AE to CSM handoff

What's it for?

Let your AEs and CSMs to collaborate on a deal and transfer all knowledge by enabling them to exchange handoff notes.

How it works

Typically, upon closing a deal for an opportunity in pipeline, deal is handed over from AE to CSM teams. When a deal is won, Actioner notifies CSM team with deal details and suggested next steps in the #handoffs channel.

What goes wrong in the handoff? Most of the time it comes down to poor communication and lack of information. Actioner begins a whole new entrée of seamless collaboration between different teams, and aligning your CRM and Slack to work together. Handoff notifications improve the process by routing information from HubSpot to a conversational environment right when it is needed. Your AEs and CSMs can take actions immediately without switching context. They can view notes, create new tasks or pass handoff notes or update the deal's properties.

Typical results from using Actioner's Slack-first sales automation with HubSpot include more accurate forecasting, increased deal velocity, time savings, and greater visibility across your organization.

HubSpot event

Deal property changed

Suggested actions

1. View notes
2. Add task
3. Add note
4. Update deal