Operations
Streamline and Scale Your Teams’ Operations
Increase efficiency by spending less time on platform maintenance and more time on proactive growth. With Catalyst, users can pull reports, customize dashboards, build playbooks, create templates, and perform other activities that typically require an administrator, saving countless hours every week.
One-click Salesforce Integration
With Catalyst’s real-time, bi-directional sync, you can augment your Salesforce instance with the standardization and automation power of Catalyst. Once set up, any Catalyst admin can independently develop workflows that seamlessly sync back to Salesforce, reducing ops requests and increasing efficiency.
Robust Roles, Permissions, and Governance
Choose from default roles or create custom roles to control what users can see and do in Catalyst. Salesforce field permissioning is also reflected in Catalyst to ensure that important fields such as "Contract Value," which may be locked in Salesforce, cannot be accidentally edited.
Consolidate Your Tech Stack
You need your Customer Success team to both adopt the tools in their tech stack, and increase their overall efficiency. Most CS teams are switching between 10+ tools every day. With Catalyst, all of your customer data is in one place. This helps lead your team down the right path, so they can save critical time and resources.
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.
Tyler Bubin
Head of Customer Success
