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Making note fields required
I don't think this is currently an option, but we would like to make certain note fields required. Ideally you wouldn't be able to publish the note until a field (e.g. "Meeting Date") is populated. This would be similar to how you can't publish a note without an account tagged or a title for a task within the note. Is this…
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Email notification when note is created
Can Catalyst send email to user on Account or contact of the account when a particular note type is logged under the account after discussion with customers Thanks Amanda
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Field update from Note to Account
Hi team, Part of the Note template, it allows to update account field from note , is there way we can put condition there? for example if field A is true on note, then update the fields on account from note, otherwise, no update is required? Thanks Amanda
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Can you sync all previous notes to Salesforce? Can you export all notes to CSV?
Question: Is there a way to make the "Sync to Salesforce" button checked by default? Can you sync all previous notes to Salesforce? Can you export all notes to CSV organized by customer?
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Is there a way to export the contents of notes within a segment?
I was able to export the information about the notes but have not found a way to export the contents of the notes.
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TEMPLATE | RENEWAL - KICKOFF & PROPOSAL
Difficulty Level: Crawl Time Investment: 10 minutes There are many things that go into kicking off a successful renewal process. Standardizing this process can ensure that whether your CSM, RM or AM is running the call, they have all the information they need. The template below will: Provide your team with the necessary…
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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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What strategies have people used to notify viewer users?
We have users who are Viewers who we want to make aware of things that are recorded in Catalyst. The one idea I have come up with is to use the slack integration and notes categories to share info. I'm interested to find out if others have found other ways to do this.
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NOTE | KICKOFF MEETING
Difficulty Level: Crawl Time Investment: 20 minutes Building a solid relationship and an understanding of your customer’s needs upfront is critical to ensuring their long-term success as a customer of yours. A dedicated note template for kickoff meetings enables you to prescribe, at scale, a consistent kick-off experience…
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🥺 Exit Interview Note Template
This is a great opportunity to document learnings from the customer around what could have been improved, if anything, and additional insights to create a feedback loop for your team, and your organization. This can also be an opportunity to understand if there might be opportunities for future partnerships. Template seen…
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🎉 Closed Renewal/Expansion Note Template
Note templates can be really handy with sharing customer stories with the rest of the organization. This is an opportunity to have notes sent directly to a public Slack channel, where a lot of work happens. It's important that these notes are written with the rest of the organization in mind prior to publishing the note.…
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💰 Renewal/Commercials Note Template
Having a standard note template is the foundation of ensuring your customer facing teams are tracking and keeping the same fields up to date. By including at least 1 Account, Contact, and Opportunity field, it requires users to add at least one of each to their notes, which is best practice! Template seen in: Renewal…
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Sharing your CS wins company-wide 🥳
Your CS team is busting their humps to turn your customers into evangelists of your product! But too often those wins get siloed in the Customer Success department. Here's how we share these stories and bring CS to the center of everything we do at Catalyst. When a CS team member is discussing a success story with a…
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Customer Stories Note Template
Having a Customer Story note template is a great way to help bring CS to the center of your organization! Not only will this help spotlight all your team's hard work, but it can also help cross-functional teams like sales and marketing by highlighting wins and referenceable customers. Related support articles: Note…
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QBR/EBR Note Template
Catalyst has pre-built note templates created in your instance and one of those is a QBR note template to help you kick off the development process. The below example shows a few adjustments to that QBR template! Template seen in: Success Plan & EBR Workflow Related support articles: Note Templates Note Fields Slash Field…
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Customer Meeting Note Template
Having a standard customer meeting note template is the foundation of ensuring your customer facing teams are tracking and keeping the same fields up to date. By including at least 1 Account, Contact, and Opportunity field, it requires users to add at least one of each to their notes, which is best practice! Template seen…
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Initial Escalation Note Template
Difficulty Level: Crawl Time Investment: 5 minutes Leveraging Note Templates as a kick off to a workflow is a common practice, as most CS professionals live by their notes and with Catalyst, you can update account, contact, and opportunity fields directly in those notes. With that, you can then kick off playbooks triggered…