
Closed
Posted
Paid on delivery
Totango is the core CS platform Looking for someone who has actually built and configured things in Totango adjacent platforms (Churnzero, Gainsight) to walk me through, via Zoom, the setup. This is a collaborative, screen-sharing engagement. Not a lecture, a working session. The Specific Problems I Need Help Solving 1. Timeline Noise Cleanup My Totango instance is cluttered with low-value system-generated entries (e.g., "Person X added a Zoom for this meeting"). CSMs have stopped trusting the timeline because signal is buried under noise. I need to know: 2. Eliminating Manual Data Entry for CSMs CSMs currently meet with customers and then manually re-enter everything into Totango. It's become a second job. I need to understand: 3. Salesforce-to-Totango Integration Salesforce is the CRM. Totango is the CS platform. They need to talk. I need to understand: 4. Building Success Plays (Automated Workflows) I need to build several specific success plays. Walk me through the mechanics: 5. Health Score Architecture I need to build a composite, multi-dimensional health score. I need to understand: 6. Data Flowing Out of Totango My company has a data lakehouse that pulls from Totango. 7. Multi-Language / Global Configuration I have CSMs in Japan, EMEA, and the Americas. One CSM doesn't know whether to log in English or Japanese, and mixed-language entries mean Totango can't extract value. I need to know: How the Engagement Works (2 Phases) Phase 1 — My Instance Audit (2–3 hours) Once I have access to my company's Totango environment, you join my screen. We go through what's currently configured, identify what's generating timeline noise, review existing success plays and integrations, and build a prioritized punch list of what to fix/build first. Phase 2 — Build Sessions (Ongoing) We work through the punch list together. You guide, I drive. Goal is for me to be self-sufficient on day-to-day configuration within a few sessions, with you available for complex builds. Ideal Candidate You've been a Totango/Churnzero/Gainsight admin or CS Ops person, you've configured success plays, health scores, integrations, and segments (not just used the platform as an end-user CSM) You can learn Totango quickly You can explain things by showing, not lecturing Available for video calls during US Eastern business hours (some flexibility fine) Screening Question Describe one Totango success play you built, what triggered it, what it did, and how you tested it.
Project ID: 40323572
47 proposals
Remote project
Active 1 min ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
47 freelancers are bidding on average $472 USD for this job

⭐⭐⭐⭐⭐ CnELIndia is uniquely positioned to fulfill your project needs due to our strong track record of delivering exceptional results in API integration and PHP technologies. Our extensive experience, spanning 18 years in the industry, includes numerous successful projects similar to yours, where we've actively developed and configured platforms like Totango, Churnzero, and Gainsight- not just from a user perspective but as administrators and CS Ops professionals. Not only are we capable of comprehending Totango quickly, but our ability to impart knowledge by demonstrating rather than just lecturing aligns directly with your preference for collaborative sessions. Our proficiency lends itself well to resolving specific issues such as eliminating manual data entry and streamlining Salesforce-to-Totango integration. Moreover, our expertise extends beyond these requirements outlined for Phase 1. We have built numerous success plays like what you need and stand ready to use our skills to guide your team in fully leveraging the platform. Thus, at CnELIndia, we bring the perfect balance of expertise and approachability needed for effective virtual collaboration on your project. I look forward to discussing how we can assist you further.
$500 USD in 7 days
9.0
9.0

Hi, With proficiency in Totango, Churnzero, and Gainsight platforms, I'm your go-to person for all things software configuration. I excel not just as a 'user' but as an admin and CS Ops person who has mastered the art of configuring success plays and health scores, and integrating data from various sources through complex APIs. I have previously helped many businesses, including multi-lingual global organizations, streamline their operations through platforms like Totango. I ensure zero-value noise pollution in timelines by prioritizing productive data and have excellent experience in Salesforce-Totango integration which will enable both systems to effectively share information. Your demand for a collaborative learning approach perfectly resonates with my expertise style. Instead of lecturing, I employ screen-sharing sessions where you drive while I guide you through the mechanics. In our two-phased engagement approach, the first phase auditing your instance would give me insights into your problems and goals; facilitating us in building a well-prioritized punch list to enhance your Totango environment at rapid pace. Our multi-session phase ensures that you become effortlessly self-sufficient in your day-to-day tasks with continued complex build support from my end. Consider choosing me for your Totango Configuration project to benefit from my TECHNICAL and COMMUNICATIVE skills that will compliment your objectives incredibly we Thanks!
$250 USD in 10 days
8.2
8.2

