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Goals & Objective Association - Thanks, but Improvements Please...

Related products:CS Success Plans & Customer Goals
sarah_johnson
  • sarah_johnson
    sarah_johnson

gunjanm

We're happy to finally see that there has been some progress made on this. However, the actual functionality is quite sub-par. Once a Goal is associated to an Objective CTA, there is no indication about these associations on either the Objective level or the Success Plan --> Goals level. Since we are heavy users of external sharing, this is going to lead to a gap with our customers where we can't show them the steps we are taking to help achieve their Goals and the progress toward them. The only way to actually get to it is by navigating to the Customer Goals C360 tab. It should be far better integrated.

This is how a support rep summarized this feedback and visualized it: https://share.zight.com/kpuvd1d6

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