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Back Sign In Back to Catalog View Results Searching... Plans Paths Courses Lessons Reset Welcome to Build skills, earn badges, and unlock new ideas. Get Totango Don’t have Totango? Sign up for free! Courses Browse and learn at your own pace. Webinars See best practices in action with experts. Quick Tips Grow your knowledge with our video library. Not sure where to start? Find courses relevant to your role. New Totango User Certification track for anyone new to Totango who manages accounts (such as a CSM) or who manages a team (such as a Director). 5 Courses Learning Paths New Totango User Totango Functionality Manage customers Lead a team New Totango Admin Certification track for anyone new to Totango with access to portions of Global Settings (such as Team Admin) or who manages journey programs. 10 Courses Learning Paths New Totango Admin Totango Functionality Administer systems Totango Data Admin Non-certification track for anyone who manages hierarchies, attributes, integrations, usage, and other data considerations within Totango. 4 Courses Learning Paths Global Settings Data Totango Functionality Administer systems Totango Data Admin New SuccessBLOCs Creator Non-certification track for anyone new to Totango who manages customer journey programs using SuccessBLOCs (such as CS Operations). 5 Courses Learning Paths New SuccessBLOCs Creator Totango Functionality Build programs Get me started! Looking for a better way to manage your customers? This exploration track helps you get oriented with best practices and practical tips. 2 Courses Boost customer success team efficiency Reduce manual workload and scale operations to improve customer success team productivity. Business outcomes Proactively prevent customer churn Keep your book of business healthy by efficiently detecting risk and enabling your team to proactively address it. Business outcomes Video - Use Totango as a "Viewer" Totango "Viewers" can access read only platform functionality for purposes of visibility into customer data, workflows, and performance. Videos New Totango Admin 10 minutes Totango Functionality Administer systems How-to Video - Analyzing Revenue Performance Use actual data to review performance after a time period closes. Videos New Totango Admin 10 minutes Totango Functionality Administer systems Executive Console How-to Efficiently increase revenue growth Easily identify customer expansion opportunities, manage the upsell process, and leverage your happy, healthy customers to grow your business. Business outcomes Customer success 101: Harvesting lifetime value Are you new to customer success? Explore the farming” foundations of the CS landscape in the post-sale customer journey. Learn principles of programs and playbooks, customer health, and common business metrics every CSM should know. 17 min 30 minutes Industry Expertise Manage customers Video - Detect Risk overview The "Detect Risk" SuccessBLOC gives you instant visibility into customer signals and critical events to move from a reactive engagement model to a proactive one. Videos SuccessBLOCs 10 minutes Totango Functionality Build programs Risk Featured BLOCs Learn Totango in 10 minutes Ground control to CSMs! Take a fast-track tour of key terminology and suggested uses that will help connect your productivity to purpose in the galaxy of Totango. 10 min Courses New Totango User 10 minutes Manage customers Video - Canvas Use Case Learn how Simpleview uses Canvas to train their team, get feedback on new processes, and continually refine their programs. Videos 30 minutes New SuccessBLOCs Creator SuccessBLOCs 10 minutes Totango Functionality Build programs Build customer loyalty Understand and act cross-functionally on customer feedback to build and nurture deep, lasting connections. Business outcomes Video - Updating Information Learn how to update account and customer data. Major topics include automatic vs. manual, updating in bulk, and requesting information. Videos 30 minutes New Totango User 10 minutes Totango Functionality Manage customers Account Profiles How-to Video - AssignmentTeams Explore part one of user management. Major topics include account assignment roles and team settings. Videos 30 minutes New Totango Admin Global Settings 10 minutes Totango Functionality Administer systems Lead a team How-to Video - Configuring Account Layouts Use the Customer Portal to share Success Plan Objectives with customers. Major topics include shareable items, inviting customers, and completing tasks. Videos New Totango Admin 10 minutes Totango Functionality Administer systems Lead a team Account Profiles How-to Video - Choosing Health Indicators Review best practices for choosing health indicators and common metrics for measurement. Major topics include criteria examples and lessons learned from iteration. Videos 30 minutes New Totango Admin Global Settings 10 minutes Totango Functionality Health Administer systems How-to Video - SuccessBLOCS Basics Walk through the fundamentals of a SuccessBLOC from a Portfolio Manager's perspective. Major topics include filtering the scorecard, previewing campaigns, and searching the canvas. Videos 30 minutes New Totango User SuccessBLOCs Segments 10 minutes Totango Functionality Manage customers How-to Video - Developing Success Plans Plan for success in Totango. Major topics include developing objectives and customizing action plans. Videos 30 minutes New Totango User 10 minutes Totango Functionality Manage customers Account Profiles How-to Video - Introduction to Data Modeler Learn about Account and User schema in Totango. Major topics include unique identifiers and required fields, dimensions, and navigating the Data Modeler. Videos 30 minutes New Totango Admin Global Settings 10 minutes Data Totango Functionality Administer systems Totango Data Admin Video - Customer Engagement Explore Customer Engagement options within Global Settings. Major topics include: Campaign defaults, touchpoint defaults, and customer portal. Videos 30 minutes New Totango Admin Global Settings 10 minutes Totango Functionality Administer systems Campaigns How-to Video - Grow Your Reference Program The "Grow Your Reference Program" SuccessBLOC helps you celebrate and focus on your greatest asset—your customers! Drive long-term loyalty and create references to support your organization's continued growth. Videos SuccessBLOCs 10 minutes Totango Functionality Build programs Advocacy Video - Use Totango as a "Contributor" Totango "Contributors" can access limited platform functionality for purposes of basic account management. Videos New Totango Admin 10 minutes Totango Functionality Administer systems How-to Not Your Mama's NPS This on-demand webinar teaches you how to improve your NPS experience and get the most out of your VOC programs. That’s right, we have all the right actions in place to consistently execute and improve your scores and create advocates for your brand. Webinars On-Demand Advocacy Totango Product Tour Start a product tour to learn how to build and create the best customer experiences across your customer journey in just a few minutes. Webinars Live Totango Functionality live-demo Improve customer health scores Use customer data to represent, analyze, and act on good, average, or poor customer health. Business outcomes Video - Use case: Digital Program Manager Are you tasked with running digital programs? Learn from Totango's own Digital Programs Manager, Erica. She shares her first "a-ha!" moment in Totango and how she keeps an eye on active customers in her programs. Webinars Videos 30 minutes New SuccessBLOCs Creator SuccessBLOCs On-Demand My Portfolio Totango Functionality Build programs SuccessPlays Creator Snapshot Coffee chat Video - Explore CSATNPS attributes Learn how to configure important attributes for the "Run VOC Program" SuccessBLOC. Videos New SuccessBLOCs...