Hi I can help you clean up and operationalize Totango through hands-on Zoom working sessions focused on real configuration, not theory. The main technical issue in setups like yours is weak signal-to-noise across timeline events, manual CSM overhead, and disconnected workflows between Salesforce, Totango, and downstream reporting. My approach is to start with an instance audit, identify noisy event sources, review integrations and existing plays, and then build a prioritized configuration plan you can execute confidently. I have experience with customer-success operations, workflow automation, CRM-to-CS platform alignment, health score design, and guided admin enablement in systems like Totango, Gainsight, and similar tooling. During build sessions, I would walk you through timeline filtering strategy, automated success plays, Salesforce field mapping, health score components, and governance for global language consistency. I also focus on practical admin patterns so you become self-sufficient in day-to-day configuration while keeping the architecture scalable and measurable. This gives you a cleaner Totango instance, more trusted CSM workflows, and a structured operating model for automation, scoring, and data flow. Thanks, Hercules
$500 USD in 7 days
6.8
6.8

Hello, I have extensive experience configuring Totango and similar platforms like Churnzero and Gainsight. I specialize in hands-on, collaborative sessions where we review your instance, clean timeline noise, and optimize workflows. I can guide you through automating manual CSM entries, integrating Salesforce with Totango, and building success plays, all while showing rather than lecturing. My approach ensures you become self-sufficient quickly while complex setups are handled efficiently. I can help design multi-dimensional health scores, ensure clean multi-language/global configuration, and verify data flows to your data lakehouse. During the audit phase, we’ll identify noise, review existing plays, and prioritize fixes. In subsequent sessions, I’ll guide you through each implementation step in real-time, applying best practices for automation, integration, and analytics. My focus is practical, results-driven, and collaborative. I ensure every workflow, success play, and integration is tested, documented, and optimized for your team’s daily use, making Totango a reliable source of truth rather than a manual burden. Thanks, Asif
$750 USD in 11 days
6.8
6.8

I’ve worked directly with Totango and similar platforms to clean up noisy timelines by fine-tuning system event filters, restoring CSM trust in the data. We can quickly identify which system-generated entries add zero value and suppress those, making timelines more actionable. For cutting manual data entry, I suggest setting up automated meeting capture and custom Salesforce-to-Totango syncs to minimize double work. I’ve helped teams build these integrations so sales and CS data flow automatically, keeping profiles current without extra input. When it comes to success plays and health scores, I recommend starting by mapping your key customer signals, then layering multi-dimensional health metrics tailored to your accounts. We can build, test, and iterate these workflows live, so you leave confident in managing them. The multi-language setup you described is common. I’ve helped global teams enforce language standards via Totango config and tagging to avoid data fragmentation. What’s your current method for syncing Salesforce objects to Totango? Also, do any success plays target specific customer segments or industries right now? Ready to jump on Zoom, audit your instance together, and make your Totango work smarter for the team.
$500 USD in 7 days
5.9
5.9

This is exactly how we work, hands-on, screen-share, you drive. SolutionzHere has CS Ops experts across Totango/Gainsight building plays, health scores, and SFDC integrations. We can start with Phase 1 audit, then ongoing build sessions at $40–50/hr. Budget fits well. Example: built a renewal-risk play triggered by low product usage + negative NPS → auto tasks, email cadence, escalation rules; tested via sandbox segments + staged rollout. Question: Is your Salesforce–Totango sync already active, or are we setting it up from scratch?
$900 USD in 5 days
5.9
5.9

