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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 tasks and emails 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.
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.
