Development
Customer Goals: Associate with Objectives
We are recreating our business review program by moving away from individual CTAs and instead having CSMs use a lifecycle Success Plan to accomplish all tasks within the year. Luckily Gainsight has come right on time with Customer Goals. However, while trying to test out how this would work for our team we noticed that to associate a goal you cannot choose an objective, only a CTA or Success plan.
Having the objective associated with the goal would make it easier to track when there are multiple goals created in a single success plan. The progress would match up with the goals instead of seeing “1 of 5” you would see the appropriate % to the closed tasks.