Consolidate account management and ticketing data

Dynamically pull account and contact data into service ticket reports, providing a consolidated look at account management and success data.

Workflow steps in Catalytic

Upload two datasets via CSV

1

Automatically combine the two files

2

Create new spreadsheet with appended data

3

Send new dataset via email

4

Tagged:

customer ops

document assembly

data processing

Created by: Catalytic

NEXT RELATED RESOURCE:

Client project kickoff

Watch this Catalytic demo of a client project workflow that predicts timeline, then generates a budget, engagement letter and presentation deck.