{"id":27993,"date":"2021-10-14T11:26:53","date_gmt":"2021-10-14T11:26:53","guid":{"rendered":"https:\/\/www.process.st\/templates\/sales-to-cs-hand-off\/"},"modified":"2024-02-29T04:48:48","modified_gmt":"2024-02-29T04:48:48","slug":"sales-to-cs-hand-off","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sales-to-cs-hand-off\/","title":{"rendered":"Sales to CS Hand-off"},"content":{"rendered":"<section id=\"enter-account-executive-details\">\n<h2>Enter Account Executive details<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qasdV1kTS68JNLY6_htNEw.png\" alt=\"Enter Account Executive details\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qasdV1kTS68JNLY6_htNEw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a> <strong>This is a task, one of the actionable steps in your workflow.&nbsp;<\/p>\n<p><\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2b06\ufe0f<\/a> <strong>When you edit a workflow, you can<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>assign tasks<\/strong><\/a><strong> to other users, give them a<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>deadline<\/strong><\/a><strong> to be completed by,<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>pause<\/strong><\/a><strong> the workflow run at this point, or change who can see this task by adjusting the<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>permission<\/strong><\/a><strong> settings<\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\"> \u2b06\ufe0f<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You can automatically populate all AE info by setting up an <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow noopener\" target=\"_blank\">integration<\/a> with your CRM, for example <a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/close-io\/\" rel=\"nofollow noopener\" target=\"_blank\">Close.io<\/a>.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> AE - First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> AE - Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> AE - Phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-account-manager-detail\">\n<h2>Enter Account Manager detail<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Account manager - First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Account manager - Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Account manager - Phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"enter-deal-details\">\n<h2>Enter Deal details<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a> This task has a <a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" target=\"_self\" rel=\"nofollow noopener\">Stop Task<\/a> added to it, which pauses the workflow run at this point. You can't complete anything past this point until this task has been dealt with. <\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You can automatically populate all all customer and deal information by setting up an <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow noopener\" target=\"_blank\">integration<\/a> with your CRM, for example <a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/close-io\/\" rel=\"nofollow noopener\" target=\"_blank\">Close.io<\/a>.<\/strong><\/p>\n<h4>Deal details<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Company name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Contract sign date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Contract length <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Deal size ($ and # of users) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Payment details (one-time, monthly, annually) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4>Customer contact details<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer contact - First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer contact - Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer contact - Phone number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"setting-up-for-success\">\n<h2>Setting up for success:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This is a heading, used to separate tasks into sections in your workflow.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"add-links-to-relevant-calls-emails-and-notes\">\n<h2>Add links to relevant calls, emails and notes<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This task uses<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>variables<\/strong><\/a><strong> to surface information collected in<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form fields<\/strong><\/a><strong> in your workflow, so that they can be viewed or used elsewhere in your workflow, such as in the <a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">text widget<\/a> below.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>If all of this information is contained within the account's CRM page, it can be accessed here:<\/strong><\/p>\n<p><strong>Customer CRM link: <\/strong>{{form.Link_to_customer_page_in_CRM}}&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Notes from the sales process <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"describe-their-current-toolprocesspain-points\">\n<h2>Describe their current tool\/process\/pain points<\/h2>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Description of the customer's current tool\/process? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer's current pain points\/challenges <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"outline-the-reasons-why-they-purchased\">\n<h2>Outline the reason(s) why they purchased<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>Customer's current pain points\/challenges:<\/strong> {{form.Customer's_current_pain_points\/challenges}}<\/p>\n<p><strong>Try to come up with at least 2 or 3 clear reasons<\/strong> why the customer chose to work with you.&nbsp;&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason(s) why the customer purchased <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"define-what-success-means-for-them\">\n<h2>Define what success means for them<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Note down what success means for the customer into short-term and long-term success.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What does success mean for the customer? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> How do you plan on measuring success? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What would a failure look like? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"the-handoff\">\n<h2>The hand-off:<\/h2>\n<\/section>\n<section id=\"introducing-the-account-manager\">\n<h2>Introducing the Account Manager<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This <a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">send email widget<\/a> uses<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>variables<\/strong><\/a><strong> to surface information collected in<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form fields<\/strong><\/a><strong> in previous tasks in your workflow run.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-an-email-to-the-client-introducing-yourself\">\n<h2>Send an email to the client introducing yourself<\/h2>\n<\/section>\n<section id=\"technical-requirements\">\n<h2>Technical requirements:<\/h2>\n<\/section>\n<section id=\"determine-if-integration-assistance-is-needed\">\n<h2>Determine if integration assistance is needed<\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Does the customer require your assistance with integrations? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"contact-the-solutions-engineer\">\n<h2>Contact the solutions engineer<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong> <\/strong><\/a><strong>This task, or the fields within it, will show or remain hidden due to<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_self\"> <strong>Conditional Logic<\/strong><\/a><strong> rules that have been set up in this workflow. <\/p>\n<p><\/strong><strong><a href=\"https:\/\/www.process.st\/help\/docs\/editing-workflows\/\" rel=\"nofollow noopener\" target=\"_blank\">Edit<\/a> the workflow and \u2196\ufe0fc<\/strong><strong>lick the Conditional Logic button <\/strong><strong>\u2196\ufe0f<\/strong><strong> to view or edit the rules.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"crm\">\n<h2>CRM:<\/h2>\n<\/section>\n<section id=\"update-customer-profile\">\n<h2>Update customer profile<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You can automate this step by setting up an <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow noopener\" target=\"_blank\">integration<\/a> with your CRM, for example <a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/close-io\/\" rel=\"nofollow noopener\" target=\"_blank\">Close.io<\/a>.<\/strong><\/p>\n<p class=\"style-info\"><strong>Link to customer's CRM page: <\/strong>{{form.Link_to_customer_page_in_CRM}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"internal-communication\">\n<h2>Internal communication:<\/h2>\n<\/section>\n<section id=\"confirm-successful-handoff\">\n<h2>Confirm successful handoff<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>\u26a1\ufe0f You can automate this step by setting up an integration with <a href=\"https:\/\/www.process.st\/help\/docs\/slack\/\" rel=\"nofollow noopener\" target=\"_blank\">Slack<\/a>.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/eyes\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><a href=\"https:\/\/www.process.st\/help\/docs\/editing-workflows\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>Edit<\/strong><\/a><strong> the workflow to see the snippet<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form field<\/strong><\/a><strong> you could use in an integration.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Completing this task send a message to the Customer Success team, confirming that handoff has been made.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong><a href=\"https:\/\/emojipedia.org\/information\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2139\ufe0f<\/a> Need support getting your processes set up? Click the help button \u2198\ufe0f or <a href=\"http:\/\/calendly.com\/process-street-cs\/process-street-process-pro\" rel=\"nofollow noopener\" target=\"_blank\">book a time to talk<\/a> with one of our Process Pros.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Enter Account Executive details This is a task, one of the actionable steps in your workflow.&nbsp; \u2b06\ufe0f When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":27994,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"18","template_description":"This workflow example helps pass customers from your sales to 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