Customer Success Plan Edit Functionality for External User

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  • Idea
  • Updated 2 months ago
  • Under Consideration
Success Plans are a great way to track where you are at on a project. My team feels that if the success plan were more interactive they could get better updates from the customers that they are working with. The goal would to be to share Success Plan portal for a specific customer to a group of users. This would then allow them to create new success plans and reprioritize existing success plans. It also would give them the ability to check things off in specific Success Plans
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Joel Peasley

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Posted 4 months ago

  • 12
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Justin Bills

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This is a great idea.  So many of our tasks are confirming the customer has done something on their end.  If would be fantastic if they client had the ability to update/close those tasks.  It could get them accountability AND serve as a sign-off.
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Brandy Guillory

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I love this idea! A true success plan is the objectives the customer agrees upon, what they deem as success so having you & the customer track the "joint objectives" definitely maintains accountability, transparency and alignment.
(Edited)
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Angela McKay

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We continue to get customers requesting the ability to make edits to their shared success plan. It would be great to not only allow them to edit the success plans, but be able to assign tasks/objectives to an external user, and also send a CTA to the CSM notifying them of the change that the external user made.