Journey marketplace

Start your customer journey in minutes with our FREE ready-to-go templates. In Totango’s journey marketplace, you can select which journey (we call them SuccessBLOCs) you want to start with. Totango SuccessBLOCs helps you orchestrate (and automate) all the activities that your entire organization is doing to deliver an effective customer experience that drives good outcomes. If we do not have what you are looking for, don’t worry, you can build your own Journey

Customer Experience Canvas

Orchestrate winning customer experiences with our Customer Experience Canvas; The modern way to design and run customer journeys in a shared visual workspace. Start by mapping and designing your customer journey using tracks to organize your journey stages. Automate workflows across your entire organization. Supercharge your digital engagement with personalized customer communications and SuccessPlays that automated action plans for Customer Success Managers.

Campaigns

Customer Engagement & Email Marketing Tools - Introduce new features, train new users, and share product tips at scale with behavioral-based email communications. Working in concert with Totango Segments, you can personalize your communication based on both user attributes and user activity… or both!

SuccessPlays

Playbooks, Workflow, and Task Automation - SuccessPlays are a set of tasks or actions triggered automatically on accounts when they match pre-defined criteria. The automated workflows that are triggered provide a templated action plan to Customer Success Managers so they can focus and complete them to achieve the necessary outcomes in a timely manner.

Segments

Dynamic Customer Segmentation Tool - Totango Segments are the way to filter, analyze, and act upon your customers and users. Segments let you quickly analyze your customers' data and create lists of customers with different characteristics.

Scorecards

Customer Health & Intelligence -Companies measure health in order to keep a pulse on the customer, anticipate needs, and empower decision making. The Totango scorecard makes this intuitive and simple: green means the customer is getting value, and red means the customer requires immediate attention. It’s easy to click into the underlying causes of customer health to better target your response. No two businesses are the same. With Totango, you can customize the Customer Health data and scorecard data with measurements that are meaningful to your business.

Revenue Center

Accurately plan, track, report, and forecast your churn, renewal, and upsell revenue by portfolio or customer segment. Totango works for you, surfacing the data your company needs to make smart data-driven decisions.