I’m a Customer Success Manager at an EdTech SAAS company, and I work to support ~35 customers through utilizing the instructional delivery products they have with us. I’m trying to use Gainsight (with Salesforce) as my sole CS organization and tracking tool. However, I’m running into some repeated task types that make that difficult, and push me back into using spreadsheets.
I would love to use CTAs to track repeated tasks across many customers where I could manually create the CTA and have it duplicated for each customer. Specifically, I'd love the ability to add multiple companies in the CTA create window, which would create the same CTA for each company selected. I'd also like a "Duplicate CTA" option in existing CTAs, that creates a new CTA that's exactly the same as the one being duplicated but allows me to update the company.
An example use case for this is a new relevant law in a state, where I now need to touch base with my contacts at the 20 companies I support in that state. Creating 20 manual CTAs is tedious, especially where the details and tasks are the same for each company. There are many examples of these kinds of tasks that are repeated across companies but aren’t bulk tasks (like sending a single bulk email), and I need a CTA for each company.
