The most recent content from our members.
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…
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…
This post was updated Feb '24 Difficulty Level: Walk Time Investment: 10 minutes We’re going to continue with the always-important theme of renewals and show you how to follow up on your initial renewal email automatically with a playbook. The benefit of this feature is that it helps CSMs be proactive with follow-ups…
Difficulty Level: Walk Time Investment: 30 minutes Survey feedback is so important to socialize among the organization, as it offers real-time intel on how our customers feel about our partnership. Catalyst can help consolidate the data gathered, and offer insight into areas of opportunity for the entire company. The video…
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…
Difficulty Level: Walk Time Investment: 10 minutes As a CS Leader, you need to be able to assign accounts to your team in a way that plays to each CSM's strengths and doesn't overload any one team member. The layout below will: Help you assign accounts to CSMs making sure that books stay balanced The CSM Assignment…
Difficulty Level: Walk Time Investment: 40 minutes The Account Leadership Summary layout is built specifically to give get an executive overview of an account in a single Layout. The video below will guide you through: Allow leadership to self-serve information about accounts without asking a team member, saving the CS…
Difficulty Level: Walk Time Investment: 40 minutes The At-Risk Layout and Playbook are built specifically to give you an immediate notification to understand why customers are at-risk, the next steps, and understand which de-risking plays have/have not been successful so that you reduce the likelihood of the customer…
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