Overview

Totango's mobile app is the first enterprise-grade mobile application designed specifically for Customer Success. It gives you access to your customer data on your mobile device from anywhere and at any time.  You'll also get customer notifications that require your attention and allow you to dive into the details to take action when you're away from your desk. 

Key Features:

• Available for both iPhone and Android devices
• View your Customer Portfolio summary and health
• Daily notifications and alerts
• Task and touchpoint management for you and your team
• Account search functionality 
• Access to detailed customer account information and full hierarchy
• Pin accounts to your attention stream
• Share account details to collaborate while on the go via text and email
• View and execute your plans for each customer
• Mobile Account Profile Customization

Recommended Uses:

Totango's mobile app can quickly answer any customer or contact question and keep you productive when you're away from your desk. Here are some examples of how Totango's mobile app can work for you and your team:  

• Customer Success Managers can continue to do their daily work, provide the best customer experience, and be the source of support from any device! Start the day by evaluating your customer portfolio, understanding recent changes, reviewing the latest notifications, and taking action on priorities. Next, review and move through your agenda by working through your open tasks and follow-up on tasks you've assigned to others. As questions come up throughout the day, address them right away by quickly searching for the account to review its information and activity.
• Sales representatives can quickly prepare for onsite sales meetings by checking the most up-to-date information and recent account activity that has occurred with their customers. Afterward, they can rally the customer team around an issue that was raised in a meeting by promptly creating and assigning the task to relevant members that can help answer the customer need.*
• Sales managers can find answers about a customer's status while in a meeting with them and guide the discussion accordingly based on customer health: Good, Average, or Poor. They can also immediately log a touchpoint to notify the customer team and CXOs about a successful meeting and the customer's decision about an upcoming renewal.* 

*Adding touchpoints and tasks are features that are currently only available with the iPhone app. These features are under development for the Android app.

Getting Started:

It's easy to start working with the Totango mobile app: 

1. Download the app from the App Store or Google Play Store.  
2. Log in with your Totango credentials.

Not a Totango customer? No worries! Just sign up for free! 

To learn more about Totango and the specifics for iPhone and Android devices, refer to the following: 

• Totango for iPhone
• Totango for Android 

If you're the Totango Spark Global Admin or have the appropriate Totango Spark account configuration permissions, refer to the article on how to customize the mobile account profile.