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rhenry
rhenry
Contributor ⭐️⭐️
November 17, 2022
Development

Customer Goals: Associate with Objectives

Related products:CS Other Features
  • November 17, 2022
  • 16 replies
  • 363 views

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.

    16 replies

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    anirbandutta
    anirbandutta
    Expert ⭐️
    November 10, 2023

    Nothing yet… we will update the thread when things solidify a little more.

    It's an opportunity for engagement
    mpatra
    mpatra
    Helper ⭐️
    November 16, 2023

    Hi @darkknight ,

     

    This is also something we are taking up along with the Admin Redesign project. It is under development. We are going to send out communication for Beta soon. We thank you for your patience with the Admin Redesign Project. I will keep this thread updated once we have the Beta Communication out.

    Thanks,

    Monica Patra

    Monica Patra | Senior Product Manager| Gainsight
      bradley
      bradley
      Expert ⭐️
      November 16, 2023

      @mpatra I’ve seen you post this: 

      on several recent posts, and reference a beta. Do you mean there are a number of features (this and success plan template cloning) wrapped in a single beta? Or are there going to be a cornucopia of betas coming out soon?

      mpatra
      mpatra
      Helper ⭐️
      November 17, 2023

      Hi @bradley ,

       

      We are rebuilding the entire Admin experience for Cockpit and Success Plans.

      We have taken a lot of feedback from the community and then built out a new experience based on that. It will be a single Beta where you will be able to test out the new admin experience.

      This would include:

      1. Whole new admin experience for Cockpit and Success Plan
      2. Allowing other CTA Types in Success Plans (This will also remove the restriction of Objective CTA not being able to be added to Customer Goals)
      3. Overall simplification of the data model and admin flows.

      We are still working out the Beta dates for this as it is a huge project. I will keep this thread updated as soon as I have some dates.

       

      Thanks,

      Monica

       

       

      Monica Patra | Senior Product Manager| Gainsight
        bradley
        bradley
        Expert ⭐️
        November 17, 2023

        Hi @bradley ,

         

        We are rebuilding the entire Admin experience for Cockpit and Success Plans.

        We have taken a lot of feedback from the community and then built out a new experience based on that. It will be a single Beta where you will be able to test out the new admin experience.

        This would include:

        1. Whole new admin experience for Cockpit and Success Plan
        2. Allowing other CTA Types in Success Plans (This will also remove the restriction of Objective CTA not being able to be added to Customer Goals)
        3. Overall simplification of the data model and admin flows.

        We are still working out the Beta dates for this as it is a huge project. I will keep this thread updated as soon as I have some dates.

         

        Thanks,

        Monica

         

         

        Thanks for the update! Look forward to hearing/seeing more :)

        steokeogh
        Contributor ⭐️⭐️
        March 27, 2024

        hi @mpatra , are you able to share any further updates on a timeline for these enhancements? 

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