You just landed a new customer! But if the handoff from sales to a customer success or 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 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 it will be finished.