The Advanced Setup SuccessBLOC is your way to fast track your Totango set up and roll out to your team. Use this SuccessBLOC step through the setup of both the Customer Intelligence SuccessBLOC and the Manage Onboarding SuccessBLOC.
With access to exclusive Totango Admin and End User training materials, the Advanced Set Up SuccessBLOC will get you up and running quickly.
Steps to activation:
- Setting up the Customer Intelligence SuccessBLOC
- Setting up the Manage Onboarding Projects SuccessBLOC
- Training Materials
A guided journey to help you define your account structure and import your data to support it. Use our data model workbook to help you organize your data before importing it into Totango. Then use the scorecard to validate your data.
Define and set your customer's journey stages, assign your CSMs to their portfolio and your team can already start using Totango to manage your customers.
Now that you have your customers in Totango, add your users and contacts, define your Onboarding stages, SuccessPlays, and activate your Onboarding process in Totango!
From the assets tab, access Totango Admin and End User training materials to help enable your team to leverage Totango quickly!