01a - Transition From Sales

The first hurdle that Managed Service Providers face once an agreement is signed is accurate and timely transfer of information from sales to the services team. A new client's first perception of service delivery is formed during the service activation process. Activation issues resulting from incomplete or delayed transition from sales can dramatically impact this first impression - for the worse. Additionally, delayed activation frequently results in lost revenue opportunity and wasted effort from rework. Module 800-1121-01a, Transition from Sales, provides the process framework for closing the sales opportunity, agreement review and setup, transfer of information from sales to services, and the initial introduction of the services team to the customer. The cornerstone of this module is the Sales to Services Transition Call, where sales provides a comprehensive briefing to the services team on what was sold and the expectations held by the client for service delivery.

• Fewer activation and client satisfaction issues resulting from poor sales turnover

• Timely activation and initial billing for new clients

• Module overview plus 6 pages of detailed 11 x 17" process maps in hard copy and PDF format

• Personalized for your company; see details and license agreement below