Focus on critical business outcomes with account goals
Document and track your customers' goals with Catalyst to understand the value they are achieving from your platform or service. Goals allow you to track your customer's key business outcomes, whether they inform a long-term strategic plan or provide situational focus during a particular journey phase.
Suggested uses
- Track license utilization for renewal or expansion
- Address an escalation or at-risk activity
- Partner with customers to share and track progress toward their business outcomes
Share layouts with your customers
The Customer Hub section of an account page allows you to create a shareable layout for your customer contacts. This layout has a select set of modules that are most relevant for customer visibility—supporting mutual accountability on key business outcomes and next steps.
Suggested uses
Consider the following use cases:
- Create alignment with key stakeholders on a success plan for the long-term success of your relationship
- Outline a robust onboarding or implementation plan with todos, guides, and milestones to reach the first point of value quickly
- Keep an open line of communication async of real-time progress and business wins for busy executives