Have the ability to clone success plans.

I have the same need for copying / cloning the success plan from the previous year as a starting point for success planning in the new year. 

Thanks for considering it!

Adding on to this, specifically being able to migrate a success plan to a new account. When an account hierarchy changes for us in SFDC, the customer’s ARR/revenue might move to the parent account even though the Success plan is on the child account in the hierarchy. In that case, we would want to be able to move the success plan to the parent account with the ARR since that is how we are reporting on the progress against success plans (customers above XX ARR compared to success plans on those accounts)

Hi

Cloning success plan is in our medium term roadmap. User will have option to copy plan info, objectives and tasks when cloning success plan

Having the ability to clone success plans has become a critical issue for our company and team members. We often have a series of events where the main areas of information are the same over and over again with slight variations. Keeping with the motto, Work smarter not harder really fits this scenario. Saving team members time to focus on other crucial tasks rather than wasting precious time filling out success plans. Please make this enhancement a priority and reality. I’m begging here. 

On average 35 team members (and growing) will spend 2 hours a week creating new Success Plans (that they could be cloning) x 4.3 weeks in a month = 301 monthly hours. Without this feature, GS is actually less efficient than using SmartSheet. 

@Anil Raj Pujari Is there an update on the roadmap status you can share? Still medium term or can we anticipate an upgrade?

We are trying to use Gainsight as our 1-stop shop for managing our implementations and our contract health. Without the ability to clone, the implementation portion is really cumbersome and makes us worry we can’t sustain our current workflow, with so much wasted time recreating each SP from scratch.

We need to create 100’s of success plans per cs employee in any given year and many are similar or identical to the previous plans. We urgently need to ability to clone plans and then edit to make new ones of a similar nature so it is an efficient workflow. Currently it is wasting much productivity time in recreating each from scratch. 

In order for us to fully benefit from GS and the efficiencies it affords us we really need the ability to duplicate success plans. Many other platforms enable you to do this and it saves a huge amount of time. We have projects that are very similar and creating new plans from scratch really sets us back