Hey everyone. We're building our proceses here and would like some advice. I would like to track certain activities and roll them in a report to demonstrate CS's influence on retention. These activities may include a QBR, a call, training etc...
How do I best architect this? I have CTAs that create the QBR, we have timeline activities that are calls, tasks that are calls (as they are part of a CTA playbook), training timeline activities etc... Would like to understand what people have standardized on for reporting purposes. Thank you!!
Question
CTA, task, timeline - what do I use?
One idea is to write CTA tasks and Timeline activities to the SFDC Activity Object and create a Gainsight report on this activity object. This ensures that CTA tasks/activities and Timeline activities will be in one report and minimizes duplicate entry for CSMs. I'm very open to ideas here.
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