Hello Ivaylo, I understand that you want a hands-on Totango configuration session, conducted via Zoom, to clean up noise, automate data entry, enable Salesforce-to-Totango integration, build automated success plays, design a robust health score, ensure data flows to your lakehouse, and support multi-language configurations across teams in Japan, EMEA, and the Americas. I bring practical experience as a Totango admin and in adjacent platforms (ChurnZero, Gainsight), with a proven track record of translating complex requirements into actionable, repeatable configurations, and I’ll guide you through screen-sharing workshops rather than lectures. Phase 1 , My Instance Audit (2-3 hours): On your Totango environment, we’ll review current configuration, identify noise generators (e.g., system-generated timeline entries), assess existing success plays and integrations, and deliver a prioritized punch list for fixes and builds. Phase 2 , Build Sessions (Ongoing): We’ll work through the punch list together, your team drives the day-to-day changes while I steer complex builds, ensuring you’re self-sufficient within a few sessions. Expect practical, hands-on walkthroughs, not theory. Deliverables include a clean timeline with signal-worthy events, streamlined data capture, a defined Salesforce-to-Totango integration path, well-structured health scores, and language-aware configuration rules for global users. Best regards, Ivaylo
$555 USD in 2 days
5.4
5.4

Hi, I’ve worked extensively with Totango, Gainsight, and ChurnZero for customer success operations and can guide you hands‑on through your setup. My approach is a collaborative, screen‑sharing format where we audit your current configuration, identify noise sources, and streamline the data flow between Totango and Salesforce. Breakdown In Phase 1, I’ll help you clean up timeline events, automate data capture to eliminate manual entry, and review your existing success plays and health score structure. In Phase 2, we’ll co‑build new automated workflows, composite health scores, and data integrations aligned with your data lakehouse strategy. I’ll also help standardize multilingual configurations so global teams can log consistent information. You’ll finish with a cleaner, automated Totango environment and the know‑how to manage configurations independently. I’m available during US Eastern hours and can start the audit as soon as access is granted. Best, Justin
$500 USD in 7 days
5.5
5.5

Hello!, This is James from Hollywood. I’ve carefully read your project description about needing a Totango consultant for configuration and integration, and I’m excited about the opportunity to collaborate with you! With over 15 years of experience in full-stack development and a strong focus on API integrations and CRM systems, I am well-equipped to help you optimize your Totango platform. I understand the importance of a seamless configuration that boosts customer success, and I aim to ensure that your setup is not only functional but also tailored to your specific needs. To better understand your project, could you please clarify the following questions? 1. What specific functionalities are you looking to implement within Totango? 2. Are there any existing systems or data sources that will need to be integrated with Totango? 3. Do you have preferred tools or technologies you currently use for data management? I have successfully built and integrated systems for companies similar to yours, such as custom CRM dashboards and data analytics platforms. I approach projects with clear communication and structured milestones to ensure success. Let’s work together to make your Totango implementation a success! Looking forward to your response.
$500 USD in 5 days
5.2
5.2

Hi there, I appreciate the opportunity to assist you with your Totango configuration and integration needs. From what you’ve described, it sounds like you’re facing challenges with timeline noise, manual data entry, and the integration between Salesforce and Totango, among other things. My approach would involve diving into your Totango instance during our sessions to identify and clean up the noise, streamline data entry for your CSMs, and ensure a seamless integration with Salesforce. With 4+ years of experience in configuring success plays, health scores, and integrations in platforms like Totango, I can guide you through the setup process effectively. I believe in a hands-on approach, where I demonstrate solutions as we collaborate, ensuring you feel confident in managing the platform independently. One specific question I have is: What types of data or events are currently generating the most noise in your timeline that you would like to eliminate? Best regards, Arslan Shahid
$250 USD in 7 days
5.0
5.0

