Altify

Aviso

ClientSuccess

People.ai

Planhat

Aviso is a great tool for business owners who want to track their sales performance, understand customer needs, and make informed decisions about marketing initiatives. 

Aviso is a sales forecasting and data analysis software that can help you to improve your business performance. It allows you to track the progress of your campaigns, identify customer problems early on, and make better decisions about where your resources should be allocated. Additionally, Aviso provides insights into what content is resonating with customers and which channels are performing the best. This information can help you to optimize your marketing efforts accordingly.

Aviso&#39;s sales forecasting helps you predict future demand for your products or services. This allows you to plan for increased inventory needs or product launches in advance. To generate what-if scenarios to mimic rick and discover swing deals, the platform employs machine learning methods and data science. Using Aviso&#39;s data analytics tools, you can explore detailed information about your customers and their behavior. This enables you to identify potential problems early on so that they don&#39;t become major issues later on down the line.

The platform is scalable as well as flexible to configure any complex hierarchies of customers. One of the main benefits of using Aviso is that it is versatile enough to be used by small businesses as well as large enterprises. It also offers customizable reports that are easy to read and navigate. In addition, there are numerous user groups available where you can get support if needed.

Using this platform&rsquo;s pipeline management, deal collaboration, and forecasting tools sales managers, leaders, and reps can benefit collectively. Users can guide deals, set goals, and unify forecasts - all in a single platform.

<h3>Benefits of Aviso:</h3>

Some of the most notable benefits of Aviso include:

<ul>
	<li>Provides you with actionable insights that can help you optimize your sales processes and outcomes.</li>
	<li>Can help you make better business decisions by identifying opportunities and mitigating risks.</li>
	<li>Helps improve your customer service by understanding customer needs and preferences.</li>
	<li>Allows you to track your sales performance across channels and countries, and makes it easier to forecast future sales.</li>
	<li>You can use the performance management tools to measure the performance of your sales teams by tracking and reporting on their key metrics.​​​​​​​</li>
</ul>

Aviso can be divided into six core pillars such as deal intelligence, predictive forecasting, conversational intelligence, GTM and customer collaboration, activity and relationship intelligence, and CRM automation.

Allows you to plan your resources wisely in order to achieve targets.

Budgeting/Forecasting 

 Help you measure success in terms of results achieved. 

Key Performance Indicators

Gives objective indications of how well a particular area or function is performing.

Performance Metrics 

Identify patterns in your data that may indicate changes in your overall business performance. 

Trend Analysis  

 Makes predictions about the future based on historical data. 

Predictive Analytics

Provides insights into how much revenue each product category is likely to generate over time.

Sales Forecasting 

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

<ul>
	<li>People Intelligence, Deal Intelligence</li>
	<li>Advanced Sentiment Analysis</li>
	<li>SmartTranscripts &amp; Summarization</li>
	<li>Embedded Video Meetings, Chat, To-Dos, Screen Sharing, Documents</li>
	<li>E-Signature &amp; Approval Workflows</li>
	<li>Deal, Forecast, Coaching Rooms (Internal deal team collaboration)</li>
	<li>Customer Channels (External)</li>
</ul>

Virtual Selling Solution

<ul>
	<li>Everything In Virtual Selling Solution+</li>
	<li>Predictive Deal-Level Forecasting</li>
	<li>Deal WinScores&trade;, Maps, Pull-Ins</li>
	<li>Pipeline Inspection, Planning, Yield</li>
	<li>Relationship Intelligence and Next Best Persona &amp; Team Actions</li>
	<li>CRM Activity and Contact Auto-Population + Golden Fields Capture</li>
	<li>Extend revenue workflows across CRM instances, data lakes, etc</li>
</ul>

Enterprise Solution

Leading B2B account planning software with relationship mapper, account manager, opportunity manager, sales process manager, and sales reference manager. 

Upland&rsquo;s Altify is the perfect account planning software for B2B sales optimization. It provides you with powerful tools that help you to track leads, convert them into customers, and optimize your marketing efforts. This powerful yet easy-to-use sales planning software that is built natively on the Salesforce platform. This allows users to manage and organize their sales pipeline more easily, as well as track key performance indicators (KPIs) in real time. The platform helps sellers with contextual actions, insights, and best practices right within Salesforce, which allows them to make informed decisions about the sales process, identify opportunities more quickly, and close more deals faster.

Altify includes features like relationship mapper, account manager, opportunity manager, sales process manager, and sales reference manager. The relationship mapping feature allows you to track the relationships between different stakeholders in your organization so that you can understand their roles and responsibilities better. The account management tool makes it easy for you to track all of your customers&#39; contact information as well as their current status (active or inactive). The opportunity management tool lets you identify which opportunities are worth pursuing based on the client&#39;s needs and budget constraints. The Sales Process Manager gives you an overview of each step in the sales cycle so that you can optimize your efforts and ensure high-quality customer service throughout the whole process. And finally, the Sales Reference Manager helps keep track of past clients who may be potential references for new prospects.

Altify is best for large enterprise companies with complex B2B sales cycles that are utilizing Salesforce CRM. Altify integrates with Salesforce, LinkedIn, Quip, ZoneBilling, AccuRoute, and Upland.

<h3>Benefits of Altify</h3>

<ul>
	<li>Provides a comprehensive account planning solution, offering users the ability to plan and track every aspect of their business from A-Z. This includes everything from financial projections to marketing strategies and customer retention plans.</li>
	<li>This software is highly configurable and allows users to customize the layout and interface to suit their needs.</li>
	<li>The relationship map makes it easy to visually connect various transactors with one another - this is useful for understanding how these transactions influence each other. It can also provide insights into patterns or correlations that might otherwise go unnoticed.</li>
	<li>It can help you visualize the relationship between all aspects of your business and make strategic decisions that will help you grow sustainably.</li>
	<li>With Altify, you&#39;ll be able to develop comprehensive account plans that will enable you to understand your customers and their spending behaviors. This information can then be used to make informed investment decisions.</li>
	<li>Provides political mapping of your customers, which allows you to see how different segments of your customer base are voting, what magazines they read, where they buy their groceries...you get the picture!</li>
</ul>

Altify offers a free demo. Regarding pricing, Altify hasn&rsquo;t made its plans or their pricing information public.

Supports flexibility in the sales process, allowing you to customize it to best suit your needs.

Flexible Sales Process

Allow for easy navigation and analysis of data across different departments or divisions. 

Multiple Org Charts

Track your sales progress by automatically entering data into fields like order date, product sold, etc.

Field Sales Management

Create customized training materials for your employees or customers using industry-standard templates. 

Built-in Course Authoring

 Allows users to assign roles and responsibilities to different stakeholders. 

Stakeholder Roles

Allows you to create contact records for leads, contacts, opportunities, and cases. 

Lead Management 

ClientSuccess is a customer success software that was designed to make it easy for businesses of all sizes to improve their customer service process.

ClientSuccess is a powerful customer success software that can help you to improve the customer experience. The platform is designed to help SaaS companies retain, manage, and grow their existing customer base with ease, and quickly. It offers many features such as chat, email, and phone support, which enables you to provide exceptional service for your customers.

Additionally, it provides information about how your customers are using your product or service so that you can make improvements more quickly. ClientSuccess also helps with problem-solving by providing step-by-step instructions on how to resolve common issues. And, it acts as an advocacy center for your business by helping you build relationships with key consumers and advocates. By taking advantage of all these features and tools, you can maximize the effectiveness of your customer success initiatives!

The platform currently offers a unique solution, called ClientSuccess Goals that help businesses collaborate with their customers to achieve desired outcomes, goals, and success criteria. All these Goals have been designed to align with S.M.A.R.T. goal-setting practices - specific, measurable, attainable, relevant, and time-based. Also, the platform offers global reporting capabilities with actionable insights into concerns, outcomes, successes, goal statuses, and more. This apart, users can measure customer objectives in a transparent and collaborative way to deliver tangible value.

