Closing the Deal: The Customer Success Transition

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Course features
  • Category: Sales
  • Course Length: 7 minutes
  • Series: Closing the Deal
  • Video Length: 4.5 minutes
  • Author: The URL dr
  • Resources: Transitioning to Customer Success Checklist 
Course overview
In this micro course, you'll learn why customer satisfaction depends on smooth transition from Sales to Customer Success. You'll explore how Sales and Customer Success can set priorities and divide tasks, to make sure customers stay happy during the Sales to Customer Success transition. You'll also learn five ways to align Sales and Customer Success teams. 
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Course Learning Objectives
  • Explore why customer satisfaction is important
  • Identify how to set expectations between sales and customer success
  • Define how to align sales and customer success
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Certification included
Downloadable certificate upon completion.

Ensuring a Smooth Transition

The Customer Success Transition emphasizes the importance of a seamless handoff between the sales department and the customer success team. These two teams have distinct roles: the sales team focuses on winning new clients, while the customer success team is responsible for keeping them happy. A clear and organized transition from the sales process to customer success is essential. Without it, customer satisfaction can suffer, leading to churn and decreased loyalty.
What We Offer

What's included in this online course?

Video

Professional video is included with every course, discussing main topics and recapping key learning points.

Knowledge Checks

Check your retention of material and concepts with fun knowledge checks in the form of quizzes and games.

Engaging Material

Interactive elements, scenarios, and knowledge checks make learning entertaining and boost comprehension. 

Business Soft Skills

Critical knowledge to increase your value to your employer. Study at your own pace, at home or on the go.

Additional Resources

A list of additional resources is included with each course, directing students to extra material for further study.

Summary / Checklist

Each course comes with a summary of the key areas taught, in addition to a checklist for immediate implementation of ideas.
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Skills you'll learn in this course

Account Development

Sales

Customer Focus

Kim Merritt

Kim Merritt, The URL dr, has been teaching and training the business community for over thirty years. Her company's line of business soft skill micro courses are a quick and effective way to master a new competency in fifteen minutes or less. 
Patrick Jones - Course author