Sales to Customer Success
Train your sales and customer success teams on how and when to work together, and how to do it better, with this online course collection.
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.
Courses in collection
Defining Customer Success for Sales
Train your sales teams on customer success in sales. Teach them how to apply best practices for customer success with this course.
Collecting Customer Information
Train your customer success teams on collecting customer information. Show them what data needs to be collected for good customer success.
Managing a Successful Customer Handoff
Train your sales and customer success teams on how to implement an effective customer handoff.
The Role of Sales in Customer Onboarding
Sales reps play a vital role in onboarding. This online course helps learners understand what a good customer onboarding process should be like.
Time for Renewal
Train your sales and customer success representatives on renewals. Show them the 3 models of renewal ownership with this course.