Benefits of ClientSuccess

Some of the most notable benefits of ClientSuccess include

<ul>
	<li>It tracks the progress of customer interactions and helps in resolving any issues that may arise.</li>
	<li>Provides insights into what works well and what needs improvement for future customer interactions.</li>
	<li>Automatically sends relevant messages that can boost engagement and encourage customers to return again.</li>
	<li>Easily track and report on your customer&#39;s interactions with your product or service. This will help you to determine which channels are performing best and identify any areas in which you need to improve your marketing strategy.</li>
	<li>ClientSuccess helps you manage your customer&#39;s journey from start to finish. This includes everything from creating custom flows and workflows for onboarding new users, to managing communication channels and queues, etc.</li>
</ul>

Users may monitor subscription renewals, client engagement solutions, and application opportunities for growth and expansion with ClientSuccess.com, a website that connects to CRM, support, social media, and communication platforms; a tailored scorecard for each customer that tracks their progress through the organization.
 
​​​​​

Identify and remove non-compliant clients from portfolios without damaging your reputation. 

Churn Management 

Monitor all communication with your clients in a way that is easily accessible and organized.

Email Management 

Keep track of everything from proposals to meeting minutes, ensuring accuracy.

Document Management 

 Track customer feedback and use it to improve your services or products. 

Feedback Management

Keep up with important contacts, including information about past orders, payments, etc. 

Client Management 

 Provides tools for forecasting revenue based on current trends and planned changes in the market. 

Revenue Management

Individual Plan

Enterprise Plan

People.ai provides revenue operations and intelligence (ROI) software that helps businesses track and optimize their revenue streams.

People.ai is a cloud-based platform that enables customers to manage their revenue operations and intelligence (ROI) in one centralized location. It provides users with real-time insights into how their marketing efforts are impacting key performance indicators (KPIs), including visits, clicks, and conversions. Additionally, the software offers enhanced reporting capabilities that help businesses make better decisions about where to allocate resources next. People.ai has been praised for its user-friendly design and its ability to help companies of all sizes optimize their online marketing activities.

One important benefit of People.ai&#39;s software is that it is easy to use and relatively affordable compared to other similar services. This means that even smaller businesses can afford to take advantage of its benefits without breaking the bank. Users can get insights into how customers are using the product, opportunities, and ways to hasten growth and pipeline by using the strategic account management system. In addition, teams may easily find the best revenue strategy, assess whitespace, and track their purchase dynamics.

Telephony, email, calendar, conferencing, collaboration, and other platforms are all integrated with the platform. Teams can automatically filter out sensitive connections with People.ai before the data enters the CRM. In addition, it can automatically record consumer activities and contact data. The ai-based algorithms are available to users who want to build contacts and maintain app accuracy. Contact data enrichment, sentiment analysis, competitor mention discovery, and other data analytics tools may also be used.

<h3>Benefits of People.ai</h3>

Some of the most notable benefits of People.ai include:

<ul>
	<li>It helps you track the performance of your sales teams, customers, and products.</li>
	<li>The resulting insights help you achieve greater customer loyalty and profitability.</li>
	<li>It assists in reducing your workload, improving your productivity, and boosting your bottom line.</li>
	<li>The software can help identify and resolve customer issues before they become complex and costly.</li>
	<li>It provides you with actionable insights that can help you optimize your sales process and improve your customer service.</li>
</ul>

The other products in the offering are Account Management for account planning, engagement scores, org charts, Opportunity Management for pipeline inspection, activity benchmarks, sales methodologies, and PeopleGlass for lead management, pipeline updates, and more.
​

Manage calls from customers and prospects in a centralized location.

Call Management 

 Facilitates efficient communication between teams by managing upcoming meetings automatically.

Meeting Management

Track the results of your marketing efforts to identify areas for improvement. 

ROI Tracking 

 Helps businesses track and manage their objectives and goals.

Goal Management

Allows businesses to identify and contact potential customers, subscribers, or partners easily.

Contact Management 

 Helps generate leads from marketing campaigns, website visits, or other sources of data.

Lead Management

Kapta is a full-fledged account management platform that features KAM (Key Account Management) process for transforming client relationships.

Kapta is an account management platform that uses the KAM (Key Account Management) process to transform client relationships. This proven methodology helps businesses build a rapport with key customers and develops strategies for retaining them. Kapta is a Web-based software-as-a-service application that requires no software installation or manual updates. Instead, it securely connects to your account via the cloud and allows you to manage all aspects of your business from one location. 
 
Kapta comes with features like API, activity dashboard, CRM, collaboration tools, customer database, customer history, customizable reports, multi-channel communication, real-time insights, reporting/analytics, and built-in forecasting. 
 
Kapta offers comprehensive account management platform services such as assessment and training, rollout and integration, billing and invoicing, customer support, data collection, and analysis. Kapta&rsquo;s customer-centric approach helps you build engagement, reduce risk, standardize internal processes, and drive organic growth. Another front where Kapta does well is in account management and collaboration. It provides organizational mapping and collaboration, which makes it easy to keep track of who is responsible for what. Additionally, Kapta enables you to share files securely and easily among team members so that everyone can be on the same page. 
 
​​​​​​​Kapta offers built-in integration with popular CRM software &ldquo;Salesforce&rdquo; and a campaign management solution &ldquo;NationBuilder&rdquo;. With its API, businesses can also connect it with other third-party platforms. 
 
Kapta can be used by entrepreneurs &amp; businesses of all sizes and levels of experience. It offers an intuitive and user-friendly interface that allows you to manage your accounts, customers, orders, products, reviews, social media profiles, and more with ease. 
 
Benefits of Kapta:

<ul>
	<li>Connects internal systems and processes, which helps in ensuring that all operations are logged, tracked, and monitored so as to enable better decision-making.</li>
	<li>Features a purpose-built KAM solution. This technology allows you to identify risk and upsell potential, execute account planning initiatives for these key clients, and measure and report data.</li>
	<li>As it&rsquo;s dynamic software, it helps you rapidly and easily manage your business accounts from one place. It also has a proven methodology to back things up, so you can be sure that the data is accurate and up-to-date.</li>
	<li>Offers access to a community of successful account managers who can help you to maximize your business opportunities. They will work with you to develop and implement strategies that will help boost your revenue and grow your team.</li>
	<li>Provides an intimate understanding of your customer&rsquo;s biggest challenges and risks. This allows you to target your marketing efforts in a more effective way, as well as provide solutions that address these issues head-on.</li>
	<li>Provides critical insights into customer behavior, engagement, and preferences, creating valuable cross-sell opportunities across all channels.</li>
</ul>

 
 
​​​​​​​Official information regarding Kapta&rsquo;s plans and their pricing isn&rsquo;t available. What&rsquo;s available is a free demo, which can be booked from its official website.

Allows you to assess the overall health of your accounts.


Account Health Scoring

Manage team member responsibilities and assign tasks quickly and easily. 


Interactive Org Chart

Makes it easy for you to plan and manage your accounts in an organized fashion.


Customizable Templates

Ensure that everything is on schedule and meets your expectations. 


Deliverables Tracking

Makes it easy to report to clients as well as C-Suite. 

Easy Reporting 

Provides seamless CRM integration through its streamlined interface. 


CRM Integration

Kapta

Catalyst is the best customer success platform because it was built by CS leaders for CS teams. It offers a comprehensive, easy-to-use solution that helps your team manage and track customer feedback, issue resolutions, and support interactions in one central location. Catalyst also provides valuable insights into how users are using your products or services and can help you to improve user experience (UX) throughout the entire product journey.

From managing churn, contacting inactive customers, and diagnosing issues, to providing solutions and driving continuity of contact, Catalyst helps teams achieve their objectives faster and more efficiently. It provides the tools and resources necessary to deliver outstanding customer experiences, build recurring loyalty, and drive growth for your business. Users may build page designs and dashboards that display critical data without the need of an administrator with Catalyst. In addition, users may review product performance data, service/support tickets, Salesforce field data, and email communications on a single platform to get information about clients. In addition, you may keep up to date by doing things like task completion, emails, call notes, and other tasks.

