Totango Features

Based on 772 Totango reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer.

Based on 752 Totango reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Based on 746 Totango reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

Based on 639 Totango reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Based on 759 Totango reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Based on 697 Totango reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Based on 569 Totango reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Based on 664 Totango reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service.

Based on 632 Totango reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.

Based on 674 Totango reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Based on 495 Totango reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Based on 753 Totango reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing

Based on 690 Totango reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported.

Based on 690 Totango reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file.

Based on 700 Totango reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes.

Based on 725 Totango reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.

Based on 716 Totango reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 710 Totango reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

Based on 632 Totango reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Based on 741 Totango reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Based on 709 Totango reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Allows you to deploy NPS surveys to users. 50 reviewers of Totango have provided feedback on this feature.

As reported in 55 Totango reviews. Analyzes user survey responses and information in the application.

Organizes users into predefined groups and provides different responses based on group. This feature was mentioned in 55 Totango reviews.

As reported in 39 Totango reviews. Supports multiple languages.

Supports text bubble walkthroughs. 41 reviewers of Totango have provided feedback on this feature.

Based on 178 Totango reviews and verified by the G2 Product R&D team. Uses external data sources to improve customer profiles.

Based on 178 Totango reviews and verified by the G2 Product R&D team. Can be updated to accept new sources and types of data.

Can act as a content marketing platform. This feature was mentioned in 110 Totango reviews.

Can engage with customers across any device with a consistent message. 113 reviewers of Totango have provided feedback on this feature.

Based on 157 Totango reviews and verified by the G2 Product R&D team. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 72 Totango reviews.

As reported in 66 Totango reviews. Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal This feature was mentioned in 62 Totango reviews.

Can operate under at least two distinct sales methodologies This feature was mentioned in 68 Totango reviews.

Creates and stores multiple playbooks for sales 74 reviewers of Totango have provided feedback on this feature.

As reported in 143 Totango reviews. Provide templates for customer journey mapping to jumpstart the process.

Based on 146 Totango reviews. Ability to export customer journey maps in a variety of formats to present and analyze.

As reported in 139 Totango reviews. Allow team members to invite others to collaborate on journey maps and make direct changes.

Based on 132 Totango reviews. Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.

Based on 228 Totango reviews and verified by the G2 Product R&D team. Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).

Based on 227 Totango reviews and verified by the G2 Product R&D team. Automates the testing and optimization of customer-facing messaging and campaigns.

Based on 221 Totango reviews and verified by the G2 Product R&D team. Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).

Based on 222 Totango reviews and verified by the G2 Product R&D team. Ability to measure product usage by feature, campaign performance by source, and other trending metrics.

Based on 242 Totango reviews and verified by the G2 Product R&D team. Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Based on 227 Totango reviews and verified by the G2 Product R&D team. Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.

Based on 219 Totango reviews and verified by the G2 Product R&D team. Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.

Based on 227 Totango reviews and verified by the G2 Product R&D team. Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.

Based on 199 Totango reviews. Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.

Calculates net promoter score (NPS) using customer feedback data. This feature was mentioned in 101 Totango reviews.

As reported in 95 Totango reviews. Calculates customer satisfaction (CSAT) score using customer feedback data.

Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience. This feature was mentioned in 90 Totango reviews.

Allows users to deploy surveys and intake feedback data for multiple brands. 76 reviewers of Totango have provided feedback on this feature.

Provide customizable workflows for onboarding activities and tasks. 221 reviewers of Totango have provided feedback on this feature.

Based on 212 Totango reviews. Include templates for onboarding project plans and documents.

Based on 202 Totango reviews. Generate checklists to monitor the prograss of onboarding projects.

Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 199 Totango reviews.

Based on 195 Totango reviews. Manage onboarding documents, training materials, and other content.

Assign and track onboarding tasks to internal and external stakeholders. 212 reviewers of Totango have provided feedback on this feature.

Based on 193 Totango reviews. Identify trends and analysis that can be used to optimize onboarding.

As reported in 188 Totango reviews. Provider a portal for customers and external users to collaborate and share documents.

Based on 204 Totango reviews. Include features to keep customers engaged such as internal communications.

Create white-label portals by customer, product, or project. 199 reviewers of Totango have provided feedback on this feature.

Based on 198 Totango reviews. Provide multiple levels of visibility accrosss all onboarding stages.

Based on 51 Totango reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. This feature was mentioned in 52 Totango reviews.

Enables integration with web-based software, websites, or other software applications.

Provides cued prompts, messages, tooltips, notifications and branded tutorials.

Manages user interactions and analyzes user behavior data within the software or application.

Supports self-service features like troubleshooting, form completion, or knowledge base access.

Provides in-app guidance on company-specific tools and workflows for onboarding.

As reported in 15 Totango reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases This feature was mentioned in 15 Totango reviews.

As reported in 15 Totango reviews. Improves performance based on feedback and experience

Based on 15 Totango reviews. Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input This feature was mentioned in 18 Totango reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Based on 53 Totango reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes 52 reviewers of Totango have provided feedback on this feature.

Works across multiple software systems or databases 51 reviewers of Totango have provided feedback on this feature.

Engages in human-like conversation for task delegation This feature was mentioned in 51 Totango reviews.

Based on 52 Totango reviews. Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience