Sales to Customer Success Handover

• Empower your Customer Success team with a complete 360° deal overview.
• Ensure a seamless transition from closing to onboarding with a single, trackable link.
• A unified record of agreed terms throughout the sales process.
• Stakeholder mapping to track key players involved in the deal.

Simplify Customer Feedback Management

Effortlessly collect feedback from every customer interaction—whether it’s a sales call or a support chat—and convert it into actionable customer requests linked to a xoomboard issue. Customer Requests integrate seamlessly with your existing tools, allowing you to submit requests directly from your support platform, email client, or shared Slack channels.

Make sales handoffs seamless

Make the transition from Sales to Customer Success smooth for your customers and your team with up-to-date customer insights and an accurate record of previous conversations.