<h3>Benefits of Catalyst</h3>

Some of the most notable benefits of Catalyst include:

<ul>
	<li>It helps in building customer relationships that are long-lasting and profitable.</li>
	<li>Helps in identifying and resolving customer issues quickly, eventually building better customer relationships.</li>
	<li>Streamlines the customer support process, so that you can handle more customers at a time with ease.</li>
	<li>The software makes it easy to manage customer interactions and track the progress of customer engagements.</li>
	<li>Catalyst offers insights into how well your marketing efforts are performing and provides actionable insights on how to improve them.</li>
</ul>

With Catalyst, you can easily see all of your customer data in one place and respond to any issues or questions that your customers may have. This information is integrated with your entire tech stack so that you can have a &quot;single pane of glass&quot; view of your customers. This way, you no longer need 10+ tabs open in your browser at one time - everything is conveniently accessible from within Catalyst. It integrates with Salesforce CRM, Segment Analytics, Zendesk, Slack, S3, Mixpanel, Snowflake, etc. ​​

Keep track of all the relevant contact information for each of your customers.

Account Management 

Makes it easy to gather feedback from your customers both online and offline.

Feedback Management 

Provides a centralized location where you can easily add new contacts or respond to inquiries.

Contact Management

Analyze your sales data in order to identify trends and make better strategic decisions. 

Send personalized emails based on specific criteria such as lead status or purchase history. 

Email Management

Provide detailed information about your overall business performance for better optimization. 

Performance Metrics

Catalyst

<ul>
	<li>Industry-leading customer success management and technical support</li>
	<li>Dedicated implementation and onboarding</li>
	<li>All of the above resulting in our unmatched 98% CSAT</li>
	<li>Enterprise-ready features and integrations</li>
	<li>Priority access to Catalyst community programs</li>
	<li>Exclusive access to the Catalyst Customer Community</li>
	<li>Includes training videos, certifications, collaboration, and more!</li>
</ul>

Overall, I am thoroughly disappointed in the lack of progress that app has made over the last five years. As a board certified behavior analyst using this platform to track client behavior data and program, this software is excellent as it does all the graphing for you. I love the desktop version and all the features. I have used Catalyst for almost five years, as a technician collecting and as an analyst opening/closing programs. Their have been several updates that have made this system significantly less user friendly and have made it much more difficult for the techs I manage to use. 
The app no longer displays the number of targets. Therefore, techs are no longer displayed a number if there are items in baseline and maintenance. Since the update, I have notice a significant decline in maintenance targets being completed. Techs are also unaware unless specifically told to complete baseline.
Technicians must now going to settings to know if there is daily maintenance, weekly, bi weekly on monthly. Target settings for maintenance no longer obviously display targets left to run, but continue to display targets that have already been targeted. 
The app works HORRIBLY with Samsung tablets. Technicians are not able to exit the app without the app crashing. The app crash numerous times through out session.
Fetching trial data often displays incorrect data. A tech ran this three times in a row and the numbers fluctuated up and down with each fetch. 
Targets may not go into the app immediately after being opened. I have experienced targeted that are "closed" or "on hold" popping in and out of current targets. 
Overall, I am thoroughly disappointed in the lack of progress that app has made over the last five years.

In general each user will find Catalyst to be well worth the effort, time and money. While there are many platforms that can set reviewers to analyze emails and find privileged information, you will be hard pressed to find another program that has been so consistent. Catalyst is dependable and you will love it! I love the consistency that Catalyst provides to the user/reviewer at my law services firm. For over ten years I have worked on numerous versions of Catalyst and each time the program always delivers high speed review screens, loading data and moving our reviews at a nice pace that does not slow my team down. Of course each version is different and years ago the software would allow for so much of the email to be seen at once. Lately Catalyst has improve the screen visually with making fonts and the communication of the message more easy to read. The program each year is always improving which is a good sign of a developed program.

Overall my experience has been great. I have not had any complaints from submitters or reviewers about their user experience. You can make changes to submissions as long as the submission period is still open (not a feature you normally see). If there are any exceptions the tool allows you to open it just for a specific person. Submission and review status' are updated real time on the site. The tool allows you to customize reviewer metrics to assign people or it can be manual. Reviewers will get an email notification that they've been assigned. Has blind and double blind settings. Users can customize and assign roles so certain people can only access and view assigned tasks. Reporting is tied into email system so you don't have to manually enter or check off any emails or names. No automatic emails. Cannot customize colors, only the top banner.

I like how easy it is to graph and download the graphs to attach to client reports. This is feature is much easier than other software I have used. It is also easy to switch through clients. This software is more functional on the computer. I do not like the phone application. My biggest complaint for both myself and supervisees under me, is taking data on program goals with the app because the number of trials is not clearly visible. The app only indicates completed trials by a green line but it does not indicate number of trials making it difficult to keep track of required trials to run through a session.

Positive and convenient. I look forward to getting better and more efficient at using it. I like Catalyst installed on our tablets, so we can see the programs/trials for each student, and record the data as we work with the students. We have 4 tablets in the classroom. We rotate our students to centers with different staff at each center. The tablets must follow each student to record all the current data for the day. The data will not record and show on each tablet for each student.

I don't have a current alternative for Catalyst at this time, but if I did, I would likely switch to a more consistent, less buggy program. Catalyst gives our therapists an easy way to keep track of client data without the complication of using paper or timers. The result is a better delivery of services, which is great. This software has been regularly unreliable in terms of data syncing to the server, applications freezing, and data being completely lost.

Our experience has been very positive. We are able to explain it to our staff and they are able to understand how it works. Very smooth and compatible transition for our staff and parents. That we can share the detailed programs with the parents and other staff. I can pull graphs and reports to send to insurance. Very informed programs that is right there at your fingertips. Not compatible with older i pads or tablets

Great product. Much easier to use than other system I've tried! It was a company decision It integrates so easily with our phone system and company updates. Everything is so smooth! And anything that needs fixing, the system lets us know Nothing! From in system email usage, integration to our birthday system to send out cards to all clients, everything is wonderful!

Catalyst is a great tool for data collection and graphing. The graphing options allow for optimal analysis and update live as data is being recorded. I love how details can be added to target goals to ensure staff know exact expectations. The software takes a while to sync for users once updates are made from the administrative side.

Easy to use right from your phone! I used this program for work and it's very convenient! I was able to download the app on my phone and keep track of everything I needed to while I was on the move! Customer service was a little difficult. I had an issue with my account the customer service took a while to get back with me.

Catalyst has overall been a nightmare to work with. The set up on a desktop is ascetically pleasing. The website/app is down and inoperable 40% of the time. The support staff is rarely helpful and the data often does not sync so our data team must manually enter each goal and each target.

Overall my experience has been great with Catalyst. Extremely easy to use. Catalyst has a great interface that allows for easy navigation and use. Reporting is top tier. Catalyst has a ton of features with that said it can be a double edged sword. Sometimes its easy to get lost.

Imagine slowly freezing to death. If you are a ABA professional considering Catalyst RUN AWAY. None. This product should be taken out back and put out of its misery. No data integrity. Laughably bad support and up time.

It has been too slow for the past 10 business days. 30 -45 second latency after commands. I like the ability to graph and make condition lines. The programs are very slow and cause much frustration adding goals.

Recommend for data taking and reviewing! Company requirement I can easily pull this app on my device to enter data for the day. Needs to be updated frequently and edited by advisors only.

Great I loved it! System is easy to use. Great shortcuts for tracking data The system but automatically jump from program-to-program instead of letting you stay on one specific program.


One great feature is the Salesforce integration that allows us to sync our CS and Sales data back and forth. With the new customizable layouts, we were able to take our google sheets that required manual updating and put them into Catalyst with close to the same layout as we had before. This gave us a near-total overview of the tech stack, key contacts, key opportunities, and account information all in one layout! 
There are very few things about Catalyst that I dislike! It would be great to have a G-Suite integration that tracks customer events on your calendar. This is the main manual task that we still have to do. 
We have been able to migrate all of our CS shared documents off G Drive. This has significantly decreased the amount of time we spend manually updating fields for a sheet that is only looked at when it gets updated. With the SFDC integration and with task tracking, we now have a comprehensive overview of our accounts all on one page! Pretty much like an executive tear sheet. 


I love that it keeps all of my information in one place! I also find it incredibly useful for maintaining minutes from all of my calls. It is also helpful to have a historical ledger of a client account. Furthermore, it is nice that information is imported from Salesforce so I do not have to move between the platforms to get the information I need. As a newer hire to my current company, I have found this platform incredibly useful and user friendly. 
I think the platform could improve on the visual aspect of things. In particular, using colors, visual reports, etc. to help display the information in different ways. Other than this, I am a happy user! 
Keeping a general timeline on of each of my clients is a wonderful tool as a Customer Success Manager with a number of different accounts. It helps me keep everything in one place without having to use spreadsheets, etc. 


