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…
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: 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…
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…
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…
Difficulty Level: Crawl Time Investment: 5 minutes Your CS team is creating raving fans of your product every day, but that doesn't help you or your marketing and sales teams if you don't have a way to identify them. The instructions below will: Show you how to import this field from Salesforce Create this field locally in…
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…
Difficulty Level: Crawl Time Investment: 5 minutes If there is one thing every CS team is looking for is more time ⏳. Writing the same email to each individual customer is the time suck of all time sucks. That’s why it’s important to have a way to automate repeatable emails to your customers. The video below will guide you…
Utilize this email template to kickoff the conversation around renewals at least 120 days prior to your customer's renewal date Related support articles: Creating email templates Related Build Resources: PLAYBOOK | RENEWAL REMINDER EMAIL Approximate build time: 5 minutes Subject: Account: Name 's upcoming Catalyst Renewal…
Difficulty Level: Crawl Time Investment: 20 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…
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