posted this on November 25, 2012 07:29
Each customer is at different stages with your app and should be treated just so. Use Totango Tags to define these stages and transition customers as they make progress.
In these tutorials, we'll define two stages Onboarding (new customers using our application) and Established (reached their first value point) and use that for our walk throughs
Create an onboarding tag to separate new and established customers
Trigger add/remove tags to automatically track each accounts' status.
CSM can tag accounts to communicate and manage status
Identify key account milestones and accomplishments and export them automatically to Salesforce.
See also: Totango for Salesforce.com
Totango powerful email notifications and alerts make it easy for each team-member to get real-time alerts and daily updates on the accounts they care about.
Get daily updates on account activities
Great for tracking your "account short-list" -- the accounts you care about the most
Get daily updates on account segments you care about (at-risk, new-onboarding, ...)
Personalized updates for each CSM and the accounts they manage - a daily TODO list
Real-time alerts as events happen. For example, send a email to the internal success-team when a new paying customer signups.
Great for an office-wide "customer engagement drumbeat"
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