Quick Tip Video - Customer 360 overview

πŸ“Œ Suggested Resources

Read or bookmark the following to learn more.


Transcript

Maintaining a solid relationship with your customers and detecting potential risk in real-time requires a full 360 view of your customer base.

Totango SuccessBLOCs include best practices, automation, and metrics that matter at every point in your customer journey.

The Customer 360 SuccessBLOC helps you oversee your customer's journey by leveraging account-level attributes from your activated SuccessBLOCs, such as Manage Onboarding Projects, Detect Risk, and Automate Renewals.

Once configured, you can:

  • Ensure data integrity so that you can monitor account health and sentiment
  • Stay up-to-date on account coverage and your team's activities
  • And track customer engagement and product utilization

Ket attributes in this SuccessBLOC include:

  • The Customer Journey Stage, which helps you identify where each customer is currently at
  • Risk Status, which helps you identify stages within a risk cycle so you can continually progress toward a resolution
  • Forecast State, predict whether your accounts will renew, upgrade, downgrade or churn
  • And other signals related to sentiment, support tickets, and utilization

"Customer 360" by Totango: Surface real-time insights into your entire customer base, all in one place.