A customer record both teams trust
- Situation
- A B2B team keeps opportunities in the CRM and renewals in a spreadsheet because the two systems do not share a customer.
- First move
- Define the customer record, design the sales-to-success handoff on paper, and only then configure the integration.
- What changes
- Success starts work from the same record sales closed on. The renewal date lives in a system, not a tab.
