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Sales Handover Process
Enter your email:
Optional - if you are open to follow ups on your answers
Select your team
*
A
Customer Success
B
Professional Services
C
Partner
How would you rate the current handover process with sales from your team's perspective?
*
1
2
3
4
5
6
7
8
9
10
Do you participate in any handover with sales when a new customer is signed
*
A
Never
B
Sometimes
C
Frequently
D
Always
How would you prefer to receive handover information?
*
A
Written
B
Recorded
C
Live Meeting
D
Other
What information do you reference before you engage with the customer?
*
A
Key Contacts and Roles
B
Company Strategic Priorities
C
Success Metrics for Pigment
D
Current State of the Business
E
Workspace Details + Feature Requests
F
Potential Risks
G
Expansion Opportunities
H
Other
What's the most common thing you find out
after
kickoff that you wish you'd known before?
*
Anything you would recommend to improve the handover experience?
Submit
