Sales-Delivery Handover: Ensuring the Client Gets What They Bought
The Handover between Sales and Delivery is the moment where expectation (dream) meets reality (execution). If the salesperson sold "short deadline" and didn't tell ops, the project starts late. If they sold "customization" and the factory doesn't know, the product comes out standard.
The Mandatory Briefing
The secret is not allowing the sale to be considered "Closed" without the technical data needed for delivery.
Quality lock in Jestor
This is where Jestor stands out by delivering the solution in practice:
- Handover Form: The salesperson moves the card to "Closed." Jestor opens a pop-up requiring: Delivery Date, Tech Specs, and Attachments. Without this, the sale doesn't close (and commission isn't paid).
- Automatic Project Creation: As soon as the handover is approved, Jestor automatically creates the project on the Delivery team's board, with all info copied from the CRM.
- Cross-Notification: The delivery team gets an alert: "New project queued to start on the 10th."
Frequently Asked Questions (FAQ)
What if the salesperson fills in gibberish? Create validation rules. The system can check if the delivery date is feasible (e.g., minimum 5 days). MeetJestor.
Does the client participate in the handover? They can. Send an automated "Order Confirmation" email listing what was bought for them to validate.
Does it reduce churn? Yes, early churn (quick cancellation) usually happens due to alignment errors in the sale.
Conclusion
With Jestor, it is possible to automate workflows, connect departments, and create internal systems your way, all code-free and AI-supported.
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