Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.Use template
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.
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.
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 Long checklists in docs or spreadsheets get outdated and are hard to follow.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.
Learn how creating a call log template can help you record and track important call information.
Customer Success teams looking for a lightweight way to track accounts and action items can try this template.
Sales teams looking for a lightweight way to track pipeline progress and action items on specific accounts can try this template.
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