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,…
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…
Hey there, I'm hoping I can get some tips and advice! I'm a fairly basic user of Catalyst however now trying to utilise it a bit better of late and looking to implement monthly NRR tracking. Wondering if anyone could please share how they are currently tracking this and best practices around setting this up? Thanks! 😁
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…
Note templates can be really handy with sharing customer stories with the rest of the organization. This is an opportunity to have notes sent directly to a public Slack channel, where a lot of work happens. It's important that these notes are written with the rest of the organization in mind prior to publishing the note.…
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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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