The Catalyst UI is nicer to look at and easier to navigate than our SFDC instance, and with the bidirectional sync all our information goes back into SFDC anyway. It's been nice pulling in data from other places as well, so we can have metrics on our customer usage over time directly on an Account page. 
No deal-breakers, but Catalyst is just getting started so some things like how the Notes WYSIWYG works or how editing data fields works are just in an earlier clunkier stage than they'll probably be in 6-12 months. All of this is understandable, they're a growing team focusing on their core product. In the meantime, their Support folks are very kind taking in product feedback! 
Our team is able to standardize information about customers across accounts and portfolios, so we are beginning to have a global view of customers that we didn't have previously. 


I love how easy it is to use. I can quickly roll up information for our customers into different views and create dashboards for the information we want to track. I also LOVE how we can dynamically sync our data back into SF. We could not do that in our last system, Churn Zero, which was a significant time suck. 
I wish that there were calculated fields for tracking onboarding time and integration with our support software to roll up support requests and tickets. Additionally, the lifecycles work well for our onboarding team but are not ideal for clients in adoption/renewals 
Catalyst is slowly but surely becoming our single source of truth for our customer information and health! We try to leverage dashboards for our internal health reviews, which has helped make us more efficient and reduce manual effort. 


Catalyst allows for easy notetaking and task tracking specifically for individuals who do not find themselves utilizing other CRMs frequently. 
While the functionality of Catalyst can be helpful, I believe that other tools provide much more beneficial overall. For companies with a healthy CRM stack, the need for Catalyst is nearly nonexistent. My major pain point with this product is the fact that notes do not integrate with other tools, which are fundamental to my job performance. 
If your Customer Success team is in the early stages, Catalyst can be great for organizing daily workflows. 
Catalyst has allowed our Customer Success team to track the health of clients and set up playbooks and guide rails for client engagement. Allowing playbooks and task reminders to be housed in one tool can be helpful. 


It's very data centric which I like. I also love that it allows us to create an approach to looking at health that's very specific to our business. 
There is a setup cost up front which we didn't have when we first tried launching it at our org before we were able to help leverage all our data. I also think you do need to understand data relatively well, which might be challenging for some. 
I'm able to see what the renewal business looks like from a varied perspective. I'm pulling in insight from all the sales and CSMs teams and unifying it so we can strategize on renewal in a better way. I also think it's so helpful for our CSMs, especially those with larger books to be able to truly action and prioritize their time with each account in a better way. 


This is a great tool for account management. Easy to document key account details, risk, meeting notes, and tasks. Integrations into SFDC make it easy to sync between systems. Clean UI and intuitive workflows. 
Task automation and customer segmentation leave much to be desired. Our organization has struggled to leverage Catalyst for more sophisticated playbooks (time-bound task series, email generation, calendar integration & reminders) that are necessary for long customer journey management at scale. 
Great for personal account management, because it allows for idea sharing and personal customization on teams. Keeps CSMs organized, and mandatory tasks are trackable by leadership. 


The ability to see my exact numbers on a quarterly basis, and the ease with which I can navigate between Accounts, Opps, Notes, etc. I also think Catalyst is just very user friendly. 
It does not sync with Salesforce very quickly and oftentimes I can't add a contact to a call I just had because they haven't been in our system long enough. Also I have to manually sync calls to SF more than I'd like. 
Catalyst has really helped me to stay organized with my book. Before Catalyst I didn't have a good way to look at my book from a holistic perspective and know exactly where I was. 


What I enjoy the best is being able to create custom segments that work for me and my workflow. Also, the recent ability to create subtasks within a top account or success planning task. 
To my current knowledge, the only thing that I dislike would be that I can't add attachments to notes. 
The problem I'm solving with Catalyst is keeping track of context and tasks for my wide portfolio of customers. The benefit I have experienced is being able to track the maturity and context for our customers and comparing their data towards other customers within similar verticles. 


Account view - it is helpful to have a productive layout of your account to view data and notes taking section
Integrations
Flexibility 
I would appreciate more templatized best practice layouts for AM/CSM's - to have out of the box views that show:

All accounts
Accounts by health scoring/metrics that matter
Risks/Red areas
right fields pulled over from sfdc
etc.

Right now, it feels like you can use it however you like and it is a bit overwhelming 
I enjoy taking notes from catalyst and viewing overall account info (details) 


Great place to store notes for the CS team, I like the simple task features as well to keep track of to do items for the accounts I'm working with. 
Would be nice to have individual reports for the account base. Also looking forward to the email functionality, hope it comes with meeting scheduling as well. :) 
keep it simple. 
Easy to organize success/ account plans. Helps me keep track of customer needs and make sure no accounts fall through the cracks. I also appreciate the Zendesk integration to keep track of tickets. 


Auto-save functionality and ability to have multiple notes/tasks windows open simultaneously. 
At times, due to auto-save, notes/tasks don't save and I have to redo them. Also, sometimes when updating a field, it will be saving and won't let you modify until a refresh of the page happens. 
Managing a multi-client book of business and remaining organized around the key activities and deadlines I have to keep track of in maintaining this book of business. 


The ability to automate life cycles of projects that our team is working on and retain history from the launch process as well as post-launch. 
The initial setup requires pre-planning which is understandable but hopefully we have flexibility on changing after. 
Make sure you have a clear understanding of goals when using Catalyst 
We are trying to provide a comprehensive view of each seller of their entire journey with us. 


being able to see the notes across accounts i'm not on. it's amazing when transitioning onto an account, since I see the whole account history and past conversations 
similar information provided in salesforce, so it sometimes feels like an excessive tool, and it can be hard to remember to update my notes. 
I wish there was a reminder to update the account, so I don't have to set my own internal calendar reminder 


Helps CSMs stay organized, helps with projection and better reporting/communications throughout the entire organization. 
It just takes awhile to get used to.  A lot of CSMs have their own organization techniques so making them move to a new software can be difficult sometimes. 
Look to integrate to your CRMs 
Better projection/sentiment of client. Escalations and processes have been streamlined. 


Easy integration w/ salesforce, customized onboarding checklist. 
Wish there was an integration with Gong in some way to record meeting notes etc. 
Definitely make sure you sit with a CSM so you can easily customize your dashboards to benefit your working style. 
Helps me update opportunities for renewal forecasting very easily. Updates me when usage fluctuates in my customers. 


We can pull in data we want from SF and Snowflake 
I have more of a digital CSM at scale role, I'm not doing 1:1 customer calls, so it would be nice to have more automated emails. (this functionality is being built out - we're very excited to get started with it) 
Work closely with your CSM they are amazing and knowledgable 
Keeping my many accounts organized 


Dashboards and reporting are very useful! 
Tasks are generated too frequently and unhelpful (partially due to our setup I am sure) 
Prepare for a significant lift during adoption. Functionality is endless - take it one step at a time. 
Total portfolio view - we are able to sort, categorize, and prioritize based on catalyst views. 


The full account history with the ability to customize notes/tasks. 
I still find myself wanting to do my own account view manipulation, remove unnecessary columns, etc. 
Make sure you get onboarding and trainings with new team members. 
Task management, automating the stages I want to reach within the customer journey. 


customization, can integrate with many systems and handle lots of data 
too many templatized notes and task in a note  - but that could be how our version is set up. Notes can snag and take time to save 
reach out, outbound, slicing data, analyzing books for health, outreach, and renewals. Managing taks as well. 


Simple layout and design that allows me to understand the stages of my different opportunities and next steps 
the initial learning curve to use it is a little steep, but it flows after using it for a week 
understanding where all my accounts stand at any given moment 


Catalyst allows you to have a central look at your customers. 
Catalyst's usability is still improving but they have releases what feels like every week so that's been helpful. 
Use it! 
The full view of customers allows me to be more efficient in my day to day. 


It is very easy to use and requires minimal training. 
It can improve on the filters currently available. 
I would recommend it to others. 
It is a good tool to handle various accounts and identify the deadline to take timely action. 


