With Catalyst’s bi-directional Salesforce integration, notes and meeting updates can be synced easily, and your team can even update Salesforce fields from within Catalyst, using simple slash (/) commands.
Catalyst Playbooks and dynamic notes and tasks help ensure your teams are collecting the right information and taking the right actions at the right time. This helps you scale your best practices and allows every team member to know exactly what to do and when to do it.
Catalyst is your one-stop shop to drive timely and effective action. It allows you to easily manage tasks, receive reminders of key next steps, and prioritize your to-do list. You can also capture critical insights from meetings while updating fields and setting follow-up tasks in one cohesive flow.
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.
.svg){kind=icon}
