Sales-to-CS Handoff
Seamlessly transition accounts from sales to customer success teams
❌ The Problem
- →Context lost between sales and CS handoff
- →Customers repeat themselves to new contacts
- →Handoffs delayed, leaving customers in limbo
- →No standard process across account types
- →Important details fall through the cracks
✅ The Solution
- →Automated handoff triggered at deal close
- →Full context transferred to CS team
- →Introduction emails sent automatically
- →Kickoff meetings scheduled seamlessly
- →Customers feel cared for from day one
How It Works
Deal Closes
Handoff workflow triggered
Context Package
Key deal info compiled
CS Notified
Assignment with full context
Intro Email
Customer introduced to CS
Kickoff Scheduled
Meeting booked automatically
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
B2B SaaS
Complex enterprise handoffs
Professional Services
Project team transitions
Managed Services
Seamless customer experience
Pricing
$1,797
One-time setup + configuration
Optional: $300/month ongoing maintenance & optimization
Includes updates, new rules, performance monitoring, and support
Custom configuration tailored to your workflows
Integration with your existing tools
Testing, training, and documentation
30 days post-launch support
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