Sales to CS handoff template/checklist
Expert 
Hello community!
Happy Sunday! This time reaching out to see if anyone here could share their template/checklist for Sales to CS handoff. I'm looking to create a template that can later be added to Salesforce with all the information needed from the customer. I've taken some notes of the things that should be included such as:
- general information from the customer
- Current challenges and reasons to buy the solution
- Business outcomes
- Information from the solution: features they are interested in
- Project scope
Amongst other things. Would love to see what others have worked on in the past.
Tried looking in the GGR library but didn't find anything on handoffs.
Any help is very much appreciated!
Best,
Erika
Happy Sunday! This time reaching out to see if anyone here could share their template/checklist for Sales to CS handoff. I'm looking to create a template that can later be added to Salesforce with all the information needed from the customer. I've taken some notes of the things that should be included such as:
- general information from the customer
- Current challenges and reasons to buy the solution
- Business outcomes
- Information from the solution: features they are interested in
- Project scope
Amongst other things. Would love to see what others have worked on in the past.
Tried looking in the GGR library but didn't find anything on handoffs.
Any help is very much appreciated!
Best,
Erika