Working with the sales rep on an Opportunity or Client Account means helping the sales rep know what questions to ask to ensure you have enough detail to understand what the customer is trying to achieve. You might even need to join a deeper-dive call to ask the more robust or technical questions.

Reach out internally to other groups to get answers too. For example, the Product team for technical support (Does our API export "X"?). Maybe you even need to reach out to marketing to find out if there is a one-pager on security compliance. Perhaps you find a bug and now have to log a ticket with Support and help guide them to a fix. Here are tips of what that good collaboration and engagement look like.