Totango Announces Customer Success Management (CSM) Dashboard on Salesforce

Share Article

The updated CSM dashboard packages detailed customer lifecycle information in one view on Salesforce.com.

News Image

Totango, the leading customer engagement management platform, announced their new Customer Success Management dashboard for Customer Success Managers (CSMs) who use Salesforce to track and manage accounts. At a glance, CSMs can assess the health of their onboarding projects, ongoing accounts, ones about to renew or accounts at risk.

The new CSM dashboard makes it easier to:

  • Keep track of onboarding projects and ensure a smooth and professional experience for every new customer.
  • Connect with accounts approaching renewal to ensure they are in good condition.
  • Manage accounts at risk and be proactive before it’s too late.

“Many of our customers have grown to rely on Totango’s data and insight to manage their customer success workflow within the Salesforce.com platform. The new dashboard presents all this information directly, so your organization does not need to spend time customizing your Salesforce.com platform for this purpose. You have everything you need out of the box,” said Guy Nirpaz, CEO of Totango.

"We're passionate about tools that boost sales and success team effectiveness," said Daniel Chalef, CEO of KnowledgeTree, a provider of sales and success enablement software. "That's why we're excited about Totango's new dashboarding capabilities. It gives sales, success and accounts teams a powerful 'heads-up display' to identify where they can contribute the most value. That insight means efficient customer-facing teams that generate more -- and more successful -- customers."

The CSM Dashboard is available through a free upgrade of the Totango Salesforce Application. Read more about the benefits, prerequisites and installation instructions.

There will be a live product chat on June 4th, 2013 at 10AM PT. The live demo will feature a walk-through of the new CSM dashboard and a Q&A session.

About Totango

Totango is a full-service Customer Engagement Management platform for online businesses. Our Customer Engagement platform helps online services create an active and engaged userbase. Totango combines big data analytics with powerful segmentation and engagement tools to allow online services to take the right actions with each customer, in real time. End-users become happier and more successful – driving usage and adoption, increasing conversions, sales and lifetime value while reducing churn.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Ellis Luk
Totango
1-800-634-1990
Email >
Follow us on
Visit website