White Papers and Reports

Check out our resources to understand how you can better manage, engage and drive value with your customers.

  • Guide to Successful Customer Growth

    Guide to Successful Customer Growth

    Customers will spend most of the customer lifecycle in the customer nurture stage. Known as the growth stage or adoption stage, nurture begins at the point of first value through customer renewal.

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  • Clicktale Aligns Around the Customer with Zoe

    Clicktale Aligns Around the Customer with Zoe

    In order to align their entire organization around real-time customer data, Clicktale gave their employees Zoe so they could make more informed business decisions and become customer-centric.

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  • Oct 23-25, Technology Services World - Las Vegas

    Oct 23-25, Technology Services World - Las Vegas

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  • Don Peppers: Why Totango's Zoe is a "Category Changer" for Customer Success0:55

    Don Peppers: Why Totango's Zoe is a "Category Changer" for Customer Success

    Don Peppers, thought-leader, author of The One to One Future, and founder of CXSpeakers, comments on Totango's new product, Zoe. From his perspective, Zoe is changing the way companies do customer suc

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  • Guide for Company-Wide Customer Success

    Guide for Company-Wide Customer Success

    Zoe is a conversational interface that gives access to customer data to any employee and allows them to participate in cross-functional, proactive customer impacts.

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  • Three Often Overlooked Customer Success Strategies - Customer Success Summit 201726:14

    Three Often Overlooked Customer Success Strategies - Customer Success Summit 2017

    From Customer Success Summit 2017 - Don Peppers, Founding Partner, Author of The One to One Future, CXSpeakers discusses, "Three Often Overlooked Customer Success Strategies". Learn more about Custom

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  • Three Often Overlooked Customer Success Strategies - Customer Success Summit 201726:14

    Three Often Overlooked Customer Success Strategies - Customer Success Summit 2017

    From Customer Success Summit 2017 - Don Peppers, Founding Partner, Author of The One to One Future, CXSpeakers discusses, "Three Often Overlooked Customer Success Strategies". Learn more about Custom

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  • How We Drive Change Management At Slack - Customer Success Summit 201713:07

    How We Drive Change Management At Slack - Customer Success Summit 2017

    From Customer Success Summit 2017 - Rav Dhaliwal, Head of Customer Success, EMEA at Slack discusses, "How we Drive Change Management at Slack". Learn more about Customer Success Summit: http://custom

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  • AWARD CEREMONY: Customer Success Hero Awards Announced - Customer Success Summit 20178:07

    AWARD CEREMONY: Customer Success Hero Awards Announced - Customer Success Summit 2017

    From Customer Success Summit 2017 - Omer Gotlieb, Co-Founder & CCO at Totango presents, "Customer Success Hero Awards". Learn more about Customer Success Summit: http://customersuccesssummit.com Tot

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  • The New Currency of Competitive Companies - Customer Success Summit 201714:30

    The New Currency of Competitive Companies - Customer Success Summit 2017

    From Customer Success Summit 2017 - Richard Owen, CEO at Satmetrix discusses, "The New Currency of Competitive Companies". Learn more about Customer Success Summit: http://customersuccesssummit.com

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  • [Track 1] Connecting the Wagons - Customer Success Summit 201718:43

    [Track 1] Connecting the Wagons - Customer Success Summit 2017

    From Customer Success Summit 2017 - Dominique Levin, Managing Partner at Winning By Design, discusses "Connecting the Wagons" Learn more about Customer Success Summit: http://customersuccesssummit.co

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  • [Track 1]  Metrics That Bridge Sales and Customer Success - Customer Success Summit 201725:13

    [Track 1] Metrics That Bridge Sales and Customer Success - Customer Success Summit 2017

    From Customer Success Summit 2017 - Nate Richardson, Corporate Operations, Customer Success at xMatters, Inc., discusses "Metrics That Bridge Sales and Customer Success". Learn more about Customer Su

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  • [Track 3] Diving Into the Qualitative Feedback - Customer Success Summit 201719:57

