Don't waste hours writing and sending the same emails over and over. Automate standard milestone emails like renewal or EBR reminders to free CSMs up to focus on customer strategy and relationship building.
We know and have dealt with the pitfalls of automated emails (No more "Hi, First Name!"). It's quick to set up and built to provide a butter-smooth CSM experience.
It's more than just renewal reminders! Automate new touch points to create delightful customer experiences. Consistently provide personalized service without the time-consuming manual effort.
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.