Quick Tip Video - Totango SuccessBLOCs

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Transcript

Driving predictable revenue growth requires customer experiences that quickly and consistently deliver value. Totango SuccessBLOCs include best practices, automation, and metrics that matter at every point in your customer journey.

Each SuccessBLOC centers around a particular initiative or journey stage such as onboarding, renewal, advocacy, or risk.

Once configured, you can:

  • Automate tasks or trigger workflows, such as when onboarding is delayed or a customer enters risk status
  • Schedule timely customer emails to welcome new users, gather feedback, or re-engage key contacts that have stopped using your products
  • Celebrate milestones with your team, such as high license utilization or new expansion opportunities
  • And ensure everyone on your team understands the program goals and meets their timelines

To get started, look for the key attributes within the BLOC properties that help drive automation. Ensure your accounts and user profiles are updated with those data points. Next, adjust the BLOC’s pre-built scorecard and segments to look for baseline trends with your team’s activity. Share with your whole team while you work or ask for help by adding individual collaborators. To roll-out a new automation, start by customizing a SuccessPlay or campaign from the canvas. Activate one item at a time, evaluate the results, and continue to refine as you go.

Totango SuccessBLOCS: Improve critical touchpoints with your customers using data-driven best practices and automation at scale.