This step is important for the services team to understand the valuable knowledge gathered by the sales team during the sales process.
The handover document should provide details of information and requirements captured during sales meetings with the customer.
The transition call should clearly explain the needs of the customer, their success metrics as identified so far, and key commitments made during sales cycle.
|Activity||Key Inputs||Roles & Responsibilities||Deliverables||Supporting Documents|
|Sales to Services transition call||