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To see behind-the-scenes details Of Apex
2.Validation rules
3.Workflow rules
4.Approval processes
5.Assignment rules
6.Auto-response rules
7.Escalation rules

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See the solution below
Explanation/Reference:
1.Know the audience and realize that the driver for sales users is making their n umbel's
2. Ask to sec planners, notes, etc, and notice what is different between high and low performers
3. Examine what they want to track
4. Encourage a vision of the left hand knowing what the right is doing
5. First step is usually to make information tracking easy by consolidating all in one place