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jordan_clark
jordan_clark
Contributor ⭐️⭐️
May 15, 2019
Solved

Customer Interaction into the Success Plan

  • May 15, 2019
  • 4 replies
  • 142 views
It has been talked about for a while that allowing customer interaction into Success Plans is coming. Is there a list of functionality that is expected (roadmap) along with timelines that can be shared?

We use Success Plans to track new client Onboarding activities and it would increase client engagement to have the client be able to directly interact with the Success Plan.

    Best answer by rakesh_lingala

    Hello Everyone!

    Happy to announce that your request has been considered and included as part of v6.9 release (Dec). Gainsight has now introduced a Timeline tab at the Success Plan level. With this enhancement, CSMs can now post activities, save drafts, and view all activities related to the Success Plan. Each Success Plan will have its own Timeline tab, but this tab is not available for externally shared Success Plans. 

    You can find the relevant information in our v6.9 Release Notes.

    This feature is implemented in only NXT version.

    Thanks for posting!

    4 replies

    faust_belarmino
    faust_belarmino
    Helper ⭐️⭐️
    May 15, 2019
    I haven't seen any details yet... but there was a comment on this post that it's on the roadmap:

    https://community.gainsight.com/conversations/customer-success-plan-edit-functionality-for-external-user-5bc73e16e4b04588aaf868b5

    jordan_clark
    jordan_clarkAuthor
    Contributor ⭐️⭐️
    May 20, 2019
    Thank you! I posted on that thread asking if there was an update.

      rakesh_lingalaAnswer
      Helper ⭐️⭐️⭐️
      January 6, 2020

      Hello Everyone!

      Happy to announce that your request has been considered and included as part of v6.9 release (Dec). Gainsight has now introduced a Timeline tab at the Success Plan level. With this enhancement, CSMs can now post activities, save drafts, and view all activities related to the Success Plan. Each Success Plan will have its own Timeline tab, but this tab is not available for externally shared Success Plans. 

      You can find the relevant information in our v6.9 Release Notes.

      This feature is implemented in only NXT version.

      Thanks for posting!

        anthonysabato
        anthonysabato
        Helper ⭐️
        March 11, 2020

        Is there a plan to add this to SFDC edition as well?

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