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 The video below will guide you through: What this Workshop series is Why we decided to do it The 4 Core Impact Layouts every Catalyst customer should have (see links below) Core CLG Layouts Forecast and Revenue Layout Book of Business Layout At Risk Layout & Playbook Leadership Summary [Account]…
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…
Difficulty Level: Walk Time Investment: 15 minutes The Book of Business Review layout is specifically designed to see a summary of revenue, forecast, health, opportunity, journey, adoption, and activity for multiple accounts so that you can assess risk/potential, and answer questions quickly, without having to rely on…
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…
Difficulty Level: Walk Time Investment: 20 minutes Likely one of the first layouts you'll want to build in your instance, the CSM Home layout gives your team a place to start their day. We've built this layout to mimic the Book of Business Review layout so that your team can update the fields leadership needs. But we also…
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…
Difficulty Level: Walk Time Investment: 40 minutes As a leader, you are accountable for revenue retention & growth on a book of business, and you want a detailed breakdown of our renewal and expansion forecast. This layout will allow you to communicate revenue predictability to the business and make fast decisions to…
Difficulty Level: Walk Time Investment: 10 minutes As a CS Leader, you need to be able to assign accounts to your team in a way that plays to each CSM's strengths and doesn't overload any one team member. The layout below will: Help you assign accounts to CSMs making sure that books stay balanced The CSM Assignment…
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
Get inspiration for common workflows--layouts, fields, playbooks, and more
Ask questions, share tips, and learn from other Catalyst customers just like you
Curated by the Catalyst product team, this page acts as your go-to resource for staying informed about what's coming next to Catalyst. While we will update this resource regularly, it won't include every single thing being worked on—just a select collection of some of the highest impact items. So, if you’ve discussed a feature with your account team but don’t see it here, don't fret!
Stay updated with recent product releases.