G2 reviewers report that Totango excels in user experience, particularly highlighting its seamless integration with Salesforce. Users appreciate how updates in Salesforce automatically reflect in Totango, making it incredibly convenient for managing customer data.
Users say that ClientSuccess offers a user-friendly interface that doesn't require extensive training. Reviewers commend the product for its straightforward design, making it easy to track client health and activities without a steep learning curve.
According to verified reviews, Totango stands out for its intuitive dashboards that help users monitor customer health and engagement effectively. Users find it beneficial for staying on top of renewals and customer success activities without juggling multiple tools.
Reviewers mention that ClientSuccess provides excellent customer support, with a team that is flexible and genuinely cares about its users. This level of support is a significant factor for many users who have chosen ClientSuccess multiple times across different companies.
G2 reviewers highlight that while Totango has a slightly lower ease of setup score, it still offers a solid implementation process. Users appreciate the clear visibility into accounts and tasks, which simplifies customer management, even if the initial setup may take a bit longer.
Users report that both platforms have strong capabilities for monitoring customer engagement, but ClientSuccess edges out slightly in this area. Reviewers enjoy features like engagement integration with Outlook, which allows them to prepare for customer meetings by reviewing the latest interactions easily.
Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?
5 Comments
JW
Yes. The ClientSuccess Support team is amazingly helpful and can upload those changes for you. Read more
Is there a way view clients that I am a CSM #2 on within my client list?
3 Comments
JW
Yes. You can add a custom field that identifies the 2nd CSM and then pull a list by that custom field.Read more
Does ClientSuccess support B2C subscription companies?
2 Comments
BF
You can leverage multiple customer types within ClientSuccess (CS). While it was not designed for B2C, you can definitely use CS to manage your B2C...Read more
What are best practices for CSM assignment process - both dynamic and static?
2 Comments
GN
Hi Tony, can we please move the conversation to forum.totango.com - we don't really track this discussion board that frequentlyRead more
What would be the best way to load the pages faster?
2 Comments
JT
Only way I've seen is to restrict your filters on notifications (the first page for me at least)Read more
How much does Totango cost?
1 Comment
Official Response from Totango
Totango is FREE for small teams and individuals and offers a 30 Day FREE trial, no credit card required to all other packages. You can check it out at...Read more
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