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Description
Enhance your customer service from the very beginning. Experience the easiest software designed for effective customer management. With rapid installation, you can start operating within minutes. Detect risks and find upselling possibilities effortlessly. Create multiple health profiles that correspond to the customer journey from onboarding through to renewal. Consolidate all your customer lists into a single location, eliminating the hassle of sifting through spreadsheets or Salesforce account lists. We will seamlessly integrate with your entire technology ecosystem, simplifying customer segmentation immensely. At its foundation, Catalyst is tailored specifically for customer success managers. Our workflow features eliminate the monotonous tasks inherent in daily customer management, such as updating Salesforce fields and recording calls and meetings. Regardless of whether you are a Customer Success Manager, Sales Executive, or CEO, Catalyst is designed to streamline your workflow and enhance productivity. Moreover, its user-friendly interface ensures that all team members can easily navigate the system.
Description
All of your customer success information can be gathered in one place, so that your entire company has the information they need. All conversations in one location. Foster relationships with the right people at the right time. With our Gmail integration and Office 365 integration, there's no need to copy-paste or send BCCs. Keep your team informed about the health of each customer and share any updates with them in real-time. Integrate Pulse into your Slack/MSFT Teams to ensure that your leadership team receives all important customer updates in real-time. Your methodology for driving success will ensure consistent customer service. You can increase predictability in your revenue by coordinating all aspects (subscriptions renewals, expansions, etc.). To make more accurate forecasts, you can use customer feedback and health. Notify your team immediately if there are any issues with a customer to avoid any future problems.
API Access
Has API
API Access
Has API
Integrations
AppEQ.ai
AskNicely
Comet Backup
GTM Buddy
Language Studio
Sip2Dial
Stackreaction
Wufoo
Zapier
Integrations
AppEQ.ai
AskNicely
Comet Backup
GTM Buddy
Language Studio
Sip2Dial
Stackreaction
Wufoo
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Catalyst Software
Country
United States
Website
catalyst.io
Vendor Details
Company Name
ClientSuccess
Founded
2014
Country
United States
Website
www.clientsuccess.com
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis