It’s time to hand over a customer from sales to the customer success team. But this is no time to relax. A customer handoff is a tricky thing. When the handoff goes well, it lays a great foundation for the customer relationship. But if it goes badly, the customer relationship can be damaged, and you might find it hard to keep hold of that customer.

Everyone involved in the customer handoff needs to play their part to make it a success. This is easier to do when each person knows the right steps to follow and exactly what tasks they need to achieve at each step. To deliver a great customer experience, you can use tactics to improve the customer handoff process.

By the end of this course, you’ll be able to:

• Recognize the importance of carrying out a successful customer handoff in order to create a good customer experience
• Identify the necessary steps in a good sales-to-customer-success handoff to ensure the process is effective
• Determine the tactics needed to improve the customer handoff process to deliver success

Why take this course?

An effective customer handoff between the sales and customer success teams is crucial. This course is for representatives, executives, and managers working in sales, and customer success representatives. You’ll learn why a successful customer handoff is so important, the required steps in the handoff process, and ways to improve the process.

10 mins | SCORM | Takeaway Tasks