Tracking Outcomes For Success Plans

Gautam Sawhney
Gautam Sawhney Member Posts: 10 Contributor

Hey all, any recommendations or tips for tracking success plan outcomes for high-touch customers? The team does an outstanding job of documenting, reviewing, and getting buy-in on joint success plans with our customers and documenting it in Salesforce for reference. We review the plans quarterly with a cross-functional group of leaders.

Any recommendations on how to track the actionable outcomes for growth/high-touch customers in SFDC or another tool? Compliance tracking will also enable the conversation and make sure we are all on top of it and GSD.

Let me know if you have questions and look forward to hearing from your feedback. Cheers!