View video resources specific to setting up your Catalyst instance for the first time
Let's gooooo! 🎉 We're so pumped to have the opportunity to partner with you and your team. This post is your one-stop-shop for your Catalyst implementation. For ease, efficiency, and getting you to value as quickly as possible, we've structured your implementation into eight sequential milestones each with their own posts…
TIME INVESTMENT: 3 min The CSM Home layout is a required layout for your v1 build and central to your CSMs being able to effectively manage their book and drive progress against your team objectives. This layout will serve as a command center for your CSMs to identify where they need to prioritize their day and take…
Congratulations on completing the Leveraging Customer Insights series! Now that you have an understanding of how data works in Catalyst, you can begin working on standardizing and automating processes for your team. Through the use of Catalyst playbooks, templates, and reporting you can enable your team to take a proactive…
We’re excited to partner with you on implementing Catalyst! Prior to building in Catalyst, this series will guide you through the Catalyst implementation methodology to establish a framework for Catalyst builds. At Catalyst, a successful implementation is first going to consist of aligning on the key outcomes you’re…
Nice work on centralizing your customer data through Catalyst’s integrations! Now that your data is in Catalyst, you can begin to build segments and layouts to drive action and generate insights to manage customers and drive retention. The Leveraging Customer Insights Series will guide you through how to configure key v1…
TIME INVESTMENT: 5 min We’re excited to partner with you on implementing Catalyst. Prior to building in Catalyst, this resource will guide you through the Catalyst implementation methodology to establish a framework for Catalyst builds. At Catalyst, a successful implementation is first going to consist of aligning on the…
TIME INVESTMENT: 7 min With an understanding of Catalyst implementation methodology, you can now begin to plan the scope for your v1 build. Your CS goals are going to play a critical role in build scoping as they will help you remain focused and prioritize what’s most critical to you to drive the highest priority business…
TIME INVESTMENT: 3 min Now that your build plan is in place, there are a few areas to keep in mind while building your v1 instance that will set you up for success long-term. By establishing a plan for feedback, regular instance audits, and ideas for enhancement you’ll continue to ensure your team is maximizing their value…
TIME INVESTMENT: 4 min Through the Catalyst Community, you have access to modules that walk you through everything from integrations all the way through initial adoption strategies. The onboarding series will walk you through each of those steps, but an additional project plan / framework is also provided here! The video…
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…
TIME INVESTMENT: 3 min Nice work on centralizing your customer data through Catalyst’s integrations! Now that your data is in Catalyst, you can begin to build segments and layouts to drive action and generate insights to manage customers and drive retention. The video below will guide you through: Segments and layouts, the…
Learn how to navigate the site, manage your notifications, and read rules of conduct.
Join us! Sign into your Catalyst account to get started.
General community information and support for members
Set up your Catalyst instance, start admin training, and get help
Browse Catalyst videos on how-to topics, best practices, and more
Ask questions, share tips, and learn from other Catalyst customers just like you
Stay up to date on the Catalyst roadmap and see what's coming next
Stay updated with recent product releases.