etc. I use Totango every work day. It is also easy to learn and implement. Review collected by and hosted on G2.com.

There isn't anything I don't like, really. Review collected by and hosted on G2.com.

Totango is nice to be able to see everything in one place. I can see all communications sent to customers but also key data information. Risk collections are easy to use but could use some adjustments. Contract management is helpful and easy to follow. Review collected by and hosted on G2.com.

Character limits, box sizes, data can be crowded/hard to find. Review collected by and hosted on G2.com.

Totango offers our team visibility into all important pieces of data in one location. It also allows us to standardize key processes (like onboarding and risk) with plays, notifications, and tasks to ensure the whole team is confident and on the same page when it comes to taking action. I also use Totango's segments to surface data points that allow me to identify trends and warning signs, especially related to usage and possibility of churn.

The support we receive from the team is also excellent - our sales person Glenn is top notch and super attentive, and the support team is always quick and helpful (especially JJ!). I also love sharing the self-paced courses with my team. Review collected by and hosted on G2.com.

There are a few areas that could be improved upon, and I've already upvoted these areas in their product wishlist (ex: the campaign editing and the scorecard creation experiences). I'd also like to pull the Plan Summary section into a segment and to be able to trigger a SuccessPlay on the change of an attribute (any attribute, not just a lifecycle). Review collected by and hosted on G2.com.

All my customers info customised for me at a glance Review collected by and hosted on G2.com.

I'm not sure what some features mean or how to use it unless I google it. My ideal journey is that there are pop ups teaching me how to use it while i navigate Review collected by and hosted on G2.com.