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Customer Success Managers can now start and end their day in one centralized solution.
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Easily manage your accounts and opportunities from Catalyst and provide better hand-offs to customer success.
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Finally, reporting on customer health, renewals and growth you can trust in one place.
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Catalyst has been a great addition to our Account Management process - it’s given us a central, go-to place to dig into how our customers are using our product, and how we’re engaging with them - this helps us take action at the right point in the customer lifecycle and scale our team. Most importantly, it’s given our team a common language and platform to make sure we provide the best customer experience possible.
One-click integrations with Salesforce, Segment, Zendesk, Slack, and more!
Map and name data fields that make sense for Customer Success
Set up segments and dashboards tailored for Customer Success Managers
Prior to Catalyst, reporting across our account base to drive decision-making was cumbersome and took a considerable amount of time to maintain. With Catalyst’s intuitive UI and flexible reporting capabilities, anyone within our organization is now able to segment our customers based on any criteria they desire and can be updated on the fly. When discussing at-risk accounts and upsell opportunities in a meeting -- a segment on Catalyst is being referenced.
