The most recent content from our members.
Time Commitment: 45 min We are in the middle of a monumental shift in thinking about how companies increase revenue. ARR from net new business is down across all company sizes over the last 3 years. But the ray of sunshine in that dark cloud is that Expansion revenue is on the rise🚀 💸 This is the beginning of CLG -…
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…
For those that are hosting weekly/monthly customer facing office hours - how are you tracking participation, if at all? A date field or something on contacts seems like the easiest option, but it isn't ideal because it will be overwritten with new data. We have access to Salesforce + campaigns but that seems like a heavier…
Team, Looking to improve the flow we currently have set up for funneling customer feedback and product requests to our product team using Catalyst. Current flow: 1) CSM fills out a Product Request note in Catalyst detailing the request and linking the call snippet 2) This note auto-flows into Slack channel, where product…
Playbooks are the automation engines within Catalyst. Use playbooks to kick off standard action plans or templates emails that are based on key data points about your customers and contacts. Template seen in: Renewals Playbook Related Support Articles: Playbooks Overview Playbook Task Actions Playbook Email Templates…
⚡️Introduction to Playbook Objectives Playbook Objectives is yet another feature enhancement, along with Playbook Insights, that the Product team at Catalyst has been hard at work on! 🎉 Let’s break down the benefits for your team! You can now measure the effectiveness of your playbooks with no manual work - simply set an…
Difficulty Level: Run Time Investment: 45 minutes We know how important feedback is, and it’s equally important to those sending feedback to feel heard. Follow-up via automation can ensure your customers keep providing feedback. The video below will guide you through: Creating a survey feedback follow-up playbook Branching…
Difficulty Level: Run Time Investment: 30 minutes Product Usage Data can be a clear indicator of how much value is being generated from our product or services. The ability to capture this data and use it in an effective and meaningful way is critical. Once you have integrated your product usage data into Catalyst, there…
Difficulty Level: Run Time Investment: 25 minutes As your business grows and you scale out your CS team, segmenting your customers becomes increasingly important. We’re going to show you how to use our playbook sequencing to create one renewal reminder playbook that can send different messages to each of your segments. 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…
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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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