Set up your Catalyst instance, start admin training, and get help
Get inspiration for common workflows--layouts, fields, playbooks, and more
Ask questions, share tips, and learn from other Catalyst customers just like you
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.
Is there a way to update one opportunity based on another? I have a couple opportunities for one account and I'm wondering if you are able to have one opportunity update based on another to reduce having to fill out the same info twice.
I have made notes templates but would love to be able to include fields that are related to opportunities to the template so I dont have to add them in each time I create a note. Is there a way to do this?
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…
Do we have the capability to create custom Templates for Goals? Looking to build out a series of Goals for each CSM to work towards, and am looking to have a Template that they can choose to add to their accounts. I see similar functionality for Notes, but not finding anything for Goals.
TIME INVESTMENT: 5 min Our customers come with a wide range of needs; but at the root of it all, the key requirement is the need to capture context-rich information as structured and digestible data that can be easily consumed by the rest of the business. Through integrations with Salesforce, Data Warehouses, and ticketing…
Cross-object queries allow you to view data from multiple objects within a single segment. You can now query notes and tasks objects using fields from account, opportunity, and contact objects. Learn more ➡
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…
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…
You can now export playbook insights for email actions, broken down on a per-recipient basis. Exports are provided in CSV format delivered via email, making external analysis and optimization easier than ever. Learn more ➡
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?
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…
🛣️ 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…
🎬 Watch: Product Vision & Roadmap* Preview From this video, you'll walk away with key insights on how Catalyst is planning to fix the broken QBR process, rebuild Health Scores to ones that people trust, and help post-sales teams hit their NRR/GRR targets with precision. Here's Kevin Chiu, Co-Founder and COO of Catalyst:…
Join us! Sign into your Catalyst account to get started.
A Catalyst expert will be available to meet with you 1:1 during a scheduled time slot