Are inefficient handoffs slowing down your team?
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Context-Poor Handoffs
Are SDRs not providing enough context when passing leads to AEs?
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Post-Sale Insight Gaps
Are AE’s leaving CSMs without critical customer insights post-sale?
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Unorganized Technical Handoffs
Are technical handoffs to solution engineers unorganized?
Overall rating:
4.9
Process Standardization Issues
Is a lack of standardized processes creating delays or errors?
Drive effortless handoffs for better teamwork and customer experiences.
Bardeen automates handoffs between sales, customer success, and technical teams.
Automate the SDR to AE handoff
Make every lead handoff smooth and actionable.
Automatically notify AEs with a detailed lead summary, including call notes and next steps.
Enrich lead data using tools like Gong and ZoomInfo.
Trigger Slack or email notifications for instant alignment.
Automate the AE to CSM handoff
Equip your CSMs with the full picture for strategic onboarding.
Automatically compile negotiation history, customer expectations, and deliverables into a summary.
Sync all details to CRM and notify the CSM team via Slack or Teams.
Ensure deadlines and timelines are clearly communicated.
Drive seamless technical handoffs
Enable your technical teams to hit the ground running.
Gather all technical context—product usage, customer requirements, and prior conversations—into one report.
Share reports via Slack and link them to CRM records.
Automatically prioritize deliverables with deadlines and timelines.
Meeting prep & follow-up
Walk into every meeting prepared, and follow up like a pro.
Aggregate CRM data, product usage, and prior feedback for comprehensive meeting prep.
Suggest meeting agendas based on recent data and communication.
Automate post-meeting follow-ups with summaries, next steps, and personalized emails.
Monitoring inbox for time-sensitive replies
Stay on top of critical emails without the stress.
Monitor inbox for time-sensitive replies and urgent follow-ups.
Qualify email sentiment to suggest response actions.
Automate email prioritization and notify via Slack or Teams when urgent action is needed.
Alex, Co-founder & CEO
"Bardeen has become Deel’s most critical GTM tool in 2025... It’s driving measurable efficiency gains across our entire revenue organization."
60h saved
on prospecting per week
Caroline
Sales
75% boosted
efficiency on building lead lists
Alex
Co-founder & CEO
15h saved
by team per week
Pat
Talent Research
Automated
data entry & market research
Tufan
Market Development Manager
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5h
per web scraping task
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Saad
Senior Research Analyst
15h
per week
Eltjo
Director of Sales
98%
expense reduction
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Chris
CEO