How to integrate tools in Totango

How to integrate tools in Totango

Overview:

Integrating tools in Totango can significantly enhance your workflow and streamline your customer success processes. Follow this guide to seamlessly integrate tools into Totango, providing a unified platform for efficient customer management and success.

1. Start by clicking the side menu icon.

1 Click here

2. Next, navigate to the 'Settings' option.

2 Click on "Settings"

3. Now, select 'Data Management' from the settings list.

3 Click on "Data Management"

4. Proceed to 'Customer Data Hub'.

4 Click on "Customer Data Hub"

5. Choose the field for your desired tool integration.

5 Click on "Support & Ticketing"

6. Lastly, browse available integrations to find the perfect fit for you.

6 Click on "Available Conne..."

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker