Catalyst helps you understand the performance across the team by reporting on each Customer Success Manager’s accounts by health and stage.
Build dashboards for Customer Success Managers, executives, and managers to better understand high-priority tasks, accounts at risk, upcoming renewals, and health for a segment of customers. Customize them to your tech stack and bring in data from tools like Segment, Zendesk, JIRA, and more.
Within hours of integrating your product usage data into Catalyst, you’ll get complete visibility into which features your customers are and aren’t using and be able to identify trends. Catalyst also allows you to set up alerts using our Playbooks feature so that you’re notified when there are changes in usage patterns.
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.