Gainsight Employee ⭐️

Multiple Success Plans per Snapshot

Forum|Forum|9 years ago
March 7, 2017
6 replies
93 views

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

tzundelgainsightcom

Helper ⭐️⭐️

kCura just asked for this today!

dan_ahrens

Expert ⭐️⭐️⭐️

I 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?

VP of Customer Success at Forcepoint

sai_ram

Expert ⭐️⭐️

Hi 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!