![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/12\/young-asian-couple-making-contract-with-house-sale-2021-11-10-20-34-43-utc-924x617.jpg\")
<\/figure>\n\n\n\nWhy is sales-to-customer-success handoff important?<\/h2>\n\n\n\n<\/div>\n\n\n\nHaving a well-established sales-to-CS handoff process has various advantages. Let\u2019s go through some of them.<\/p>\n\n\n\n
<\/div>\n\n\n\nQuicker customer onboarding<\/h3>\n\n\n\n
Your customer success team will have all the information they need about the new customer to organize their onboarding process. Knowing their background, internal struggles and expectations can help customize onboarding and make sure it goes fast and efficient.<\/p>\n\n\n\n
<\/div>\n\n\n\nBetter customer retention<\/h3>\n\n\n\n
Establishing strong relationships with customers is key for a sustainable and successful business. And it starts as soon as they sign a contract with you. So, you want to make sure you \u2018hold their hand\u2019 throughout the first couple of weeks or months. This will determine their first impression of you and help avoid loss of interest in your product\/service and, subsequently, early cancels.<\/p>\n\n\n\n
<\/div>\n\n\n\nExpansion and upsell<\/h3>\n\n\n\n
This will result in increased trust in your company, and a possibility to expand the product or service you offer to another department or the entire organization as well as upsell new solutions you\u2019re building.<\/p>\n\n\n\n
<\/div>\n\n\n\nRepeated sales<\/h3>\n\n\n\n
Finally, a happy customer is a loyal customer. When your customers are well cared for, they will want to continue doing business with you and bring repeat sales.<\/p>\n\n\n\n
<\/div>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/08\/MicrosoftTeams-image-2-1024x576.png\")
<\/figure>\nLivre blanc : Microsoft Teams pour la gestion des ventes<\/h4>\n\n\n\n\n- Comment utiliser Microsoft Teams pour la gestion des ventes<\/li>\n\n\n\n
- Cr\u00e9ez des mod\u00e8les d'\u00e9quipes pour vos processus de vente<\/li>\n\n\n\n
- Comment connecter Salesforce \u00e0 Microsoft Teams<\/li>\n<\/ul>\n\n\n\n\t\t\t\n\t\t\t\t\n\t\t\t\t\tT\u00e9l\u00e9charger<\/strong><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div><\/div><\/div>\n\n\n\n<\/div>\n\n\n\n
![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/12\/african-american-businesswoman-reading-an-e-mail-o-2022-12-13-21-07-46-utc-924x616.jpg\")
<\/figure>\n\n\n\nHow to organize sales-to-customer-success handoff in Microsoft Teams<\/h2>\n\n\n\n<\/div>\n\n\n\nNow let\u2019s walk through the way you can set up this process in Teams. We\u2019ll show you a few examples that you can adapt to your unique business needs.<\/p>\n\n\n\n
<\/div>\n\n\n\n1. Create a team for each new customer<\/h3>\n\n\n\n
To make sure each customer is addressed properly the best practice is to build a separate team for each. This way you and your team will have a workspace dedicated entirely to the client that contains all the information about them.<\/p>\n\n\n\n
It\u2019s important to add to the team the members of the sales team who worked on closing the deal with the customer. This is where they will share with the customer success team all the data they need to understand the customer\u2019s profile, their needs, requirements, and expectations.<\/p>\n\n\n\n![\"customer](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/12\/Team-Creation-Salesfocre-Customer-Success-1024x783-1.png\")
<\/figure>\n\n\n\nHere\u2019s an example of a team you can create for customers:<\/p>\n\n\n\n
\n- Customer information<\/li>\n\n\n\n
- Int\u00e9gration<\/li>\n\n\n\n
- Analysis<\/li>\n\n\n\n
- Planification<\/li>\n\n\n\n
- Issues<\/li>\n\n\n\n
- Customer communication<\/li>\n\n\n\n
- Solution and implementation<\/li>\n\n\n\n
- Legal<\/li>\n<\/ul>\n\n\n\n
You can create a shared channel<\/a> for customer communication and invite key representatives of the company. This way, they can always communicate with you whenever needed. At the same time, they won\u2019t have access to the other channels, so you don\u2019t have to worry about data leaks.<\/p>\n\n\n\n<\/div>\n\n\n\n2. Add necessary data and resources<\/h3>\n\n\n\n
Now, let\u2019s provide your team with all the data and resources they need to successfully onboard a new customer and build a customer relationship.<\/p>\n\n\n\n
Key customer information<\/em><\/h4>\n\n\n\nMake sure your customer success team gets key customer information from sales. That includes:<\/p>\n\n\n\n
\n- Record information of the main contacts<\/li>\n\n\n\n
- Company type, industry and size<\/li>\n\n\n\n
- Number of users of the product\/service you provide<\/li>\n\n\n\n
