Check out our new Customer Success templates library
With Catalyst’s one-click integrations you can quickly build health profiles aligned to specific customer segments from data across all your tools (Salesforce, Zendesk, and Mixpanel) and understand if your customers have achieved their desired business outcomes.
No longer will Customer Success Managers and executives be confused about why a customer is ‘At Risk’. Catalyst provides simple and clear explanations of your customer’s health.
Leverage the Playbooks feature and customer health to assign tasks and send email notifications when accounts become at-risk or when there are upsell opportunities.
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.
