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.
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.
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.
Increase retention and growth, confident that your workflows have been validated against what other Catalyst customers have found to be most effective in delivering great customer experiences at scale.
Efficiently parse your customer data to understand and identify the biggest product gaps. Partner with your CS team and Catalyst to track the right inputs and build the right views to answer your most pressing questions.