Hover over an account to preview info about a customer and perform quick actions without having to click into the account.
Build and view contact segments that allow you to filter any data point from your integrations including title, role, location, last login, product usage metrics, and more.
View and manage all of your opportunities directly from Catalyst. Easily update opportunity fields and have them sync back to Salesforce for cross department 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.