- Legal information (type of contract, its length, billing details, etc.)<\/li>\n\n\n\n
- Existing tools in use (if needed)<\/li>\n<\/ul>\n\n\n\n
You can store this information in a tool that you use for these purposes. If you\u2019d like to use Microsoft 365 tools for that, we recommend Listes<\/a>. It\u2019s a system of record that allows you to structure and retain important data.<\/p>\n\n\n\nSales\u2019 findings<\/em><\/h4>\n\n\n\nFor a smooth sales-to-customer-success handoff the sales team needs to document well all their findings about the customer and then pass them to the customer success team. This information should be stored in the team in Microsoft Teams and be visible and easily accessible.<\/p>\n\n\n\n
You can document in a Word file all the customers\u2019 requirements, current issues they\u2019re having and their internal processes relevant for your business. Add this document as a tab<\/a> in the right channel. You may also want to use Wiki tab<\/a> for those purposes.<\/p>\n\n\n\nGuidelines and file templates<\/em><\/h4>\n\n\n\nIt will be a good idea to provide your team with guidelines that they can follow to properly onboard a new customer and follow up with them.<\/p>\n\n\n\n
You can do so using SharePoint sites that you can transform into your own intranet. Add important documentation, tips, links, resources \u2013 all your team needs to work on establishing strong customer relationships.<\/p>\n\n\n\n
You may also want to add some document templates, for example for reports and follow-ups.<\/p>\n\n\n\n
T\u00e2ches<\/em><\/h4>\n\n\n\nDefining all the tasks your sales and customer success team need to complete to prepare a smooth handoff will help them stay organized and consistent. It will also clear out the doubts on who\u2019s responsible for what and ensure both teams are on the same page about the next steps.<\/p>\n\n\n\n
Planificateur<\/a> is a great task management tool for that purpose. Prepare the tasks for your team \u2013 that can be setting up internal meetings to pass key information from sales to CSM, meetings with the customers, scheduling emails, preparing educational resources, following up, etc.<\/p>\n\n\n\nThen, add this plan as a tab to the corresponding channel in your team and make sure to assign the tasks to the right people. Add notes, checklist and timelines and attach links and files if needed.<\/p>\n\n\n\n
In the same fashion you can use another project management tool and connect it with Microsoft Teams.<\/p>\n\n\n\n![\"customer](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/12\/Customer-Succes-Tasks.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n4. Schedule meetings<\/h3>\n\n\n\n
Microsoft Teams is perfect for establishing regular communication bother internally and externally. You can leverage Channel Calendar app<\/a> to set up team r\u00e9unions<\/a>. This way, all the team events will appear in the calendar which is available for all team members.<\/p>\n\n\n\nYou can also add Channel Calendar to the shared channel for customer communications and use it to schedule recurring meetings. That can be relevant for their onboarding and monthly\/quarterly follow-ups.<\/p>\n\n\n\n![\"Microsoft](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/12\/GetReadyToMeet_RWJPiD-924x504.jpg\")
Microsoft Teams<\/a><\/figcaption><\/figure>\n\n\n\n<\/div>\n\n\n\nScale the sales-to-customer-success handoff process with nBold<\/h2>\n\n\n\n<\/div>\n\n\n\nNow, in order for it to work, you\u2019d need to repeat this process over again for each new customer. That would mean closely tracking the deal stage with the sales team in the CRM you use and preparing a new workspace in Microsoft Teams in due time to start the handoff and onboarding.<\/p>\n\n\n\n
Doing so manually each time can be extremely time consuming and inefficient. But there is a way to automate this process with nBold.<\/p>\n\n\n\n
Voici comment cela fonctionne :<\/p>\n\n\n\n
1. Create the original team<\/h5>\n\n\n\n<\/figure>\n\n\n\nThis is the team that you will use as a template. Add the channels you need, upload key documents and files, create tabs with your most-used apps, including your system of record, task management tool, document library, guidelines, etc.<\/p>\n\n\n\n
<\/div>\n\n\n\nYou can also add the owners and members to the original team. These people will be automatically added to all new teams created from this original team.<\/p>\n\n\n\n![\"members](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/12\/TeamMembers.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n2. Build a template with it<\/h5>\n\n\n\n
Based on this team, you can create a template with nBold.<\/p>\n\n\n\n
