Totango Reviews & Product Details - Page 15

I like that I can pinpoint the health of an account based on several factors. Each of these are then broken down into sub-categories to help you really honne in on what is driving performance. Review collected by and hosted on G2.com.

I think it could be a little more user friendly. The efficacy is great, but there are a lot of learning curves for the untrained eye to adjust to. Review collected by and hosted on G2.com.

-Ability to track task and to do's

-Ability to see breakdown of customer health

-Customer data and account details

-Integrates nicely with SFDC

-Email Templates

-Success play linkage off Tasks

-Google calander link! Fire Review collected by and hosted on G2.com.

-Report building is difficult in totnago

-geared a bit more towrads sales, but works well for CS

-Email communications out of gmail/vs totango spoty and and not always logged. Review collected by and hosted on G2.com.

Totango makes sharing information with colleagues simple and effective. Integration with Outlook also allows easy conversion of shared meeting minutes into internal notes for tracking and sharing. Deepening knowledge and standardizing processes across not only your team, but also interdepartmentally is made trivial with the help of Totango.

There was very little learning curve when implementing the system into day to day tasks. If there were ever questions or issues, customer support was quick to provide solutions. We had a minor integration issue due to some updates on our end and the team was very quick to resolve. Review collected by and hosted on G2.com.

I believe there is some room for improvement on Outlook integration - simplifying the number of times needed to login. Also may be opportunity to reduce the number of clicks needed to complete tasks/touchpoints. Review collected by and hosted on G2.com.

Totango has streamlined our processes by automating communication and retention processes through success plays. I like seeing customer health quickly and having that update automatically. The ability to generate presentations for quarterly business reviews has saved the manual labor it usually takes to create those slide decks for all of our clients. I also love being able to use Totango as a task manager. I love success plays and how they ensure we're triggering meaningful tasks around churn risk. I like that the feature requests we've put forward or our concerns with the product functionality have been addressed and a reasonable time frame. Love that my google calendar now can be integrated for upcoming client meetings. Review collected by and hosted on G2.com.

We sometimes encouter bugs with the product not working correctly but they are usually fixed in a reasonable timeframe Review collected by and hosted on G2.com.

I love how Totango has the ability to keep track of many customer touchpoints in one location. Specifically the ability to have a 'checklist' within my account that breaks down the tasks per customer, so I keep them all organized. Review collected by and hosted on G2.com.

It's rather difficult to work with the canvases, as well as the timing of tasks. While I understand that Totango is not Project Management software, it would be beneficial to have tasks with dependencies, so you don't have to bucket everything into a time block. It's also a bit frustrating when checking off items on certain lists, as the list will re-prioritize, and if you're working quickly, you risk checking off items for different customers than you intended. Review collected by and hosted on G2.com.

I think the UI is clean and for the most part easy to use. Review collected by and hosted on G2.com.

Currently onboarding my team with Totango In-app but found it a bit frustrating with implementation. The communication hasnt been the best.

We are running into an issue with the in-app notifications being able to be seen by "everyone" - so for general announcements that apply to all users, it hasn't been working. We have not heard back from the Totango team yet, but, we are hoping to troubleshoot this and get solved so we can at least start using totango for those announcements!

We also noticed an issue with creating segments and found that our script isn't set to capture the user role (i.e. admin/patient/etc) so they aren't working as intended right now.

It would be great if we could connect with someone on your end with technical understanding review the script and check everything is correct on our end. Review collected by and hosted on G2.com.

Great data managment tools

Visually appealing user interface

Lots of automation potential

Zoe bot is useful for sharing data with other teams Review collected by and hosted on G2.com.

Usage reporting graphs only go back 12 months

Lack of audit trails when metrics are updated

Unclear process for affecting health scores based on touchpoint sentiment Review collected by and hosted on G2.com.

The upsides of using Totango:

- Easy to understand and use the software

- Capabilities of the platform (i.e. reporting, tracking & logging)

- Main tool I use daily for success management Review collected by and hosted on G2.com.

The downsides of using Totango:

- Some features do not always work as expected (e.g., triggered, automated flows called "playbooks")

- Integration with other platforms can be cumbersome (e.g., capturing information from e-mails sent to customers) Review collected by and hosted on G2.com.

It has a pretty clean UI and layout compared to SFDC. Review collected by and hosted on G2.com.

Our software has so many complexities when it comes to customer engagment that trying to capture ALL of the information in one place has proven near impossible. It just feels like another windo to open to type our notes into. Review collected by and hosted on G2.com.

I enjoy how easy it is to learn the platform. Also, the capability of sending one-to-many email campaigns is one that we value the most as we continue to grow. The ability to build a dashboard and track goals and KPIs is my favorite feature. Review collected by and hosted on G2.com.

Limited dashboard visual capabilities. Other than that, I like all the features that totango offers to its clients. No additional comments. Review collected by and hosted on G2.com.