CSM Mastermind #15 - What are the best practices to nail the handoff between Sales and Customer Success?

CSM Mastermind is a monthly, live online event that brings together CSMs from various backgrounds and industries to share their knowledge about common topics or challenges that CSMs face every day.

The next CSM Mastermind event, What are the best practices to nail the handoff between Sales and Customer Success?, is scheduled for July 22nd at 11am PT / 2pm ET.

Join our panelists - Michael Buccellato, Enterprise Customer Success Manager at LawGeex; Michael Renahan, Manager, Customer Success at Hubspot; and Angela Huettinger, Senior Customer Success Manager at Box for a discussion on the practical ways you can nail the handoff between Sales and Customer Success such as:

  • When does the handoff process between Sales and Customer Success actually begin?

  • How do you help create a consistent internal communication process and what does that look like in your organization?

  • What types of internal activities or documents are used to share customer information to avoid asking redundant questions?

  • How do you help others maintain a customer-centric point of view throughout the process?

  • How does tracking customer interactions help you find the right balance of CSM touch and automated engagement?

To add this event to your calendar, submit questions for the panelists, or join the live event, visit the CSM Mastermind section of the Learning Platform.