Open the nBold app in Microsoft Teams, click on +New Template and choose the team you just built. Configure governance policies in accordance to your IT requirements. You can set up Naming Convention for your teams, Approval Workflow for team creation, Audience Targeting so that only specific users could see and use the template, Permanent Ownership and Membership as well as Privacy Policies.<\/p>\n\n\n\n
This template will be added to your own Template Catalog.<\/p>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Build-your-own-Template-Catalog-according-your-use-cases.png\")
<\/figure>\n\n\n\n3. Set up the Customer Success solution<\/h5>\n\n\n\n
If you\u2019d like to seamlessly integrate your CRM with Microsoft Teams for sales-to-CS handoff you can additionally set up Customer Success solution.<\/p>\n\n\n\n
Choose the CRM you use (Salesforce<\/a>, HubSpot<\/a>, Pipedrive, etc.) and configure custom fields that would trigger team creation. That can be the deal stage or amount, for example.<\/p>\n\n\n\n<\/div>\n\n\n\n\u2192T\u00e9l\u00e9charger : Guide d'int\u00e9gration de Microsoft Teams et Salesforce<\/strong><\/a><\/p>\n\n\n\n<\/div>\n\n\n\nThen, whenever a deal\/opportunity in your CRM will correspond to the settings you defined, it will trigger creation of a new team automatically with the structure, frameworks and the right people added by default.<\/p>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/12\/TeamCreationCustomerSuccess.png\")
<\/figure>\n\n\n\n4. Collaborate on newly closed deals<\/h5>\n\n\n\n
Note that your team will be live: you will receive automatic CRM updates directly in Teams. For example, it can reflect changes in the deal stage, amount or a let your team know about a new task.<\/p>\n\n\n\n
This way, you bring everyone together in the same workspace, giving them equal access to key information and opportunity to store CRM data in Microsoft Teams. <\/p>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/12\/Amount-Update-HubSpot-Customer-Success.png\")
<\/figure>\n\n\n\nLearn more about Customer Success solutions<\/a><\/p>\n\n\n\n<\/p>\n\n\n\n
Having a well-established sales-to-CS handoff process has various advantages. Let\u2019s go through some of them.<\/p>\n\n\n\n
Quicker customer onboarding<\/h3>\n\n\n\n
Your customer success team will have all the information they need about the new customer to organize their onboarding process. Knowing their background, internal struggles and expectations can help customize onboarding and make sure it goes fast and efficient.<\/p>\n\n\n\n
Better customer retention<\/h3>\n\n\n\n
Establishing strong relationships with customers is key for a sustainable and successful business. And it starts as soon as they sign a contract with you. So, you want to make sure you \u2018hold their hand\u2019 throughout the first couple of weeks or months. This will determine their first impression of you and help avoid loss of interest in your product\/service and, subsequently, early cancels.<\/p>\n\n\n\n
Expansion and upsell<\/h3>\n\n\n\n
This will result in increased trust in your company, and a possibility to expand the product or service you offer to another department or the entire organization as well as upsell new solutions you\u2019re building.<\/p>\n\n\n\n
Repeated sales<\/h3>\n\n\n\n
Finally, a happy customer is a loyal customer. When your customers are well cared for, they will want to continue doing business with you and bring repeat sales.<\/p>\n\n\n\n
<\/figure>Livre blanc : Microsoft Teams pour la gestion des ventes<\/h4>\n\n\n\n\n- Comment utiliser Microsoft Teams pour la gestion des ventes<\/li>\n\n\n\n
- Cr\u00e9ez des mod\u00e8les d'\u00e9quipes pour vos processus de vente<\/li>\n\n\n\n
- Comment connecter Salesforce \u00e0 Microsoft Teams<\/li>\n<\/ul>\n\n\n\n\t\t\t\n\t\t\t\t\n\t\t\t\t\tT\u00e9l\u00e9charger<\/strong><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div><\/div><\/div>\n\n\n\n<\/div>\n\n\n\n
<\/figure>\n\n\n\nHow to organize sales-to-customer-success handoff in Microsoft Teams<\/h2>\n\n\n\n<\/div>\n\n\n\nNow let\u2019s walk through the way you can set up this process in Teams. We\u2019ll show you a few examples that you can adapt to your unique business needs.<\/p>\n\n\n\n
<\/div>\n\n\n\n1. Create a team for each new customer<\/h3>\n\n\n\n
To make sure each customer is addressed properly the best practice is to build a separate team for each. This way you and your team will have a workspace dedicated entirely to the client that contains all the information about them.<\/p>\n\n\n\n
