Custify vs. Totango

Two big use cases where it's very well suited: onboarding of our clients and churn prevention. It just saves me so much time and helps me recommend more strategic suggestions. At the end of the day I can see my productivity being a lot higher than before having Custify.

for a CSM it´s marvelous, you have in one window everything,the agenda for your day by day work, the workload you have in a day,all the customers database and call history added by tasks and toutch points, the to do thing in each customer you know what to do next, with renewal you hace an digital engadgement with customers inform they need to renew in order to keep using the app.

• 360 degree view of anything that has to do with a single account, including health score history across many elements, all the lifecycles of that account, different usage and adoption trends on multiple users in the same account, and more.
• Getting multiple health scores and trends on one screen.

• Totango easily integrates with other tools to pull information in one place.
• Totango is extremely easy to configure how you want, including adding new attributes that are important to you, creating segments relevant to your business, and automating processes through SuccessPlays and Campaigns.
• Totango Support is amazing! Very knowledgeable and prompt!
• Totango provides so many resources for users, including tutorials, a knowledge base, and the new creator campus. It's awesome.

Incentivized

• My biggest surprise was that we needed to dedicate more time than I thought at the beginning to learn the software more deeply. The interface is the easiest I've used, but there are just many possibilities this software opened up for us, and we wanted to make sure we're familiar with them.

• Editing templates can be slow and confusing.
• Building items across teams can be a challenge.
• Reports and segments seem to be the same thing and it's a challenge telling people to build a segment when they are looking to build a report.

Incentivized

We like the tool enough to keep it in the long run. It does what we need it exactly to do, and I think there's still a lot for us to uncover in terms of its capabilities. There are a lot of functions we want to take the time to learn, but we've been strapped on resources so are just staying afloat.

Incentivized

Overall a great tool with very useful features. It's UI seems a bit clunky and there is no full dashboard. Without these it takes a bit of work to find what you need and get an overview of current activity. Also, implementing everything takes a bit of work. I would recommend it to any saas that is serious about scaling and has a customer success dept

It is easy to use and understand, and simple to follow day to day. Logging notes and tasks is one of the key areas this is utilised along with tracking reports and accessing key data points for conversations with customers which is helpful. Mobile app helps too to access information on the go.

Incentivized

Totango is available all the time . the only problem is that some times it takes time to load specially the records of the customers. The data loading inside the customer account is fast. It may be because of internet service but still it can i,prove a lot. i have seen other competitors software which is faster

Incentivized

At times the integration sync can be really slow when it comes to touchpoints. I can't say the same for customer health syncing, but I do tend to notice the lag from email syncing, and in those cases, I will need to refresh the Totango page a couple of times or wait a couple of extra seconds/minutes for it to show up.

Incentivized

I personally have never used their support but i know our business has had multiple calls with them and they have always been helpful. I would imagine they are helpful as they have always had responses for our questions and have never left us hanging. Highly rate their support team

Incentivized

I give Totango a support rating of 10 because I can always get support whenever needed. If its a technical issue, I know I can email their support team for help. If it's a more in depth question with respect to our instance of Totango, I can reach out to our CSM and always get help in a very reasonable amount of time. I always look to Totango as the standard when I think of how to best communicate and support our own customers.

Incentivized

Our CSM did a great job of conducting the training so we understand, at the very least, the functionality that is directly relevant to us. This also allowed us to train our own new team mates when onboarding based on the training flow that was first presented to us. This was also conducted as a interactive sessions, as training are notoriously known to be dry

Incentivized

Totango has been easy for our team to integrate most of our new features into, which is great considering we have to factor in the customers' usage of the new features into all of the health and usage metrics we have. It has taken a while to integrate our second product however, which is why I would rank this a 7.

Incentivized

Hubspot is defintiely more robust in what you can do with it, but Custify is great for customer success specific activities. We do use hubspot in line with custify, but we wouldn't be able to use one without the other. Custify can measure some product engagement metrics that hubspot cannot

Incentivized

I've implemented dozens of systems over the last 15 years and, I feel, Totango was by far the most challenging. I have a background in several areas, but the most applicable to Totango is my background in data management, systems administration, programming, web design, web dev. Totango was very challenging to set-up. Other systems have more intuitive UIs and onboarding. For anyone wanting to use Totango, don't. For those that are still not convinced, I would make sure you are game for a very long implementation and the ongoing maintenance of syncing/resyncing. If you are in charge of implementation, in my experience, this is a not a 'set it and forget it' type of platform. It does require someone who is highly technical to partner with your customer success team to make sure it is functioning properly.

Information keeps missing and changing in totango . Because of that there is are lot of problems with it. We need to manually keep the backup in an another file. More over if in case we take the backup its so hard to track since its all in numbers. Totango can be much better if the cloud storage is working fine. My company is planning to discontinue due to this factor

Incentivized

• Connecting all these data points has been a game-changer. We're seeing higher conversions both from free trials and from starter plans to premium plans. We're now developing an upsell offering for our most premium plan and figuring out how to integrate it into Custify. We're ambitious and want to see what's possible to pull off.

• Definitely enables to improve overall client retention, our target is 97%, we're at 96%.
• A significant contribution to our increasing client conversion from starter package to the subscribed client within the first 90 days or less.
• ROI continues to increase with every new release from Totango, and it will ultimately become our primary source of truth for all customer data.

Incentivized