Capturing customer go-live stories

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connie.ng
connie.ng Member, ALL USERS, Employee Posts: 5 Community Manager
in Anaplan Community

The Importance of Sharing our Successes: Customer Go-Live Stories 

Capturing go-live stories enables your fellow Business Partners (BPs) to learn from your experiences. Though our customer base may be broad, the use cases we implement often share similarities. For BPs, these data points are helpful in overcoming hurdles during an implementation before they occur. It also provides a leg up on possible solutions to provide customers from our best knowledge base - each other. 
Find out how you can provide your input to shape future implementations: 

How to access: The template can be accessed in one of two ways:

  1. Via 'C360' in Gainsight through Success Snapshots (top right, export, 'Go-Live Story') 
    • Downloading from Success Snapshots allows for some fields to be pre-poplated 
      • Go-Live Template via Success SnapshotsGo-Live Template via Success Snapshots
    • Through the Box link provided in the 'Description' of the Playbook task in Cockpit
      • Gainsight Cockpit task descriptionGainsight Cockpit task description
  2. After working with your account team to complete the template, make sure to check the 'Includes Case Study' box and 'Add File" to upload it back into the Account Use Case
    • Where to upload your completed templateWhere to upload your completed template

This ensures that your feedback is captured and helps us build a repository of go-live stories from the field. Our Customer Advocacy team will also utilize these completed templates and add them to ReferenceDB in Salesforce. 

 

Reach out to us in #cx or cx@anaplan.com if you have any feedback or questions regarding this process!

Comments

  • linda_erickson
    linda_erickson Member, ALL USERS, GroupMember, Employee, Certified Model Builder Posts: 5 Contributor

    Caring is Sharing:  For the "File Upload" option to the Account Use Case, you must either:

    1) In SDFC, click on Account Use Case name to "open/preview" the Use Case...do NOT click Edit

    2) In Gainsight, click "Preview" to open the Account Use Case (open in SFDC in new window)...do NOT click Edit

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