G2 reviewers report that Vitally excels in providing a comprehensive view of customer health, with users appreciating its ability to segment data effectively. One user highlighted the flexibility of the Customer Health Score, allowing for granular insights that cater to different account types.
Users say that Totango stands out for its seamless integration with Salesforce, making it incredibly convenient for teams that rely on this CRM. Reviewers noted that updates in Salesforce automatically reflect in Totango, enhancing workflow efficiency.
According to verified reviews, Vitally's Playbooks feature is a significant advantage, enabling users to create custom workflows based on client activity. This adaptability is particularly valuable for teams looking to tailor their customer engagement strategies.
Reviewers mention that Totango is user-friendly, with intuitive dashboards that simplify tracking customer health and engagement. Users appreciate the clarity it provides in managing renewals and customer success activities without the need for multiple tools.
G2 reviewers highlight that while both products are well-rated, Vitally has a slight edge in overall user satisfaction, reflected in its higher G2 Score. This suggests that users find it more effective in meeting their needs, particularly in customer revenue optimization.
Users report that Totango's ease of use is a strong point, but some have noted challenges with setup compared to Vitally, which is praised for its straightforward implementation process. This difference can impact how quickly teams can start leveraging the software effectively.
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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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