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darkknight
Expert ⭐️
November 10, 2023
New Idea

"Global" Success Plans shared across multiple accounts

Related products:CS Success Plans & Customer Goals
  • November 10, 2023
  • 1 reply
  • 26 views

We have global customers that have separate accounts owned/managed by different CSMs in different regions, but they still need to cross-collaborate when it comes to larger, organizational goals and objectives.  Today, they have to maintain their separate SPs in separate accounts which makes collaboration and cross-regional visibility difficult.

Need the ability to have “global” success plans that can span more than one account, accessible and editable directly from each account.  This is a pretty common use case, as I’ve encountered it at previous companies as well. 

1 reply

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
November 13, 2023

☝ 100%

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member