Salesforce integration with Totango
Connect CRM data to Totango to view customer interaction history, so you can understand the complete customer journey and take action on renewals and expansion opportunities.
Sync data attributes directly into Totango accounts
Connect data from corresponding records in your CRM to Totango fields so you can see interaction history from sales and marketing teammates. Write back to Salesforce from Totango in real-time, so your sales team doesn’t miss important notifications. Sync custom objects so you can customize Salesforce and Totango to report and action on what matters to your business.
Create customer dashboards and view customer health
Analyze your Salesforce data in combination with other data from support sites, ticketing systems, or your data warehouse.Get real-time visibility into customer health so you can take action at the right time with the right messages to either secure or expand your customer relationship.
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