Sales Call Agenda

Introductions
Name Rob Barker
rob@adatum.com

Position Sales manager Engineer Director CEO

Company A. Datum Corp. A. Datum Corp. Wide World Importers Wide World Importers

Angela Barbariol
angela@adatum.com

Jerry Orman
(215) 555-0140

Sonja Nitsche
(215) 555-0147

Objectives
Wide World Importers: Discuss need for reliable and robust integrated communication system A. Datum: Present solution Present solution benefits

Capability Overview
In order to determine how best to meet Wide Worlds needs, we plan to address the following: Review clients business needs Identify contributing factors Present possible solutions Reach a consensus

Sample Delivery
Solution for Fabrikam, Inc. Created custom solution to improve their voice mail storage Solution for Humongous Insurance Created custom database for storing new client information

Question and Answer

How expandable is your database storage? What kind of portal can you provide?

Next Steps
Can we meet on Tuesday at 3:00 P.M.? Can our representative bring some samples to show you?

Thank You
Thank customer for attending Thank customer for considering your business and your solutions Thank sales staff for their contributions