Totango

Customer behavior monitoring and helpdesk

  • Monitors the health of customers by tracking information like active users, engagement scores, contract value, products owned

  • Automates alerts when customer health drops, so helpdesks can take immediate action

  • Enables “Zoe,” a Siri-like conversational interface that pulls and tracks customer data so teams can gather information about their customers from Slack or email

  • Supports segmentation and grouping so helpdesks can split data, view historical trends, and measure success of workflows

Totango

How Totango works

Totango is a customer success platform that relies heavily on customer data to keep your support team up to date. It offers many features that need to be configured and customized for your business. That means installing Totango natively is typically a big project. You’ll need to plan out the customer data you want to track, learn and implement the Totango APIs, and roll out across all your channels. The most important things to set up are the reports and other features in the Totango app, but before you can do that you’ll need customer data flowing into the tool from your site, app, and anywhere else.

Manage customer success across multiple levels with configurable account views and metrics.
Manage customer success across multiple levels with configurable account views and metrics.
Segment, view trends, and drive health across your customer portfolio, grouped by lifecycle stage.
Segment, view trends, and drive health across your customer portfolio, grouped by lifecycle stage.
Analyze and forecast retention, churn, and upsell revenue by account or by customer segments.
Analyze and forecast retention, churn, and upsell revenue by account or by customer segments.
Totango

Get more out of Totango with Segment

When you use Segment you can skip straight technical implementation and get straight into the customizations that make Totango powerful for your team. This cuts set up time drastically. Segment is one of Totango’s recommended data partners for recording data from sites and apps. The Segment API is easy to understand and there are libraries available to record customer data across all channels where you engage with customers. Segment sends all your customer data to Totango in the format it expects, including page, event, user, and account data. Everything you record to Segment is automatically available in Totango and ready to be used immediately as you get up and running with the tool.

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Integrate Totango with Segment

Segment makes it easy to set up Totango.