The most recent content from our members.
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…
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,…
Account Layouts can serve a number of different use cases, but one that is often overlooked is purpose built views that allow users to dive into a specific aspect of the customer to focus the conversation at hand. On these record specific layouts, you are likely leaning on Fields modules to pull in the most relevant data…
Issue 1: Data Load Performance, Reported on 6/25 Users are not seeing any data in Catalyst. Symptoms: Every Segment is showing spinning wheel , then "Please add more filters, dataset is too large to query" is displayed on all segments Issue 2: Slowness issue, Reported at 7/8 (maybe related to use of new Customer Hub…
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…
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…
Difficulty Level: Walk Time Investment: 20 minutes Likely one of the first layouts you'll want to build in your instance, the CSM Home layout gives your team a place to start their day. We've built this layout to mimic the Book of Business Review layout so that your team can update the fields leadership needs. But we also…
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…
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…
Difficulty Level: Crawl Time: 2 min While both are used primarily for aesthetics here are the key differences between section dividers and module groups 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 too. Comment on this post…
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…
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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