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Success Plan & EBR Workflow
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…
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Customer Escalation Workflow
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…
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PLAYBOOK | NPS SURVEY FOLLOW UP
Difficulty Level: Run Time Investment: 45 minutes We know how important feedback is, and it’s equally important to those sending feedback to feel heard. Follow-up via automation can ensure your customers keep providing feedback. The video below will guide you through: Creating a survey feedback follow-up playbook Branching…
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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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PLAYBOOK | RENEWAL EMAIL BRANCHED BY SEGMENT
Difficulty Level: Run Time Investment: 25 minutes As your business grows and you scale out your CS team, segmenting your customers becomes increasingly important. We’re going to show you how to use our playbook sequencing to create one renewal reminder playbook that can send different messages to each of your segments. The…
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PLAYBOOK | SCALE CS ONBOARDING
Difficulty Level: Run Time Investment: 20 minutes As all CS teams work to maximize the efficiency of their current teams, it’s valuable to automate as many tasks as possible so that you can reallocate your team's time to the highest impact activities. We’re going to show you how you can automate onboarding resources for…
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Renewal Workflow
Approximate time to build in Catalyst: 60 minutes Goal of building this workflow in Catalyst Consistently track renewals to on-time completion Ensure wins and learnings are shared across the organizations Improved renewals forecasting based on insights from CSMs and health scores Stronger relationships built based on value…
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Success Plan & EBR Workflow: Playbooks
Playbooks are the automation engines within Catalyst. Use playbooks to kick off standard action plans or templates emails that are based on key data points about your customers and contacts. Template seen in: Success Plan & EBR Workflow Related Support Articles: Playbooks Overview Playbook Task Actions Playbook Email…
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Customer Escalation Playbooks
Playbooks are the automation engines within Catalyst. Use playbooks to kick off standard action plans or templates emails that are based on key data points about your customers and contacts. Template seen in: Customer Escalation workflow - using fields defined and task templates created to build the below playbooks Related…