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Description

Helios serves as a platform focused on customer experience and account health, specifically tailored for B2B enterprises that require an efficient and ongoing method to gauge client sentiment. Through Helios, organizations can automate the distribution of transactional surveys, conduct NPS and CSAT initiatives, and gather insights at various points in the customer journey. The platform consolidates all feedback, assesses customer sentiments, and promptly identifies potential risks and opportunities. More than just a dashboard tool, Helios equips commercial and customer experience teams with actionable insights, enabling them to pinpoint at-risk accounts, grasp essential factors contributing to customer dissatisfaction, and recognize key moments where upselling or retention strategies can be effectively implemented. By utilizing Helios, businesses aim to minimize churn, enhance their relationships with clients, and expand revenue streams from their current customer base, ultimately fostering a healthier business ecosystem.

Description

Totango helps businesses transform customer success into a predictable engine for growth by connecting customer data, insights, and engagement across the entire lifecycle. Built for enterprises with evolving and multi-layered customer relationships, it simplifies managing complex hierarchies, product lines, and workflows. Real-time health scoring provides a complete picture of customer behavior, giving teams the clarity to act before risks become churn. With pre-built SuccessBLOCs, organizations can quickly launch best-practice frameworks and scale without slowing down. Automated digital touchpoints complement human-led interactions, ensuring customers consistently receive value regardless of segment. Totango’s campaign tools help teams reach the right users at the right moment with high-impact messaging. Leaders gain visibility into financial performance, trends, and operational efficiency through powerful analytics. The platform enables businesses to grow revenue, improve efficiency, and create meaningful, lasting customer outcomes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Amazon Redshift No 
Constant Contact Lead Gen & CRM No 
Desktop.com No 
GTM Buddy No 
Google Docs No 
Grow No 
HubSpot Customer Platform No 
InboxCRM by AppEQ No 
Microsoft Dynamics 365 No 
Rambox No 
Retently No 
SAP Marketing Cloud No 
SAP Sales Cloud No 
Salesforce No 
ServiceNow No 
Stackreaction No 
TheLoops No 
Wufoo No 
Zoho Directory No 

Integrations

Amazon Redshift Yes 
Constant Contact Lead Gen & CRM Yes 
Desktop.com Yes 
GTM Buddy Yes 
Google Docs Yes 
Grow Yes 
HubSpot Customer Platform Yes 
InboxCRM by AppEQ Yes 
Microsoft Dynamics 365 Yes 
Rambox Yes 
Retently Yes 
SAP Marketing Cloud Yes 
SAP Sales Cloud Yes 
Salesforce Yes 
ServiceNow Yes 
Stackreaction Yes 
TheLoops Yes 
Wufoo Yes 
Zoho Directory Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Helios CX

Founded

2025

Country

Peru

Website

www.cxhelios.com

Vendor Details

Company Name

Totango

Founded

2010

Country

United States

Website

www.totango.com

Product Features

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Product Features

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis Yes 

Customer Satisfaction

360 Degree Feedback No 
Analytics Yes 
Call Reporting No 
Complaint Monitoring Yes 
Feedback Collection Yes 
Survey Management Yes 

Customer Success

Account Alerts No 
Account Management Yes 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

Experience Management

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis Yes 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking No 

Product Analytics

Attribution No 
Automatic Data Capture No 
Churn Reporting No 
Customer Feedback Collection No 
Customer Guidance No 
Customer Journey Analytics No 
Data Export No 
Data History Retention No 
Data Labeling No 
Product Engagement Scoring No 
Real-Time Data Analysis No 
Touchpoint Analytics No 
User Segmentation No 

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