Tracking Outcomes For Success Plans
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!
Tagged:
0
Comments
-
The folks at Kapta are top notch.0
Categories
- All Categories
- 132 GGR Cafe
- 172 CS Conversations
- 960 CS Operations Conversations
- CS Org Conversations
- 205 CS Technology
- 648 Customer Journey
- 274 Digital CS (Engagement Programs)
- 32 Industry Insights
- 90 Metrics & Analytics
- 17 Value Realization
- 191 Strategy & Planning
- 15 Future Customer Success Professionals
- 7 Supporters of Gain Grow Retain
- 1 Gain Supporters
- 2 Higher Logic Vanilla
- 1 Totango
- 2 Grow Supporters
- 2 Catalyst
- 1 ChurnZero
- 4 Retain Supporters
- 1 Northpass
- Interested in Supporting Gain Grow Retain?
- Contact Us
- 17 Welcome to the Community
- 157 Job Board
- 173 Customer Success Leadership Community