Hi, There is strong interest in the project and full support can be provided to ensure its successful progress. I have a clear understanding of your main objectives. I’ve carefully reviewed the requirements to ensure nothing is overlooked. I will deliver a final result that aligns perfectly with your expectations. As a Senior Software Engineer, I bring extensive experience in PHP, API Integration, API, Ruby on Rails and technical assessment. I’ve worked on similar projects where understanding both business needs and technical capabilities was essential. I’m confident in delivering accurate, efficient, and high-quality results. I have a few questions before we get started. Could you please send me a message in the chat so we can discuss the details? Talk soon, Dax Manning
$600 USD in 7 days
4.6
4.6

With my diverse skill set and a deep understanding of data analysis and management, I am perfectly positioned to tackle the complex challenges your Totango system is facing. Having been involved in several successful CS platform implementations and with a strong background in CRM integration, I am confident I can eliminate the cluttered low-value entries from your timeline, automate manual data entry for CSMs, and enable seamless integration between Totango and Salesforce. Additionally, my proficiency in building success plays using automated workflows aligns well with your needs. In past projects, I have built customized success plays that were triggered based on specific customer actions or system events. Moreover, my experience with multi-language configurations will ensure that cultural and linguistic variations are accounted for and managed effectively in your teams across different locations.
$250 USD in 7 days
4.7
4.7

Hello, I understand the core challenge you are facing with your Totango instance cluttered with low-value system-generated entries, impacting the trust of CSMs in the timeline. Additionally, the manual data entry for CSMs and the need for seamless Salesforce-to-Totango integration are hindering efficiency and productivity. The goal is to streamline processes, eliminate noise, and enhance overall system performance to improve customer success. With hands-on experience in configuring platforms like Totango, Churnzero, and Gainsight, I can guide you through a collaborative, screen-sharing engagement focused on solving these specific problems. By conducting an instance audit and building sessions, we will work together to clean up the clutter, automate workflows, integrate systems, and optimize your Totango environment for enhanced performance and efficiency. I am ready to start immediately and discuss further details to align on the scope, timeline, and expectations for this engagement. Looking forward to the opportunity to work together and drive impactful changes for your customer success operations. Best regards, Justin
$500 USD in 7 days
3.8
3.8

Hi, I’m an experienced Totango/ChurnZero/Gainsight CS Ops professional and can guide you via live Zoom through cleaning timeline noise, automating CSM data entry, Salesforce integrations, success plays, health scores, and global configuration. I’ll work hands-on with you, showing step-by-step builds so you become self-sufficient quickly. Best Regards, Nova Tech.
$500 USD in 7 days
3.4
3.4

Hello, I’ve read your Totango needs and I’m confident I can get your instance clean, integrated, and self-serviceable through hands-on Zoom sessions. I’m a CS Ops/ Totango admin who has built success plays, multi-dimensional health scores, and CRM integrations (Salesforce, APIs) in Totango and adjacent platforms. In Phase 1 we’ll audit your timeline noise, integrations, plays, and health architecture together (2-3 hours) and produce a prioritized punch list. In Phase 2 I’ll guide you through each build while you drive, reducing manual CSM entry, improving timeline signal, wiring Salesforce, and validating data out to your lakehouse. I’ll show configuration patterns for multi-language entries and testable play logic so your team can own day-to-day operations quickly. Which three issues are the highest priority for your CSMs right now (timeline noise, manual entry, Salesforce sync, plays, health score, multi-language), and can you share a short timeline for Phase 1 access? Sincerely, Cindy Viorina
$250 USD in 16 days
3.0
3.0

Hello, How are you? I have checked your job description and I'm confident I can complete exactly what you need. I have extensive experience with Totango, Churnzero, Gainsight, and data integration, Ruby on Rails, PHP, Analytics, API, and Salesforce.com. This project aligns perfectly with my skills and experience. I am excited to work with you on configuring and integrating Totango via Zoom. Let's collaborate for a productive and interactive session. Please send me a message so that we can discuss more. Thanks, Taras
$700 USD in 7 days
2.1
2.1

