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✨NEW RELEASE | Feature permissions
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…
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✨NEW RELEASE | Quick filters on account layouts
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…
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✨NEW RELEASE | Cross-object queries in playbooks
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…
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✨NEW RELEASE | Cross-object segment enhancements
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,…
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✨NEW RELEASE | Track your team's adoption and utilization of the Catalyst platform
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…
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✨NEW RELEASE | Exclude null values from health scores
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…
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✨NEW RELEASE | Add up to ten groups in a health profile
You can now define up to ten groups of health data, per profile. Previously, the limit was five. Group together similar field inputs and prioritize the most important things to your company. Add new groups when the total value of the weights is less than 100%. Then weight all groups by selecting a percentage using the…
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✨NEW RELEASE | Campaign Designer
Design branded emails with Campaign Designer Enhance your playbook emails using drag-and-drop design elements. The Campaign Designer allows you to create transactional emails in a new design mode. Easily add text blocks, calls to action, images, videos, and more. Use sections to group multiple elements together with the…
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✨NEW RELEASE | Account Goals and Customer Hub Layouts
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…
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✨NEW RELEASE | Gauge success with the Percentage / Gauge chart option
Percentage visualization now available for the aggregates module! Improve your ability to track progress, measure team productivity, and gauge success with the Percentage / Gauge chart option. Leverage this new visualization type at both the home and account level. Check out more details in the release note, or view…
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🚨FEATURE IMPROVEMENT | SIGNALS
Time Commitment: 45 min Catalyst rolled out Signals earlier this year to help our customers identify and action growth opportunities within their customer base. We're talking CLG - Customer Led Growth 💸 With feedback from our customers already using Signals, we're happy to rollout the first update to this feature! This…
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PRODUCT | Q2 Product Releases & Q3 Roadmap preview 🛣️
🎬 Watch: Expansions in Catalyst, Q2 Releases & Roadmap We are seeing a monumental shift in the way companies increase revenue. While net new business is dropping across all companies of all sizes, expansion revenue is on the rise! For this session, our PMs, Julia and Susan, will walk you through identifying and…
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PLAYBOOK OBJECTIVES | 📣 Release Overview
⚡️Introduction to Playbook Objectives Playbook Objectives is yet another feature enhancement, along with Playbook Insights, that the Product team at Catalyst has been hard at work on! 🎉 Let’s break down the benefits for your team! You can now measure the effectiveness of your playbooks with no manual work - simply set an…
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CALCULATED FIELDS | 📣 Release Overview & Getting Started Use Cases
🚨 Getting Started with Calculated Fields 🚨 Welcome to the world of Catalyst Calculated Fields! Before we dive into set up use cases, let’s take a quick tour of how this will elevate your performance and productivity in Catalyst. ⚡️Introduction to Calculated Fields Catalyst Calculated Fields bring together two or more data…
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PRODUCT | Q4 Product Release & Q1 Roadmap Overview
🏆 Q4 Product Release & Q1 Roadmap Overview It's the end of the fiscal calendar at Catalyst 🎉 Over the last quarter, our EPD teams have delivered an exceptional release of new updates built to unlock Transparency and Trends across your customer data in Catalyst. Here's everything you need to get started with the latest…
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PLAYBOOK | January Product Releases
🚨 Exciting Updates Requested By Customers 🚨 Get ready to elevate your Playbook engagements while driving Admin efficiencies with the following three highly requested enhancements. Visit our Help Article for all technical setup information. 👋 Email Reply Data for Tech-Touch Unlock full tech-touch capabilities by…
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PRODUCT | December 22' Product Updates
December Product Updates ✨ New year, new product updates from Catalyst 🎉 Buckle up for a packed month in review. Catalyst’s Product and Engineering teams have been hard at work expanding our new Playbook Sequencing feature and preparing for an exciting release coming next week. New In Catalyst Before We Begin! This month’s…
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PRODUCT | November ' 22 Catalyst Product Updates
November Product Updates ✨ November kicked off a new quarter and a new Product Roadmap at Catalyst which is now exclusively available to customers only... keep reading! 👀 And while the Q4 roadmap was being set, the Catalyst Product and Engineering teams still continued to deliver new product updates to your instance. Let's…
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PLAYBOOK | 📣 Release Announcement: Playbook Sequencing
Now Available! Playbook Sequencing in Catalyst 🎉 Introducing powerful tech-touch automation built to streamline your operations and accelerate performance across all CS motions; from expanding low-touch engagements to driving winning behaviors with enterprise customers. Here's everything you need to get started with…
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PRODUCT | Q3 Product Release Summary
Q3 Product Release Recap 📈 It's a wrap! Our next round of quarterly product releases are live and available in Catalyst. The Q3 Product Release is focused on Automation, Data and Scale to help you maximize your team's efficiency and revenue impact through retention and expansion. Here's everything you need to get started…