Managing a Successful Customer Handoff
Duration10'
No. of mini-lessons4
ResourcesTakeaway Tasks
Duration 10'
No. of mini-lessons 4
Resources Takeaway Tasks
Course overview
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.
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.
What's covered
Recognizing the importance of carrying out a successful customer handoff in order to create a good customer experience
Identifing the necessary steps in a good sales-to-customer-success handoff to ensure the process is effective
Determining the tactics needed to improve the customer handoff process to deliver success
Why your teams need this course
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. They’ll learn why a successful customer handoff is so important, the required steps in the handoff process, and ways to improve the process.
Accredited by CPD
TalentLibrary is recognized as reaching the standards and benchmarks required by the Continuing Professional Development (CPD) Certification Service.
The CPD Certification Service is the world’s leading and largest independent accreditation organization for professional development courses across all industry sectors.
