The Hand-Off

During the fulfillment stage of the process it's important to keep your whole team in the loop!

  • Having one place to store everything will help the rest of your team fill in the "backstory" on each customer. You want to ensure that you are tracking all your Communications and making relative Comments on the customer record - that allows a smooth transition from one team member to the next.  
  • Integrate your systems: Although we want the majority of your data stored in one place on the contact record, no system can capture everything. You can fill in the gaps with other services that integrate with your main CRM system. Check here for a list of the Integrations that work with Batchbook. 

Check out our Sales Guide for more details on how to create a winning sales process for your team!