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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.
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?
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.
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,…
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)…
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…
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…
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