Success Planning
Prescriptively capture and understand your customers’ goals and deliver value
Overview
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
Included Assets
- Technical Assets (13) – A variety of lists, fields, and objects to add to your success plans
- Timeline Configuration (1) – Add a new ROI Update to your success plans
- Success Plans Configuration (1) – Defines a new objective category
- CTA Configuration (1) – Adds a new CTA type focused on objectives
- Surveys (2) – Capture customer objectives or facilitate a sales to onboarding handoff
- Email Templates (1) – Prebuilt survey to send to new customers to capture key objectives
- Rules (6) – Flag accounts with ROI Success Plans, or create a new success plan based on survey submissions
- Reports (8) – A variety of ready-to-go reports, mostly focused on ROI
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Products
Platform
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Solutions
- Healthcare
- Education
- Security
- Customer Success Teams
- Product Experience Teams
- Product Adoption
- Gainsight Essentials
Industries and Teams
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Resources
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Gainsight