The data it can show from our live clients. 
I dont live the Ui. I think it can be better connected to other crms 
Find quick and actionable customer data for upselling them. 


User interface is really pleasant for the eyes. 
Sometimes hard to find the option that you are looking for. 
Getting an overview of my account and their health. 


I enjoy taking notes in Catalyst. The notes save automatically and I can easily set up a task in the notes while on a call. 

I use their task feature as my main ToDo list, I find that it has really improved my efficiency attaching tasks to customers.



The notes I take are posted on a Slack channel. Our leadership team can review it at any time. This has given great insight and started important conversations between Product and Customer Success. The home dashboard is very customizable. I have a list of all of my current accounts with important information and Tasks all on one page. 
I have been using Catalyst for over a year now. It is a growing tool and sees improvements quickly. With that in mind, I dislike not being able to sort account layout templates. They are sorted based on when they were created. We have a mandatory field layout that was created before my layout. Due to this, I have to view the mandatory field layout before I can click on my layout. It's a small thing but the time lost adds up. 

Updates can be pushed during business hours(Pacific). Sometimes my notes or tasks will not save right away. 
This is the best CSM tool, I highly recommend it. 
- Flexible analytics on customers to make business decisions. 

- One place to house all important information on an account (ARR, notes, tasks, lifecycle stage, owner, etc)

- The ability for someone outside of CS to lookup an account and know exactly where they are at 


I like Catalyst because it serves as a single source of truth for all of my accounts. I can see their contract value (ARR) amount, their spend on platform, their spend trend, the number of registered users vs. licenses, all of their open Support tickets, and many other relevant data points that I need in my day- to- day. Catalyst is ALWAYS open on at least one tab because I use it that often. 
The only thing I don't like is that when you start typing notes into a new blank template, the iFrame for the new note reloads while the note is being saved constantly, and if you're in the middle of typing when that reload happens, a new tab pops open for you to take notes in (the original tab remains open too). It feels a little clunky and makes me feel like I have to type fast before the reloads commence. 
I work in post- sales as an Account Manager, and I work in conjunction with a team of Customer Success Managers assigned to each of my accounts. The CSMs are the main POC for each account, and while I work closely with them, I cannot possibly be on every single call with every single account, but with Catalyst I don't have to be (the CSMs also use Catalyst, so they can enter notes from the call there for me to look at later). 



Also, we use Catalyst to map out the white space in our accounts, so we can think strategically about growing our accounts. 


I enjoy being able to create dashboards specific to our team needs. The data syncs between our Sales Force and Catalyst for consistency and to eliminate redundancies. The charts are visually appealing. The notes templates are a great feature to be able to update Account information without needing to go back to the account. All my tasks then show up on my dashboard to be easily viewed. 
I wish there was a way to create a personal dashboard that is only visible to you and not the full team. Also, with task automation, there is no way today to be able to automate a task with a weekly reoccurrence. For example. our team is required to check Catalyst and either make updates or verify Account accuracy on a weekly basis. There is no way today to trigger a task/email to the CSM team on a weekly basis. Creating modules within the dashboards can be confusing and is not always straight forward. 
We are leveraging Catalyst to be able to best track and organize our Accounts. We are able to view account details, account health, upcoming renewals, track open tickets, create and reference notes, and manage tasks. This tool is intended on making our lives easier, so we have been playing around with it in order to feel like we are getting the most out of our subscription. 


Easy to house all information related to customers usage and progress throughout their journey using our solution. Insightful in terms of what my customer's health is and where I should be focusing my attention to leverage their health score. Additionally, it gives me the ability to add reminders for myself if certain criteria are met. For instance, in the past, it was very difficult for me to track and remember when all my customers were up for renewal, so in some quarters my forecast would be inaccurate because some had fallen through the cracks. With Catalyst, I was able to create a playbook that reminds me 120 days prior to renewal so now I always keep my forecast up to date and without forgetting any customer. 
Sometimes is hard to capture notes quickly. If my note template has too many default fields it will take a couple of minutes to load before it actually let me add my notes. Also, Ive had some issues trying to attach pictures, the note just wont add my attachment. 
Customer health score, playbooks to not forget any part of the process before renewing a customer, housing my customers data, giving me quick visibility into what phase my customers are at, allowing me to keep track of when was the last time I spoke with a customer. 


The overall UI is very visually appealing, which makes members of the CS team more likely to adopt it. 

The Salesforce connection is strong and accurate, which allows us to work within this tool without needing technical resources to support us.

The flexibility in design offers the ability for us to customize the views for different branches of the CS org, including onboarding, services, and CS.

The support from the Catalyst team is amazing! 
I wish there were more out-of-the-box templates for a dashboard that we could choose from since I'm a visual learner.

I wish their integration with email was better - including analytics and sequencing. 
We have information in a bunch of different places and Catalyst marries Salesforce, Zendesk, and product analytics into one platform for our CS team. This saves time during the day looking for additional information and/or not having access to certain information. We also had people taking notes in Google drive, One Note, Evernote, Box, and the list goes on and on. When we have had turnover in the past it's nearly impossible to understand the state of an account. Catalyst allows us to easily document notes and important milestones in a customer lifecycle. 


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. 
Catalyst is still a young company and it shows in certain features that are not deep in functionality.  From an Ops perspective, it is difficult to 'see what our team sees' which requires extra work and time to configure most everything. Additionally, powerful core features like "client health score" do not map back to Salesforce making it impossible to include in business-level reporting. 
Catalyst helps the CSM team save time in their day-to-day management by helping to identify accounts that need attention before they become more at risk.  Additionally, Catalyst has helped the team forecast with precision by being able to seamlessly update fields for the larger business. 


The customizability of Catalyst is outstanding: From creating our customer journey with automatic stage advancement triggers to adding recovery plans to accounts. Aesthetically pleasing account overviews with numeric health scores. Also, bringing our Looker data right into the user interface to help prep for client calls. Catalyst is quickly becoming our single source of truth after only a few months of working with it. 
It's hard to dislike anything about Catalyst. It's a relatively young software, and some small things are missing, but the CS team is supportive and helpful. Always ready to share a quick fix and submit a feature suggestion. So far there isn't anything we need that isn't achievable with some feature or workaround. 
Like anyone, we've been trying to get all of our client data into one platform from a CS perspective. We've got things in Salesforce, Google Drive, Looker, Various other SaaS products, Spreadsheets, email, etc. We've found ways to add nearly everything to Catalyst, even if it's just a link to Miro or Airtable; for example, Catalyst has become the central hub for the CS team here. 


I love that Catalyst is built to be a one-stop shop for anything relating to a CSMs book of business. Catalyst has helped us think critically about our customer's lifecycles and allows us to track what goals we want them to achieve at each stage. 
Often times I run into situations where I am limited by the field logic, i.e., cross-object querying on Catalyst. This can make it challenging to build segments or fill out fields with the specific information I want to see across other objects. I know it is something that is being worked on, however, so I am looking forward to what developments are coming. 
We have struggled with having multiple sources of truth for accounts and the curse of tracking things in numerous spreadsheets. We now have a spot where all accounts notes and account information is stored, which can be shared with different teams across the company. It also allows leadership to have better visibility on the health of accounts and track which accounts need extra attention or escalation, removing the need for yet another spreadsheet :) 


I am not a note taker.  I'm the literal opposite of a note taker.  This makes it really hard for CSMs that I transition accounts over to, or that take over some of my accounts.  Thanks to Catalyst, taking notes is an absolute breeze, as is keeping track of everything I have going on.  Without Catalyst, I'd be lost.  I'd be up the creek without a paddle. 
There are a few features that our previous tool had that I really, really wish that Catalyst had.  I know they're working on it, but the lack of email logging makes it very cumbersome.  Honestly, I won't take the time to post a note for EVERY single thing email I send, but I am looking forward to when that finally is available. 
Catalyst is helping us stay on top of renewals, new onboards, and existing customer relationship management.  Such an EASY and user friendly experience, that it honestly took me zero time to figure out the platform.  The ability to create my own dashboards that help ME do my job the best instead of having a blanket, one size fits all feature set is unreal. 


