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Gainsight Employee ⭐️
Anshita
Gainsight Employee ⭐️
October 21, 2021
Question

Can we have nested objective functionality in Success Plans?

  • October 21, 2021
  • 11 replies
  • 172 views

Couple of my customers have business use cases where they want to have nested objectives under main objective in SPs. They tried implementing one SP with high-level objectives and listed the sub-objectives under tasks; but this structure wasn't suitable for them and could not be utilised efficiently. Therefore, they had to create multiple SP to track one program.
Can we expect any SP functionality that gives a nested structure to objectives?

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    Anil Raj Pujari
    Anil Raj Pujari
    Helper ⭐️⭐️
    October 11, 2022

    @suzanneel “Customer goals” enables teams across the organisation to track customer desired outcomes from a dedicated page in C/R 360 in Gainsight and NXT account/opportunity widgets in Salesforce. It allows CSM to prioritise the goals and plan work. Work which is captured through Cockpit CTAs or Success Plans (tactical plans such as onboarding/adoption) can be associated to the goals. Progress of the goal is tracked through progress of work associated and also through goal status. Goal achieved for the customer enables CSMs to show case the business value delivered over time. 

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