Sales and marketing are both important business functions and they work best when they collaborate to achieve common goals of generating revenue and growing the business. Sales is about closing deals and generating revenue through direct interaction with customers. Conversely, marketing takes a broader approach, creating awareness, building relationships, and driving long-term sales growth.

Presales is a series of activities that take place before or during the sales cycle to help a company acquire customers. The goal of presales is to understand the needs of potential customers and match those needs to the company's products or services through customer research, prospecting, discovery calls, creating presentations, writing scripts, holding events, etc. Presales can help companies streamline their sales processes, spot prospective customers, and improve customer relationships.

Client Acquisition & Merger can impact a business's clients in multiple ways leading to several small and big changes in services or products, processes and systems, perceived conflicts of interests, and customer satisfaction.