I like that Catalyst allows you to use tasks (with due dues) within notes on the accounts. The templates feature is also helps me save time. We're not forced to recreate the wheel each time. The Account 360 is a super quick way to gain a holistic view of each customer without multiple clicks. The leadership dashboards also make team meetings so much more streamlined. 
Some of the UI can be a bit weird at times. For example, when you click "use" on a note, and then try to use to maximize or pop out functionality, it can be a bit clunky. I also wish that when you choose to update the account sentiment feature it had the ability to show a 3 or 6 month running history. 
Easy and quick important notes and highlights saved all in one place for all of the accounts I manage. I can find everything I need in Catalyst, without having to go back into Salesforce unless I need deeper details from the Sales/commercial side. 


I absolutely love how dynamic Catalyst fields are, which makes it easy to build out notes and dashboards in a view that is relevant to you. It is very user-friendly and not overly complicated like some of the Success Management tools on the market, which force you to use their platform in a very rigid way. 
The only thing I'll note is that sometimes there are some sync errors that prevent notes from being saved. This is usually resolved quickly and after a few page refreshes. 
I find Catalyst the most useful as I try to keep up with the overall health of my book of business. On an account level, my organization has built out fields with important factors to score a customer's health, such as utilization, product sentiment and relationship with the CSM. As these fields are kept up to date and health scores are assigned, the health dashboard helps give me a holistic overview of all of my customers. 


The UI is super easy to navigate, it's easy to create my own dashboard(s), the account view or CS View is very helpful when I need to find information quickly, easy to share and see other's dashboards. Able to see SFDC cases easier than in SFDC, tasks help keep me on top of my communications and responsibilities to customers and my team. I have used Gainsight and used another CS platform (very briefly) and Catalyst is the easiest and most intuitive by far. 
not much, keep the new features coming. Been using catalyst for 8mo now and don't have any complaints. 
if you are looking for a CS Platform please look at and compare Catalyst, it's just so easy to use. 
our team is no longer working off multiple google sheets and SFDC, we do everything (except for opportunity creation) in Catalyst. My day to day is easier due to Catalyst and the team all have a single point of information to look at. 


The ease of use when it comes to tracking client conversations and pipelines. It gives each CSM the opportunity to have as much visibility into the work being done with our clients. 



We previously used Salesforce, and it was much more difficult to log conversations. 
The downsides of Catalyst are the occasional bugs that we see when it comes to saving and logging notes. The team is almost always quick to respond and fix the issue, but sometimes it seems to be recurring (i.e., inability to make a new paragraph in a text box, without the entire window closing, notes not saving, etc.). 
Catalyst is allowing each CSM to better track their client engagement and pipeline. This is benefitting me because I can come to each Account Review to share with my manager all the work I've but into each account. Catalyst also makes it very easy to pull up past calls for notes and context. 


Catalyst is extremely intuitive and easy to use. If you need a specific report, you can create it in a matter of minutes. If you need to pull in new data sets from Salesforce, all you have to do is configure the object in Catalyst and turn it on. This is much easier to use than some of their competitor's solutions that require customer work just to integrate new Salesforce fields with their CRM. This tool puts the power in the users' hands 
To be honest, nothing at this time. Catalyst is great! 
We needed a tool where CSMs and CSEs could easily manage their customer accounts and key metrics on those accounts. Catalyst has let us do all of this in one space, while ensuring that the data resides in Salesforce for the rest of the company to use. It has helped us dial in true health scores, add predictability to our renewal motion, and get a grasp on product usage. 


The most valuable part about Catalyst is the level of customizability. The default views are explicitly catered to the information our team needs to conduct a successful onboarding. Once it is passed off from onboarding to customer success (or vice versa). Users can see all parts of a customer journey, overview, notes, product usage and so much more. 
I find everything about Catalyst to be useful. I'm sure there are areas that can be strengthened but for me, this platform is #1 for its level of ease. 
Catalyst helps me stay organized for all of my customers. I don't have to reach out to anyone for notes or additional information because with Catalyst, all of that information is stored in one extremely user-friendly dashboard. During customer calls, I open my Catalyst tab to take notes and add useful information as it comes along. 


The ability to customize the dashboard so I can view what is relevant to my workflow is great. Other CSMs leverage the tool in different ways so it is great to find a way to make it work for all of us. 
I wish there were more automation around reminders. Perhaps this feature already exists, but it would be nice to have someone show us how to do this. There have been issues with gaining access to dashboard which is frustrating after a long day. 
Catalyst is helping me prioritize accounts and tasks. There is a lot going on and I find it hard to keep track of if I just try to review my notes. One of the best features for us internally has been the ability to share our notes through Slack. We are the voice of the customer and many teams subscribe to that channel to keep a pulse on what's happening in the field. 


The layout is straightforward and allows me to customize or create templates as needed. Helps me to create templates to capture customer information/interaction, while planning for next follow up. 
Working in a business environment where we may transfer client accounts, there is not a bulk way that I have found to transfer at once all of the accounts being assigned or transferred. You can do them one at a time but not in bulk to save time. Need a better understanding of how to create ongoing tasks every month for ongoing client contact. 
Knowing the application you need for Project Management, helps to navigate on what Catalyst can do from a user and organization perspective. 
Instead of navigating through Salesforce being able to notate calls and client notes easily is a huge help in my current role. 


I love how easy and intuitive Catalyst is. As a CSM, I love having a 360 view of my clients & their current health in an easy-to-view dashboard. Catalyst makes it easy to track the goals and KPIs most important to me. I save so much time recording value stories and meeting notes with templates. 
Honestly, it's hard to think of anything to dislike. If I had to be critical, changing the sentiment detail on an existing template can be a little tedious, but that's minor.  Keep doing what you're doing, and I'm excited to see what you build out next! 
Catalyst is helping me prioritize my days/weeks. I have a ton of renewals this month, and Catalyst makes it easy to manage/prioritize so many moving parts. I also love how it is truly a one-stop-shop; everything I need to know about a client is in one place. 


My favorite thing about Catalyst is how accessible information is on the home page. It is a huge help to quickly see my tasks, priority accounts, and open Zendesk cases. In addition to the intuitive layout, you can enable multiple playbooks that help automate the Success process. Being a Customer Success Manager has never been easier than when using Catalyst! 
So far, it has been an absolute blast using this software. I have nothing to note that I dislike, as I'm still finding things I like months after implementation! 
The biggest problem Catalyst solves, for me, is time management. Every day you can see what tasks are most important and which clients need your attention. Catalyst allows me to focus on critical issues while providing the necessary tools (e.g., tasks) to handle things swiftly. 


As a CSM, doing account notes/ admin is the part of my job that I like the least. However Catalyst makes it quick and easy to update sentiment scores, it saves responses in real-time reliably, integrates bi-directionally with Salesforce so there's always one source of truth, and basically makes CS admin not so tedious. I have used Gainsight before and this was MUCH easier and quicker to use.



Aside from the tech, they also have created a CS Coaching corner where you get paired with a mentor in Customer Success leadership at another company, which has been tremendously valuable to my CS career planning. 
The formatting of the playbooks in the email triggers could be better but this is a minor thing 
Aggregating one source of truth for account notes and plan 


Easy segmentation, the ability to create automations, and a very attractive U.I. all make for a productive and pleasant working experience. 
The search function could use some development. There are two specific features that I would like to see:

1. The capability to search within accounts for keywords, account numbers, etc.

2. Add quick filters or an "advanced search" function. We have a lot of duplicate accounts, and it is impossible to tell which account is active. I created a workaround by creating a segment for active customers. 
Catalyst provides customer health metrics and helps us recognize opportunities and at-risk accounts. It has allowed us to move from a retroactive to a proactive Customer Success engagement model. 


I love how catalyst puts things I use daily in one spot. It makes it a lot easier to stay on top of a book of business when you can easily check your meeting notes, tasks, and metrics for the client on one screen. 
So far I have really enjoyed Catalyst. I have not gotten a chance to explore too much to find things I would like improved, but I imagine this will come up as I use it more. 
Catalyst helps me stay organized and on top of my book of business. Instead of hunting down everyone's notes and files, they are all held in one place. It comes in handy so much during Status Calls where I can follow along with notes, easily check previous meetings or what services this client has, and add things to my to do list. 


