Catalyst provides insights to our customer success team that we otherwise would not have (or have to dig deep to find). It has helped expose inefficiencies in our team's workflow while providing a central place for CSMs to manage their book of business. Modular home layouts (dashboards) are a great way to create 'home screens' for CSMs, managers, and leadership. The salesforce integration and object config is seamless and allows us to create and map new fields within minutes. Review collected by and hosted on G2.com.

Catalyst is still a young company and it shows in certain features that are not deep in functionality. From an Ops perspective, there are little things that this platform lacks or strange quirks. For example, Playbooks are a powerful feature that enable you to automate emails to customers. However, there is no way to ensure you are not spamming customers with multiple emails in a single day as there is no central "did we email this person" functionality. Additionally, any numerical values pass into playbook emails rounded to the tenth decimal place. For example, the number "4" shows up at "4.0". Small thing, but when you are trying to emulate CSM communication it does not feel organic. Review collected by and hosted on G2.com.

For my manager, it's a great summary across many account managers of our book of clients, # of users, activity levels. For him to see all of this data is one place, in one view, it's great. Review collected by and hosted on G2.com.

The summary fields are too vague and offer me no value; I keep having to open a mini box to see what I need. In order to have current data, I need to manually type notes and add updates. I can not easily export data into Excel or a Google doc in order to change the view or appearance of data. I live in Salesforce which is where I prefer to enter my updates within a template that is mostly auto filled and I can just add a few notes. Review collected by and hosted on G2.com.

As a Customer Success Manager at LaunchDarkly, Catalyst has been instrumental in streamlining my workflow and improving client satisfaction. The intuitive interface, customizable dashboards, and comprehensive data tracking make it easy to monitor customer health and proactively address issues. Catalyst’s seamless integration with our CRM and other tools enhances efficiency, while the support team is always available and helpful. Catalyst has significantly boosted my ability to deliver excellent results, making it an indispensable tool for any CSM. Review collected by and hosted on G2.com.

However, one area for improvement is the reporting feature. Adding more advanced customization options for reports would provide deeper insights and better meet the diverse needs of different teams.

Overall, Catalyst has significantly boosted my ability to deliver excellent results, making it an indispensable tool for any CSM. Review collected by and hosted on G2.com.

Tool that supports a clearer view of your accounts vs sdfc or excel - can have integrated with your CRM so data is always up to date. I use it daily to check and update my forecast and customers sentiment Review collected by and hosted on G2.com.

I find the user experience a little difficult to navigate and have a clear view and filters and colours to label sections and data. Review collected by and hosted on G2.com.

Having different and personalized company layouts has made renewals especially a lot easier because I'm able to tell what's going on at a high level. It organizes a BoB by date in a way that's far more intuitive than Excel. I also like how you can export to CSV in case you need the information to be editable offline. Review collected by and hosted on G2.com.

It has a bit of a learning curve for an entire team. I like that when I'm unable to save something (bc of a requirement on SF or word count limit) that Catalyst lets me know why it's errored out, but I wish there weren't word counts. Review collected by and hosted on G2.com.

I love how simple it is to create tasks and notes while syncying to salesforce! It really helps me keep all of my notes and account details in order. Previously, we were using different tools or google docs to keep track of call notes/account notes so its nice to have everyone using this and also aligned on organization expectations. I also LOVE that my opportunity notes will sync to salesforce so I can automate processes. Review collected by and hosted on G2.com.

Nothing! the only thing i would say is that I it would be nice to have 2 people collabprate on one note at once -- kind of like in google docs where you can have more than one person in that doc taking notes, making edits etc.. Review collected by and hosted on G2.com.

Ease of use, customer support, frequency of use Review collected by and hosted on G2.com.

I am not sure that there is anything that I dislike about Catalyst. Review collected by and hosted on G2.com.

I have used other CS tools and I would say apart from how consolidated it is and its ability to tie up with other tool. The User Interface really is superb, and the ability to seamlessly craft reports with logic. I love working on it. Review collected by and hosted on G2.com.

My only little concern is not being able to add attachment to mails going out of Catalyst. Otherwise, everything else is awesome. Review collected by and hosted on G2.com.

I think it is extremely helpful to view and read email chains from clients. It has been helping me follow up and organize my tasks and activities each day. As a manager, it also gives me quick access to what is going on with my teams BoB to help strategize for one on ones. Review collected by and hosted on G2.com.

The platform can be a bit buggy at times and I have had my integration with other tools not sync properly in the past. Review collected by and hosted on G2.com.

Catalyst is more customizable than other CS-centered platforms Review collected by and hosted on G2.com.

I have no major dislikes at this time about Catalyst Review collected by and hosted on G2.com.