Handover Automation: Linking Sales and Delivery Without Noise
Every company's black hole is the border between Departments. The Handover between Sales and Delivery (Operations/Customer Success) is classic. The rep closes the contract, drops in the WhatsApp group: "We sold! Handle it!", and leaves. The delivery team doesn't know the scope, deadline, or what was promised.
The Systemic Mandatory "Briefing"
Training the team to "be more communicative" doesn't solve it. The system must force the correct collection of technical information.
The Unbreakable Bridge in Jestor
This is where Jestor acts to stem data loss:
- Poka-Yoke (Fail-proofing): In the Sales funnel, the button to move the deal to "Won" requires filling out mandatory technical fields (e.g., Machine voltage, Exact delivery address). Missing data? Deal won't close.
- Sub-Process Creation: As soon as the sale is won in Jestor's CRM, an automation "clones" the relevant info and creates a fresh project in the "Implementation" team's queue, notifying the responsible manager.
- Agreement Transparency: The delivery team has access to the signed contract PDF (attached to the card) to check exactly if there is any special late fine clause agreed upon.
Frequently Asked Questions (FAQ)
Doesn't this slow Sales down? It creates useful friction. The rep spends 2 extra minutes securing data, but the company saves 2 months of headaches resolving wrong returns. MeetJestor.
Can it notify the client? Yes. The handover can trigger the email: "Your account manager is now Peter; he will run your project."
Does it replace my current CRM? It can replace it, or, via Webhook integrations, pull "Closed Won" info from Pipedrive/Hubspot directly into Jestor processes.
Conclusion
With Jestor, it is possible to automate workflows, connect departments, and create internal systems your way, all code-free and AI-supported.
Discover Jestor and learn how to take your company's management to a new level of efficiency and integration.