The thing I like the most are the notes and also all the features around data - if only you have enough data, you can do very cool things with segments. I also love the animation of a completed task.  
Two people cannot work on the same note together - that would be a handy feature. Notifications can easily get spammed with repetitive task reminders and it's later hard to clean them up without missing important notifications. 
It is a nice place for all important information about customers (notes,  ARR, other data) and people from outside the CS Team can also benefit from it. The biggest problem solved, I'd say, is the time saved by not needing to use more tools. 


- Built with the CSM in mind

- Valuable thought leadership & community

- Licensing model allows us to bring our entire company into the product 
- Design isn't the most intuitive, and is relatively unique to other software platforms

- Would like to see more "grouping" capabilities with reporting to be able to drill down into segments from a complete picture view 
- Orchestrating and automating the customer journey will allow us to scale (in particular with accounts that don't have a dedicated CSM)

- One stop solution for CSMs who have been going to multiple tools to get answers 


The customisable dashboard gives me a great overview of my clients health, pace and overall score to help effectivley manage my workflow. Contiously updated with relevant features with handy how to guides. 
it would be great to see live updates when more than one person is working on notes, its great you can tag people to edit after, but being more coloborative live would be benefical. 
the new schedule send feature is a god send for CSM management. It allows all my regular emails to be scheduled and approved, so I can make any updates before sending. 

Imagine slowly freezing to death. If you are a ABA professional considering Catalyst RUN AWAY. 

Catalyst has overall been a nightmare to work with.

Recommend for data taking and reviewing! 

Our experience has been very positive. We are able to explain it to our staff and they are able to understand how it works. Very smooth and compatible transition for our staff and parents. 

Overall my experience has been great with Catalyst.

I think Cisco 3850's and their other Catalyst layer 2/3 switches are best suited for large organizations that are willing to deal with bugs in code updates when they are trying to use the more advanced functions provided by Cisco. These functions make this essentially a layer 3 device that can be very convenient to leverage in a larger enterprise, but also introduce issues that can affect your organization. We have had issues that were supposed to be corrected in code upgrades, only to have other issues introduced once upgraded. This can be very frustrating in an environment that is 24/7 or requires no downtime.

Cisco 3850's are being used at all levels of my organization. We use them for our access layer switches and also at some locations to do MPLS or for more advanced layer 3 capability. We have some 3850's running as the core of some locations as well since these switches are so versatile in functionality. I think Cisco 3850's and their other Catalyst layer 2/3 switches are best suited for large organizations that are willing to deal with bugs in code updates when they are trying to use the more advanced functions provided by Cisco. These functions make this essentially a layer 3 device that can be very convenient to leverage in a larger enterprise, but also introduce issues that can affect your organization. We have had issues that were supposed to be corrected in code upgrades, only to have other issues introduced once upgraded. This can be very frustrating in an environment that is 24/7 or requires no downtime. Cisco 3850s are well supported throughout the industry
Cisco 3850s have some really nice features that can be leveraged for enhanced functionality
Cisco 3850s have a decent reliability track record (more on this later) Cisco 3850s code upgrades have introduced many bugs in the last 2-3 years that have caused some downtime and other issues at our organization
Cisco pricing and SMARTnet contracts can be very confusing, especially on 3850s
PoE on 3850s have been less than reliable in the past few years

In their heyday, Cisco Catalyst switches were the de facto switch of choice for most midsized businesses that required a stable and secure networking experience. Their price point is relatively low compared to many other solutions. Deployment can be done by non-Cisco personnel--though not recommended. Their overall stability makes them a great choice since there isn't much need for any ongoing maintenance.

We've used Ubiquiti Networks Unifi switches as an alternative to Cisco as well as various types of unmanaged switches to fill certain gaps where the budget didn't allow for the higher expenditure for a Cisco-level switch. In my opinion, the Unifi switches provided a comparable level of networking stability, and the cloud-based portal for programming pushes that solution ahead of the Cisco Catalyst 3850 Series Switches we have in place. Cisco is unmatched in the level of security, though--but having the ability to manage things via the cloud is the ultimate goal for everyone these days. In their heyday, Cisco Catalyst switches were the de facto switch of choice for most midsized businesses that required a stable and secure networking experience. Their price point is relatively low compared to many other solutions. Deployment can be done by non-Cisco personnel--though not recommended. Their overall stability makes them a great choice since there isn't much need for any ongoing maintenance. Stability--very, very rarely do they need a reboot or have any issues
They provide consistent gigabit speeds with virtually no packet loss
Easy CLI management
Can also be managed via the GUI--Cisco Network Assistant Integration with newer technologies like Meraki
Ports tend to turn off when firmware is updated
GUI access should be improved; the network assistant doesn't allow you to do everything

They are a good fit for most switching environments.  One of the greatest benefits to using Cisco switching equipment is that there are tons of IT professionals out there that are familiar with the Cisco products and are able to step into an environment and hit the ground running with managing the network gear.  Selecting Cisco products typically means staffing concerns aren't usually a problem.

We have tried HP switches, Brocade and are beginning to test Juniper edge devices to compare to our Cisco Catalyst switches. The other brands can often match the features that are essential to our networks. They typically can be configured similarly but often take a bit more work to provide what is needed. Some of the brands can even be obtained for lower cost, but the support of the product is where we feel that the value lies in the Cisco product. We are still actively testing and comparing the offering from some of the vendors mentioned but feel that we get good value out of our investment in Cisco Catalyst switches. They are a good fit for most switching environments. One of the greatest benefits to using Cisco switching equipment is that there are tons of IT professionals out there that are familiar with the Cisco products and are able to step into an environment and hit the ground running with managing the network gear. Selecting Cisco products typically means staffing concerns aren't usually a problem. Cisco Discovery Protocol (CDP)
Port security
Spanning Tree Definitely could improve on the pricing. We are pleased with them but you definitely pay a premium to obtain and maintain support on them.

As previously mentioned, we use them in both ways - internal and external. Internally, this has always been our choice of switching as it has become the industry standard in corporate networks and deployments.  We have always utilized the amazing feature set and capabilities of Cisco switches as we have found them to be reliable (rarely breaks, hardware-wise) and feature-rich with included IOS updates for necessary patches and upgrades. Externally, we have the same benefits with the added bonus of it being easily deployable on customer premises as more often than not, they are utilizing the same technology (make and sometimes model, even).

Cisco Catalyst Switches are being used by our organization as a stable and fundamental part of our Network Infrastructure. From the base level of supporting our internal office by managing VLANs and distributing network connectivity, to on-site deployments wherein we need to set up branch and satellite sites to continue business operations and/or deploy for customers, be it either a permanent solution as a ramp-up or for site build-outs. As previously mentioned, we use them in both ways - internal and external. Internally, this has always been our choice of switching as it has become the industry standard in corporate networks and deployments. We have always utilized the amazing feature set and capabilities of Cisco switches as we have found them to be reliable (rarely breaks, hardware-wise) and feature-rich with included IOS updates for necessary patches and upgrades. Externally, we have the same benefits with the added bonus of it being easily deployable on customer premises as more often than not, they are utilizing the same technology (make and sometimes model, even). Reliability
Compatibility
Secure
Industry standard in terms of corporate networking Cost to feature set
Longer end of life and support

For core switches and backbone switches, they are great, packed with features and options. Boot up takes time, but after switches boot, they work almost indefinitely without any issues. For edge switches, they are not well suited for remote or mobile locations, if surge protection is not above standard or absent switches get burned easily even they are fed by ups. They don't play well with solar-fed power sources as well.

Cisco and Huawei has similar features and OS commands, but has better command structure but Huawei has faster command executable switches and boot times are significantly lower due to hardware has more up to date components inside. Cisco has more comprehensive command and configure options but Huawei getting better. If you use Cisco and familiar with commands you can easily switch to Huawei just don't expect it to be more functional than Cisco. Overall Cisco has is more reliable and comprehensive products. For core switches and backbone switches, they are great, packed with features and options. Boot up takes time, but after switches boot, they work almost indefinitely without any issues. For edge switches, they are not well suited for remote or mobile locations, if surge protection is not above standard or absent switches get burned easily even they are fed by ups. They don't play well with solar-fed power sources as well. Vlan.
Access control.
Network integration. Installing GUI should be easier.
For edge switches, surge protection should be standard and components should be more durable.
Console cable should be USB.

