The most recent content from our members.
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…
Question: If users are set to "Viewer" can they see Notes in Accounts? Additionally how do you add "Viewer" users?
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…
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: Crawl Time Investment: 5 minutes This playbook will allow will kick off the workflow for assigning CSMs to newly assigned accounts. From there, you can use the CSM Capacity Manager layout to view current books and decide on assignments. Since there is only one task to this playbook, I've skipped the video…
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…
👇 OVERVIEW OF EXPANSION SIGNALS 👇 Show me how to build these!! Hate videos? Here are the highlights: Define expansion signals to indicate when a customer is ready to spend more Signals Build Worksheet Create Playbook automations with signals to action every opportunity Build Expansion Segments to actively monitor and…
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Curated by the Catalyst product team, this page acts as your go-to resource for staying informed about what's coming next to Catalyst. While we will update this resource regularly, it won't include every single thing being worked on—just a select collection of some of the highest impact items. So, if you’ve discussed a feature with your account team but don’t see it here, don't fret!
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