Get inspiration for all your critical workflows like renewal and expansion
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…
Time Investment: 5 minutes Having usage data from your product built into your customer journey is the best way to ensure your customers are adopting your product! Everyone's product is different, so let's talk about the types of data you should be using for each journey stage The video below will guide you through: Best…
Account Layouts can serve a number of different use cases, but one that is often overlooked is purpose built views that allow users to dive into a specific aspect of the customer to focus the conversation at hand. On these record specific layouts, you are likely leaning on Fields modules to pull in the most relevant data…
Approximate time to build in Catalyst: 60 minutes! Goal of building this workflow in Catalyst Capture goals and success metrics from your customers early on Mapping every executive engagement back to discussions around value Identifying opportunities for highlighting wins Create visibility internally around key…
This post was updated Feb '24 Difficulty Level: Walk Time Investment: 10 minutes We’re going to continue with the always-important theme of renewals and show you how to follow up on your initial renewal email automatically with a playbook. The benefit of this feature is that it helps CSMs be proactive with follow-ups…
Difficulty Level: Walk Time Investment: 30 minutes Survey feedback is so important to socialize among the organization, as it offers real-time intel on how our customers feel about our partnership. Catalyst can help consolidate the data gathered, and offer insight into areas of opportunity for the entire company. The video…
One great way to use an account layout is to build a view that can provide a CSM a clean view for a specific customer to not only help them structure their thoughts, but can also double as a shared screen during meetings with those customers! Template seen in: Success Plan & EBR Workflow Related Support Articles: Flexible…
Approximate time to build in Catalyst: 60 minutes! Goal of building this workflow in Catalyst Ensure there is visibility across when a customer is marked as “at risk” Enable data capture on details of the risk Track next steps on the save play and keep everyone updated Document learnings for future saves Build templates…
Playbooks are the automation engines within Catalyst. Use playbooks to kick off standard action plans or templates emails that are based on key data points about your customers and contacts. Template seen in: Renewals Playbook Related Support Articles: Playbooks Overview Playbook Task Actions Playbook Email Templates…
Difficulty Level: Walk Time Investment: 10 minutes When we released this feature we knew it would be a game-changer! We also knew there were almost infinite use case scenarios depending on your team's staffing, bandwidth, incoming data, and many other facets. So we put together some use cases for each of the pre-built…
Difficulty Level: Crawl Time Investment: 5 minutes Your CS team is creating raving fans of your product every day, but that doesn't help you or your marketing and sales teams if you don't have a way to identify them. The instructions below will: Show you how to import this field from Salesforce Create this field locally in…
Difficulty Level: Run Time Investment: 45 minutes We know how important feedback is, and it’s equally important to those sending feedback to feel heard. Follow-up via automation can ensure your customers keep providing feedback. The video below will guide you through: Creating a survey feedback follow-up playbook Branching…
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