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 INVESTMENT: 15 min DESCRIPTION: In order to fuel Customer-Led Growth (CLG) you need to be able to automatically identify and action expansion opportunities. In this video, we will learn how to: Set up an expansion signal Define expansion signals to indicate when a customer is ready to spend more Written Instructions…
Time Investment: 5 minutes Having usage data from your product built into your customer journey is the best way to ensure your customers are adopting your product! Everyone's product is different, so let's talk about the types of data you should be using for each journey stage The video below will guide you through: Best…
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…
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…
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…
Question: If users are set to "Viewer" can they see Notes in Accounts? Additionally how do you add "Viewer" users?
Time Commitment: 5 min As part of our sunset of Success Metrics, we wanted to improve Calculate Fields in a way that would bridge that gap. Well we just released an important piece to that puzzle 🧩 You can now use the COUNT and RANK pre-built CF to measure Users and Product Events from Segment, Mixpanel, and Pendo! 👇 Quick…
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 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…
Time Commitment: 5 minutes DESCRIPTION: Being able to quickly filter layouts cuts down on time looking for info and building additional layouts In this video, we will learn how to: Set up Field Associations to use Quick Filters Use and pin Quick Filters on any layout Written Instructions You can find written…
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