Customer Success Glossary

Totango SuccessTeams allows you to manage the scope of accounts for groups of team members to improve focus and productivity. Leaders are able to create teams oriented around a particular line of business and specific team objectives in order to increase the relevance of information available to each team. SuccessTeams give company leadership assurance that the right team members are accessing the right customer data.

Key Features of SuccessTeams

• Users with assigned team(s) are only able to view accounts associated with their team, one team at time, no combined views of account data
• SuccessTeam admins can frequently post and update a team goal to motivate and align teammates on current priorities
• SuccessTeam members can view real-time information for their individual account set
• Team Spotlight highlights the summary of work completed by the team’s members across SuccessTeams

Learn More about Success Teams 

• SuccessTeams Overview
• Creating and Configuring SuccessTeams

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