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What is Totango?

Totango is an enterprise-ready customer success platform designed to support every stage of the customer journey while enabling teams to scale with confidence. It provides a unified environment that blends customer health insights, structured workflows, and automated engagement so organizations can deliver measurable outcomes at scale. With the ability to support multi-product portfolios, layered account hierarchies, and sophisticated operational models, Totango is built for businesses that continuously evolve. Real-time customer context helps teams identify risks early, uncover expansion opportunities, and drive actions that meaningfully improve retention. SuccessBLOCs—Totango’s modular playbooks—allow teams to adopt proven strategies instantly while customizing them to their unique needs. Automated workflows and digital programs help CS teams manage thousands of customers while maintaining a personalized experience. Engagement campaigns ensure customers receive timely, relevant communications that support onboarding, adoption, and renewal. Executives and operations teams benefit from clear reporting across revenue metrics, team performance, and customer behavior trends. Totango’s commitment to security, including SOC 2 compliance and advanced access controls, gives enterprises confidence in their data protection. Altogether, Totango empowers organizations to reduce churn, grow revenue, and deliver sustained customer value at scale.

What is RO Innovation?

Utilize customer reference management software to strengthen connections and speed up the closing of deals. If you're in search of a solution to nurture and oversee your references, or to engage actively with your current customer champions, RO Innovation is committed to facilitating your success. Involving your customer advocates can significantly accelerate the sales process, reducing the clutter of multiple emails to account managers and shifting towards a more organized reference system. Are you still dependent on spreadsheets for reference tracking and struggling to identify which advocates are best suited for webinars or events? It's time to rethink your strategy. Our platform features a nomination portal that allows customer-facing teams to suggest their top customer candidates easily. With gamification elements designed to incentivize customer engagement through rewards, our workflows streamline tracking and updates, while the system smartly identifies your leading customer advocates for every project, guaranteeing that you have the finest resources readily available. By adopting these advanced tools, you not only boost efficiency but also cultivate deeper relationships with your clients while gaining valuable insights into their preferences and needs.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Salesforce
APIANT
Amazon Redshift
Amazon S3
Catalyst
Gainsight
MinIO
MySQL
NetSuite
PostgreSQL
Rambox
SAP Marketing Cloud
SQL Server
Slack
Snowflake
Stackreaction
Zapier
Zendesk
Zuora

Integrations Supported

Microsoft Dynamics 365
Salesforce
APIANT
Amazon Redshift
Amazon S3
Catalyst
Gainsight
MinIO
MySQL
NetSuite
PostgreSQL
Rambox
SAP Marketing Cloud
SQL Server
Slack
Snowflake
Stackreaction
Zapier
Zendesk
Zuora

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Totango

Date Founded

2010

Company Location

United States

Company Website

www.totango.com

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

uplandsoftware.com/roinnovation/

Categories and Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Experience Management

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Product Analytics

Attribution
Automatic Data Capture
Churn Reporting
Customer Feedback Collection
Customer Guidance
Customer Journey Analytics
Data Export
Data History Retention
Data Labeling
Product Engagement Scoring
Real-Time Data Analysis
Touchpoint Analytics
User Segmentation

Categories and Features

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

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