Connect Sales & Operations
Connect Sales and Operations
The customer should not disappear between sales and delivery.
DigaWork helps growing service businesses connect the systems, information, and workflows between the teams that win the customer and the teams that deliver the work.
Instead of manually recreating records, forwarding emails, and relying on internal handoffs, we build connected workflows so the right information moves with the customer.
Sales
Handoff
Customer context moves forward together
Operations
The gap between winning and delivering
A closed deal should not create a new round of manual work.
In many growing businesses, sales and operations work well independently but the transition between them creates friction.
- Operations recreates customer records manually
- Project details live inside sales notes
- Attachments are forwarded through email
- Deadlines or requirements are missed
- Sales promises are not visible to delivery teams
- Customers repeat information they already provided
- Project setup depends on someone remembering to do it
- Managers cannot easily see the full customer journey
Sales CRM
Customer record
Operations System
Customer record
One customer. One continuous journey.
The important information should follow the customer forward.
Customer handoff record
Ready to hand offCustomer
- Name
- Company
- Contact Details
Sale
- Service Purchased
- Deal Value
- Proposal
- Contract
Requirements
- Scope
- Preferences
- Special Instructions
- Dates
Delivery
- Assigned Team
- Project / Job
- Tasks
- Milestones
Operations
New project created with full context
Operations should not need to rebuild what sales already knows.
From manual handoff to connected workflow
See what changes when sales and operations share the same process.
Before
- 1Opportunity marked won
- 2Sales emails operations
- 3Customer details copied manually
- 4Project created by hand
- 5Tasks created manually
- 6Schedule updated separately
- 7Operations asks sales for missing information
- 8Customer receives inconsistent updates
After
- Opportunity marked won
- Customer and scope information moves forward
- Project or job created
- Standard tasks generated
- Team assigned
- Schedule prepared
- Customer status remains connected
The exact workflow may be different for every business. The goal is to remove unnecessary handoff work and keep context attached to the customer.
Different teams. Shared information.
Sales and operations can have different tools without losing the connection.
Sales workspace
- leads
- pipeline
- opportunities
- proposals
- follow-ups
Shared customer record
Jane Cole
Harper & Co.
Operations workspace
- projects / jobs
- tasks
- scheduling
- assignments
- delivery status
Different teams can work differently while still sharing the same customer context.
Keep the work moving
A won deal can trigger the next steps automatically.
Automation can handle the repeatable setup around the handoff while your team remains responsible for decisions, communication, and delivery.
The customer feels the handoff too
Your internal process should feel seamless to the customer.
Customers should not have to repeat information or wonder what happens after they say yes.
- Clearer onboarding
- Consistent communication
- Fewer repeated questions
- Better status visibility
- More organized next steps
- Smoother transition from salesperson to delivery team
What the customer experiences
Sale Confirmed
Welcome
Onboarding
Active Work
Completion
Behind the scenes · Sales & Operations
SalesSales closes deal
HandoffHandoff to ops
OpsProject set up
OpsTeam delivering
OpsStatus shared
What the handoff looks like
The transition looks different depending on the business.
Events & Venues
Sales
Key handoff information
Operations
Professional Services
Sales
Key handoff information
Operations
Home & Field Services
Sales
Key handoff information
Operations
One customer journey
Give both teams a clearer view of what is happening.
The goal is not to give every employee access to everything. It is to make the right information available to the right team.
Harper & Co. · Customer journey
- Sales ActivitySales
- Deal WonSales
- Project CreatedOps
- Tasks StartedOps
- Customer UpdateCustomer
- Work In ProgressOps
- CompletionOps
Sales can see
- Project status
- Major milestones
- Customer activity
Does this sound familiar?
Your sales-to-operations handoff may need attention if…
You may not need a custom solution if your existing CRM and operations tools already share the information your teams need.
Our approach
We map both sides of the customer journey.
Sales
Understand how the customer is qualified, sold, and documented.
Handoff
Identify exactly what information and actions need to move forward.
Operations
Map how work is created, assigned, scheduled, and delivered.
Connect
Build the workflows, automation, software, or integrations that connect the process.
How we build the solution
Connecting sales and operations may involve multiple parts of the system.
Starting point
The solution depends on what your teams use today.
CRM + Operations
Implementation starting at
$3,000
Ongoing service from $399/month
Potential scope may include
- Sales workflow mapping
- Operations workflow mapping
- Shared customer records
- Automated handoffs
- Project or job creation
- Task generation
- Notifications
- Integrations
- Reporting
- Training
- Launch support
More advanced systems involving multiple departments, portals, complex integrations, finance workflows, or significant custom development may require additional scope.
Sales & operations FAQ
Common questions.
It means the information and next steps from a sale move into delivery without being recreated by hand — so operations starts with the full context and sales can see what happens next.
Winning the customer should be the start of one connected process.
Show us how a customer moves from sales into delivery today. We’ll help you identify where information gets lost, work gets repeated, or the handoff could be smoother.