[i]We have looked into Success Plans for tracking high-level customer objectives and goals. We found the current feature to be insufficient for several reasons:
- [i]We don't think objectives should be a type of CTA. We think of the goals/objective for our success plans as high-level goals for the account that should be kept top of mind. They are not necessarily a "Call to Action" and we wouldn't like them to show up in our cockpit with due dates (we know we can keep them as draft, but this doesn't seem right
- [i]Ideally, these top of mind goals would appear in the summary section of C360, so everyone from the CSM to the executives can see them first thing when they open to account
- [i]We would love to have a way to mark when these objectives/goals for the account are achieved, and this should trigger a milestone and be treated as a way to celebrate success (e.g. send email to executive sponsor)
[i]We would love to see these features added to Success Plans or through a different module.
