Handoffs makes it easy for us to create a better customer experience by mapping out the workflows for all our handoffs throughout the entire customer journey from sales rep handoff to CSM, to onboarding graduation, to even exec escalations and more. On top of that, Handoffs saves our team a huge amount of time by using AI to summarize meeting transcripts, emails, Salesforce CRM data, etc, all into a 1-page summary template. Review collected by and hosted on G2.com.
Additional automated triggers would be helpful but the team said that was coming in May so happy to see them listening to customers and building new features! Review collected by and hosted on G2.com.
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