Section 1 - Instruction

In the previous units, you saw how deep research tools uncover insights and how interactive canvases help you shape them. Now, let's practice identifying which tool is right for each stage of a sales project.

Remember, it's often a two-step process: first gather prospect intelligence, then create compelling sales materials.

Engagement Message

Ready to test your sales workflow wisdom?

Section 2 - Practice

Type

Fill In The Blanks

Markdown With Blanks

You need to research a high-value prospect and then create a customized sales proposal. Which tool should you use for each step?

Step 1: Gather comprehensive data on the prospect's company, industry challenges, and key decision makers. - This is a job for [[blank:Deep Research]]. Step 2: Collaboratively build the customized proposal with tailored solutions and pricing. - This is a job for [[blank:An Interactive Canvas]].

Suggested Answers

  • Deep Research
  • An Interactive Canvas
Section 3 - Practice

Type

Sort Into Boxes

Practice Question

Sort the following sales tasks into the correct tool's box.

Labels

  • First Box Label: Deep Research
  • Second Box Label: Interactive Canvas

First Box Items

  • Prospect profiling
  • Industry analysis
  • Competitor mapping

Second Box Items

  • Proposal creation
  • Sales deck design
  • Quote generation
Section 4 - Practice

Type

Multiple Choice

Practice Question

A sales rep wants to understand a prospect's pain points before creating a tailored pitch. What is the most logical first step?

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