The Sales-to-Success handoff is one of the most important processes for an organization to get right. At first glance, it might seem simple, doesn’t an Account Executive (AE) just send a Slack message to a Customer Success Manager (CSM) after closing a deal and the customer could be considered ‘transitioned’? Not quite. This process is one of the most important steps for a company to set their customer relationships up for healthy outcomes and it’s actually much harder to get right than it seems.
This short guide will show how you can set up Relay to manage the Sales-to-Success handoff more effectively. Watch the demo video to see how it works, and try out the template to get up and running!