Globalesm One
Hand off a customer from CRM to project delivery in Globalesm One
A customer handoff works when delivery can see the commitments it needs to act on.
By Globalesm
A customer handoff works when delivery can see the commitments it needs to act on. Globalesm One brings customer relationships and project work into one workspace. Evaluate it with one representative engagement and the people responsible for sales, delivery, and billing.
Choose the handoff record
List the customer contact, scope, responsible project owner, and first milestone. Decide which notes are useful to delivery and which should remain restricted. Document where the team finds the agreed scope and who updates it when the project changes.
Walk through a representative project
Create a sample customer and project using approved demo data. Ask delivery to find the information it needs without help from sales. Introduce a scope change and see whether the teams can agree on the current version, the owner, and the next action.
Decide whether the workflow fits
Review what still needs to happen in other tools and whether your team wants those handoffs integrated. Confirm available modules and setup with Globalesm. Use the pilot to make a practical decision about the work you want in the same workspace.
Put the plan into practice
Tell us about the workflow, environment, and product capabilities you want to evaluate.