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Which tools or integrations best support Sales–CS alignment (CRM, CPQ, success plan templates, handoff forms)?

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2 Answers
  1. John Brunkard
    John Brunkard

    Salamander Advisory Customer Success Advisor | Formerly Adobe, Sitecore, Red Hat, Symantec, Blue Coat, Intel, Dell, Dialogic • 6mo

    I’m probably going to disappoint the tool junkies, but after 15+ years fixing broken Sales–CS alignment at dozens of companies, my strong opinion is this: The highest-leverage “tools” are not software — they’re two disciplined documents: The Sales-to-CS Handover Document (the single biggest predictor of Day-30 health)If this is sloppy, no amount of Gainsight rules or Salesforce automation will save you.A great handover must ensure that the sales rep captures: Exact business problem the customer ...Read More

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  2. Natasha Evans
    Natasha Evans

    Hook VP Customer Growth • 7mo

    I think all of the above can be great for this. Most companies us their CRM and a handover doc. Ideally in that handover doc is the business case they worked on with the customer, which becomes your success plan. At Hook we have a handover doc which links all the key information including the business case. We built the template for this and we iterate on it regularly to make sure we're always improving our handovers. This gives us a starting point and the ability to get a handover before the de ...Read More

    452 Views

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