Better Handoffs = Better Retention
It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!
It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!
Sales
Use AI to turn your CRM data into instantly sharable summaries to make customer handoffs 100x easier.
Streamline the Sales Rep to CSM handoff process with instant summaries and automated workflows. Your new customers will love when you fully understand their needs in the first conversation.
When accounts are transferred on your team from Sales Rep to Sales Rep ensure a deep knowledge transfer happens with one click. Create AI powered reports using your CRM data.
When a new meeting is booked, and there is a SDR to Sales Rep handoff, quickly see insights about your prospect. Ensure nothing is lost during the discovery process.
Make it easier for SDRs to provide relevant context instantly for AEs after they set the demo/meeting appointment.
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Let your CRM data work for you, using automated routing to trigger and manage assignments throughout your sales and customer lifecycle.
Improve customer NPS.
Reduce customer churn.
Speed up time to value.
Increase CSAT.
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It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!
© 2023. Handoffs, Inc.
