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I am wanting to create a percentage module that displays all accounts that are currently within onboarding AND have a "Kickoff" note. I have an Account segment that has all onboarding accounts, and I have a notes segment that has "all onboarding accounts with a kickoff note". But I am unable to create a % segment because…
Hi everyone! I'm working on creating an off-boarding survey, and I'm curious to know what kind of questions others have put in a similar survey. Right now, we have what I consider standard questions: Reason for leaving (multiple choice) Rate your experience with the product (1-5) Feedback for responses < 2 (short answer)…
Have more control over how you view, use, and edit data in segments Coming mid-November, you’ll have access to a collection of enhancements and quality of life improvements related to cross-objects segments in Catalyst. You'll be able to leverage custom object data to create, filter and display data in your account…
Can a playbook be created to notify the Customer Success Manager that an account has been reassigned to them? In other words, the only variable that changes is the Customer Success Manager.
Usage reports allow you to monitor and analyze metrics related to your Catalyst users' platform usage. These insights help you better understand team productivity and adoption, enabling you to drive more efficient operations. Suggested use cases include: Track how your team is adopting and leveraging Catalyst Ensure user…
We use Chorus to record and track client calls. The tool is capable of creating both summaries and action registers we would like living in Catalyst. Currently, moving those summaries / action registers to Catalyst is manual. I am curious if there has been any consideration or plans to integrate Chorus and Catalyst. Thanks…
You can now optimize health scores with input-level exclusions. When a customer doesn't have data for a particular field that's used for a health input, Catalyst can skip that input in the account's health score calculation. Previously, if a customer input didn't qualify for a Healthy or At Risk threshold due to missing…
Account Layouts can serve a number of different use cases, but one that is often overlooked is purpose built views that allow users to dive into a specific aspect of the customer to focus the conversation at hand. On these record specific layouts, you are likely leaning on Fields modules to pull in the most relevant data…
We currently have plays set to automate sending usage reports based on the age of the contract. (at 60, 120 days) I have the email copy set to approve and be modified for each email so we can edit as needed based on usage and to attach a PDF of their full usage report. Right now, I can't see a way to attach or drag and…
We have generally used playbooks to remind CSMs to prep and schedule an SBR with their customers 90 days prior to a renewal date. However, with more and more of our customers moving into multi-year deals, the renewal dates might not be for another 2-3 years. How are playbooks being set up to remind CS to schedule and prep…
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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