Scenario 1 of 3

New client sales handoff

Congratulations! You've just been given your first client account.

Bloom, is a CRM software tool that helps companies manage their relationship their customers by keep tracking of their sales and contracts. As a customer success manager, it's your job to make sure that companies using Bloom are getting the most out of the product. A new company just signed up to use Bloom and you've been assigned a new company account. First things first, smoothly transition them from the Bloom sales team

Before you connect with the point person on this new account, you’re meeting with the Account Executive who closed the deal. What information should you expect to gather during this meeting?