The Effective way to Sales, Customer Success, and Implementation Handoff

You have successfully closed a big deal and you take a huge sigh of relief. But this is not the stage to take the gas off the pedal as adoption is the key to retaining your client. A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. This is crucial to make your customer’s experience easier.

CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Vital information is sometimes lost. Miscommunications happen that lead to damage in relationships with the customer. But if you align your teams and pull off a seamless handoff, you will lay a steady foundation for your relationship. This makes retention easier. But if done poorly, the customer loses motivation to use the product.

The effective way for Sales to Customer Success handoff-

It is time to get down to the basics. Customers need to get comfortable and confident with your product & brand. So how do we achieve that? Below we highlight a few points that we at Customer Success Box use for the sales to service handoff process.

1. Establish trust with the Customer Success team
2. Onboarding should be followed up immediately
3. Creating a perfect Sales to Customer Success handoff document

Perfect Implementation to Customer Success Handoff -

Implementation is nothing but onboarding. We have talked about the importance of it above. So now we will jump right into what constitutes a perfect customer success implementation plan.

Read the full article here- https://customersuccessbox.com/blog/the-effective-way-to-sales-customer-success-and-implementation-handoff/