It\u2019s important to add to the team the members of the sales team who worked on closing the deal with the customer. This is where they will share with the customer success team all the data they need to understand the customer\u2019s profile, their needs, requirements, and expectations.<\/p>\n\n\n\n<\/figure>\n\n\n\nHere\u2019s an example of a team you can create for customers:<\/p>\n\n\n\n
\n- Customer information<\/li>\n\n\n\n
- Int\u00e9gration<\/li>\n\n\n\n
- Analysis<\/li>\n\n\n\n
- Planification<\/li>\n\n\n\n
- Issues<\/li>\n\n\n\n
- Customer communication<\/li>\n\n\n\n
- Solution and implementation<\/li>\n\n\n\n
- Legal<\/li>\n<\/ul>\n\n\n\n
You can create a shared channel<\/a> for customer communication and invite key representatives of the company. This way, they can always communicate with you whenever needed. At the same time, they won\u2019t have access to the other channels, so you don\u2019t have to worry about data leaks.<\/p>\n\n\n\n<\/div>\n\n\n\n2. Add necessary data and resources<\/h3>\n\n\n\n
Now, let\u2019s provide your team with all the data and resources they need to successfully onboard a new customer and build a customer relationship.<\/p>\n\n\n\n
Key customer information<\/em><\/h4>\n\n\n\nMake sure your customer success team gets key customer information from sales. That includes:<\/p>\n\n\n\n
\n- Record information of the main contacts<\/li>\n\n\n\n
- Company type, industry and size<\/li>\n\n\n\n
- Number of users of the product\/service you provide<\/li>\n\n\n\n
- Legal information (type of contract, its length, billing details, etc.)<\/li>\n\n\n\n
- Existing tools in use (if needed)<\/li>\n<\/ul>\n\n\n\n
You can store this information in a tool that you use for these purposes. If you\u2019d like to use Microsoft 365 tools for that, we recommend Listes<\/a>. It\u2019s a system of record that allows you to structure and retain important data.<\/p>\n\n\n\nSales\u2019 findings<\/em><\/h4>\n\n\n\nFor a smooth sales-to-customer-success handoff the sales team needs to document well all their findings about the customer and then pass them to the customer success team. This information should be stored in the team in Microsoft Teams and be visible and easily accessible.<\/p>\n\n\n\n
You can document in a Word file all the customers\u2019 requirements, current issues they\u2019re having and their internal processes relevant for your business. Add this document as a tab<\/a> in the right channel. You may also want to use Wiki tab<\/a> for those purposes.<\/p>\n\n\n\nGuidelines and file templates<\/em><\/h4>\n\n\n\nIt will be a good idea to provide your team with guidelines that they can follow to properly onboard a new customer and follow up with them.<\/p>\n\n\n\n
You can do so using SharePoint sites that you can transform into your own intranet. Add important documentation, tips, links, resources \u2013 all your team needs to work on establishing strong customer relationships.<\/p>\n\n\n\n
You may also want to add some document templates, for example for reports and follow-ups.<\/p>\n\n\n\n
T\u00e2ches<\/em><\/h4>\n\n\n\nDefining all the tasks your sales and customer success team need to complete to prepare a smooth handoff will help them stay organized and consistent. It will also clear out the doubts on who\u2019s responsible for what and ensure both teams are on the same page about the next steps.<\/p>\n\n\n\n
Planificateur<\/a> is a great task management tool for that purpose. Prepare the tasks for your team \u2013 that can be setting up internal meetings to pass key information from sales to CSM, meetings with the customers, scheduling emails, preparing educational resources, following up, etc.<\/p>\n\n\n\nThen, add this plan as a tab to the corresponding channel in your team and make sure to assign the tasks to the right people. Add notes, checklist and timelines and attach links and files if needed.<\/p>\n\n\n\n
In the same fashion you can use another project management tool and connect it with Microsoft Teams.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/div>\n\n\n\n4. Schedule meetings<\/h3>\n\n\n\n
Microsoft Teams is perfect for establishing regular communication bother internally and externally. You can leverage Channel Calendar app<\/a> to set up team r\u00e9unions<\/a>. This way, all the team events will appear in the calendar which is available for all team members.<\/p>\n\n\n\nYou can also add Channel Calendar to the shared channel for customer communications and use it to schedule recurring meetings. That can be relevant for their onboarding and monthly\/quarterly follow-ups.<\/p>\n\n\n\nMicrosoft Teams<\/a><\/figcaption><\/figure>\n\n\n\n<\/div>\n\n\n\nScale the sales-to-customer-success handoff process with nBold<\/h2>\n\n\n\n<\/div>\n\n\n\nNow, in order for it to work, you\u2019d need to repeat this process over again for each new customer. That would mean closely tracking the deal stage with the sales team in the CRM you use and preparing a new workspace in Microsoft Teams in due time to start the handoff and onboarding.<\/p>\n\n\n\n
