3 products, 1 goal: 
protect and grow revenue

Our suite of customer revenue optimization products give you a deeper view of customer intelligence, so you can repeatedly deliver customer value and grow with confidence.

Customer Portfolio Health ViewEngage stakeholder

FEATURES

Totango Customer Success Platform

Manage your book of business by delivering what your customers need when it matters most. Boost team efficiency, prevent customer churn, and increase revenue growth.

Workflows
Open

Automate manual tasks to improve efficiency and effectiveness

Multidimensional health score
Open

Control the impact that different dimensions have on your customer health score.

Campaigns
Open

Delight your customers with personalized campaigns. Use email and in-app messages to improve engagement, adoption, and influence revenue opportunities.

Complete customer view
Open

Pull in all relevant customer data and information into a single source for your team to leverage in the day-to-day workflows.

Customer segmentation
Open

Understand your audience by dividing them into groups. Tailor your marketing, boost engagement, and drive results with customer segmentation.

Outcome success plans
Open

Collaborate with customers to create a shared outcome plan that drives their success.

What everyone's saying

Highest ratings on G2 and TrustRadius

FEATURES

Unison Customer Intelligence Engine

Predict churn with precision by leveraging standard AI models to analyze your customer engagement data, or work with our team of data scientists so custom AI models can be fine-tuned to more accurately predict outcomes based on your historical data.

Standard model
Open
  • Sentiment score
  • Engagement score
  • VoC score
  • Relationship score
Custom model
Open
  • Everything in the standard model
  • White glove software-enabled service
  • Tailored analysis of any historical data
  • Optimized for accuracy and impact
Available integrations
Open
  • Salesforce
  • Zendesk
  • Intercom
  • Gong
  • Chorus
  • Gmail
  • Outlook
The ability to look at all actions through the lens of revenue is paramount. If my team is able to stay ahead of churn pitfalls that were previously unpredictable, that’s a win and puts a clearer lens on the opportunities to protect and grow customer revenue.
Conor Nolen
Chief Customer Officer, Drata

FEATURES

Catalyst Customer Growth Platform

Prioritize customer outcomes, deliver recurring impact, and get answers to key questions that elevate your go-to-market strategy.

Customer goal tracking
Open

Collaborate with customers to document and automatically track your customers’ goal attainment to understand the value they achieve from your platform or service.

Playbook designer
Open

Design internal workflows and external engagement campaigns with rule-based branching logic.

Expansion signals
Open

Leverage data-driven Signals to pinpoint optimal opportunities for upselling or cross-selling, ensuring sustained and strategic expansion.

Outcome base customer journeys
Open

Utilize automation to guide customers seamlessly through their journey, aligning with goal achievements.

Executive dashboards
Open

Build powerful custom dashboards that bring together data from various tools to get you the information you need to take strategic action. 

Available integrations
Open

What everyone's saying

Highest ratings on G2 and TrustRadius