They're well suited for enterprise environments on the network edge where you may be utilizing routing of some kind. These work very well at the edge, if stacked then you can also give yourself some redundancy. I wouldn't recommend these for deployments that don't require the nicer features and would recommend going with a lower model.

All the products that we evaluated we felt were all good products that have plenty to offer but for our edge switches, we felt the 3850 had the most to offer. We were looking for not only a very reliable switch but one with many features that would not get used in a lot of other types of deployments. Juniper came close to providing what we wanted but we didn't feel it offered anything more than the 3850 did, and with our existing relationship with Cisco it simply made sense to stick with the 3850. They're well suited for enterprise environments on the network edge where you may be utilizing routing of some kind. These work very well at the edge, if stacked then you can also give yourself some redundancy. I wouldn't recommend these for deployments that don't require the nicer features and would recommend going with a lower model. Reliability - These switches are incredibly stable.
Layer 2 and Layer 3 features including support for various routing protocols.
Easy stacking. Price is the only real downside, but if you have a need for these switches it is easy enough to justify the cost.

Well suited for small to medium office spaces. This is not a switch you'd put in your data center, as it misses a redundant power supply or complex failover mechanisms. It does come with port-trunking, VLAN, etc. which makes it still very versatile. If you're comfortable on the console or use configuration management tools you'll get your network set up in no time.

The decision for Cisco was mostly because the remainder of our infrastructure is already from Cisco. This allowed an easy integration and didn't require any training. Also, Cisco offers premium support--also in cases of a hardware fault for example. Well suited for small to medium office spaces. This is not a switch you'd put in your data center, as it misses a redundant power supply or complex failover mechanisms. It does come with port-trunking, VLAN, etc. which makes it still very versatile. If you're comfortable on the console or use configuration management tools you'll get your network set up in no time. Supports latest PoE standards with lots of power reserve.
Easy management thanks to integration in management-interfaces.
Offers everything you'd expect from a SOHO switch. If you're not used to how Cisco names stuff you might search a while to find the right option.
Sometimes active- and backup configuration can be a bit confusing.
The price tag is rather high. You might be able to save with cheaper brands if you don't need all the features it offers.

For enterprise businesses with a need for a reliable platform, the Catalyst switches are a very good option. Smaller businesses and non-profit or government customers may find that the price is too expensive for their budget. The Cisco Catalyst line is best suited for campus networks, and at this point, is not designed for data center networks.

The Arista switches have a superior track record with software quality. The last time we evaluated them they did not support POE at the levels needed to support a mass deployment of APs and phones. Arista's software story and pricing do make them an up and coming competitor in this space and once they have their full campus line of POE switches it will be a major competitor for Cisco Catalyst. For enterprise businesses with a need for a reliable platform, the Catalyst switches are a very good option. Smaller businesses and non-profit or government customers may find that the price is too expensive for their budget. The Cisco Catalyst line is best suited for campus networks, and at this point, is not designed for data center networks. Hardware Reliability
Software is extensible to provide future proofing.
Support for security features on box. Software quality assurance could use attention.
The Catalyst 9K requires subscription based software licensing.
Support and licensing options make it difficult to procure.

Cisco Catalyst Switches have been most useful for the VXLAN feature.  For those unfamiliar with VXLAN, this is virtual extensible LAN. In most causes people use this in a central location among several sections making the environment look like one. In our case, we utilized it over an L3 connection between buildings 10+ miles apart with multiple 9300s. This was built to give us a true DR hot site.

In comparison to the NETGEAR and Linksys, these are simple single VLAN switches that are not business capable. Cisco switches give you the ability to separate segments as well as true single-port speed, no sharing. In comparison to Aruba, Aruba just recently got into the PoE feature that Cisco has had for years in a medium-sized environment. Cisco Catalyst Switches have been most useful for the VXLAN feature. For those unfamiliar with VXLAN, this is virtual extensible LAN. In most causes people use this in a central location among several sections making the environment look like one. In our case, we utilized it over an L3 connection between buildings 10+ miles apart with multiple 9300s. This was built to give us a true DR hot site. VXLAN gives us the ability to present the same environment over a L3 connection
L2 traffic
L3 traffic in the retail locations to cut back on the amount of equipment needed Cost is always an issue
DNA licensing required when not needed
Command line interface

They are well suited if the requirement is to have 24 or 48 copper ports and 4 fiber ports. They are also well suited if the throughput requirement is low. They are not well suited in the large or critical sites. They don't have enough fiber uplink to support the loads.

In other sites, we have been using H3C 5120 and 5130. Also we are looking into Meraki, Aruba, and Dell switches. They are well suited if the requirement is to have 24 or 48 copper ports and 4 fiber ports. They are also well suited if the throughput requirement is low. They are not well suited in the large or critical sites. They don't have enough fiber uplink to support the loads. They work very well at the access layer or distribution/core layer at small remote sites.
They are small and 1 RU devices. Fits perfectly on the small rack space
They have fiber ports for uplink and copper ports for the access devices
They support legacy stacking, so easier to stack
Also with the DNA licenses, we can manage the devices using DNA center They are light weight switches so will be not used for the core/distribution at large sites
They have limited fiber ports, so can't be used in the fiber heavy environment
Throughput is also low compared to other series of cisco switches

[Cisco Catalyst] Switches work excellent when you have a Cisco VoIP solution because of automatic VLAN tagging with the IP phones. We've deployed phones in another network with using Catalyst switches, and the implementation time is increased because of some manual configuration. I think these switches are well suite for medium to large business, but a small business may not want to make the investment of contract pricing and configuration expertise.

We utilize the [Cisco] Catalyst Series Switches in 4 IDFs and our MDF. We are using QoS for our VoIP infrastructure as many VLAN features to segregate the traffic on the network. We are running 12 VLANs for multiple purposes, as well as video surveillance. We haven't had any issues with performance with layer 1.

Being able to investigate the ARP table easily to determine port mapping is also a great feature. [Cisco Catalyst] Switches work excellent when you have a Cisco VoIP solution because of automatic VLAN tagging with the IP phones. We've deployed phones in another network with using Catalyst switches, and the implementation time is increased because of some manual configuration. I think these switches are well suite for medium to large business, but a small business may not want to make the investment of contract pricing and configuration expertise. VLAN Security
QoS
Port Blocking Contract Cost
Integration of more models with Cisco Network Assistant

If you are looking for robust, reliable, and secure switches, Catalyst is a reliable solution and affordable in the Cisco catalog. No question! These are great in hospitals where security is tops or manufacturing where time is money and having reliable network traffic is key. I love the Catalyst line, but I find myself going with Meraki or Ubiquiti for cloud management, which makes a difference in today's world.

If I were to compare the Catalyst to the Meraki, I do feel more secure about the Catalyst, as Meraki was not originally a cisco product and was acquired. So, from the point of security and dependability, the Catalyst is a winner. If you are looking for robust, reliable, and secure switches, Catalyst is a reliable solution and affordable in the Cisco catalog. No question! These are great in hospitals where security is tops or manufacturing where time is money and having reliable network traffic is key. I love the Catalyst line, but I find myself going with Meraki or Ubiquiti for cloud management, which makes a difference in today's world. Security is robust!
Support is great!
Stacking works well. Cloud management would be nice.
Not a fan of the support renewal costs.
Kind of a pain to implement.
Doesn't always play well with others.

Cisco Catalyst is suitable for branch office setups with a layer 3 function, it's also stack-able for expansion. Not suitable for a company that doesn't have staff with Cisco CLI knowledge.

Depending on the budget and requirement, each switch that I have used had different purposes and served a different requirement. Compared to a similar model within the Extreme Switches model, it feels more robust and has more features. Compared to Meraki MS switches, their layer 3 function is just too limited and not customizable at all, so I would only use them as layer 2 switches. Cisco Catalyst is suitable for branch office setups with a layer 3 function, it's also stack-able for expansion. Not suitable for a company that doesn't have staff with Cisco CLI knowledge. Stable.
Good knowledge base.
A lot of features.
Consistent commands across most models. Web console to help staff that are not familiar with CLI.
Simplified licensing model.
Cloud console for monitoring would be awesome.

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