Doing so manually each time can be extremely time consuming and inefficient. But there is a way to automate this process with nBold.<\/p>\n\n\n\n
Voici comment cela fonctionne :<\/p>\n\n\n\n
1. Create the original team<\/h5>\n\n\n\n<\/figure>\n\n\n\nThis is the team that you will use as a template. Add the channels you need, upload key documents and files, create tabs with your most-used apps, including your system of record, task management tool, document library, guidelines, etc.<\/p>\n\n\n\n
<\/div>\n\n\n\nYou can also add the owners and members to the original team. These people will be automatically added to all new teams created from this original team.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/div>\n\n\n\n2. Build a template with it<\/h5>\n\n\n\n
Based on this team, you can create a template with nBold.<\/p>\n\n\n\n
Open the nBold app in Microsoft Teams, click on +New Template and choose the team you just built. Configure governance policies in accordance to your IT requirements. You can set up Naming Convention for your teams, Approval Workflow for team creation, Audience Targeting so that only specific users could see and use the template, Permanent Ownership and Membership as well as Privacy Policies.<\/p>\n\n\n\n
This template will be added to your own Template Catalog.<\/p>\n\n\n\n<\/figure>\n\n\n\n3. Set up the Customer Success solution<\/h5>\n\n\n\n
If you\u2019d like to seamlessly integrate your CRM with Microsoft Teams for sales-to-CS handoff you can additionally set up Customer Success solution.<\/p>\n\n\n\n
Choose the CRM you use (Salesforce<\/a>, HubSpot<\/a>, Pipedrive, etc.) and configure custom fields that would trigger team creation. That can be the deal stage or amount, for example.<\/p>\n\n\n\n<\/div>\n\n\n\n\u2192T\u00e9l\u00e9charger : Guide d'int\u00e9gration de Microsoft Teams et Salesforce<\/strong><\/a><\/p>\n\n\n\n<\/div>\n\n\n\nThen, whenever a deal\/opportunity in your CRM will correspond to the settings you defined, it will trigger creation of a new team automatically with the structure, frameworks and the right people added by default.<\/p>\n\n\n\n<\/figure>\n\n\n\n4. Collaborate on newly closed deals<\/h5>\n\n\n\n
Note that your team will be live: you will receive automatic CRM updates directly in Teams. For example, it can reflect changes in the deal stage, amount or a let your team know about a new task.<\/p>\n\n\n\n
This way, you bring everyone together in the same workspace, giving them equal access to key information and opportunity to store CRM data in Microsoft Teams. <\/p>\n\n\n\n<\/figure>\n\n\n\nLearn more about Customer Success solutions<\/a><\/p>\n\n\n\n<\/p>\n\n\n\n
<\/figure>\n\n\n\nHow to organize sales-to-customer-success handoff in Microsoft Teams<\/h2>\n\n\n\n<\/div>\n\n\n\nNow let\u2019s walk through the way you can set up this process in Teams. We\u2019ll show you a few examples that you can adapt to your unique business needs.<\/p>\n\n\n\n
<\/div>\n\n\n\n1. Create a team for each new customer<\/h3>\n\n\n\n
To make sure each customer is addressed properly the best practice is to build a separate team for each. This way you and your team will have a workspace dedicated entirely to the client that contains all the information about them.<\/p>\n\n\n\n
It\u2019s important to add to the team the members of the sales team who worked on closing the deal with the customer. This is where they will share with the customer success team all the data they need to understand the customer\u2019s profile, their needs, requirements, and expectations.<\/p>\n\n\n\n<\/figure>\n\n\n\nHere\u2019s an example of a team you can create for customers:<\/p>\n\n\n\n
\n- Customer information<\/li>\n\n\n\n
- Int\u00e9gration<\/li>\n\n\n\n
- Analysis<\/li>\n\n\n\n
- Planification<\/li>\n\n\n\n
- Issues<\/li>\n\n\n\n
- Customer communication<\/li>\n\n\n\n
- Solution and implementation<\/li>\n\n\n\n
- Legal<\/li>\n<\/ul>\n\n\n\n
You can create a shared channel<\/a> for customer communication and invite key representatives of the company. This way, they can always communicate with you whenever needed. At the same time, they won\u2019t have access to the other channels, so you don\u2019t have to worry about data leaks.<\/p>\n\n\n\n<\/div>\n\n\n\n2. Add necessary data and resources<\/h3>\n\n\n\n
Now, let\u2019s provide your team with all the data and resources they need to successfully onboard a new customer and build a customer relationship.<\/p>\n\n\n\n
