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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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Top 5 internal email notifications for account team alignment
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…
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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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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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Templates for Customer Goals
Do we have the capability to create custom Templates for Goals? Looking to build out a series of Goals for each CSM to work towards, and am looking to have a Template that they can choose to add to their accounts. I see similar functionality for Notes, but not finding anything for Goals.
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Coming Soon 🗓️ | Calendar Integration Enhancements (Q1 2025)
Prep for and manage your day in Catalyst with calendar integration enhancements We're excited to announce major enhancements coming to our calendar integration in Catalyst, designed to help your team stay more organized and perform more of their work directly within Catalyst. You will soon be able to see all upcoming…
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✨NEW RELEASE | Export playbook insights for email actions
You can now export playbook insights for email actions, broken down on a per-recipient basis. Exports are provided in CSV format delivered via email, making external analysis and optimization easier than ever. Learn more ➡
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How do I add an Opportunities Module on an Account-level Dashboard?
I am looking to add module(s) on an account-level dashboard that pull in information from the selling process. How do I do that?
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Coming Soon 🗓️ | API V1 (Jan 2025)
Share key customer insights across your organization via API Coming in January, Catalyst is launching its first API endpoint, enabling customers to easily extract and share data from the Catalyst platform across their organization. This initial release focuses on providing insights not currently available via the existing…
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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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Task Trigger for change of Customer Success Manager
Can a playbook be created to notify the Customer Success Manager that an account has been reassigned to them? In other words, the only variable that changes is the Customer Success Manager.
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✨NEW RELEASE | Account permission sets
Control access to account records Account permission sets allow Catalyst admins to control which accounts their teams can access. Simply set up reusable permission sets for purposes of granting users access to varying subsets of accounts: Segment accounts by filtering their associated objects and data. Choose named user(s)…
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Released 🚀 | Feature Permissions (December 2024)
Enhanced control over user access to key features Coming this December: We’re introducing new feature permissions that give admins greater control over which users can create note and task templates. This update allows admins to ensure that best practices are followed by preventing unauthorized creation of templates,…
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Coming Soon 🗓️ | Gong & Chorus Integrations (Jan 2025)
Seamlessly integrate your Gong or Chorus data with Catalyst We're thrilled to announce that soon, you'll be able to seamlessly integrate your Gong or Chorus data with Catalyst, unlocking a wealth of value and additional product updates throughout Q1 2025. These upcoming native integrations will allow you to bring call…
