Aligning the sales and customer success team to communicate effectively during the handoff process is always a challenge. I’ve found the following guidelines work as a good start:
1. Build structure for communication
The only way to truly stay aligned is to communicate constantly. Customer Success (CS) should be aware of what the sales pipeline looks like and the expected volume and types of new customers coming in each month.
To communicate this well, consider a combination of weekly meetings, shared Slack channels and weekly written updates (i.e. with an app like) where at a minimum the team leads have visibility into each other’s worlds.
2. Document the process
There is a multi-step process, from gathering the right details during the sale to documenting it properly in the CRM. These steps should be spelled out and baked into the responsibilities of the sales team. The head of sales needs to enforce the process because sales reps are often wary of adding more steps (rightfully so).
3. Build workflows into your CRM and automation
Some requirements are easy to build into your business operations systems (e.g. your CRM or marketing automation system). For example, if you are required to get a logo from each new customer to use for deploying them, sales reps can be required to upload that into the CRM before being able to mark a deal as closed.