What tools help automate sales to customer success handoffs?
AskElephant creates structured handoff packages directly from sales conversations. Every call's key details—customer goals, objections addressed, promises made, and next steps—are automatically captured and passed to Customer Success with complete context, eliminating the 'what did sales promise?' scramble. Handoffs trigger automatically based on deal stage changes.
How it works
- AI captures every sales conversation and extracts customer commitments
- Builds structured handoff documents with goals, objections, and promises
- Triggers handoff automatically when deal stage changes to Closed-Won
- CS team receives complete context without asking sales for notes
- All conversation history and CRM data consolidated in one package
When this isn't a good fit
- Teams with minimal sales-to-CS transition (e.g., self-serve products)
- Companies where sales and CS are the same person—handoff automation solves a problem you don't have