What’s an overview of Stage 2?

• A. The TPP automatically gets sent to the prospect; Automatically an SA (Sales Associate) and PSE (Pre-Sales Engineer) Case gets created in SFDC to notify the PSE team; SA audits and submits RFP
• B. The TPP automatically gets sent to the prospect
• C. Present the Proposal/BCT/VROI (SFDC)
• D. Complete First Impressions

Answer: (A)

Stage 2 is about coordinating the hand-off of the proposal package to the prospect while triggering the internal workflow needed to advance the deal. The TPP goes to the prospect automatically, ensuring timely delivery. At the same time, a Case is created in SFDC for both the Sales Associate and the Pre-Sales Engineer, notifying the PSE team and starting the internal process. The Sales Associate then audits and submits the RFP, moving the cycle forward with accountability and traceability. This combination of automated external delivery and linked internal escalation keeps everyone aligned and speeds up the transition from proposal delivery to formal submission. The other options miss this full workflow: they either cover only sending the TPP, or only presenting materials in SFDC, or describe a step unrelated to the Stage 2 process.