Team,
It has come to my attention via the support channel that it may be beneficial to apply multiple Success Plans for one customer into one Success Snapshot so that the PPT can have multiple slides that cover each Success Plan for that particular customer.
Are there any technical limitations or drawbacks to implementing this?
Thanks!
Josh
Multiple Success Plans per Snapshot
+5
kCura just asked for this today!
+2I like this idea.
One thought to keep in mind is that some success plans might be internal and not intended for customer facing (like turning around an 'at risk' account). If we provide this capability we should provide a way to filter out some success plans.
Maybe a multi-select where the user could select which success plans to include in the export at the time of export?
One thought to keep in mind is that some success plans might be internal and not intended for customer facing (like turning around an 'at risk' account). If we provide this capability we should provide a way to filter out some success plans.
Maybe a multi-select where the user could select which success plans to include in the export at the time of export?
VP of Customer Success at Forcepoint
+1Hi All, this enhancement has been partially implemented in 6.4 release. Ability to add success plans to Success Snapshot is implemented only in SFDC and ablility to add mulitple is Success palns is available now. Please refer this article for more information.
Thanks for bringing this up, happy posting!
Thanks for bringing this up, happy posting!
+1Now, you can add Success Plans to Success Snapshots in NXT Edition as well. Please find the doc link here.
+5Jeff Kirkpatrick
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