Avaliações e Detalhes do Produto de Totango

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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

-Capacidade de rastrear tarefas e afazeres

-Capacidade de ver a análise da saúde do cliente

-Dados do cliente e detalhes da conta

-Integra-se bem com SFDC

-Modelos de e-mail

-Vinculação de sucesso a partir de Tarefas

-Link do Google Calendar! Fogo Análise coletada por e hospedada no G2.com.

- A criação de relatórios é difícil em Totango

- Um pouco mais voltado para vendas, mas funciona bem para CS

- Comunicações por e-mail fora do Gmail/vs Totango são irregulares e nem sempre registradas. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

We sometimes encouter bugs with the product not working correctly but they are usually fixed in a reasonable timeframe Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

Acho que a interface é limpa e, na maior parte, fácil de usar. Análise coletada por e hospedada no G2.com.

Atualmente, estamos integrando minha equipe com o Totango In-app, mas achamos um pouco frustrante a implementação. A comunicação não tem sido das melhores. Estamos enfrentando um problema com as notificações in-app que deveriam ser vistas por "todos" - então, para anúncios gerais que se aplicam a todos os usuários, não tem funcionado. Ainda não recebemos resposta da equipe Totango, mas esperamos solucionar isso para que possamos pelo menos começar a usar o Totango para esses anúncios! Também notamos um problema ao criar segmentos e descobrimos que nosso script não está configurado para capturar o papel do usuário (ou seja, admin/paciente/etc), então eles não estão funcionando como pretendido no momento. Seria ótimo se pudéssemos nos conectar com alguém do seu lado com entendimento técnico para revisar o script e verificar se tudo está correto do nosso lado. Análise coletada por e hospedada no G2.com.

Great data managment tools

Visually appealing user interface

Lots of automation potential

Zoe bot is useful for sharing data with other teams Análise coletada por e hospedada no 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 Análise coletada por e hospedada no 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 Análise coletada por e hospedada no 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) Análise coletada por e hospedada no G2.com.

It has a pretty clean UI and layout compared to SFDC. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

Limited dashboard visual capabilities. Other than that, I like all the features that totango offers to its clients. No additional comments. Análise coletada por e hospedada no G2.com.