Check out our new Customer Success templates library
Easily find the information you need pertaining to a customer such as Salesforce field data, product usage metrics, email conversations, support tickets, and more.
Create customizable page layouts and dashboards that show important information you care about without an admin.
View all of the activities regarding your customers in one place. Find activities such as call notes, task completion, field changes, emails, and more so you never miss a beat.
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.
