Managing Your Sales to Customer Success Handoff

FREE Lesson

Learn how to create a sales to customer success handoff process,

Includes
  • 2 Videos
  • 1 Quiz
  • 15 min
  • Inbound Sales
  • Inbound Service
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.

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Instructors

Photo of Kyle Jepson

Kyle Jepson

Principle Marketing Evangelist

HubSpot

Kyle teaches sales and CRM courses at HubSpot Academy. He is best known for his work on the HubSpot Sales Software Certification and the Sales Enablement Certification. He is the father of three children, the lucky husband of an equally lucky woman, and aspires to be the author of one of those paperback novels you see in grocery store check-out lines.

Photo of Adriti Gulati

Adriti Gulati

Adriti is an Inbound Professor focusing on all things customer service. Prior to HubSpot, Adriti worked at a non-profit educational program focusing on getting high school students into colleges and universities. She is passionate about ensuring education is accessible for all. Outside of work, Adriti can be found at your local Chinese restaurant, playing pickle ball, or hiking through southern California.

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