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4 Key Components to a Winning Handoff Process for SaaS Companies

Sales Hacker

Isn’t it ultra-satisfying to watch a perfectly automated factory assembly line? Salespeople create relationships, but it has traditionally been up to the customer success or account management team to nurture them. What is the handoff process? Why is the handoff process important? See how smooth things are?

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Rethinking The Sales And Marketing Organization

Partners in Excellence

” Sales picks up the process, SDRs call to qualify the opportunity, they hand the lead to an account manager who gets more information, the customer is handed over to a pre-sales person for a demo, then someone else try to close them. Likewise, sales shouldn’t be waiting for marketing to create awareness and demand.

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We Get Specialization Wrong!

Partners in Excellence

So specialists in check processing helped customer re-engineer their processes. As an account manager, much of my time was spent in identifying new opportunities to engage specialists to work with my customer, growing our value and share of customer. In those days, checks were paper and electronic payments were very rare.

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Do We Really Want Our Sales People To Be Value Creators?

Partners in Excellence

Too many organizations seem so focused on their own efficiency, mechanizing our process, and transactionalizing our engagement strategies. We are creating massive sales assembly lines optimizing the order taking process. At the time, many of us were alarmed with that statistic. We usually win on pricing.

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No More Quotas, No More Commission: Sales Without SDRs

Sales Hacker

Outreach enables accurate sales forecasting, replaces manual processes with real-time guidance, and unlocks actionable customer intelligence to help you win more often. The second aspect of the predictive revenue model is the sales assembly line or seller specialization or sales handoffs , primarily the AE/CSM split.

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Relationships Matter–But What Does That Mean?

Partners in Excellence

Often, these are those with the assembly line version of selling, optimizing our process, treating the customer as a widget they move through the process—lead, SDR, Demo, Account Manager, Specialist, Customer Experience Team… The customer is an object upon which we execute our selling process, working the numbers.

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The Problem With Efficiency

Partners in Excellence

Each step of our sales process is optimized to maximize the results our sales people get. We recognize different skills and capabilities are needed in different stages of the sales process. We start feeding customers through our process, moving them from person to person. And they are emotional.