Collaboratively manage your customer portfolio
Scale portfolio management no matter
how many customers you add
Develop strategic account plans
Work together across teams and with your customer to ensure that your entire organization rallies around driving outcomes.
Manage day-to-day tasks
Access “My Portfolio” to view tasks, touchpoints, and notifications related to your accounts.
Create visibility for stakeholders
View a timeline of account activity from Totango or leverage integrations to see account data in other tools.
Totango has improved our ability to effectively communicate CS's value prop to the larger organization. Touchpoint data tells our story and gives a view of how effectively we're evolving our conversations and client relationships.
Jeffrey Johnson
Chief Customer Officer, Flash Parking
Opportunity management
Improve cross-functional collaboration and grow your business with easy-to-manage expansion and renewal opportunities. Sync opportunities from Totango to your CRM and ensure CS receives credit for revenue they generate.
Outcome success plans
Capture mutual objectives with customers, document an action plan to achieve them, and track value realization metrics. Share success plans with your customers and allow them to complete tasks within their own portal.
Customer segmentation
Create lists or groups of accounts, users, and more to drive analysis, process, health, and focus throughout Totango using a highly flexible query engine.
Actionable tasks
Manage work to be done for your book of business. Assign to-dos to yourself or other teammates, track timely completion, and add follow-up actions as needed.
Customer touchpoints
Capture interactions with your customers. Send notifications and set follow up tasks. Keep all stakeholders informed on the progress on the account.
Triggered notifications
See account activity, such as health changes, new touchpoints, milestones, and more in your book of business. Trigger notifications using automated workflows.
Ready to get started?
Learn how Totango can help you achieve your customer success goals.
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