Compared to other solutions that I've used in the past, Totango does the best job so far of removing manual tasks from managing my accounts and calls. I can simply go back and review details of my meetings and understand the health of accounts in a flash. Review collected by and hosted on G2.com.

There is a bit of a learning curve when first starting to navigate the platform, but can be learned quickly. Review collected by and hosted on G2.com.

I love the way that I can create multiple customers and they all flow into one home page. Honestly, the ease of use once everything is set up is pretty nice! Review collected by and hosted on G2.com.

If I am splitting hairs, I would say the initial setup can take a bit of time. Review collected by and hosted on G2.com.

I like how easy it is to log notes and updates for accounts Review collected by and hosted on G2.com.

having to leave touchpoint reasons for tasks Review collected by and hosted on G2.com.

Good overviews of the accounts, SuccessPlays, and insights Review collected by and hosted on G2.com.

Timeline unclear and tedious to search for specific details Review collected by and hosted on G2.com.

What I like best about Totango is how modular and intuitive it is for managing customer journeys at scale. The SuccessBLOCs make it easy to break down each stage of the customer lifecycle into actionable goals, and the real-time visibility into account health helps teams proactively address risks before they escalate. It’s also very flexible when it comes to setting up automated tasks and campaigns, which makes scaling personalized engagement more feasible. Review collected by and hosted on G2.com.

What I’ve found challenging with Totango is that some of the reporting can feel a bit rigid. There are times where I want to slice the data in a more customized way or combine multiple filters across modules, and it’s not always straightforward. Also, while the platform is powerful, it can take a minute to fully understand all the moving parts when you’re first setting things up Review collected by and hosted on G2.com.

I like that its organized to put in notes for every single step of the onboarding process. I love that it lists all projects in one view and you

Can see all status Review collected by and hosted on G2.com.

It can be a little slow and has alot of fields to fill in, just a little more complex than simple Review collected by and hosted on G2.com.

I like the scalability of the platform. You can do modular adoption, so features can be rolled out in waves in big complex organizations. Review collected by and hosted on G2.com.

I do think the customer health scores can be misleading, showing a customer as green when sometimes the usage data doesn't reflect that. More work needed on data integrity as well as the algorithm for health calculation. Review collected by and hosted on G2.com.

Good customer service

Salesforce integration

Good for adding manual risk assessment Review collected by and hosted on G2.com.

Missing key features such as email integration

Not easy to access clients across a range of portfolios unless they share a common thread such as same person working on the accounts

Not very good looking platform in terms of colour/design

Bugs on touchscreen

Lack of flexibility in terms of views & dashboards Review collected by and hosted on G2.com.

Stores plenty of data from varying systems across our business and allows great integration of our customer tools Review collected by and hosted on G2.com.

Enablement is minimal from the support/education team. Feels like a Ferrari under the hood, but receiving that personalised support is hard to find. Review collected by and hosted on G2.com.

Totango has a simple and powerful interface. It is also easy to implement but requires data from other applications. The API layer makes it easy to integrate with other data sources. We use it frequently to assess customer engagement across our customer success and sales teams. Product is simple and does not require much support. Review collected by and hosted on G2.com.

Customer support has good resources and sometimes they share a video to users on how they can troubleshoot a problem. Overall it works for the most part but sometimes leaving you needing the next level and then the only option is to get services. Review collected by and hosted on G2.com.