Team Handoffs
Create templated notes and custom DealSpace layouts that enable your team to run consistent deal and account handoffs. From BDRs to AEs and AEs to CSMs, standardize each handoff so customer knowledge moves effortlessly from one person to the next.
Sales teams can over-promise or miss important features, which forces CS teams to manage disappointed customers with unrealistic expectations.
Crucial information gets dropped along the way, leaving AEs or CSMs without the necessary background to keep the prospect or customer relationship flowing easily, and repeat questions can lead to frustrated customers.
Poor handoffs lead to uncustomized onboarding experiences for customers. This long time to value means higher risk of churn.
This broken process reinforces the cycle of blame between sales and CS teams, making teams tense and friction high.
Dooly addresses sales handoff challenges head-on by providing one workspace for sales and customer success team members to work together. Vital pieces of customer information are captured, synced to Salesforce, and readily accessible to everyone, creating a smooth transition between sales stages and account owners.
Create custom templates to include key deal context like customer expectations, goals, summary of interactions, and insider knowledge about the customer’s journey, ensuring no detail is overlooked.
Information flows directly into your CRM from Dooly’s platform, bridging any gap and maintaining data integrity.
With collaborative notes, Slack, Google, and Guru integrations, manager notes, and notifications, Dooly helps reduce friction between sales and customer success teams, while improving productivity.
Dooly ensures that all relevant stakeholders and points of contact are captured and their roles are clearly defined, enhancing the overall efficiency of the handoff process.
Designed to capture foundational information gathered during the sales process, ensuring that Customer Success Managers (CSMs) are fully prepared for onboarding calls.
Create your own templates on any paid plan.
Explore how Dooly gives you consistent customer and account handoffs, so your team gets it right the first time – every time.
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