Setting up Customer Intelligence SuccessBLOC

Overview

The Customer Intelligence SuccessBLOC enables you to identify and build the right account structure to support your business Totango and provides a scorecard to visualize your customer's data. Use the scorecard to validate key data points and to identify and correct any missing data. 

Once activated, you will have your customer list imported and ready to activate your next SuccessBLOC.

Steps to activation: 

• Identify your account structure
• Define and document your data model
• Import your customer list
• Define & configure your Customers' Journey Stages
• Assign your team to their portfolio
• Validate your data

Identify your account structure

Use our questionnaire to learn about common account and product hierarchies in Totango and identify the structure that fits your business. Watch our video series to learn more.

Document your data model

Use our data model workbook as a guide to document your data model based on your hierarchy and start to define the sources of all the required data. Use this workbook to help prepare you and your team to import your customer's data.

Import your customer list

Now that you have your data model workbook and defined the data sources, visit the Customer Data Hub to start creating integrations for each of your data sources and bring in the data defined on the workbook.

Pro Tip: Start with your customer account data (CRM), then import your users/usage and contacts, then bring in your support data!

Customer Journey Stages

Once you have imported your customer list, you will want to define the stages of your customers' lifecycle in Data Modeler and 

Assign your team

Now that your customer data is ready, you can add your team and assign them to their accounts.

Validate your data

Use the scorecard to validate your data looks correct.