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Totango Product Update: Customer Portfolio Management

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With our new product upgrade, Customer Success teams can manage customers in a more scalable and efficient way. The Customer Portfolio Manager helps customer success managers maximize business results for their customers by prioritizing and focusing their attention on the right customers at the right time.

So, let’s take a deeper look at what’s new and improved (or, watch the video):

My Portfolio Score: Understand how well you are managing your accounts.

This new metric gives you an overall score based on all of the customers you manage. Are you a rockstar customer success manager whose customers are all getting value? Or are there certain areas where you can boost your performance? This metric will show you where you stand, so you can improve and become more successful. You can view all of your accounts in a particular health score at one time, then dig into individual accounts if you need more detail.

Personal Attention Center: Focus on the accounts that matter right now.

Your Attention Center is the action hub for your portfolio. Add the customers that you’re currently working on to your personal attention center,  so they’ll remain the focus of your daily workflow. Have a packed day? This feature will direct your attention to the accounts that require immediate attention and help you manage your daily customer interactions and follow-ups.

Personal Attention Center

Alerts: Accounts that require your attention.

Totango monitors all your customers on a daily basis. Whenever a customer’s health changes – for example, from “good” to “poor” – Totango will alert you. This will allow you to immediately respond to customers whose health is deteriorating, enabling you to identify key issues, provide solutions, and get your accounts back on track.


Touch Points: Document your activity.

Touch Points ensure that you and your team are on the same page. You can share notes, thoughts, action items and plans associated with a customer, all in one place. This innovative feature will power customer success collaboration, which will make you that much more successful at creating real value for your customers!

Touch Points

Get Started

Already a Totango customer? Have your Totango administrator enable this feature. Or, contact your Totango Customer Success Manager or for more guidance.

Interested in learning more about how Customer Success Management could work for your organization? Sign up for a personalized demo today.

Oren Raboy

Prior to Totango, Oren founded Kidyosj and Beyondo, and served as the Head of Products at P-Cube (acquired by Cisco). In short, he’s a perpetual entrepreneur who has finally found the winning product in Totango.

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