While it might sound simple, many organizations struggle with their sales-to-CS handoff process. The format is inconsistent, those involved are not engaged in the process, unreliable or inaccurate information is transferred...there are many ways a handoff can go off the rails.

So how do you create a process that is easy to execute, and ensures that the CSM and therefore the customer are set up for success?

Key Takeaways
1. The most critical information to include in the handoff is all about the customer.
2. When making your handoff template, try including your Primary Sales stages.
3. Build the template with both sales and CS at the table.
4. Tech is great, but make sure you've figured out the seamless handoff process first.