Finding Customers
Problem statements
As you connect with the potential customer over several conversations, capture the list of challenges they face in the Customer Problems table below.
Once you have a good set of customer problems, create a draft of a proposal.
Select a customer problem and click the Create Draft Proposal button to create a new draft under the Proposal template navigation item.
Select customer problem: Needs a better way to track sales leads
Needs a better way to track sales leads
Create Draft Proposal
Customer Problems
Problem Title
Customer
Importance
Details
Needs a better way to track sales leads
Chris Andrews
Open
Needs to engage customers after closing a sale
Moira Boise
Open
There are no rows in this table
Map customer problems with experts on your team. You can map more than one team member to each problem.
Problems To Expertise
Problem TItle
Expert
Our Competency
Description
Needs a better way to track sales leads
Samantha Timmerman
Open
Needs to engage customers after closing a sale
Ted Smith
Tiffany Tweeds
Open
There are no rows in this table
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