ENVISION SALES EXERCISE 11 BUSINESS CASE, PART 1: Cindy informs you that members of Acme Corporation’s affiliate company will also attend the Spring Kickoff event. They are considering hosting a similar event in the future, but first would like to evaluate the success of Acme’s program. Cindy does not have exact details yet, but she is hoping to have more information by the end of the week. Cindy can provide you with the partnering company’s information right now: Company Name: To create a unique company name for the Sandbox Training, use your name followed by Company. If your name is Anita Lou, the company name should be “Anita Lou Company”. Address: 83 Upper Street, London, N1 0NU, UK Phone: +44 20 7946 0312 Industry: Metal Market Segment: Corporate

ACTION STEPS: • CREATE AN ORGANIZATION PROFILE FOR ACME’S AFFILIATE COMPANY • ADD THE COMPANY AS AN INFLUENCER SUPPLEMENTAL ORGANIZATION

Were you able to complete this exercise? After answering, click NEXT to complete the survey.

ENVISION SALES SURVEY One way to complete the exercises in this section is outlined here:

WORKFLOW: • CREATE AN ORGANIZATION PROFILE FOR ACME’S PARTNERING COMPANY • ADD THE COMPANY AS AN INFLUENCER SUPPLEMENTAL ORGANIZATION

ENVISION SALES SURVEY

ENVISION SALES BUSINESS CASE, PART 2: You want to remind yourself to follow up with Cindy if she does not get back to you by the upcoming Friday.

ACTION STEPS: • CREATE A CALLBACK TRACE FROM WITHIN THE BOOKING TO FOLLOW UP

WITH CINDY NEXT FRIDAY

Were you able to complete this exercise? After answering, click NEXT to complete the survey.

ENVISION SALES SURVEY One way to complete the exercises in this section is outlined here:

WORKFLOW: • CREATE A CALLBACK TRACE FROM WITHIN THE BOOKING TO FOLLOW UP

WITH CINDY NEXT FRIDAY

ENVISION SALES SURVEY