Teams and ownership · ASRR Tech
How do you improve sales-to-delivery handovers?
Ask delivery what information is needed to start. Use a handover check and distinguish confirmed agreements from sales expectations.
A practical example
Sales mentions a preferred date that delivery must assess.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Ask what is needed.
- Check confirmed scope.
- Request recipient feedback.
What does success look like?
Delivery can act without making important assumptions.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Teams and ownership: the wider process
CRM collaboration requires clear ownership, handovers and access. Describe what an employee must do to complete a task, then determine which information is required. Test configuration with accounts for the relevant roles and records from different teams. Ask colleagues to complete a handover without spoken explanation to expose missing context. Include absences and exceptions. A shared system works when the team gives fields, statuses and responsibilities the same meaning.