Sales is all about closing the deal. Whatever it takes (within reason), just get the contract signed. But this laser-focused mentality also results in a number of obstacles that must be overcome once a prospect moves into the customer phase.
Having a robust process in place to manage the sales to service handoff is critical to ensuring that you are doing everything you can to satisfy your customers and build fruitful, long-term relationships.
This checklist will guide you through the process of completing an effective sales to service handoff so you can focus on growing the account and not get bogged down with easily avoidable issues stemming from poor communication.
Let’s get started.