New Idea
New Feature for CTA, Success Plan Migration from R360 to C360
I wanted to submit a feature request that I believe would benefit both Gainsight customers and internal teams by reducing the need for support/services intervention for these types of migrations.
Current Challenge:
- Migration of Success Plans, CTAs, and key reports from R360 to C360 requires Gainsight Support/Professional Services assistance
- No self-service option exists for administrators to manage these critical data operations
- Lack of automated roll-up capabilities from child nodes to parent/C360 level
Proposed Solution:
We recommend implementing self-service capabilities that would allow administrators to:
- Configure and execute migrations of Success Plans, CTAs, and key reports between R360 and C360 entities
- Manage roll-up of data from child nodes to parent/C360 level
- Merge Relationships under a company (similar to existing Company merging functionality)
Business Benefits:
- Improved operational efficiency through self-service capabilities
- Enhanced data integrity and audit compliance
- Better management of historical data during relationship deprecation
- Reduced dependency on Support/Professional Services resources
- Streamlined customer relationship management
This enhancement would significantly improve our ability to manage customer data effectively while reducing the operational overhead for both customers and Gainsight teams. It would also align with Gainsight's commitment to providing robust self-service capabilities to administrators.