How to Fix Sales Handoff With Rasayel’s WhatsApp Inbox

Once a deal is closed, the real work begins, but most handoffs between sales and support fall apart. Support has no idea what was promised. Sales is stuck answering follow-up questions. Customers feel ignored and end up chasing answers or repeating themselves. And worst of all, it all happens in silos, with conversations scattered across tools like email and Slack.

Rasayel is a WhatsApp communications platform that gives both sales and support access to the same team inbox, with full conversation history, automation capabilities, and built-in tools to manage handoffs. This makes it easier for one team to step out and the next to step in, without losing context.

Why does sales-to-support handoff break down? #

Most teams run into the same problems during a sales-to-customer success handoff:

• No standardized handoff process across the team
• Sales and support don’t share the same tools or view
• Handoff triggers aren’t clear or automated
• Key info doesn’t make it into the CRM
• There’s no clear owner once the deal closes
• Customers are forced to repeat themselves to new agents

How Rasayel fixes your sales handoff process on WhatsApp #

The sales handoff doesn’t have to break the customer experience. Rasayel gives your team the tools to move smoothly from sales to support on WhatsApp, without switching tools, forwarding messages, or chasing down context.

Here’s how it works across each step of the handoff:

1. Set up the handoff after closing the deal #

Start by reassigning the conversation to support as soon as the deal is closed. Here are the key steps to follow when setting up the handoff:

• Tag the conversation with a label like “needs onboarding” or “awaiting support” to flag it for the next team.

• Use @mentions to assign responsibility and notify the right person.
• Add internal notes in the WhatsApp chat to share key context or deal details. The notes are only visible to your team, and not to the customer.

You can tag contacts with labels like “needs onboarding” to show what action is required before support steps in. These tags help your team prioritize conversations, track progress, and keep everyone on the same page.

2. Transition from sales to support #

Even when deals are closed properly, handoffs can still get messy. Sales might forget to loop in support, or worse, the transition happens over email, where messages get buried or lost.

Here’s how the handoff works on Rasayel:

• Sales reassigns the conversation directly from the shared WhatsApp inbox.
• Support is notified instantly via the @mention and sees the tag that shows what’s needed.
• Internal notes give them full context without having to ask for it.
• If you’ve set up automation, a chatbot, or a CRM update can trigger the handoff automatically

3. Support steps in with full context after handoff from sales #

Support shouldn’t have to dig through emails or ask sales what was promised. And the customer definitely shouldn’t have to explain their story twice.

With Rasayel, the full message timeline stays visible, so it’s easy to catch up on the key points, like plan details, or special requests. Sales and support activities are logged under the same contact or deal in your CRM. This allows for the support team to see exactly what the customer bought, what was discussed, and what needs to happen next.

Built for the full journey: From first message to long-term support #

Smooth handoffs depend on clarity, consistency, and shared context. Rasayel is built to support every step of the customer journey on WhatsApp.

Sales, support, and customer success all work in the same inbox. Everyone sees the same messages, uses the same tags, and activity is automatically logged to the same CRM. There’s no confusion, no duplicated work, and no need to dig through Slack or email for context.

Here are the key ways Rasayel supports that collaboration:

• Shared workspace for the whole team
• Unified inbox across sales and support
• End-to-end CRM integration
• Handoffs and collaboration built into the workflow
• Clear ownership with conversation assignment
• Tags, notes, and mentions that help teams stay aligned without switching tools

About the author

Hania Elmessiry

Hania is a seasoned researcher and content writer specializing in WhatsApp Business and its role in B2B sales and customer engagement. With years of experience creating in-depth, thought-provoking content, she combines real-life use cases and deep industry insights to help businesses leverage WhatsApp as a growth tool. Her expertise lies in translating complex research into actionable strategies, making her a trusted resource for companies looking to innovate their communication and sales processes.

@Hania Elmessiry on LinkedIn