Product Roadmap (short-term)

Product Team
  • Updated

See our latest Released features and what is In the Oven! 

Released

Public Beta 

These features can be enabled by Totango Admin through your system settings/My Account tab 
Presentation Builder: Create a Customer PowerPoint Presentation with their subscription, usage, touchpoint, and any other Totango data. 
Canvas: Generate snapshots of your canvases and share them via email or link.
Canvas: Label Campaigns and SuccessPlays on the Canvas, and then filter on those labels, making it possible to visualize multiple journeys in one BLOC.

 

 General Availability 

These accounts are now available to all accounts and users in Totango

Touch Points: Create a default destination account for your CC / BCC emails to Touch Points. 

Release Notes.png

 

 

In the Oven 

 Engage with your customers effectively 

Presentation Builder |  Campaigns | Touchpoints Templates | Customer Experience Canvas

Presentation Builder
Create and share business outcomes with your customers at regular intervals, enabling CSMs to quickly generate a business review presentation

30 Days  60 Days Up next 

 

 

 Generate your presentation in Slides and PDF Format.

Best-in-Class Campaigns Experience
Easily create and manage campaigns with comprehensive reporting capabilities
30 Days  60 Days Up next

Set business hours for your campaigns.

 Filter based on future time campaign data in performance reports

Compare campaign performance to other current and past campaigns.

Touchpoints Templates
Offer touchpoint users more control and consistency in their customer interactions
30 Days  60 Days Up next
  Enable your users to write a touchpoint based on touchpoint template with pre-selected categories and talking points.  

Customer Experience Canvas
Build and report on powerful customer journeys using a familiar and modern user interface

30 Days  60 Days Up next
    Multi-select actions, so you can build customer journeys faster.

 

Totango Journey Marketplace

SuccessBLOCs

New SuccessBLOCs
Add new SuccessBLOCs and operationalize these best practices for successful outcomes

30 Days  60 Days Up next
Drive Customer Advocacy SuccessBLOC.  Navigate Account Transitions SuccessBLOC. 

 

 

Frictionless Data Access and Administration

 Data Modeling and Administration | Customer Data Hub

 Data Modeling and Administration
30 Days  60 Days Up next
  • Ability to hide attributes across the system. 
  • Automatically re-assign tasks when account ownership changes.
  • Ignore attributes with no value. 
  • See where an attribute is used across the system. 
  • New preference to ignore touchpoint replies in calculated metrics and touchpoint segments.
 Swap and remove attributes from a campaign, SuccessPlays, and other content directly from settings.

Customer Data Hub

Easily sync data from/to Totango
30 Days  60 Days Up next
  • Field functions outbound: ability to manipulate data fields for outbound jobs to fit the destination fields
  • AWS S3 connector: New authentication method (role based) for enhanced security data connection
 Bidirectional sync of opportunities from/to Salesforce.  

 

Identify and Manage Opportunities

Easily identify, create, and manage the lifecycle of sales opportunities directly in Totango, while ensuring organization-wide visibility and collaboration

30 Days 

60 Days

 Up next
 
  • Create sales and renewal opportunities in Totango so that you can increase retention and accelerate growth.
  • Create Opportunity Segments so that you can report on upsell and renewal activity.
  • Bidirectional sync of opportunities from/to Salesforce.

 

 

Customer Journey Analyzer App

30 Days 

60 Days

 Up next
Release Android mobile app. Release iOS mobile app.

 

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