Guides
Cheat sheet: How to perfect the account handoff process
70% of customers expect everyone they interact with to have complete account context (Zendesk).
But clunky processes and disjointed systems mean GTM team members aren’t always on the same page, so we created this cheat sheet.
In it, we unpack how to use AI agents to:
- Identify recurring trends and patterns in buyer conversations
- Quickly get answers to your questions about contacts, accounts, and deals
- Automatically create account handoff docs and executive briefs
Get ready to deliver a better buyer experience and increase win rates.