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darkknight
Expert ⭐️
March 15, 2017
Open

Success Plans: Create ability to link Customer and Relationship level Success Plans

Related products:CS Success Plans & Customer Goals
  • March 15, 2017
  • 12 replies
  • 157 views
The goal of a Customer Success tool such as Gainsight is to bring a holistic view of the customer and overall engagement together.  Unless I've missed something, right now I see a disconnect in having multiple resources working on an account using Relationships.

There needs to be a way to unify Success Plans, allowing you to create a Relationship-level CTA as part of the Customer-level Success Plan.  This would allow a CSM working at the Customer level to assign CTAs as part of a Success Plan to resources that own a particular relationship but still have it live as part of an overall account plan.

    12 replies

    anirbandutta
    Expert ⭐️
    April 6, 2022

    @Anil Raj Pujari , could we share recent updates on this Acknowledged idea?

    It's an opportunity for engagement
    Anil Raj Pujari
    Helper ⭐️⭐️
    August 5, 2022

    We are evaluating the consequences & the need for having relationship-level-CTAs inside a company-level-success plan. I understand the use case though.