Nailing the Handoffs/Handover from Sales to CS

User: "Sidd"
Expert
Updated by Heather Wendt

Hey Team,

I'd really like to understand best practices followed in designing the Sales to CS Handoffs/Transition process.

What are the key aspects to Document? Do sales reps fill out a form and pass it on to the CS or what has worked? I'm trying to solve for a proper handover where the CSM has complete context on the Usecase, pocs , challenges, promises , etc

Would love to hear your thoughts.




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