Αποτελέσματα Αναζήτησης
14 Σεπ 2023 · Apply Template to Customer's Success Plan. Admins can create Success Plan templates for each Success Plan type from the Administration > Success Plan page. You can create Templates for all Success Plans or for specific types, so they only display for Success Plans of that type.
19 Ιουλ 2024 · Create individualized Success Plans to track progress of granular customer relationships for various products, departments, or locations. Monitor goal attainment and visualize your project progress with intuitive Gantt Charts.
19 Ιουλ 2024 · Admins can configure Success Plan Templates and Categories specific to the Success Plan type and for ‘All’ types. Depending on the configuration, each Success Plan type can have a different set of Success Plan Templates and Categories.
We are now creating our approach for success planning. Prior to finalizing our template and having CSMs leverage this functionality, we want to have a success plan example to share with CSMs that demonstrates a focus on a customer’s time-based goals and measurable outcomes.
This course provides an overview of Success Plans, presents some common use cases, shows you how to configure a Success Plan, teaches you how to create Objective Categories, and teaches you how to create Success Plan templates.
The Success Planning Element will help you prescriptively capture and understand your customers’ goals and deliver value: Understand your customers’ business goals to consistently deliver value. Proactively capture, monitor, and drive customers toward their desired outcomes. Read more.
Me and my team are having trouble getting one of our newly created Success Plans to allow us to select the Templates we have created. We created Playboo...
