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Onboarding Your Way!
At Totango we don’t make you pay for onboarding, we give it away for FREE.But if you want a little extra help, we’ve got you covered.
Free Onboarding
Self Paced, Video-Led asychronis learning and product set-up
Complete Global Settings Set-Up
Set Up Your Customer Journey
Integrate Your Data
(ex. Hubspot, Salesforce, Zendesk)
CSM Focus:
Understand a Day in the Life
Set Up Your Dashboard
Project Management with SuccessPlays
CS Admin Focus:
Understanding SuccessBLOCs
Set Up Your First SuccessBLOC (Onboarding)
Hyper-Personalization with Segments
Set Up Customer Health model
Set up Analytics Dasboard
Learn how to use email campaigns
Train the Trainor
SMB Only
Extended Onboarding
Expert-led consulting to customize for your specific needs
Entire Free Onboarding Curriculum led by an expert
Connect Product Usage
Advanced Integration Support
Build Out Multi-Team, Multi-Product and/or Account Hierarchy
“Our onboarding process was top-notch. I liked the discovery process and how the onboarding manager assisted us in having an excellent time to value.”
Diego Q, CSRM | G2 | 11.3.2021
“Totango customer support and training have been invaluable and they have helped us every step of the way.”
Kim T. VP of Client Success | G2 | 4.6.2022
Whether you just need to “rent an Admin” or want more advanced consulting services, we have solutions to meet your needs. Book a meeting to learn more about our professional services.
