Managing Your Sales to Customer Success Handoff

Lesson description

It's no secret that Sales and Customer Success should maintain a close relationship. After all, it's up to 25x cheaper to keep an existing customer than it is to acquire a new one. That's why a manager's ability to foster relationships between teams is important in enabling cross-selling, re-selling, and servicing opportunities with your customers. In this lesson, you'll learn how sales and services teams can collaborate to document their prospect and customer processes, identify how HubSpot aids in the Sales to Customer Customer Success handoff, and document their handoff process using the HubSpot playbooks tool. Please note: This lesson is intended for Sales and Service Hub Professional users.