As someone on the frontlines, you see firsthand how Catalyst helps you deliver exceptional customer outcomes and drive growth. Now it’s your chance to bring others on board. Use these techniques to help your team see the same value you do—and lean on these metrics to tell a compelling story of success.
For guidance on onboarding new hires and boosting team engagement, see these tips on driving team adoption.
Value proposition: Unify data + teams
At a high level, clarify what Catalyst is and how it empowers your team to succeed.
- Everything in one place: Customer data, notes, and workflows are centralized. Spend less time searching and more time building relationships.
- Work smarter, not harder: Automated workflows and built-in guidance make processes consistent, repeatable, and efficient. Reminders and templates keep everyone aligned and on track.
- See progress in real time: Dashboards and health scores surface what matters most, helping everyone prioritize, take action, and celebrate wins as a team.
Snapshot of your instance
Consider providing a snapshot of how deeply Catalyst is embedded in your strategy. Example items to include:
- $XXM total [ARR] managed across XX customers
- XX customer stories captured
- XX account transition notes documented
- XX QBRs documented
- XX customers onboarded
- XX customers run through the midpoint renewal check in playbook
- XX integrations with other systems
Measurable results
Now for the results. Consider using these impact statements to show how Catalyst helps your team reduce risk, maximize expansion, and operate more efficiently:
- XX% YoY increase on won Total ARR renewed
- Renewal opportunities closed XX days earlier
- XX% increase on won expansion dollars with X% increase in average amount won
- $XX renewed on XX at-risk accounts in current fiscal year
- $XX active TCV moved out of risk as result of XX playbook
- XX% improvement in won contraction revenue
- XX prescribed note templates used, resulting in time savings of XX hours (calculated at 5 minutes / note)
- XX targeted emails sent, resulting in time savings of XX hours (calculated at 5 minutes / email)