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Customer Success Handoff and Management Template
Welcome - why create a handoff doc?
Customer Success New Deals
AE Deals to Handoff to CS - Joe
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Salesforce csv import


Base table from Salesforce
8
CSM
Account Name
Opportunity Name
ACV $
Renewal Due
Upsell Potential (sales or product teams)
Stage
1
​
joyridecoffee.com
Joyride Coffee Distributors-SFDC P Renewal 2020
$12,000.00
2/19/2020
Low
1 Kickoff
2
PM
Paul McManus
upcity.com
UpCity- SFDC E+P + P API - Renewal 2020
$2,000.00
9/27/2020
Low
2 Implementation
3
PM
Paul McManus
aviatrix.com
Aviatrix Systems-SFDC E/P/Reveal Renewal 2020
$2,500.00
11/21/2020
High
2 Implementation
4
PM
Paul McManus
pilot.com
Pilot-SFDC E+P Renewal 2020 (March EBR)
$1,800.00
4/15/2021
Low
3 Implemented
5
PM
Paul McManus
pilot.com
Pilot.com- Reveal Standard Renewal 2020
$5,200.00
4/17/2021
High
4 Expansion
6
​
enboarder.com
Enboarder- SFDC Enrichment + Reveal Renewal 2020
$1,800.00
8/20/2021
Low
3 Implemented
7
PM
Paul McManus
resultadosdigitais.com.br
Resultados Digitais- Enrichment API Renewal 2020
$1,200.00
3/18/2021
High
1 Kickoff
8
​
Fiix Inc.
Fiix- Marketo Enrichment+ Forms Renewal 2020
$1,200.00
4/11/2021
High
1 Kickoff
9
PM
Paul McManus
conversocial.com
Conversocial- SFDC E +P Renewal 2020
$1,800.00
4/30/2021
Low
1 Kickoff
10
​
konghq.com
Kong (previously Mashape)-SFDC E+P Renewal 2020
$9,600.00
3/27/2020
Low
1 Kickoff
11
PM
Paul McManus
gorgias.io
Gorgias.io- Prospector API Renewal 2020
$600.00
3/11/2020
Low
1 Kickoff
12
PM
Paul McManus
pathlight.co
Pathlight- SFDC E Renewal 2020
$1,600.00
10/8/2020
Low
1 Kickoff
There are no rows in this table
8
Count
11
Count Unique
$41,300.00
Sum
⁠

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