Introduction Congratulations — you’ve built a reliable, data-driven Sales-to-Customer Success (CS) handoff.But what happens when: What works at 20 customers won’t work at 200.Scaling isn’t just about doing more — it’s about building flexibility, consistency, and resilience into your handoff process. In this final post of the Sales-to-Customer Success Handoff…

Introduction You’ve built a smooth Sales-to-Customer Success (CS) handoff. You’ve automated triggers. You’ve created structured handoff records. You’re tracking metrics and continuously improving. But here’s the truth:Process and automation only go so far without team alignment. In this final chapter of our Sales-to-Customer Success Handoff series, we’ll focus on how…

Introduction Building a great Sales-to-Customer Success (CS) handoff isn’t a set-it-and-forget-it exercise. Even the best-designed workflows need continuous monitoring and improvement. In this final part of our Sales-to-Customer Success Handoff series, we’ll explore how to track the effectiveness of your handoffs in Salesforce, identify breakdowns early, and optimize over time…