Welcome to the front lines! Here are the suggested resources to help you get the most out of Catalyst to support your daily workflow.
Become a Catalyst power user
- Update your notification and profile settings: Catalyst sends automatic notifications for certain activity to keep you informed of recent happenings. Depending on the playbooks configured, it may also send emails on your behalf using information from your profile.
- Connect your email with Catalyst: Enable Catalyst to sync your email and calendar events directly from your own Microsoft or Gmail inbox so that you can centralize visibility into customer engagements.
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Navigate Catalyst like a pro: Familiarize yourself with home page and object levels, explore data and view segments, and search for accounts and more.
If you're feeling creative, try creating your own segments, filtering your home layouts, adding your most-used layouts as favorites, or creating your own layouts (standard access or higher).
- Keep your customer data up-to-date: Anytime something changes, be sure to document field-level updates from within object-level layouts or from segments—individually or in bulk (standard access or higher). You can add new opportunities and contacts, too. These data updates help trigger strategic automation.
- Track of all your work: If it's not documented, did it even happen? Create notes and tasks to track all customer engagements and upcoming to-dos. Collaborate with your team using comments, and create your own templates to streamline data entry. Everything you do is featured on the account activity stream so that everyone else in Catalyst has visibility into your awesome work.
- Monitor your notifications inbox: Anytime there is something for you to do, such as approve automated emails, Catalyst notifies you to ensure you take action quickly.
- Lead customers to success: Let Catalyst guide you through workflows that will help your customers attain their goals and your company grow revenue! Monitor customer journey progress, track health over time, and take action on expansion signals.
✨You got this! If you have an idea for a new workflow, reach out to your Catalyst admin.