Key customer information<\/em><\/h4>\n\n\n\nMake sure your customer success team gets key customer information from sales. That includes:<\/p>\n\n\n\n
\n- Record information of the main contacts<\/li>\n\n\n\n
- Company type, industry and size<\/li>\n\n\n\n
- Number of users of the product\/service you provide<\/li>\n\n\n\n
- Legal information (type of contract, its length, billing details, etc.)<\/li>\n\n\n\n
- Existing tools in use (if needed)<\/li>\n<\/ul>\n\n\n\n
You can store this information in a tool that you use for these purposes. If you\u2019d like to use Microsoft 365 tools for that, we recommend Listes<\/a>. It\u2019s a system of record that allows you to structure and retain important data.<\/p>\n\n\n\nSales\u2019 findings<\/em><\/h4>\n\n\n\nFor a smooth sales-to-customer-success handoff the sales team needs to document well all their findings about the customer and then pass them to the customer success team. This information should be stored in the team in Microsoft Teams and be visible and easily accessible.<\/p>\n\n\n\n
You can document in a Word file all the customers\u2019 requirements, current issues they\u2019re having and their internal processes relevant for your business. Add this document as a tab<\/a> in the right channel. You may also want to use Wiki tab<\/a> for those purposes.<\/p>\n\n\n\nGuidelines and file templates<\/em><\/h4>\n\n\n\nIt will be a good idea to provide your team with guidelines that they can follow to properly onboard a new customer and follow up with them.<\/p>\n\n\n\n
You can do so using SharePoint sites that you can transform into your own intranet. Add important documentation, tips, links, resources \u2013 all your team needs to work on establishing strong customer relationships.<\/p>\n\n\n\n
You may also want to add some document templates, for example for reports and follow-ups.<\/p>\n\n\n\n
T\u00e2ches<\/em><\/h4>\n\n\n\nDefining all the tasks your sales and customer success team need to complete to prepare a smooth handoff will help them stay organized and consistent. It will also clear out the doubts on who\u2019s responsible for what and ensure both teams are on the same page about the next steps.<\/p>\n\n\n\n
Planificateur<\/a> is a great task management tool for that purpose. Prepare the tasks for your team \u2013 that can be setting up internal meetings to pass key information from sales to CSM, meetings with the customers, scheduling emails, preparing educational resources, following up, etc.<\/p>\n\n\n\nThen, add this plan as a tab to the corresponding channel in your team and make sure to assign the tasks to the right people. Add notes, checklist and timelines and attach links and files if needed.<\/p>\n\n\n\n
In the same fashion you can use another project management tool and connect it with Microsoft Teams.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/div>\n\n\n\n4. Schedule meetings<\/h3>\n\n\n\n
Microsoft Teams is perfect for establishing regular communication bother internally and externally. You can leverage Channel Calendar app<\/a> to set up team r\u00e9unions<\/a>. This way, all the team events will appear in the calendar which is available for all team members.<\/p>\n\n\n\nYou can also add Channel Calendar to the shared channel for customer communications and use it to schedule recurring meetings. That can be relevant for their onboarding and monthly\/quarterly follow-ups.<\/p>\n\n\n\nMicrosoft Teams<\/a><\/figcaption><\/figure>\n\n\n\n<\/div>\n\n\n\nScale the sales-to-customer-success handoff process with nBold<\/h2>\n\n\n\n<\/div>\n\n\n\nNow, in order for it to work, you\u2019d need to repeat this process over again for each new customer. That would mean closely tracking the deal stage with the sales team in the CRM you use and preparing a new workspace in Microsoft Teams in due time to start the handoff and onboarding.<\/p>\n\n\n\n
Doing so manually each time can be extremely time consuming and inefficient. But there is a way to automate this process with nBold.<\/p>\n\n\n\n
Voici comment cela fonctionne :<\/p>\n\n\n\n
1. Create the original team<\/h5>\n\n\n\n<\/figure>\n\n\n\nThis is the team that you will use as a template. Add the channels you need, upload key documents and files, create tabs with your most-used apps, including your system of record, task management tool, document library, guidelines, etc.<\/p>\n\n\n\n
<\/div>\n\n\n\nYou can also add the owners and members to the original team. These people will be automatically added to all new teams created from this original team.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/div>\n\n\n\n2. Build a template with it<\/h5>\n\n\n\n
