I see the currently new implementation of Customer Goals in the C360 as a container while the bulk of the goals are shown in the CTAs and Success Plans. This seems obvious yet I’m looking for the benefit of these opposed to having a custom goal oriented success plan. Some questions I have are:
- Can Customer Goals be shared externally similar to Success Plans?
- Can we report on customer goals with related SPs and CTAs apart from the C360 view?
- Are custom fields suggested to receive the most value from this new module?
I’m curious if anyone has implemented Customer Goals in their Org and, if so, how is it going?