Sam was a President's Club award-winning salesman. He wore a Rolex watch and was in the market for a bigger house. Sam's sales record was so great that he soon received an offer that he couldn't refuse from another company in his industry.

The first few weeks at Sam's new job were wonderful. The product training was excellent, and the office buzzed with energy and excitement. His boss said that as long as he hit his target each month, Sam would survive in the job. Sam thought it was a bit early to be talking in terms of "survival" but such is the life of a salesperson.

On the last week of the month, a client spoke those magic words, "Send me your final proposal," and Sam was over the moon. He logged on to his company's CRM system, and searched for the button to generate his quote and proposal.