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joel_peasley_285d9f
joel_peasley_285d9f
Contributor ⭐️⭐️
June 13, 2018
Released

Customer Success Plan Edit Functionality for External User

Related products:CS Success Plans & Customer Goals
  • June 13, 2018
  • 11 replies
  • 176 views
Success Plans are a great way to track where you are at on a project. My team feels that if the success plan were more interactive they could get better updates from the customers that they are working with. The goal would to be to share Success Plan portal for a specific customer to a group of users. This would then allow them to create new success plans and reprioritize existing success plans. It also would give them the ability to check things off in specific Success Plans

      11 replies

      justin_bills
      justin_bills
      Contributor ⭐️⭐️⭐️
      June 13, 2018
      This is a great idea.  So many of our tasks are confirming the customer has done something on their end.  If would be fantastic if they client had the ability to update/close those tasks.  It could get them accountability AND serve as a sign-off.
        brandy_guillory
        brandy_guillory
        Contributor ⭐️⭐️⭐️
        June 13, 2018
        I love this idea! A true success plan is the objectives the customer agrees upon, what they deem as success so having you & the customer track the "joint objectives" definitely maintains accountability, transparency and alignment.
          angela_mckay
          angela_mckay
          Contributor ⭐️⭐️
          August 28, 2018
          We continue to get customers requesting the ability to make edits to their shared success plan. It would be great to not only allow them to edit the success plans, but be able to assign tasks/objectives to an external user, and also send a CTA to the CSM notifying them of the change that the external user made. 
            faust_belarmino
            faust_belarmino
            Helper ⭐️⭐️
            October 23, 2018
            I voted for this a while ago and realized I never commented. YES - I think this would be great. Especially the ability for external users to check off objectives they've completed on the Success Plan. I decided to create another community post about that specifically. Feel free to upvote so we can get more traction on both these ideas! :D
            https://community.gainsight.com/gainsight/topics/external-users-can-check-off-external-objectives-on...
              faust_belarmino
              faust_belarmino
              Helper ⭐️⭐️
              October 23, 2018
              Yes! It would be awesome to assign tasks to the external user as well!!
              bidd5370
              Contributor ⭐️
              December 18, 2018
              This is critical to our objectives for success plans. We want our customers to be involved with their success plans. When someone is held accountable to checking in and they feel involved they're more committed to executing!

              kyle_handley
              kyle_handley
              Contributor ⭐️⭐️⭐️⭐️
              January 22, 2019
              I could see this beign super useful, especially if there is a file upload/management component. Success plans for onboaridng which give us an interactive checklist. One of or products needs visual assets from the customer and having the customer able to upload directly to the CTA would be amazing.

              May your day continue to be filled with awesome
              meenal_shukla
              meenal_shukla
              Gainsight Employee ⭐️⭐️
              January 22, 2019
              This is currently in the product roadmap. cc Aditya Marla

              Outplay. Outwit. Outlast.
                jordan_clark
                jordan_clark
                Contributor ⭐️⭐️
                May 20, 2019
                Is there any update on this functionality?

                  aditya_marla
                  aditya_marla
                  Helper ⭐️⭐️⭐️
                  May 30, 2019
                  We have this on our short term roadmpa for Gainsight NXT. I will keep you updated on the exact timing as and when i have more clarity

                  NXT is the next evolution of the Gainsight platform that will offer exciting new capabilities for Gainsight customers. To learn more about NXT, talk to your Gainsight COM or check out this Community Post: https://community.gainsight.com/conversations/introducing-gainsight-nxt-edition-5c7da5b1e4b0592f4b8a96ad

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