The most recent content from our members.
We are gathering customer feedback from Zendesk tickets and it looks like ticket csat response comes through in Catalyst. Is there a way for me to make a dashboard: On the account level-- so I can see average of zendesk responses over time for a particular account On a global level-- all zendesk responses over time…
Hey Catalyst admins! I'm a CX Ops Analyst and our main admin on Catalyst. Wondering if anyone has some ideas to share around how you build your customer health score when you offer multiple products. We're struggling to come up with the right schema given our existing data structure. Looking forward to hearing from all the…
Our team has been working on revising the product adoption component of our customer health score. Since our product isn't sold based on seats, we've built a model based on account ACV to estimate how many users each customer should have to be considered healthy. It looks something like this (fake data): Healthy account…
Difficulty Level: Crawl Time Investment: 20 minutes If you are new to building a health score, visibility of the CSM Sentiment is a great place to begin. As the account relationship owner, the CSM is usually the most in touch with the client relationship. Having the CSM regularly update the sentiment for Health can help…
Difficulty Level: Walk Time Investment: 30 minutes Product usage data is a valuable addition to your health score. Low product adoption can be a clear indicator that an account has gone off track. Greater than expected adoption could indicate an opportunity to drive revenue growth from your customers and/or mobilize them…
Click here to see how to navigate the site, manage notifications, rules of conduct, and more!
Join us! Sign into your Catalyst account to get started.
General community information and support for members
Set up your Catalyst instance, start admin training, and get help
Browse Catalyst videos on how-to topics, best practices, and more
Ask questions, share tips, and learn from other Catalyst customers just like you
Stay up to date on the Catalyst roadmap and see what's coming next
Stay updated with recent product releases.