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14 Σεπ 2023 · Last updated. Sep 14, 2023. Save as PDF. Gainsight NXT. This article explains CSMs how to create and manage Success Plan details such as Plan Info, Objective CTAs, Gantt Chart and Timeline. Overview. Success Plans help CSMs monitor and drive success with individual customers based on Objective CTAs and criteria that are defined.
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.
The creation of Success Plans (or Activation) requirement follows a Customer Success Review being completed where the goals are solidified with the customer. We opted for standardized objectives to drive up to 5 focused outcomes, which all have playbooks for best practices and resources.
I am creating a couple of Success Plan Templates that my team can use to get a quick start. I created one Called First Win, which captures some key objectives that we identify when a new customer goes live. This template shows Key Players, Risks, Reason they bought our product, and timelines to First win.
Overview. Success Plan helps CSMs capture, track activity, and share progress of your customers’ key goals using Objective CTAs and their associated Tasks. In the Success Plans page, CSMs can view the list of Success Plans for all the assigned companies and relationships.
29 Σεπ 2022 · Can I create 1 universal template to be used across all my accounts? Or do I have to create one for each account?Thanks!
Trigger success plans at important lifecycle milestones to keep customers value realization in motion; Develop AI-powered playbooks and best practices that optimize your customer’s progress towards their goals; Extend team efforts by coordinating the right action for key workflows across multi-channel engagements
