Managing a Successful Customer Handoff

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It’s time to hand over a customer from sales to the customer success team. But this is no time to relax. A customer handoff is a tricky thing. When the handoff goes well, it lays a great foundation for the customer relationship. But if it goes badly, the customer relationship can be damaged, and you might find it hard to keep hold of that customer.<br><br>Everyone involved in the customer handoff needs to play their part to make it a success. This is easier to do when each person knows the right steps to follow and exactly what tasks they need to achieve at each step. To deliver a great customer experience, you can use tactics to improve the customer handoff process.<br><br><strong>By the end of this course, you’ll be able to:</strong><br><br>• Recognize the importance of carrying out a successful customer handoff in order to create a good customer experience<br>• Identify the necessary steps in a good sales-to-customer-success handoff to ensure the process is effective<br>• Determine the tactics needed to improve the customer handoff process to deliver success<br><br><strong>Why take this course?</strong><br><br>An effective customer handoff between the sales and customer success teams is crucial. This course is for representatives, executives, and managers working in sales, and customer success representatives. You’ll learn why a successful customer handoff is so important, the required steps in the handoff process, and ways to improve the process.<br><br>10 mins | SCORM | Takeaway Tasks