[Account Settings & Configuration (Integrations)] DRAFT: Avionte 24/7 Sales Handoff to Customer Success Guide

Overview

Updated 10/20/2021

To ensure we are closing communication gaps between teams, we have developed a process to pass along information learned in sales to the customer success rep. 

Complete the Form
Automatically Notifies CS
All Form Submissions

Complete the Form

Upon completion of a signed contract with a client, sales will complete a form to automatically pass along information to the customer success team.

• Click here to view the form

Note: if any additional fields are needed on the form, please Slack @mary-sue to have them added.

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Automatically Notifies CS

The form will automatically 

• email to the customer success team in the #workn_implementation Slack channel
• Populate a template.
  • Click here to see an example.

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All Form Submissions

All form submissions will be stored in a shared folder that can be found in your Google Drive by going to Shared Drives > Implementation & Customer Success > select folder ‘Internal Sales Handoff Notes’

• Click here to see a folder.

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