Based on this team, you can create a template with nBold.<\/p>\n\n\n\n
Open the nBold app in Microsoft Teams, click on +New Template and choose the team you just built. Configure governance policies in accordance to your IT requirements. You can set up Naming Convention for your teams, Approval Workflow for team creation, Audience Targeting so that only specific users could see and use the template, Permanent Ownership and Membership as well as Privacy Policies.<\/p>\n\n\n\n
This template will be added to your own Template Catalog.<\/p>\n\n\n\n<\/figure>\n\n\n\n3. Set up the Customer Success solution<\/h5>\n\n\n\n
If you\u2019d like to seamlessly integrate your CRM with Microsoft Teams for sales-to-CS handoff you can additionally set up Customer Success solution.<\/p>\n\n\n\n
Choose the CRM you use (Salesforce<\/a>, HubSpot<\/a>, Pipedrive, etc.) and configure custom fields that would trigger team creation. That can be the deal stage or amount, for example.<\/p>\n\n\n\n<\/div>\n\n\n\n\u2192T\u00e9l\u00e9charger : Guide d'int\u00e9gration de Microsoft Teams et Salesforce<\/strong><\/a><\/p>\n\n\n\n<\/div>\n\n\n\nThen, whenever a deal\/opportunity in your CRM will correspond to the settings you defined, it will trigger creation of a new team automatically with the structure, frameworks and the right people added by default.<\/p>\n\n\n\n<\/figure>\n\n\n\n4. Collaborate on newly closed deals<\/h5>\n\n\n\n
Note that your team will be live: you will receive automatic CRM updates directly in Teams. For example, it can reflect changes in the deal stage, amount or a let your team know about a new task.<\/p>\n\n\n\n
This way, you bring everyone together in the same workspace, giving them equal access to key information and opportunity to store CRM data in Microsoft Teams. <\/p>\n\n\n\n<\/figure>\n\n\n\nLearn more about Customer Success solutions<\/a><\/p>\n\n\n\n<\/p>\n\n\n\n
Now let\u2019s walk through the way you can set up this process in Teams. We\u2019ll show you a few examples that you can adapt to your unique business needs.<\/p>\n\n\n\n
1. Create a team for each new customer<\/h3>\n\n\n\n
To make sure each customer is addressed properly the best practice is to build a separate team for each. This way you and your team will have a workspace dedicated entirely to the client that contains all the information about them.<\/p>\n\n\n\n
It\u2019s important to add to the team the members of the sales team who worked on closing the deal with the customer. This is where they will share with the customer success team all the data they need to understand the customer\u2019s profile, their needs, requirements, and expectations.<\/p>\n\n\n\n Here\u2019s an example of a team you can create for customers:<\/p>\n\n\n\n You can create a shared channel<\/a> for customer communication and invite key representatives of the company. This way, they can always communicate with you whenever needed. At the same time, they won\u2019t have access to the other channels, so you don\u2019t have to worry about data leaks.<\/p>\n\n\n\n Now, let\u2019s provide your team with all the data and resources they need to successfully onboard a new customer and build a customer relationship.<\/p>\n\n\n\n Make sure your customer success team gets key customer information from sales. That includes:<\/p>\n\n\n\n You can store this information in a tool that you use for these purposes. If you\u2019d like to use Microsoft 365 tools for that, we recommend Listes<\/a>. It\u2019s a system of record that allows you to structure and retain important data.<\/p>\n\n\n\n For a smooth sales-to-customer-success handoff the sales team needs to document well all their findings about the customer and then pass them to the customer success team. This information should be stored in the team in Microsoft Teams and be visible and easily accessible.<\/p>\n\n\n\n You can document in a Word file all the customers\u2019 requirements, current issues they\u2019re having and their internal processes relevant for your business. Add this document as a tab<\/a> in the right channel. You may also want to use Wiki tab<\/a> for those purposes.<\/p>\n\n\n\n It will be a good idea to provide your team with guidelines that they can follow to properly onboard a new customer and follow up with them.<\/p>\n\n\n\n You can do so using SharePoint sites that you can transform into your own intranet. Add important documentation, tips, links, resources \u2013 all your team needs to work on establishing strong customer relationships.<\/p>\n\n\n\n You may also want to add some document templates, for example for reports and follow-ups.