We are in the process of evaluating a new Customer Success Tool.

The challenge is to find all requirements in one platform. It would be interesting to get your feedback on the type of platform your Customer Success Managers use to track:

  • Health Monitoring
  • Lifecycle Management
  • Customer feedback over time/ surveys
  • Playbooks
  • Customer Portals
  • Data usage


  • Tim KlimaviczTim Klimavicz Senior Program Director Founding Member | Scholar ✭✭

    Hi Martina - my company (SAP) uses Totango. I am not close to the solution but let me know if you would like more info and I can try to connect you with someone. What company you are with?

  • Thank you Tim for offering that! I work for Wind River. I might get back to you later on once I have a clear picture of all our requirements.

  • Carlos AlvesCarlos Alves Services Director Founding Member | Scholar ✭✭

    Hello @Martina Stiegler . We ran a new evaluation and we have a criteria sheet that we may share, if you like.

  • edited August 21

    Thanks Carlos! That would be really helpful!

  • Steven ForthSteven Forth Managing Partner Founding Partner | Expert ✭✭✭

    @Carlos Alves That would be valuable though we are small and are looking for a solution for a smaller company. We use Pendo for guides and to support customer engagement analytics. We also think that value/pricing calculators that follow along from marketing to pre sales to sales to customer success. It would be nice to have that as part of a platform, but as it crosses so many functions ...

  • Carlos AlvesCarlos Alves Services Director Founding Member | Scholar ✭✭

    a good way to start is using the tool for only an area, such as I'm doing for CSM. Or else you may try to bring a change that is too big for the organization to buy at once. So you start small, show results, and then expand.

    There are good options for smaller companies, such as https://www.sensedata.com.br/ (nominated top 100 start-ups in BR this year). It might help.

  • Steven ForthSteven Forth Managing Partner Founding Partner | Expert ✭✭✭

    Following on @Carlos Alves thought, think small and do not require your customer success tool to be a swiss army knife. Point solutions are generally better designed and engineered than are sprawling multi-function solutions that try to do everything.

    What is the one metric you could impact that will have the largest impact on your business? Pick the tool and methodology that will impact that metric. Once you have that locked, move to the next one. Yes you need an integrated view, but integrations and even orchestrated actions across multiple software platforms are getting easier and easier.

  • Neil JainNeil Jain Director Founding Partner | Scholar ✭✭

    Martina - a lot of the customer success teams we work with use a range of tools to automate their work. We see Gainsight, Totango, StrikeDeck, and ChurnZero the most often amongst purpose-built tools. That said, there are many other of our clients that are leveraging existing tools (ServiceCloud, Tableau, survey platforms, etc.) given the customization and integrations required. Happy to discuss further - just let me know.

  • Totango helps you to track all of this and comes with pre-built modules to help you use best practices for each stage of the customer journey. You can use these to help you get started and scale your efforts or tailor one based on the outcomes you are seeking.

    You can try it out for free at totango.com/signup

Sign In or Register to comment.

Hello there

It looks like you're new here. If you want to get involved, click one of these buttons!