Sales-to-CS Handoff
Seamlessly transition accounts from sales to customer success teams
❌ The Problem
- →New customers fall through the cracks during handoff
- →Critical context and promises get lost in transition
- →CSMs scramble to piece together account history
- →Delayed kickoffs hurt customer experience
- →Sales and CS teams lack visibility into handoff status
✅ The Solution
- →Automated handoff workflows triggered by deal close
- →Account context automatically transferred to CS
- →Introduction email sequences to connect CSM with customer
- →Kickoff meeting automatically scheduled
- →Complete visibility and accountability for both teams
How It Works
Deal Closes
When deal is marked Closed-Won in CRM, handoff workflow triggers
CSM Assignment
Account auto-assigned to CSM based on territory or workload
Context Transfer
Deal notes, promises, and customer goals synced to CS platform
Introduction Email
Automated intro email from AE introducing the CSM to customer
Kickoff Scheduling
Kickoff meeting auto-scheduled with customer and CSM
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
SaaS Companies
Ensure smooth transition from sales to implementation
Enterprise Sales
Manage complex account handoffs with multiple stakeholders
Customer Success Teams
Get complete context on new accounts from day one
Pricing
$2,800
One-time setup + configuration
Optional: $350/month ongoing maintenance
Includes workflow updates, template refinement, and support
Custom handoff workflows tailored to your process
Integration with CRM and CS platforms
Email templates and scheduling setup
30 days post-launch support
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