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johnny_burtchaell
johnny_burtchaell
Helper ⭐️
July 12, 2016
Question

Relationship Best Practices

  • July 12, 2016
  • 2 replies
  • 120 views
Does anybody have examples of how they set up and use Relationships in C360 that include
the attributes, linked objects, card view, and/or 360 view fields that were chosen?

We have a Cloud CSM team and an On Premise CSM team. Naturally, our customers might have a Cloud product, an On Premise product, or both.

      2 replies

      elena_painter
      elena_painter
      Contributor ⭐️⭐️⭐️⭐️
      July 28, 2016
      Hi Johnny,

      The thought process for what to put on an R360 is parallel to what you put on the C360      . It's the most important data points the manager of that relationship would need to access. Typically something like: 
      • Relationship Owner
      • Revenue Number
      • Contract Start/Renewal Dates
      • Quantity of Units/Licenses Sold
      • Customer Segment
      • Most important usage metrics etc.
      Recommended R360 sections: 
      Standard ones: 
      • Summary/Attributes
      • Cockpit
      • Scorecard  
      • Success Plans
      Nonstandard ones:
      • Case/Ticket Data
      • Usage
      • Contacts
      Let us know of any further questions! 
        johnny_burtchaell
        johnny_burtchaellAuthor
        Helper ⭐️
        August 1, 2016
        Awesome feedback, Elena. Thanks! 
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