Handover Headaches: Navigating the Transition from Sales to Project Management and Finance

Callum Lennon


10 Jun 24


3 minutes

Handover Headaches: Navigating the Transition from Sales to Project Management and Finance

Transitioning sales deals from CRM to project management and finance for invoicing can be a complex process. While we all aim for a seamless transition, there are common challenges that can turn this journey into a bumpy ride:


Top Headaches in the Handoff Process


  • Incomplete Data: Sales teams sometimes leave out crucial details in the CRM, such as customer requirements, special terms, or basic contact information. This oversight creates bottlenecks and delays as project managers and finance teams scramble to fill in the gaps.
  • Miscommunication: Clear communication between departments is essential. Misunderstandings about project scope or expectations can derail timelines and negatively impact customer satisfaction.
  • Data Silos: When CRM, project management tools and finance systems aren’t integrated, data can become siloed. This fragmentation hinders a unified view of the project, leading to duplicated efforts and errors.
  • Inconsistent Processes: Teams often have their own methods. Without standardised handover processes, critical information can be missed, resulting in chaotic workflows.
  • Timing Issues: The timing of the handover is crucial. Handover too early, and project management may lack necessary information. Handover too late, and project start delays can impact cash flow.
  • Change Management: Sales deals can evolve with changing customer needs or project scope adjustments. Keeping everyone updated and managing these changes effectively is a common challenge.


How Do We Fix This?


  • Standardise the Process: Develop and implement standardised handover procedures to ensure consistency.
  • Improve Communication: Encourage open lines of communication between sales, project management and finance.
  • Integrate Systems: Ensure seamless integration between CRM, project management and finance tools to enable smooth data flow.
  • Training: Provide regular training for all teams on the importance of detailed data entry and adherence to processes.


How mutherboard.com and monday.com Can Help


mutherboard.com, through our partnership with monday.com, addresses handover headaches head-on. With monday.com's robust project management platform, you can:

  • Centralise Information: Keep all project details, client information and communications in one accessible place for all relevant teams.
  • Automate Workflows: Use automation to ensure critical information is passed on at the right time, reducing the risk of human error.
  • Visualize Progress: Gain real-time insights into project status with customizable dashboards, making it easier to manage timelines and expectations.
  • Collaborate Seamlessly: Foster better collaboration with integrated communication tools, ensuring everyone is on the same page.


By leveraging monday.com, you can bridge the gaps between sales, project management and finance, ensuring smoother transitions, happier clients, and more efficient operations.