The implementation & on boarding team was wonderful to work with.

Clean interface and easy to understand. I like the organizational breakdown the most.

Integration flexibility to SFDC, ServiceNow, and other sources of customer account, contact, financials, support, and usage metrics.

The tool is constantly under improvement and immediate benefits to the enhancements are felt.

Changing anything about the tasks is really a pain. We could have done a better job in setting up the logic of the tasks for when they are supposed to fire for sure.

You should have a default that is selected company wide for the filter that we can use. Creating tasks is a big hassle and leaving notes on those tasks is a pain.

I like that it is customizable and gives me the ability to see tasks and workflows that are specific to my company's specifications.

A quick page refresh will do usually fix the issue, but it is annoying and it does interrupt my process.

It helps our organisation keep communication free flowing about customers which aids in our customer satisfaction and in supporting sales cycles.

There is an annoying bug that has persisted for the last few months - it gives garbled text and I'm unable to view any meaningful content.

Reporting and integrations. The reporting and managerial side of the software is entirely disappointing.

It's difficult to pull useful data in a way we can present to our leadership. There are integrations that come out of box, however the fields they interact with are limited to a frustrating degree.

Even with the cadence feature, the timeline of when tasks need to get done is easily lost. Managing upward of 100 clients caused tasks/meetings to be missed.

Very hard to keep up with, since it requires a lot of time to input information. Frustrating user experience.

Difficult to export data or search. Cumbersome is you have a large amount of accounts.

The software is easy to use, great for planning and organization, and easily used as a collaborative tool with various departments.

We often have sync issues which can be frustrating.

I dont feel like it is user friendly enough or quick enough for me to use. Creating and modifying the cards/tasks seemed was not quick and easy.

The team is very responsive. They are still building and improving the software, so I'm excited to see what is coming up.

I have given it quite a few chances over time but the experience has been. Quite disappointing each and every time.

Very difficult to view timeline of conversations - takes way too many clicks.

We use this to help with forecasting and staying in front of customers.

I like being able to see what accounts have been reached out to by support or sales too that way there's no overlap when I reach out.

Good self-service download demo to implement without any human contact with the company.

Easy to use, and helps me to track my tasks and activities on a daily basis.

Totango is an excellent tool that enables you to track and measure this metric. Using this tool, you can make informed decisions and craft successful strategies for your application.

I how easy it is to customize some aspects. I like the ability to create segments.

The ease of use, ability to quickly and easy customize email campaigns and reports.

We have integrated a data system that allows us to see usage of our products by our customers and health of accounts across a number of factors.

Easy to use dashboards and integration with other software that we use.

Getting data into totango and synchronising data with other softwares is ridiculously difficult, painful and useless. Even with tools like zapier.

Very easy to use, gives a great general idea of overall customer health of your portfolio at a glance.

Easy reporting/able to make segments on almost everything I need to track. Love the health score because it helps me know where my attention should be for accounts in poor health.

We use it to track for our account managers, and even they are frustrated by this.

Totango is easy to run reports and send to clients. It is fully integrated with our CRM which enables me to get quick insight at a glance before calling a customer.

Good control over my book of business to catch issues.

I've already noticed that there are some funcionalities missing.

I don't like that they can only have two levels of hierarchy short of extensive workarounds. I don't like that there are many fields which can't be rolled down, for some strange reason.

Good CS platform that is easy to set up & leverage.

The health Icon is a great way for sales and customer success reps to keep track of a big book of accounts. The ability to build reports, tier accounts by health and dollar value.

Bolstra is a cloud-based customer success platform, which helps businesses retain customers, gain revenue and manage churn rate by identifying opportunities and market trends. Features include activity feed, customer accounts, task management, analytics and data export. 


The application enables managers to monitor the status of customer's experience, manage sales growth and forecast revenue generation. Team members can visualize customers' journeys, measure the number of actively engaged clients and implement processes/strategies for acquisition, retention and expansion. Bolstra also helps supervisors prioritize daily tasks with a to-do list and organize them under on-hold, closed, urgent or recurring status. Businesses can segment and filter customer's accounts through specific attributes and manage current or upcoming renewals.


Bolstra offers API-based integration with various third-party applications such as Jira, HubSopt, Salesforce, Intercom, Zoho CRM, Slack, Zendesk, HelpScout and more. Pricing for the solution is available on request and support is provided via email, phone and documentation. 



LongDescription

Customer Segmentation

Communication Management

Account Alerts

Revenue Management

Account Management

Customer Management

Dashboard

Customer Engagement

Reporting/Analytics

Usage Tracking/Analytics

Negative Feedback Management

Onboarding

Health Score

Web browser (OS agnostic)

Chat

51-200

201-500

501-1000

1000+

Bolstra

In Person

Live Online

US Dollar

Totango is a cloud-based customer success and retention platform. It enables an enterprise to accelerate customer success, adoption, retention and expansion by managing all post-sales activities. It increases the conversion rate by collecting customer information, monitors data for meaningful customer health changes and drives proactive engagement by customer success teams.


Totango’s Spark helps users understand customers’ health scores, usage and status. It helps in the optimization of customer operations using scorecards and communication templates, and also by continuous tests of changing expectations of customers. Totango also offers Zoe, which works in three steps. It accesses the information, creates participation and takes action to benefit the customers.


Totango’s solution partners include SAP, ServiceNow, Salesforce, Slack and Perkville. Its implementation partners include Deloitte, PwC and Satrix Solutions. Its integration partners include Dropbox, Segment and GoodData.



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