Juan Alcobar is junior sales representative for a large equipment manufacturer. Sarah Gittins, a senior sales representative, has requested that Juan help her to prepare a sales presentation for a new prospect.
-As Sarah and Juan begin to put together the actual presentation,what should they do first?
A)Clarify the objectives for the presentation using their company's standard form.
B)Anticipate the prospect's needs based on the financial data gathered through public records.
C)Search the CRM system for information on purchase records of similarly-sized clients.
D)Find the correct format and graphics for the physical PowerPoint presentation.
E)List all the features of the equipment they offer in a way that's easy for the prospect to read.

Question

Quizplus · Accepted Answer

Clarifying the objectives for the presentation using their company's standard form will help Sarah and Juan to ensure that they stay on track and highlight the most important information for the prospect. This will also allow them to customize the presentation to meet the specific needs of the prospect.

Juan Alcobar Is Junior Sales Representative for a Large Equipment