-Google Drive integration is useless. Either need to manually add one thing at a time as an asset or in Assets, when you choose to connect to your drive, it only allows you to enter your own files you created vs what would make sense: Shared files and Drives you have access to since we are a collaborative team with shared client folders storing client data.
-I dislike how revenue unfriendly it is- it is very cumbersome to track clients sales and revenue growth- which makes it not functional for a B2B company like mine.
-I dislike how the main notes, the Touchpoints, does not integrate with anything. All information in it does not carry over to client attributes. If there is a timeline for notes that is not touchpoints I should be using to track ongoing meetings with clients I am unaware of it.
-In order to fill out a form I first have to request it from myself. The form could potentially be a way to track the meetings, if we had questions and then blank space for recap, but then it could not be sent to the client...
-I have been unable to integrate it with email. I have to manually BCC totango every time. I want successplays to send certain emails out to the client contacts on the account when conditions are met. No Client contact in 20+ days= emails sent out every 3 days
-I have been unable to integrate it with SMS communication with clients
-It does integrate with Salesforce but only in one direction. A change in SF comes to Totango but a change made in Totango does not show up in SF (this might be a SF complaint and not a Totango one)
-There is no scale for health. Health is binary. As far as I know, if some clients have a meeting cadence of every 14 days = health and some have every 7 days = health, we can only have it apply to all accounts as one or the other. (There is no "OR")
-More automation! :) I want Form 1 to auto send to ALL clients every 30 days! and Form 2 to auto send to clients who meet criteria following each touchpoint.
I think I could go on but hopefully this gives a sense to the product team of my concerns. Review collected by and hosted on G2.com.