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andrew_biehle
Gainsight Employee ⭐️
Gainsight Employee ⭐️
October 29, 2018
Open

Have the ability to clone success plans.

Related products:CS Success Plans & Customer Goals
  • October 29, 2018
  • 32 replies
  • 756 views
It would be cool to have the ability to clone a success plan and then manually assign that plan to either the account that you clone the success plan from or to a totally separate account. You could use this if you manually create a success plan and like the layout but your use case isn't valid enough to create a whole rule around it.

    32 replies

    Contributor ⭐️
    August 24, 2021

    There are many success plans we generate that are very similar and only need a slight tweak to create a new one.  It takes a good amount of minutes to create each success plan, which over a week accounts to hours.  To create a new SP each time for a minor change is extremely frustrating, time consuming and counter productive.  Cloning a success plan would save so much time and minimise the risk of errors.

    Contributor ⭐️
    August 24, 2021

    We have an urgent need to be able to clone success plans.  Please help! 

    Contributor ⭐️
    August 24, 2021

    I love this idea.  Being able to clone Success Plans would save a ton of time on a daily basis especially if the clone carries over plan info and objectives. 

    Contributor ⭐️
    August 24, 2021

    The ability to clone success plans is an essential feature for our company. We’ve moved our implementation planning and tracking to Gainsight with very high hopes for a more streamlined process but are now faced with this critical setback (major time and effort implications) - I implore you to advanced this feature on your roadmap. 

    Contributor ⭐️
    August 24, 2021

    This is a desperate need for our team.  Recreating multiple Success plans for the same project is cumbersome and leads to mistakes - manually adding the same details over and over again opens the door for human error.  If this update can be expedited on your roadmap - it would be a game changer.

    Contributor ⭐️
    August 24, 2021

    We began using GS to help with efficiencies across our organization. Unfortunately, without the ability to clone Success Plans, we are losing valuable time every day as we manually enter duplicate information over and over again. Cloning Success Plans would be a critical solve for our teams. 

    Contributor ⭐️
    August 24, 2021

    It would be cool to have the ability to clone a success plan and then manually assign that plan to either the account that you clone the success plan from or to a totally separate account. You could use this if you manually create a success plan and like the layout but your use case isn't valid enough to create a whole rule around it.
     

    I have several examples where the client is running the same project regionally.  Each requires a success plan, but the only difference is the country or region.  Having to create each individual success plan with the same information is a time suck.  I spend way more time creating Gainsight Success Plans than I ever did creating SmartSheets for projects.

    Contributor ⭐️
    August 24, 2021

    Our strategic team’s productivity has been negatively impacted by the tedious manual process of having to create scores of similar/related Success Plans from scratch each time. The ability to duplicate existing Success Plans and update select fields would be invaluable to our team. 

    Contributor ⭐️
    August 24, 2021

    Many of my clients have large programs with different modules that require multiple, but same or very similar implementation plans. Efficiency is key for my role and I’m seeing very hard to be efficient if there’s no ability to clone or duplicate implementation plans in Gainsight. 

    Contributor ⭐️
    August 24, 2021

    Our CS team was excited at the opportunity to streamline our implementation process while leveraging the Success Plans through Gainsight however without the ability to clone Success Plans creates inefficiencies and requires more time to enter each plan individually, which ultimate takes away time from servicing my clients. I’m surprised this feature hasn’t already been implemented.