Sales to Customer Success

Collection Overview

Your customer-facing teams are the heart of the company. You can’t acquire customers without your salespeople, and you can’t retain them without your customer success teams. Both are valuable in their own right and have specific tasks they’re responsible for. But sales and customer success also have to communicate and work together in specific processes. So, your sales and customer success teams need to know when and how to work together. This course collection will show them how.

In this collection, your sales and customer success teams will understand what Customer Success for Sales means. They’ll learn how to Collect Customer Information, and how to Manage a Successful Customer Handoff. They will also understand the Role of Sales in Customer Onboarding, and what to do when it is Time for Renewal.

All courses are completed in 20 minutes or less, helping your teams fit their training into their busy schedules.