Customer Segmentation
The Data You Need, the Way You Need to See It
Easily consolidate all your customer data in a beautiful and dynamic interface that makes it incredibly simple to analyze, drive accuracy, and extract insights.
Account Segments
Keep your teams focused on the key topics at hand by building account segments that show the relevant relationship, adoption, and health data side by side. This makes it easy to make data-driven decisions for anything from churn risks to Customer Advisory Board nominations.
Contact Managment
Ensure your customer contact data works for you and your cross-functional needs. With Catalyst, you can easily keep contact roles up to date through customized contact segments. This means future requests for targeted contact lists can be executed in seconds by simply turning on an additional filter.
Opportunity Tracking & Updates
View and manage all your renewal and expansion opportunities directly within Catalyst. Update opportunity fields easily, then have them sync back to Salesforce in real time to drive cross-functional alignment.
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.
Tyler Bubin
Head of Customer Success
