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✨NEW RELEASE | Send internal playbook emails
Ensure your team is never out of the loop when it comes to account updates and changes—with email notifications to internal team members! You can now add a user reference field to the "To" line of a playbook email to unlock the power of internal email notifications. Check out more details in the release note, or view…
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🔔 Reminder: Register for June 13 webinar
Following an electrifying first fiscal quarter as a unified force, Totango + Catalyst is pumped to unveil what's next on our journey toward revolutionizing the post-sale revenue cycle. Our mission is clear: to bring Totango's enterprise-grade technology to Catalyst's flexible, intuitive user interface. This upgrade…
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ADMIN CERTIFICATION | TABLE OF CONTENTS
This admin certification path is guaranteed to give you a great foundational understanding of Catalyst! There are 10 videos, ranging between 1-5 minutes in length. Each post includes both supporting links as well as the full transcript of the video for easy reference. You can use this post as a way to navigate through, or…
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✨NEW RELEASE | Introducing playbook "field update" actions
Unlock a deeper level of efficiency by automating field value changes in playbook sequencing. Field update actions allow you to dynamically update a field value, without requiring your teams to manually update data. Use cases may include: Assign a new CSM during account transitions based on intelligent criteria Set a new…
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🎬 WEBINAR | Unveiling the Future of Customer Success with Catalyst + Totango
Discover how Totango and Catalyst are revolutionizing customer success with an innovative customer growth platform to drive recurring revenue success. In this recorded webinar, Chief Product Officer Kevin Chiu guides you through the merger, showcases enhanced capabilities, and unveils the exciting future of customer…
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✨NEW RELEASE | Expanded capabilities for the aggregate module
Catalyst now offers a new version of the aggregates module to simplify your data experience and unveil vital insights for your teams! These new capabilities include: A redesigned build experience: Start with the visual, decide what calculation type, and slice the data as you work! Easily make edits, and preview your…
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🤔 Monday Moments | Grouping subtasks in layout modules
Difficulty Level: Crawl Time: 2 min This week's Monday Moment shows you how to group subtasks in your layout modules. This will help reduce task fatigue and allow you to quickly track progress on a plan! HAVE QUESTIONS? Have a question about this workflow or something mentioned in the video? If you have a question, it’s…
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PRODUCT | December Product Release & Product Vision Webinar
🛣️ Reimagining Customer Success in this Customer Led World at Catalyst We all know SaaS has changed, and the growth-at-all-cost mindset is one of the past. Here at Catalyst, we are looking looking back to look forward, taking learnings from the broken practices and sharing how we believe revenue focused teams should be…
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PRODUCT | Product Vision & Roadmap
🎬 Watch: Product Vision & Roadmap* Preview From this video, you'll walk away with key insights on how Catalyst is planning to fix the broken QBR process, rebuild Health Scores to ones that people trust, and help post-sales teams hit their NRR/GRR targets with precision. Here's Kevin Chiu, Co-Founder and COO of Catalyst:…
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🏀 Game Ready | Forecast & Revenue with Gloria Liou
Time Commitment: 30 minutes Game film includes: Breakdown of how internal stakeholders can get data quickly Pipeline updates Board meeting critical info How frontline leaders can simplify meetings Renewal meetings Pipeline review with CSM/RM Have questions about something mentioned in the video? If you have a question,…
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How do I delete a contact from an account?
How do I delete a contact from an account?
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How to change default Risk Themes pick list?
Our version of the At-Risk dashboard has generic risk themes. How do I change them to be specific to our business? Docs and community search has nothing :(
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Email Signature Image
Hi Catalyst Community - Do you have any tips/tricks/size recomendations to get an email signature image to properly display? I have tried multiple options and it continues to not display properly in my test emails. Thanks!
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LAYOUT | BOOK OF BUSINESS REVIEW
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…
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Adjusting Fiscal Periods
Is there the ability to update the months for fiscal periods? I'm trying to create a filter based with "is within current fiscal quarter" - but I believe it's just using the standard calendar quarters. Our Q2 ends in July, whereas the default is to put it in Q3. Our SFDC instance recognizes this, but wondering if Catalyst…
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Catalyst integration with zoom / Fathom?
I would love to learn more about plans for integration of zoom / fathom to capture meeting summaries and next steps as notes and tasks. Thank you!
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Fiscal Quarters for Opp segments
I'm really struggling with Opportunity Management segments because there's no concept of Fiscal Quarter in the filters. Right now we have set the Before/After date filters manually, which then means we have to manually switch them every quarter. Is there any better solution anyone has figured out?
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Is there a way to a Playbook Activity module for all accounts?
Is there a way to a Playbook Activity module for all accounts? So that we can see high level the accounts receiving the emails in a playbook? Right now, we can just see the activity module on an account level.
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Can you use the "Current User" functionality with non-synced local fields?
Can you use the "Current User" functionality with non-synced local fields?
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"Pooled" CSM Dashboards + Workflow - Would love any recommendations!
We are looking at using Catalyst for our pooled CSM team and would love any dashboard recomendations or general Catalyst feedback or tips on how to make this as efficient as possible. At the moment, we have a pooled csm "user", which playbook outreach is bound to— then each of our CSMs also has their own Catalyst login.…