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Customer Health Score and Your Salesforce Dashboard (video)

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Here’s a real-life example of how Clarizen combines Totango customer health insights and their Salesforce dashboard to create a 360-degree view of their customers. Yes you can pull data from Totango into Salesforce just as easily with your accounts too and see what process they’re at at any given time.

Each Customer Success Manager on the team uses this to manage their individual accounts to understand the health of each on at various stages whether it’s onboarding, retention or ones that have recently gone from good health to below average.

Totango and Salesforce Customer Success Dashboard from Totango on Vimeo.

As a Totango user, you can integrate the same for your customer dashboard. Need help? Give us a shout!

Jill Rubin

Jill is a senior marketing and business development executive with experience leading successful teams in both large companies and startups. She has taken companies from early stage to strong revenue growth and propelled established businesses to industry leadership positions.

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