


There's a lot of discussion around how Sales and Customer Success fit within an organization. Are they separate teams? Does CS fall under Sales? What about customer support? There are a number of different combinations, but regardless of what your organization looks like, the relationship...
There's a lot of discussion around how Sales and Customer Success fit within an organization. Are they separate teams? Does CS fall under Sales? What about customer support? There are a number of different combinations, but regardless of what your organization looks like, the relationship between sales and CS is crucial to business success. During this live Q&A, we're diving into the value of customer success, how to foster the sales + CS relationship, and how these two departments play a crucial role in business. Join us!
Allison is currently the Director of Solution Consulting at Zylo. Her career began as an elementary teacher and later transitioned into Sales and Customer Success, where she is now fulfilling her passion of solving technology problems, uncovering customer ROI, and building & scaling teams. Allison is a strong believer that work should be something you love, and when she is not talking to customers you can find her cooking and spending time outdoors with her family in the Bay Area.
What does a successful handoff from Sales to CS look and feel like? Internally? To the client?
At what point in the Customers’ journey Does it make the most sense to introduce Customer Success?
Where do sales and CS overlap, and how do they differ?
What's a good frequency for touchpoints for CS? And within that frequency, is there an ideal ratio of virtual meetings vs. in-person meetings?
Who are some of the best leaders you’ve seen create the best connections between Sales CS?
Is there a specific question you have for the speaker? Let us know!