The relationship between Sales and Customer Success is a tricky one. 

When sales and customer success fail to collaborate on the best way to achieve their goal of a mutually beneficial relationship with their customers, they end up fighting over territory. 

There are some key myths that can make it difficult for both sides to work together effectively. In this [Un]churned conversation, Josh Schachter, Dan Ennis & Brittany Rodriguez,  chat about the love-hate relationship of CS with the sales team and burst some popular myths around the same:

• Role & KPIs of Sales and Scale team at Monday.com
• The Love & Hate relationship of CS with Sales
• Sales representatives overpromise on the product and CS
• Sales & CS handoff at Monday.com
• Sales  representatives don’t care for CSM's need
• Fostering trust between the Sales and Scale team at Monday.com
• The sales team doesn't add value to the CS team

The article referenced in the episode: Four Myths That Could Be Hurting Your Relationship With Sales

“ Before ever working with the customer directly, the sales team creates a super detailed handover and a meeting is conducted to communicate that. This allows the CS team to be able to help break down silos by providing feedback to the sales team in case there is a disconnect from what was being communicated previously. " - Dan Ennis

“ Although the CSMs are focused on the adoption usage, the account managers are working on the growth and expansion, you need to continue to feed each other information as you are learning more about the business. ” -Brittany Rodriguez


Get tips and insights from top leaders of the Customer Relationship world in your inbox each week. Subscribe to the Unchurned weekly newsletter at www.update.ai/unchurned

Thank you for tuning into the Unchurned podcast! If you enjoyed the episode, please subscribe to the show and leave us an excellent rating & review. 

Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin & Twitter. 

Follow UpdateAI for the latest news on the unchurned podcast on Linkedin & Twitter
UpdateAI presents Unchurned

👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams.

👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/

👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.

👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter