Success Plan & EBR Workflow

edited July 29 in Workflow Best Practices 2 comments

Approximate time to build in Catalyst: 60 minutes!

Goal of building this workflow in Catalyst

  • Capture goals and success metrics from your customers early on
  • Mapping every executive engagement back to discussions around value
  • Identifying opportunities for highlighting wins
  • Create visibility internally around key conversations with executive sponsor/buyers

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