# Free Customer Implementation Template

> Clear responsibilities and strong handoffs from sales to customer success and service teams ensure both teams are working on the right tasks while delivering a great experience.

Source: https://asana.com/templates/customer-implementation.md

- [Use Template](https://app.asana.com/-/product_templates?preview_template=customer_implementation)

- [Custom fields](/features/project-management/custom-fields)

- [Projects](/features/project-management/projects)

- [Project views](/features/project-management/project-views)

- [Reporting dashboards](/features/goals-reporting/reporting-dashboards)

- [Salesforce](/apps/salesforce)

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- [Hubspot](/apps/hubspot)

- [Pipedrive](/apps/pipedrive)

templates

CRM

Customer implementation

Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.

CRM

## Customer implementation

Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.

### Create seamless handoffs between tools and teams

- [Sign up](/create-account)

You just landed a new customer! But if the handoff from sales to a customer success/service team is unclear or slow, customers might think they made a mistake. Instead, give your customers the attention they need without doubling your efforts.

Start with our post-sales handoff template to automate work, create transparency, and map out clear responsibilities. Your team and customers will thank you.

## Tips for better post-sales handoffs with our template
- **Create seamless handoffs between tools and teams.**By [connecting Salesforce](https://asana.com/apps/salesforce) and Asana, you can automatically kick off project creation when an opportunity moves to closed won and get the ball rolling.
- **Make responsibilities clear with assigned tasks.**Assign tasks with due dates so it's clear who's tackling what and when the team or customer can expect it by.
- **Follow best practices by saving your own templates.**Long checklists in docs or spreadsheets get outdated and are hard to follow. Save your own custom handoff template to make sure no steps get missed.

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Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.

- [Create your template](/templates/post-sales-handoff)

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- [Create your template](/templates/pre-sales-deal-support)

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- [Create your template](/templates/sales-pipeline)

### Account tracking

Customer Success teams looking for a lightweight way to track accounts and action items can try this template.

- [Create your template](/templates/account-tracking)

### Call log template

Learn how creating a call log template can help you record and track important call information.

- [Create your template](/templates/call-log)