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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

    I work with clients who oftentimes have multiple sessions with very similar success plans. The ability to clone these success plans would save my colleagues and I loads of time in our implementation process, so we can continue to meet their needs. Please consider this feature a high priority!

    Contributor ⭐️
    August 24, 2021

    Having the ability to clone success plans for our team would streamline our workflow/implementation process. We currently have multiple programs that often have the same information, so to be able to copy over the same success plan would be a huge time saver!

    Contributor ⭐️
    August 24, 2021

    Cloning success plans in gainsight will be a massive time saver during the implementation process of some of my Clients’ larger and longer term projects, that currently require numerous interlinked SPs. Its currently a very repetitive task to manually create multiples of the same SP. 

    Please roll this out sooner!!

    Contributor ⭐️
    August 24, 2021

    Cloning would allow for efficiencies that would help with productivity, so we look forward to this functionality being rolled out soon. Thank you. 

    Contributor ⭐️
    August 25, 2021

    We are looking to use Gainsight as our 1-stop shop for managing our implementations and our contract health so cloning the success plans are 100% necessary and will be a massive time saver during the implementation process making our workflow sustainable and eliminating the time consumed without the cloning ability. This is really a high priority for us.

    Contributor ⭐️
    August 26, 2021

    having the ability to clone enables a more seamless workflow - looking forward to this new feature to go live soon!

    Contributor ⭐️
    August 27, 2021

    We frequently run implementations that are based on previous ones and we often have interlinked success plans for larger programmes. Current Gainsight functionality requires us to create these individually which is time-consuming and not a good utilisation of the team’s time. While we were excited to start using Gainsight for our success plans compared with our previous solution, the time wasted in creating multiple similar success plans from scratch is a real negative for us. The ability to clone or duplicate success plans is vital for us and would mean that the process becomes as efficient and therefore Gainsight becomes much more valuable to our business than our previous solution.

    Contributor ⭐️
    August 27, 2021

    The ability to clone success plans is a critical issue for our company and team, please do consider this a high priority! Thank you.

    Contributor ⭐️⭐️
    August 27, 2021

    Being able to clone success plans would be beneficial and a time saver for our team. Great idea!

    Contributor ⭐️
    August 30, 2021

    From all the conversations and requests here, there is no doubt the ability to clone success plan is a must-have for a lot of companies using Gainsight! Can you imagine how this is going to leapfrog not only the clients’ workflow, but also Gainsight’s growth and performance when this is implemented? Wow! We’re all in this for success! Come on!