    [Track 3] Diving Into the Qualitative Feedback - Customer Success Summit 2017

    From Customer Success Summit 2017 - Natasha Bishop, Director of Customer Success at Smartsheet, discusses "Diving Into the Qualitative Feedback". Learn more about Customer Success Summit: http://cust

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  • [Track 3] A New Model for Merging CX and CS - Customer Success Summit 201721:11

    [Track 3] A New Model for Merging CX and CS - Customer Success Summit 2017

    From Customer Success Summit 2017 - Erin Van Remortel, Customer Experience at Verizon, discusses "A Conversation vs. A Monologue: A New Model for Merging CX and CS". Learn more about Customer Success

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  • [Track 3] How to Deliver a Scalable Enterprise Onboarding Experience - Customer Success Summit 201720:19

    [Track 3] How to Deliver a Scalable Enterprise Onboarding Experience - Customer Success Summit 2017

    From Customer Success Summit 2017 - Justin Oberbauer, VP Customer Success at ProsperWorks, discusses "How to Deliver a Scalable Enterprise Onboarding Experience to Your SMB Customers". Learn more abo

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  • [Track 3] Building a Customer Success Organization All Over Again - Customer Success Summit 201719:00

    [Track 3] Building a Customer Success Organization All Over Again - Customer Success Summit 2017

    From Customer Success Summit 2017 - Amy Mustoe, VP, Customer Success at Cloud Elements, discusses "Building a Customer Success Organization All Over Again". Learn more about Customer Success Summit:

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  • [Track 3] Talent Customer Success Executives Really Need - Customer Success Summit 201716:20

    [Track 3] Talent Customer Success Executives Really Need - Customer Success Summit 2017

    From Customer Success Summit 2017 - Nate Williams, Head of Customer Success Recruiting at Swing Talent, Inc., discusses "What Types of Talent Customer Success Executives Really Need". Learn more abou

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  • [Track 3] Scaling Your Customer Experience Team for Success - Customer Success Summit 201719:51

    [Track 3] Scaling Your Customer Experience Team for Success - Customer Success Summit 2017

    From Customer Success Summit 2017 - Anjanette Hill-Mendoza, VP, Customer Success at Glassdoor, discusses "Scaling Your Customer Experience Team for Success". Learn more about Customer Success Summit:

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  • [Track 3] Customer Benchmarking at Customer Success Organizations - Customer Success Summit 201720:40

    [Track 3] Customer Benchmarking at Customer Success Organizations - Customer Success Summit 2017

    From Customer Success Summit 2017 - Jim Berardone, Chief Customer Officer, at OnlyBoth, discusses "Customer Benchmarking The Next Foundational Activity of Customer Success Organizations". Learn more

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  • [Track 3] Communicating the Value of Customer Success to Executives - Customer Success Summit 201724:35

    [Track 3] Communicating the Value of Customer Success to Executives - Customer Success Summit 2017

    From Customer Success Summit 2017 - Dutta Satadip, Customer Success, Americas at Google, discusses "Communicating the Value of Customer Success to Executives". Learn more about Customer Success Summ

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  • [Track 1] Internal Success Matters - Customer Success Summit 201716:55

    [Track 1] Internal Success Matters - Customer Success Summit 2017

    From Customer Success Summit 2017 - Grant Fecteau, Head of Customer Success Recruiting at WeWork, discusses "Internal Success Matters". Learn more about Customer Success Summit: http://customersucces

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  • [Track 1] Creating a Nimble Hippo Company - Customer Success Summit 201715:05

    [Track 1] Creating a Nimble Hippo Company - Customer Success Summit 2017

    From Customer Success Summit 2017 - Steve Currie, VP Strategy at Communitech, discusses "Creating a Nimble Hippo Company". Learn more about Customer Success Summit: http://customersuccesssummit.com

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  • [Track 1] The Role of Partners in the Subscription Economy - Customer Success Summit 201724:32

    [Track 1] The Role of Partners in the Subscription Economy - Customer Success Summit 2017

    From Customer Success Summit 2017 - Scott Salkin CEO & Founder at Allbound, discusses "The Role of Partners in the Subscription Economy". Learn more about Customer Success Summit: http://customersuc

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