Catalyst Features

Based on 349 Catalyst reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer.

Based on 341 Catalyst reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Based on 345 Catalyst reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

Based on 309 Catalyst reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Based on 321 Catalyst reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Based on 309 Catalyst reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. This feature was mentioned in 222 Catalyst reviews.

Based on 302 Catalyst reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service.

Based on 265 Catalyst reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.

As reported in 254 Catalyst reviews. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Based on 331 Catalyst reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing

Based on 295 Catalyst reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported.

Based on 282 Catalyst reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file.

Based on 294 Catalyst reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes.

Based on 309 Catalyst reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.

Based on 316 Catalyst reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 301 Catalyst reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

Based on 269 Catalyst reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Based on 322 Catalyst reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Based on 302 Catalyst reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 88 Catalyst reviews. Uses external data sources to improve customer profiles.

As reported in 82 Catalyst reviews. Can be updated to accept new sources and types of data.

Based on 64 Catalyst reviews. Provides analysis of marketing program ROI and efficiency.

Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 63 Catalyst reviews.

Suggests content appropriate to stage and tone of the deal This feature was mentioned in 59 Catalyst reviews.

As reported in 54 Catalyst reviews. Can operate under at least two distinct sales methodologies

As reported in 72 Catalyst reviews. Creates and stores multiple playbooks for sales

Provide templates for customer journey mapping to jumpstart the process. 56 reviewers of Catalyst have provided feedback on this feature.

Allow team members to invite others to collaborate on journey maps and make direct changes. This feature was mentioned in 50 Catalyst reviews.

Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. This feature was mentioned in 48 Catalyst reviews.

Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). This feature was mentioned in 60 Catalyst reviews.

Automates the testing and optimization of customer-facing messaging and campaigns. 65 reviewers of Catalyst have provided feedback on this feature.

Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). This feature was mentioned in 63 Catalyst reviews.

Based on 63 Catalyst reviews. Ability to measure product usage by feature, campaign performance by source, and other trending metrics.

As reported in 69 Catalyst reviews. Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. 61 reviewers of Catalyst have provided feedback on this feature.

Based on 64 Catalyst reviews. Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.

Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. This feature was mentioned in 61 Catalyst reviews.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input 16 reviewers of Catalyst have provided feedback on this feature.

Ability to break down and plan multi-step processes This feature was mentioned in 16 Catalyst reviews.

As reported in 16 Catalyst reviews. Works across multiple software systems or databases

Engages in human-like conversation for task delegation 15 reviewers of Catalyst have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting 16 reviewers of Catalyst have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives