Catalyst Overview

Catalyst overviewCatalyst, a product of Totango, is the customer growth platform that helps you unify the GTM organization to drive recurring impact and value. Evolve your team to stop focusing on activities and instead, deliver impact.

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Core platform

The Catalyst platform enables you to focus on critical business outcomes, not just adoption.

• Portfolio management: Your team can monitor all customer health signals, proactively engage at scale, and help customers achieve their goals.
• ‍Automations: Execute your digital strategy with playbooks and expansion signals so you can consistently deliver value throughout the journey.
• ‍Organization settings: Configure users, roles, and other settings to ensure your teams can execute consistently and access the data they need.
• ‍Data management and integration: Connect customer data streams, including financial, product usage, support tickets, customer feedback, and more.

For information about the app and how to best use it, get started here.

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Email and calendar integration

Enable Catalyst to sync your email and calendar events directly from your own Microsoft or Gmail inbox so that you can centralize visibility into customer engagements.
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• Display emails and meetings: Using the engagement module, see a dedicated timeline that displays customer email communications and meetings. View emails between account contacts (matched by existing contacts or domain) and any authenticated Catalyst user, along with meeting details.
• Integrate automatically: Once your team has connected their email accounts (using Microsoft or Gmail), emails sync automatically. For example, emails sync every six hours and meetings sync approximately every 24 hours.
• Enhance customer insights: Instead of manually checking for email correspondence, view this information directly within your account layouts, making it easier to keep track of communications with your customers.

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TIP:

See our catalog of integrations for a list of all integrations Catalyst supports.

RESOURCE:

Catalyst uses industry standard security practices, such as encryption, to protect the confidentiality of your data. Please access our privacy policy. Visit our security hub for additional information about privacy and security. Catalyst’s use and transfer of information received from Google APIs  adhere to Google API Services User Data Policy, including the Limited Use requirements.