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Curated by the Catalyst product team, this page acts as your go-to resource for staying informed about what's coming next to Catalyst. While we will update this resource regularly, it won't include every single thing being worked on—just a select collection of some of the highest impact items. So, if you’ve discussed a feature with your account team but don’t see it here, don't fret!
Stay updated with recent product releases.
Control access to key features Feature permissions provide Catalyst admins with greater control over team workflows and data access. As an admin, you can now decide which roles can: Create note and task templates: Ensure only authorized team members shape your processes. Export data to CSV: Add a layer of security over…
Enhanced control over user access to key features Coming this December: We’re introducing new feature permissions that give admins greater control over which users can create note and task templates. This update allows admins to ensure that best practices are followed by preventing unauthorized creation of templates,…
Seamlessly integrate your Gong or Chorus data with Catalyst We're thrilled to announce that soon, you'll be able to seamlessly integrate your Gong or Chorus data with Catalyst, unlocking a wealth of value and additional product updates throughout Q1 2025. These upcoming native integrations will allow you to bring call…
Dynamically filter your account pages with layout filters We are soon bringing quick layout filters to account layouts! This new functionality will allow users to dynamically filter account layouts, giving them greater flexibility and control over how they view customer data. This update empowers end users to explore and…
Dynamically filter account layouts and more Quick filters and object filters are now available for all object layouts, including accounts, opportunities, contacts, and other custom objects. This enhancement gives your team greater flexibility and control over customer data. Quickly filter data views to match your specific…
I am looking to add module(s) on an account-level dashboard that pull in information from the selling process. How do I do that?
Supercharge your playbooks with cross-object data Whether you’re automating customer interactions, internal processes, or complex workflows, you can now build smarter, more dynamic playbooks that respond to a wider range of business needs. Leverage cross-object data when building playbooks in the following areas: Entry…
Cross-object querying capabilities are expanding to playbooks Coming in early December: We’re expanding the data available to power your Catalyst playbooks. With the upcoming release, we’ll be unlocking cross-object queries in playbooks, allowing users to pull in fields from related objects to trigger playbooks and drive…
We have several playbooks that are set up to automatically (and conditionally) email Main Contacts several times over a certain period of time. We have team members who are curious about who is enrolled in playbooks and where those accounts exist with regards to the steps in the playbook (some playbooks are 2 weeks long,…
Accurately forecast gross and net dollar retention within Catalyst As part of our central strategy to continue evolving Catalyst into a true engine for driving customer-led growth, we’re excited to share that Catalyst will soon be providing the ability for teams to accurately forecast Gross/Net Dollar Retention, directly…
Stay on top of customer sentiment with Catalyst-native sentiment surveys Coming soon, you will now be able to send NPS and CSAT surveys to your customers via email through Catalyst playbooks, gathering essential sentiment data at critical points in the customer journey. By automating surveys with playbook sequences, teams…
Email unsubscribe from marketing campaigns Coming in H1 2025, Catalyst will introduce support for email unsubscribing in playbooks. When building a playbook, admins will have the option to choose whether they want to send a transactional or marketing email. Recipients who prefer not to receive marketing emails will have…
Share key customer insights across your organization via API Coming in January, Catalyst is launching its first API endpoint, enabling customers to easily extract and share data from the Catalyst platform across their organization. This initial release focuses on providing insights not currently available via the existing…
Prep for and manage your day in Catalyst with calendar integration enhancements We're excited to announce major enhancements coming to our calendar integration in Catalyst, designed to help your team stay more organized and perform more of their work directly within Catalyst. You will soon be able to see all upcoming…
Filter segments across objects: Have more control over how you create, view, and export data Cross-object queries allow you to view data from multiple objects within a single segment. The following cross-object segment enhancements are now available: Use additional object data across segments You can now seamlessly create,…
Focus on critical business outcomes with account goals Document and track your customers' goals with Catalyst to understand the value they are achieving from your platform or service. Goals allow you to track your customer's key business outcomes, whether they inform a long-term strategic plan or provide situational focus…
Looking for internal email use cases? We outlined the "Top 5" use cases for internal email notifications that your team can implement today! ➡ Use case: Common internal playbook emails Not familiar with email notifications to internal team members? We've recently released this feature to ensure your team is never out of…
Ensure your team is never out of the loop when it comes to account updates and changes—with email notifications to internal team members! You can now add a user reference field to the "To" line of a playbook email to unlock the power of internal email notifications. Check out more details in the release note, or view…
Following an electrifying first fiscal quarter as a unified force, Totango + Catalyst is pumped to unveil what's next on our journey toward revolutionizing the post-sale revenue cycle. Our mission is clear: to bring Totango's enterprise-grade technology to Catalyst's flexible, intuitive user interface. This upgrade…
This admin certification path is guaranteed to give you a great foundational understanding of Catalyst! There are 10 videos, ranging between 1-5 minutes in length. Each post includes both supporting links as well as the full transcript of the video for easy reference. You can use this post as a way to navigate through, or…
Unlock a deeper level of efficiency by automating field value changes in playbook sequencing. Field update actions allow you to dynamically update a field value, without requiring your teams to manually update data. Use cases may include: Assign a new CSM during account transitions based on intelligent criteria Set a new…
Discover how Totango and Catalyst are revolutionizing customer success with an innovative customer growth platform to drive recurring revenue success. In this recorded webinar, Chief Product Officer Kevin Chiu guides you through the merger, showcases enhanced capabilities, and unveils the exciting future of customer…
Catalyst now offers a new version of the aggregates module to simplify your data experience and unveil vital insights for your teams! These new capabilities include: A redesigned build experience: Start with the visual, decide what calculation type, and slice the data as you work! Easily make edits, and preview your…
Difficulty Level: Crawl Time: 2 min This week's Monday Moment shows you how to group subtasks in your layout modules. This will help reduce task fatigue and allow you to quickly track progress on a plan! HAVE QUESTIONS? Have a question about this workflow or something mentioned in the video? If you have a question, it’s…
🛣️ Reimagining Customer Success in this Customer Led World at Catalyst We all know SaaS has changed, and the growth-at-all-cost mindset is one of the past. Here at Catalyst, we are looking looking back to look forward, taking learnings from the broken practices and sharing how we believe revenue focused teams should be…
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