{"id":14993,"date":"2018-10-03T13:45:25","date_gmt":"2018-10-03T13:45:25","guid":{"rendered":"https:\/\/www.process.st\/templates\/sales-to-service-handoff-process\/"},"modified":"2024-03-19T15:31:44","modified_gmt":"2024-03-19T15:31:44","slug":"sales-to-service-handoff-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sales-to-service-handoff-process\/","title":{"rendered":"Sales to Service Handoff Process"},"content":{"rendered":"\n
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Introduction:<\/h2>\n
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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<\/strong> once a prospect moves into the customer phase.<\/p>\n

Having a robust process in place to manage the sales to service handoff<\/strong> is critical to ensuring that you are doing everything you can to satisfy your customers and build fruitful, long-term relationships.<\/strong><\/p>\n

This checklist will guide you through the process<\/strong> of completing an effective sales to service handoff so you can focus on growing the account<\/strong> and not get bogged down with easily avoidable issues<\/strong> stemming from poor communication.<\/p>\n

Let\u2019s get started.<\/p>\n <\/div>\n<\/section>\n

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Basic details:<\/h2>\n<\/section>\n
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Enter AE details<\/h2>\n
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Enter the contact details of the account executive<\/strong> who brought in the customer. <\/strong><\/p>\n

You can automatically populate<\/strong> all AE info through our integrations with various CRM systems, including Salesforce<\/a> and Close.io<\/a>.<\/p>\n <\/div>\n

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Enter account manager details<\/h2>\n
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Enter the contact details of the account manager<\/strong> who will be responsible for managing and growing the account. <\/strong><\/p>\n <\/div>\n

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