Every time a customer sends us an enquiry for 30 days of free access, his record will be created in the CRM system as a case with the steps above, and his access will be set up in the CRM system. Then, the case is assigned to one of our sales representatives who is then required to follow-up on it till the end. Most cases will be successfully converted into paying customers, while some customers may not find software suitable for their requirements and those cases will be closed lost. (Which is okay, as it is business after all).
A suitable case type was created for this with relevant steps. The case type was called SL01: Solastis sales. To organize the access to these cases we created a global territory T01 : Global, and an organisation unit : O1, Solastis Sales.