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Tired of updating Salesforce with all your meeting notes? We are too. Ditch Evernote and Google Docs to take your notes in Catalyst, leverage templates to save time, use /command shortcuts to update Salesforce fields, and seamlessly create next steps and tasks to follow up with customers. We’ll also log meetings to Salesforce for you so you can focus on high ROI activities.
Have Catalyst do the work for you by using the Playbooks feature to automate alerts and assign tasks for new accounts assigned, upcoming renewals, or when healthy customers turn unhealthy.
Have Catalyst do the work for you by using the Playbooks feature to automate alerts and assign tasks for new accounts assigned, upcoming renewals, or when healthy customers turn unhealthy.
No more tasks spread across Wunderlist, Todoist, Google Calendar Tasks, and on your notepad. Catalyst helps sort your highest-priority tasks from Playbooks, Lifecycles, and customer follow-ups. We’ll automatically log completed action items to the proper Salesforce object from Accounts to Opportunities.
