Learn foundational aspects from connecting data to customer journeys
TIME INVESTMENT: 15 min DESCRIPTION: In order to fuel Customer-Led Growth (CLG) you need to be able to automatically identify and action expansion opportunities. In this video, we will learn how to: Set up an expansion signal Define expansion signals to indicate when a customer is ready to spend more Written Instructions…
Time Commitment: 5 minutes DESCRIPTION: Being able to quickly filter layouts cuts down on time looking for info and building additional layouts In this video, we will learn how to: Set up Field Associations to use Quick Filters Use and pin Quick Filters on any layout Written Instructions You can find written…
TIME INVESTMENT: 5 min DESCRIPTION: The customer journey puts each customer on a distinct path to success and creates focus for the CSM, with clearly defined goals and milestones. This will ensure consistency, helps with automation and scaling, and guides CSMs with tailored action plans. In this video, we will learn how…
TIME INVESTMENT: 5 min DESCRIPTION: Note and Task templates provide the ability to pre-define common processes and workflows, saving users time and ensuring cohesion. These allow you to create the shell for each type of meeting, so you’re never starting from scratch or copying and pasting from a previous note. In this…
TIME INVESTMENT: 5 min DESCRIPTION: Layouts allow you to organize all of your data into modules on one shared dashboard. When creating a layout, you'll have the ability to pick from a variety of module types using different aggregates, segments, and trend reports. In this video, we will learn how to: Create a Layout Create…
TIME INVESTMENT: 5 min DESCRIPTION: We are going to walk through how to create Segments within your Catalyst instance. Segments allow you to filter down your records in Catalyst based on different criteria. These filtered datasets can be saved and revisited again and again. They are the backbone of reporting within your…
TIME INVESTMENT: 5 min DESCRIPTION: We are going to walk through setting up a Weighted Health profile in Catalyst. Weighted Health is easy to configure and adjust and allows you to create complex, customized, and automated health scores tailored to your specific business needs! Weighted Health will provide your team with a…
TIME INVESTMENT: 5 Min DESCRIPTION: We are going to walk through connecting a Data Warehouse to Catalyst and map data points from this Warehouse into a Catalyst instance. Catalyst offers several Data Warehouse integrations. This video will enable your team on how to bring this data into Catalyst so that you can begin…
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