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jordan_clark
jordan_clark
Contributor ⭐️⭐️
May 15, 2019 6:43 PM UTC
Solved

Customer Interaction into the Success Plan

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.

    rakesh_lingalaAnswer
    Helper ⭐️⭐️⭐️
    Jan 6, 2020 10:53 AM UTC

    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!

    View in thread

    4 replies

    faust_belarmino
    faust_belarmino
    Helper ⭐️⭐️
    May 15, 2019 8:17 PM UTC
    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

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    jordan_clark
    jordan_clarkAuthor
    Contributor ⭐️⭐️
    May 20, 2019 6:40 PM UTC
    Thank you! I posted on that thread asking if there was an update.

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      rakesh_lingalaAnswer
      Helper ⭐️⭐️⭐️
      Jan 6, 2020 10:53 AM UTC

      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!

      Translate
        anthonysabato
        anthonysabato
        Helper ⭐️
        Mar 11, 2020 3:25 PM UTC

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

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