<\/p>\n\n\n\n Defining all the tasks your sales and customer success team need to complete to prepare a smooth handoff will help them stay organized and consistent. It will also clear out the doubts on who\u2019s responsible for what and ensure both teams are on the same page about the next steps.<\/p>\n\n\n\n Planificateur<\/a> is a great task management tool for that purpose. Prepare the tasks for your team \u2013 that can be setting up internal meetings to pass key information from sales to CSM, meetings with the customers, scheduling emails, preparing educational resources, following up, etc.<\/p>\n\n\n\n Then, add this plan as a tab to the corresponding channel in your team and make sure to assign the tasks to the right people. Add notes, checklist and timelines and attach links and files if needed.<\/p>\n\n\n\n In the same fashion you can use another project management tool and connect it with Microsoft Teams.<\/p>\n\n\n\n Microsoft Teams is perfect for establishing regular communication bother internally and externally. You can leverage Channel Calendar app<\/a> to set up team r\u00e9unions<\/a>. This way, all the team events will appear in the calendar which is available for all team members.<\/p>\n\n\n\n You can also add Channel Calendar to the shared channel for customer communications and use it to schedule recurring meetings. That can be relevant for their onboarding and monthly\/quarterly follow-ups.<\/p>\n\n\n\n Now, in order for it to work, you\u2019d need to repeat this process over again for each new customer. That would mean closely tracking the deal stage with the sales team in the CRM you use and preparing a new workspace in Microsoft Teams in due time to start the handoff and onboarding.<\/p>\n\n\n\n Doing so manually each time can be extremely time consuming and inefficient. But there is a way to automate this process with nBold.<\/p>\n\n\n\n Voici comment cela fonctionne :<\/p>\n\n\n\n This is the team that you will use as a template. Add the channels you need, upload key documents and files, create tabs with your most-used apps, including your system of record, task management tool, document library, guidelines, etc.<\/p>\n\n\n\n You can also add the owners and members to the original team. These people will be automatically added to all new teams created from this original team.<\/p>\n\n\n\n Based on this team, you can create a template with nBold.<\/p>\n\n\n\n Open the nBold app in Microsoft Teams, click on +New Template and choose the team you just built. Configure governance policies in accordance to your IT requirements. You can set up Naming Convention for your teams, Approval Workflow for team creation, Audience Targeting so that only specific users could see and use the template, Permanent Ownership and Membership as well as Privacy Policies.<\/p>\n\n\n\n This template will be added to your own Template Catalog.<\/p>\n\n\n\n If you\u2019d like to seamlessly integrate your CRM with Microsoft Teams for sales-to-CS handoff you can additionally set up Customer Success solution.<\/p>\n\n\n\n Choose the CRM you use (Salesforce<\/a>, HubSpot<\/a>, Pipedrive, etc.) and configure custom fields that would trigger team creation. That can be the deal stage or amount, for example.<\/p>\n\n\n\n \u2192T\u00e9l\u00e9charger : Guide d'int\u00e9gration de Microsoft Teams et Salesforce<\/strong><\/a><\/p>\n\n\n\n Then, whenever a deal\/opportunity in your CRM will correspond to the settings you defined, it will trigger creation of a new team automatically with the structure, frameworks and the right people added by default.<\/p>\n\n\n\n Note that your team will be live: you will receive automatic CRM updates directly in Teams. For example, it can reflect changes in the deal stage, amount or a let your team know about a new task.<\/p>\n\n\n\n This way, you bring everyone together in the same workspace, giving them equal access to key information and opportunity to store CRM data in Microsoft Teams. <\/p>\n\n\n\n Learn more about Customer Success solutions<\/a><\/p>\n\n\n\n <\/p>\n\n\n\n<\/figure>\n\n\n\n\n
2. Add necessary data and resources<\/h3>\n\n\n\n
Key customer information<\/em><\/h4>\n\n\n\n
\n
Sales\u2019 findings<\/em><\/h4>\n\n\n\n
Guidelines and file templates<\/em><\/h4>\n\n\n\n
T\u00e2ches<\/em><\/h4>\n\n\n\n
<\/figure>\n\n\n\n4. Schedule meetings<\/h3>\n\n\n\n
Scale the sales-to-customer-success handoff process with nBold<\/h2>\n\n\n\n
1. Create the original team<\/h5>\n\n\n\n
<\/figure>\n\n\n\n<\/figure>\n\n\n\n2. Build a template with it<\/h5>\n\n\n\n
<\/figure>\n\n\n\n3. Set up the Customer Success solution<\/h5>\n\n\n\n
<\/figure>\n\n\n\n4. Collaborate on newly closed deals<\/h5>\n\n\n\n
<\/figure>\n\n\n\n