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gunjanm
gunjanm
Expert ⭐️
August 4, 2020
Open

Success Plan Active Date-Based Due Dates

Related products:CS Success Plans & Customer Goals
  • August 4, 2020
  • 12 replies
  • 316 views

Hi folks, 

I would love to see some functionality supporting the assignment of objective category templates and associated playbook dates being related to the Success Plan active date, rather than the date that the template was assigned (which in our case is when the SP is created, and the status is still in Draft). Our use case for this particular idea is related to Onboarding Success Plans.

Since the launch date of the customer (i.e. the SP Active Date) can be several days after the SP creation date (typically the day after the new opp close date), it is quite tedious to manually change the objective due dates, or to suggest to the onboarding team to assign the template themselves, especially since some of the objectives and associated playbooks begin to take place prior to the launch date. 

    12 replies

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    Smita Mohapatra
    Contributor ⭐️⭐️
    March 16, 2022

    Hi ,

    Even after setting the Start date - End Date dependencies of Objectives in the Success Plan templates - If the CSM changes the start date of the 1st Objective of the SP, there is no change to the start dates of the corresponding Objectives.

    We use SPs for Onboarding our Customers and have 9 Objectives in it,each time there is a delay the CSM is expected to change the due date of each Objective - This is a lot of manual work for them.

    Is there any plan - that when a CSM changes the start date of one Objective - it automatically changes the start date of another Objective based on the dependency set?

      Akbar Moinuddin
      Contributor ⭐️⭐️
      August 31, 2022

      Similar to previous posts our team is using the SuccessPlans module to drive Customer Implementations and we have a robust Objective/Playbook process in place. 

      Currently there are 5 Implementation Stages with ‘Parent’ CTAs/Objectives in place (with 5-10 CTAs) underneath. Even after setting the Start date - End Date dependencies of Objectives in the Success Plan templates - If the CSM changes the start date of the 1st Objective of the SP, there is no change to the start dates of the corresponding Objectives. 

      This creates an unusable experience for the CS team as they would have to manually update 50+ Objectives.

      Is there a plan to improve this?

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