Hi, I'm Vasyl, a seasoned freelancer with 8+ years of experience in Node.js backend, React, Vue, and Angular frontend development. I have a strong background in B2B/B2C SAAS and marketing tools, making me well-equipped to assist with your Totango configuration and integration project. I have carefully reviewed the specific problems you need help solving, from cleaning up timeline noise to building automated workflows and integrating with Salesforce. I propose a collaborative approach, starting with an audit of your Totango instance followed by ongoing build sessions to address priorities and ensure your self-sufficiency. With my expertise in backend and frontend technologies, I am confident in providing the technical guidance and support you require for a successful project outcome. Let's discuss further details in a chat. Thanks, Vasyl
$600 USD in 7 days
1.6
1.6

─── ⚡⭐⋆☆⋆⭐⚡ ─── Hi, Client One success play I built on a CS platform triggered when usage dropped and no meeting activity was logged for 14 days, then created a CSM task, manager alert, and follow up sequence, and I tested it with sandbox accounts, audit logs, and a pilot segment before rollout. I’m a strong fit for this because I know CS Ops workflows, live Zoom working sessions, and the setup patterns behind Totango, ChurnZero, and Gainsight style platforms. I’ll help you clean timeline noise, map Salesforce flow, shape health scores, and build practical success plays in a way that makes your team faster instead of adding more admin work. I’ve worked on similar CS automation and lifecycle setups where the real job was making CSMs trust the system again and cutting manual re entry pain. So, I'll: Audit the current setup, cut timeline noise, and map the Salesforce, health score, and data flow gaps. Guide the live build sessions for plays, automations, global setup, and a clean admin workflow you can run yourself.
$700 USD in 7 days
0.8
0.8

Hi there, Your Totango instance losing trust due to timeline noise, manual CSM re-entry, and fragmented Salesforce integration is exactly what I’ve spent the last 5 years solving across Totango, Churnzero, and Gainsight. I can walk you through each issue live on Zoom, cleaning noisy event types, mapping structured meeting data to remove manual inputs, aligning Salesforce objects to Totango usage metrics, and designing success plays that actually fire consistently. I’ll also help architect a clear, multi-dimensional health score, stabilize outbound data for your lakehouse, and build a multilingual configuration framework so entries don’t break analytics. Before I proceed, quick question: Which area should we prioritize first during the audit: timeline cleanup, Salesforce integration, or health score architecture? Thanks, Generoso III
$300 USD in 4 days
0.0
0.0

Hi there. - How do we effectively clean up the timeline noise in Totango without losing valuable data? - What methods can we use to automate manual data entry for CSMs in Totango? This project sounds interesting. We can collaborate via Zoom to address all your configuration needs in Totango. I understand managing clutter in your timeline and automating data entry can significantly impact your team's productivity. I faced a similar problem while optimizing success plays and integrations in a colleague's system, where we reduced noise and improved data flow. By carefully analyzing existing entries, I successfully streamlined their timeline and established automatic data transfers from the CRM to the CS platform, leading to greater efficiency. I am confident we can achieve similar results for your Totango setup. Can you provide more details on the specific success plays you have in mind for automation? Hope to discuss more on chat. Best, Andrii.
$500 USD in 7 days
0.0
0.0

Pompano Beach, United States
Member since Mar 25, 2026
$30-250 USD
$3000-5000 USD
₹12500-37500 INR
₹1500-12500 INR
₹750-1250 INR / hour
₹600-1500 INR
₹1500-12500 INR
$10-30 USD
$8-15 CAD / hour
₹1500-12500 INR
₹12500-37500 INR
$250-750 USD
₹400-750 INR / hour
₹750-1250 INR / hour
₹12500-37500 INR
$8-15 USD / hour
$250-750 USD
£20-250 GBP
€30-250 EUR
$25-50 USD / hour