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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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SURVEYS | GETTING DATA INTO CATALYST
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…
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Success Plan & EBR Workflow: Account Layout
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…
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🤔 Monday Moments | Using Gong to track Engagement and Adoption
Time Commitment: 5 min If you are already bringing Gong info into Catalyst via an Additional Object, you can use that data to track your team's engagement with customers AND adoption of Catalyst. 🛑 If your company uses Gong but that data doesn't live in Catalyst yet, start here 👇 If you already have the Gong Additonal…
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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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How to add "Viewer" users and changing their permissions
Question: If users are set to "Viewer" can they see Notes in Accounts? Additionally how do you add "Viewer" users?
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🤔 Monday Moments | Active Users Counts in Calculated Fields!
Time Commitment: 5 min As part of our sunset of Success Metrics, we wanted to improve Calculate Fields in a way that would bridge that gap. Well we just released an important piece to that puzzle 🧩 You can now use the COUNT and RANK pre-built CF to measure Users and Product Events from Segment, Mixpanel, and Pendo! 👇 Quick…
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🏈 Game Ready | BoB Review w/ Rob Asscherick
Time Commitment: 30 minutes Game film includes: The stair-step approach to continuous value delivery Using the BoB Review layout to ensure value delivery Questions to make the most of BoB review 1:1s 👉Rob's question guide to run a successful weekly BoB Review👈 👉 CSM's Home layout reviewed at the end of the webinar 👈 Have…
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🤔 Monday Moments | Activity Feed Filters
Difficulty Level: Crawl Time: 2 min Filter the Activity feed on an account page to show specific details OR create an Activity feed module that highlights just what your team needs! HAVE QUESTIONS? Have a question about this workflow or something mentioned in the video? If you have a question, it’s likely someone else does…
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LAYOUT| FORECAST & REVENUE LAYOUT
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…
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⚡️How To | Field Associations & Quick Views
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…
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LAYOUT | 🔋 CSM CAPACITY PLANNING
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…
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PLAYBOOK | CSM ASSIGNMENT
Difficulty Level: Crawl Time Investment: 5 minutes This playbook will allow will kick off the workflow for assigning CSMs to newly assigned accounts. From there, you can use the CSM Capacity Manager layout to view current books and decide on assignments. Since there is only one task to this playbook, I've skipped the video…
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LAYOUT | LEADERSHIP SUMMARY ACCOUNT LAYOUT
Difficulty Level: Walk Time Investment: 40 minutes The Account Leadership Summary layout is built specifically to give get an executive overview of an account in a single Layout. The video below will guide you through: Allow leadership to self-serve information about accounts without asking a team member, saving the CS…
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LAYOUT | AT RISK LAYOUT & PLAYBOOK
Difficulty Level: Walk Time Investment: 40 minutes The At-Risk Layout and Playbook are built specifically to give you an immediate notification to understand why customers are at-risk, the next steps, and understand which de-risking plays have/have not been successful so that you reduce the likelihood of the customer…
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NEW RELEASE | 🚦 EXPANSION SIGNALS
👇 OVERVIEW OF EXPANSION SIGNALS 👇 Show me how to build these!! Hate videos? Here are the highlights: Define expansion signals to indicate when a customer is ready to spend more Signals Build Worksheet Create Playbook automations with signals to action every opportunity Build Expansion Segments to actively monitor and…
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🚦HOW TO | CREATE SIGNALS
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…
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DEMO| CATALYST FOR NEW ADMINS
Time Investment: 10 minutes If you're coming into a new company as a CS leader, you probably weren't the one who chose Catalyst as your Customer Growth Platform. But you are going to need to know what is possible in our product to help you manage your team and maximize revenue through retention and expansions. The video…
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BUILD WORKSHOP | OVERVIEW
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]…
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TEMPLATE | NEW CHAMPION EMAIL
Difficulty Level: Crawl Time Investment: 10 minutes Letting your customer know that change is hard, and that you're available to help support the transition from one champion to the next helps show the value of not only your product but you as partner. The template below will: Serve as the communication to let your…
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TEMPLATE | NEW CHAMPION TASK
Difficulty Level: Crawl Time Investment: 10 minutes Standardizing the escalation process for when a champion leaves one of your customers will ensure that your team is staying on top of turnover and helping retain your customer during times of transition. The template below will: Serve as the first step in our Catalyst x…
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Catalyst 101 for End-Users
Wanna see it live and ask questions?? → Check here for the next live session Difficulty Level: Walk Time Investment: 30 minutes Watch as we show you a day in the life of a Catalyst-powered CSM and how to:Prioritize tasks and prepare for meetings with your home dashboard Update renewal/expansion opportunities Learn how to…
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PLAYBOOK OBJECTIVES | 📣 Release Overview
⚡️Introduction to Playbook Objectives Playbook Objectives is yet another feature enhancement, along with Playbook Insights, that the Product team at Catalyst has been hard at work on! 🎉 Let’s break down the benefits for your team! You can now measure the effectiveness of your playbooks with no manual work - simply set an…
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CALCULATED FIELDS | PRE-BUILT CALCULATIONS 🤓
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…
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FIELDS | RECURRING SYNC 📆
Difficulty Level: Crawl Time Investment: 10 minutes The following fields are needed to build out the Catalyst for Catalyst recurring sync note template. 🛑 If you've never created a non-synced field in Catalyst, check out this Help Center article before preceding! Meeting Recap (Account object) Mtg Recap Launch Date…
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TEMPLATE | RECURRING SYNC 📆
Difficulty Level: Crawl Time Investment: 10 minutes Standardizing the way your team takes notes in their recurring sync will ensure that the correct information is being captured across CSMs and accounts. By doing this, everyone on your team can have a consistent picture of each client. The template below will: Provide…
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TEMPLATE | SALES TO CS HANDOFF 🤝
Difficulty Level: Crawl Time Investment: 15 minutes The foundation of your customer's success in implementation and future adoption starts with a reliable transfer of information from Sales to CS. This helps your IM and CS team clearly understand the customer's expectations and goals. The template below will: Use the…
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Don't stop believing....in usage data for your customer journey 🛣️
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…
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DATA | PRODUCT USAGE BEST PRACTICES
Difficulty Level: Run Time Investment: 30 minutes Product Usage Data can be a clear indicator of how much value is being generated from our product or services. The ability to capture this data and use it in an effective and meaningful way is critical. Once you have integrated your product usage data into Catalyst, there…
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JOURNEY BUILDER | ADDING PLAYS TO EACH STAGE
Difficulty Level: Walk Time Investment: 45 minutes The Journey Builder allows you to operationalize the way that an account successfully moves through your product or services. This allows you to clearly define the ideal way for the account to transition through a maturity model and the goals/ outcomes that should be…