I am looking for some help with getting our Success Plans off the ground. I was thinking a quick 20-30 minute brain picking session to see how others did theirs. Thank you in advance for your help.
Bumping this up, maybe our community champions can answer better.
We’ve launched a new solution in Sightline Vault for Success Plan “Onboarding Success Plan for New Customers” by the Gainsight community (Mavenlink) to build an effective Onboarding Success Plan for the new customers to capture their key success criteria, and assist them to achieve their targets successfully.
You can access the solution from Administration > Sightline Vault > Onboarding Success Plan for New Customers and see if this will be helpful.
Following are the key benefits of this solution:
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