Catalyst Reviews

Keeping track of tasks, seeing how accounts are developing and being able to keep notes for each account in the same place is so comfortable.

I love how Catalyst will remind me of pending tasks.

Maybe, that notes and tasks have great features but individually. I would like notes and tasks to have the possibility to link each other, making things even easier

Account record keeping, notes and tasks, and Opportunities Stages are easier to track. Catalyst is helping us to have better and clearer notes that will have an impact.

Contact verification and updates are easier and faster

Catalyst allows my team to streamline and automate tasks/data for clients.

I would love for users to have additional visibility into playbooks. At this point, only administrators are able to view/modify playbooks.

Catalyst allows my team to streamline and automate tasks/data for clients.

The UI is super easy to use and I love the templates for notes and tasks.

Sometimes our dashboards take 24 hours to update but it's not so bad that i can't do my day to day tasks.

Catalyst is helping to document our customers as they move along in the customer journy, idenify risks, and find opportunities for expansion.

1. We're able to change things quicky, which means getting insights on our entire customer base easier than ever.

2. The integration with other tools is better than other CS tools we've used in the past.

3. The pricing model makes it easy for me to drive more users from our company into Catalyst as opposed to pushing data to other systems and hoping for the best.

There is some revenue forecasting functionality that I wish was better. As our CS team has become more revenue focused, we've bumped up against a few feature gaps that has us going back into Salesforce, which I very much wanted to avoid.

1. Tracking to value moments

2. Driving insights to the company. Driving changes to our customers.

3. Closing revenue gaps.

One-stop shop for all customer success data

Very intuitive UI with hot keys that open specific functions (Notes, Tasks, etc)

Saves me a lot of time already and we are still in the infancy stages of using it

I would like to see more AI being used with recommendations based on my customer health and playbooks that we have in place.

Inability to tag someone in the body of the note and having to do it in comment (I became used to doing that with Gainsight)

Consolidating all customer success-related data and monitoring customer health

As an Account Manager, Catalyst has allowed me to easily organize my pipeline with clear notes, tasks, playbooks, and automation. It streamlines my work efforts and allows me to stay on top of my accounts and renewals.

Sometimes I find that I need to put my Catalyst dashboard into full-screen mode to view all notes; it would be nice to have a clean dashboard even when it isn't in full-screen.

Pipeline management; renewal communications; forecasting. It's so helpful to have accounts organized by fiscal quarter, opportunity stage, and forecasting. Catalyst allows me to customize my dashboard to sort accounts in a way that is most efficient for my workflow.

I love that you can easily organize different reports and it's super user friendly. The layout for Catalyst is also aethetically friendly so I don't feel like I'm staring down a well of information. It helps me partner with cross functional partners easier on accounts that need more assistance, health of renewals, and mutually beneficial goals between CS and Sales.

There are a few times I have experienced a bug here and there when trying to create a new layout, but it's tech. This happens, overall my experience has been great!

The health of accounts, renewal approach, cadence of conversations, and working with my CSMs and flagging accounts with them.

It's a really helpful tool to see all your customer's info without having to go through multiple pages. Very easy to add notes and escalate issues to management if needed.

Nothing really. Sometimes it can get a bit cluttered but that's probably more an issue on our end due to having too many filters and

Catalyst is helping us keep track of customer's goals and usage of our platform. Instead of having to visiting 2 or 3 places to see customer data we can import it all into Catalyst automatically without a heavy lift on our end.

My favorite feature is the bidirectional sync with Salesforce.

A lot of our account lists and tables paginate. There is probably a setting that I don't know about to change the pagination but I wish the default was to show the entire list.

I get great visibility into my book of business including, risk mitigation, renewal forecasting and management, and ARR and NDR growth.

Catalyst is a one-stop shop that allows me to track all information pertanining to my accounts such as account health, renewal sequences, call notes. Before we used Calatyst, I had to depend on 3 CRMs to get such information and the worse part was that they weren't even integrated.

While I am now comfortable with the design, initially it was overwhelming. I often like to add notes to my call but finding the notes section wasn't very intuitive.

Catalyst is a streamlined solution for me to gather all data on my client's account at any given moment. I can fully trust the information on this platform and can decide my course of action to ensure that the client's experience of the platform is optimized. As a user it is saving me a lot of time,which can now be used for proactive outreach that increases the health of my client's accounts