I am a new Gainsight Admin and stakeholders and end-users at my company are very interested in documenting SWOT analysis in Gainsight. Are there best practices for documenting a SWOT analysis in Gainsight?
Thank you both for the responses :)
@Lila Meyer, I've already set-up the SWOT as a CTA object from the link you posted.
@Ben Timmons The account management team wants an idea of the best way to do/document their SWOT analysis for reporting. I'm unsure if we can run reports based on "Timeline".
I've tried to walk the team through doing a SWOT analysis within the "Success Plan" feature but it didn't appear very intuitive.
A few Account Managers came up with a few ideas:
1. Create a SWOT objective in the "Success Plan" then create strengths, weakenesses, opportunities, and threats as tasks.
2. Create a SWOT as a CTA in cockpit. Add a playbook instructing Account Managers how to create a SWOT for their accounts.
3. Upload SWOT Analysis as a separate word document within the timeline feature in Gainsight.
I appreciate any recommendations to pass along to the account management team.