Success Plans via Rules Engine
CS Rules & Permissions
It would be great to get the ability to create a success plan by running a rule in the rules engine. If we could create success plan templates in a similar way as how we create playbooks and then apply that template to the rules engine logic it would allow us to use success plans in a large scale atmosphere. Right now, individuals are creating their own but it is hard to track as there are no standard parameters.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Thanks for your input.
The ability to create success plan templates will be available in next release. You can then create a template with set of objectives and tasks and apply it to a plan. Although as of now, success plan cannot be created via rules engine.
Can you please share the use case of creating success plan by running a rule in the rules engine. This would help us in understanding the requirement and adding it to the roadmap.
Thanks,
Nitisha
We'd like to automate the process of creating Success Plans based on criteria the sales rep identifies in Salesforce. Currently it's not possible to create an Objective from the Rules Engine – adding that functionality would dramatically decrease manual effort from our CSMs to create the initial Success Plan.
Thanks for your inputs.
The ability to create success plan templates will be available in Nov release. Also, we have added creation of success plans via rules engine in our roadmap. ETA to be decided.
Thanks,
Nitisha
Was wondering if the above has been implemented.
We are launching Success Plans this week in our company and are training them on adding the strategies and then their objectives. The objectives we believe will be unique per account however if we could atleast preload a few strategies to get these guys started that would be a great help.
Any suggestions?
Naquiyah
Thanks for your post.
You can use Success Plan template to preload the strategies. This template can be applied on each success plan and then the specific objectives for each account can be added manually.
Success Plan templates will be available in Nov 19 release.
Although ability to create success plans via rules engine will not be available in this release. I will keep you posted on the ETA.
Thanks,
Nitisha
Do you have an update on when we might expect to be able to create Success Plans via the Rules Engine. We're looking to replace some of the Event rules we have in place with Success Plans. So, right now, when a customer goes live, we have an event that triggers to tell the CSM.
My case would be I want to change that Event to an Objective and have it load the Adoption Success Plan template.
Here's how I think I'll have to set it up today -
Keep the Event, but don't attach a playbook, and just have the Event prompt them to create the Success Plan. So, essentially, they'd just close it once they saw it and started the plan.
I also thought about using CoPilot to send them an email telling them Go Live happened, and they needed to create a Success Plan.
Are there any other ways that I'm not thinking of?
The capability to create success plans via rules engine will be available in the next release (i.e. April 7). Till then as a workaround, you can use either of the way you have mentioned above.
Thanks,
Nitisha
Our company is planning a major initiative around the ability to create success plans via the rules engine. Would you have any early documentation on this for an Admin?
Thanks!
Yes, create success plans action is available in rules engine.