G2 reviewers report that Totango excels in user experience, particularly highlighting its seamless integration with Salesforce. Users appreciate how updates in Salesforce automatically reflect in Totango, making it incredibly convenient for managing customer data.
Users say that ClientSuccess offers a user-friendly interface that doesn't require extensive training. Reviewers commend the product for its straightforward design, making it easy to track client health and activities without a steep learning curve.
According to verified reviews, Totango stands out for its intuitive dashboards that help users monitor customer health and engagement effectively. Users find it beneficial for staying on top of renewals and customer success activities without juggling multiple tools.
Reviewers mention that ClientSuccess provides excellent customer support, with a team that is flexible and genuinely cares about its users. This level of support is a significant factor for many users who have chosen ClientSuccess multiple times across different companies.
G2 reviewers highlight that while Totango has a slightly lower ease of setup score, it still offers a solid implementation process. Users appreciate the clear visibility into accounts and tasks, which simplifies customer management, even if the initial setup may take a bit longer.
Users report that both platforms have strong capabilities for monitoring customer engagement, but ClientSuccess edges out slightly in this area. Reviewers enjoy features like engagement integration with Outlook, which allows them to prepare for customer meetings by reviewing the latest interactions easily.
Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?
5 Comments
JS
I will answer my own question from the answer I received by the CS support team (Chance).
Chance said that they can mass upload the organization ID from...Read more
Is there a way view clients that I am a CSM #2 on within my client list?
3 Comments
KG
Hi Devan! Your question makes perfect sense. And yes, you can filter your client grid view by accounts you are listed as a secondary on. I recommend adding...Read more
Does ClientSuccess support B2C subscription companies?
2 Comments
MO
I believe so - it's great for managing customer lifetime cycles. So it would depend on how the product is used and if there is a workflow between your...Read more
What would be the best way to load the pages faster?
2 Comments
JT
Only way I've seen is to restrict your filters on notifications (the first page for me at least)Read more
What are best practices for CSM assignment process - both dynamic and static?
2 Comments
GN
Hi Tony, can we please move the conversation to forum.totango.com - we don't really track this discussion board that frequentlyRead more
1. Embed a PDF fillable form? 2. Prepopulated email response be hyperlink to an automated email
1 Comment
MH
Julio, thank you for your questions and patience.
Totango support forms, however not in a PDF format. As for triggering responses, we can absolutely...Read more
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