Introduction

Your Sales-to-Customer Success (CS) handoff can make or break customer relationships.

Get it right, and customers flow smoothly from deal close to onboarding to value realization. Get it wrong, and you risk churn before CS even has a chance to engage.

Over the past six months, we’ve created an in-depth, step-by-step series on how to build, automate, monitor, and scale the Sales-to-CS handoff in Salesforce — one of the most critical workflows for B2B companies.

This article brings together the full series so you can easily navigate every piece and strengthen your Revenue Operations (RevOps) strategy.

Why the Sales-to-CS Handoff Matters

According to Gartner, companies with strong Sales and CS alignment achieve 36% higher retention and 38% higher win rates. Yet most organizations still struggle with handoffs that are:

❌ Manual and inconsistent
❌ Lacking in critical context
❌ Invisible to leadership
❌ Impossible to track and optimize

This series was designed to help RevOps leaders, Sales teams, and Customer Success managers fix that — using Salesforce and best practices.

The Complete Salesforce Sales-to-Customer Success Handoff Series

🏁 Part 1: Why the Sales-to-Customer Success Handoff Is Mission-Critical

Understand the business impact of broken handoffs and why this process deserves executive attention.
👉 Read Part 1

⚙️ Part 2: How to Automatically Trigger Sales-to-Customer Success Handoffs in Salesforce

Learn how to use Salesforce Flow and automation to notify your CS team instantly when an opportunity closes.
👉 Read Part 2

📝 Part 3: Building a Structured Handoff Record with Context

Stop relying on email threads and manual notes. Build a structured handoff record that carries critical deal information forward.
👉 Read Part 3

📊 Part 4: Monitoring and Improving Your Sales-to-Customer Success Handoff Process

Discover the key customer success metrics to track and how to continuously improve your handoffs using Salesforce Reports & Dashboards and team feedback.
👉 Read Part 4

🤝 Part 5: Aligning Sales and Customer Success Teams for a Seamless Handoff (And Beyond)

Learn how to align people — not just systems. Build shared KPIs, clear responsibilities using a RACI matrix, and foster ongoing collaboration between Sales and CS.
👉 Read Part 5

🚀 Part 6: Scaling Your Sales-to-Customer Success Handoff as Your Business Grows

As volume and complexity increase, here’s how to automate, tier, and govern your handoff processes without sacrificing quality.
👉 Read Part 6

Who This Series Is For

This series is designed for:

✅ RevOps professionals
✅ Salesforce admins and architects
✅ Sales leaders
✅ Customer Success managers and directors
✅ B2B SaaS companies scaling up their onboarding

Whether you’re building your first handoff workflow or optimizing a process that’s already running, these articles provide both strategic guidance and tactical Salesforce tips.

Next Steps: Take Control of Your Handoff Process

If you’ve read through the series and are ready to:

✔ Audit your current handoff process
✔ Identify automation opportunities
✔ Build out structured records
✔ Improve alignment between Sales and CS
✔ Scale your process without adding manual overhead

Contact our team for a complimentary consultation.

We can help you turn handoffs from a weak link into a competitive advantage.