With real-time bi-directional sync replicate your Salesforce instance in Catalyst within minutes to provide customer success teams access to customer data. Customer success teams will ensure your CRM is up-to-date with the most accurate information.
Roles and permissions
Create admin & non-admin roles to ensure you have complete control of your Catalyst instance. We’ll also recognize user profile permissions in Salesforce to ensure important fields such as Contract Value that may be locked in Salesforce aren’t accidentally edited.
Reduce admin requests
Catalyst knows sales and success operation teams are constantly bogged down by an overwhelming amount of requests from go-to-market teams. In Catalyst, users can create local data fields and at a later time sync it back to Salesforce.
Reduce CRM maintenance, increase data quality
Catalyst was designed specifically for sales and Customer Success Managers to prevent bad data in CRMs.
There’s more Catalyst for you
All your customers from different tools, in one place.