Case Scenario: You are the Sales Representative for CRM Leadership Systems, a Winnipeg-based company that has the franchise to market Salesforce CRM software in this region.
At the meeting, your prospect has requested that you create a proposal for presentation at a future date. The proposal will detail how your company can help the prospect integrate Salesforce CRM into their work processes. In Salesforce make notes about the meeting, what the prospect would like to see in the proposal (use your creativity and imagination here) and what follow-up steps are required.