Enterprise edition allows you to represent complex account and product hierarchies, manage multiple teams, Revenue Center, customer portal, and more.
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Hierarchy
The following areas of Totango include enhancements to multi-level hierarchy functionality.
| Feature | Description |
|---|---|
| Salesforce integration | Model hierarchical relationships between accounts from both systems, including mapping of objects to represent products that you sell to your customers. This could be a custom object to designate that a customer owns licenses to a specific product. |
| Customer Data Hub |
Upload data elements for account data and usage data that include important hierarchy elements, including Parent ID, Account type, Product ID. |
| Notifications |
View account type and hierarchy tree in notifications and timelines. |
| Health designer |
Optionally configure a different health formula for each level in your hierarchy, including health profiles at the product level. Optionally calculate sub accounts based on health. |
| Account profile |
View account hierarchy information at the top of the account profile page to navigate up and down the hierarchy. Choose roll-up metrics to present for parent accounts, including parent attribute/custom metric value, roll-up value as sum, roll-up value as average. |
| SuccessPlays |
Configure a SuccessPlay to assign a task on the parent of the account that meets the segment criteria. This feature is particularly useful if a CSM is assigned to the parent account and SuccessPlay is based on segmentation criteria around usage and engagement. |
| Campaigns |
Use account type in all segments. |
| Revenue Center |
Select an account type at which your organization will forecast upsell and renewals. This is an important setting in order to streamline your financial forecasting process. If you don’t configure this setting, forecast at any level of the account hierarchy that has a set contract value. |
| Search |
See the account type and hierarchy in search results. |
| Segment |
Filter by account type, account name, direct parent, ultimate parent, parent account name, and more. |
Teams
Enterprise edition includes the ability to support multiple teams.
| Feature | Description |
|---|---|
| Team configuration |
Create up to 10 teams oriented around a particular line of business, geographical region, industry or vertical, or any other parameter that maps to your customer operations. |
| Switch between teams | Users who belong to more than one team can switch between teams to view account sets, SuccessBLOCs, and other areas that are unique to the team. |
Revenue Center
Enterprise edition includes the ability to configure and use Revenue Center
| Feature | Description |
|---|---|
| Revenue Center configuration |
Global admins and users with advanced permissions can fine-tune Revenue Center to ensure accurate and meaningful data, including setting company goals and overriding data. |
| Forecast and analyze account revenue | For each account profile, teams can set a forecast state, forecast contract value, and forecast period. Within Revenue Center, teams can view forecasts, track actual results, and analyze revenue trends for all accounts. |
Customer portal
Enterprise edition includes the ability to configure customer portal and share account success plans with customers using an exclusive online portal.
| Feature | Description |
|---|---|
| Customer portal configuration |
Global admin can enable customer portal and define terms and conditions. |
| Share account success plans with account contacts |
Share SuccessPlays and assign tasks to contacts on the account. Customers can view shared information and complete tasks from the portal. |
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