Opportunity
1
BPS second use case
2
SI expansion
3
Robinetworks renewal
4
Payless inbound
5
EYS renewal
6
EYS renewal
7
Galerprises renewal
8
Payless Cashways EU
9
Payless Cashways EU
10
Huyler main team
11
Huyler main team
12
JJ RFI
13
JJ RFI
14
Wolf RFI
15
Wolf RFI
16
EFC inbound
17
EFC inbound
18
EFC inbound
19
Acepoly first team
20
Acepoly first team
21
Acepoly first team
22
Galerprises exploratory
23
Galerprises exploratory
24
Galerprises exploratory
25
Acepoly AUS
26
Acepoly AUS
27
Acepoly AUS
28
ET pilot
29
ET pilot
30
ET pilot
31
Owlimited inbound req
32
Owlimited inbound req
33
Owlimited inbound req
34
Sunlight renewal
35
Sunlight renewal
36
Sunlight renewal
37
Sunlight renewal
38
Sunlight renewal
39
Sunlight renewal
40
Acepolly second use case
41
Acepolly second use case
42
Acepolly second use case
43
Acepolly second use case
44
Acepolly second use case
45
Acepolly second use case
46
Huyler inquiry
47
Huyler inquiry
48
Huyler inquiry
49
Huyler inquiry
50
Huyler inquiry
51
Huyler inquiry
52
JJ second team
53
JJ second team
54
JJ second team
55
JJ second team
56
JJ second team
57
JJ second team
58
Owlimited expansion
59
Owlimited expansion
60
Owlimited expansion
61
Owlimited expansion
62
Owlimited expansion
63
Owlimited expansion
64
Galerprises second use case
65
Galerprises second use case
66
Galerprises second use case
67
Galerprises second use case
68
Galerprises second use case
69
Galerprises second use case
70
Robinetworks RFQ
71
Robinetworks RFQ
72
Robinetworks RFQ
73
Robinetworks RFQ
74
Robinetworks RFQ
75
Robinetworks RFQ
76
RN RFQ
77
RN RFQ
78
RN RFQ
79
RN RFQ
80
RN RFQ
81
RN RFQ
82
Acepoly AUS
Drag to adjust the number of frozen columns
Account
Stage
Start Date
End Date
Days in Stage
Notes
Bear Paw Solutions
Qualification
2/18/2024
2/28/2024
10
POC interested after initial outreach. AE to conduct discovery call next week.
Sunlight Intelligence
Qualification
1/27/2024
2/6/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Robinetworks
Qualification
2/4/2024
2/14/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Payless Cashways
Qualification
1/1/2024
1/11/2024
10
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs.
Edge Yard Service
Qualification
1/1/2024
1/11/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Edge Yard Service
Evaluation
1/1/2024
1/21/2024
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback.
Galerprises
Qualification
1/30/2024
2/9/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Payless Cashways
Qualification
1/28/2024
2/7/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Payless Cashways
Evaluation
1/28/2024
2/17/2024
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Huyler's
Qualification
12/21/2023
12/31/2023
10
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs.
Huyler's
Evaluation
12/21/2023
1/10/2024
20
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Jay Jacobs
Qualification
1/15/2024
1/25/2024
10
POC interested after initial outreach. AE to conduct discovery call next week.
Jay Jacobs
Evaluation
1/15/2024
2/4/2024
20
POC interested after initial outreach. AE to conduct discovery call next week. Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Wolf Motors
Qualification
1/13/2024
1/23/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Wolf Motors
Evaluation
1/13/2024
2/2/2024
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Preliminary discussion with the POC scheduled. AE to explore current pain points. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions.
Eagle Food Centers
Qualification
1/16/2024
1/26/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Eagle Food Centers
Evaluation
1/16/2024
2/5/2024
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Eagle Food Centers
Proposal
1/16/2024
1/31/2024
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Discussing contract terms with the client. Legal depar
Acepoly
Qualification
11/17/2023
11/27/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Acepoly
Evaluation
11/17/2023
12/7/2023
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Acepoly
Proposal
11/17/2023
12/2/2023
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Preliminary discussion with the POC scheduled. AE to explore current pain points. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect to align on the approva
Galerprises
Qualification
1/19/2024
1/29/2024
10
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs.
Galerprises
Evaluation
1/19/2024
2/8/2024
20
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Galerprises
Proposal
1/19/2024
2/3/2024
15
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Contract under review by the client. AE providing add
Acepoly
Qualification
12/23/2023
1/2/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Acepoly
Evaluation
12/23/2023
1/12/2024
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Acepoly
Proposal
12/23/2023
1/7/2024
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Client requested a formal proposal. Legal team i
Elek-Tek
Qualification
1/8/2024
1/18/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Elek-Tek
Evaluation
1/8/2024
1/28/2024
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Elek-Tek
Proposal
1/8/2024
1/23/2024
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Contract under review by the client
Owlimited
Qualification
12/23/2023
1/2/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Owlimited
Evaluation
12/23/2023
1/12/2024
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Product demo completed. Awaiting feedback from POC and procurement regarding next steps.
Owlimited
Proposal
12/23/2023
1/7/2024
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Client requested a formal proposal
Sunlight Intelligence
Qualification
10/29/2023
11/8/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Sunlight Intelligence
Evaluation
10/29/2023
11/18/2023
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback.
Sunlight Intelligence
Proposal
10/29/2023
11/13/2023
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect
Sunlight Intelligence
Negotiation
10/29/2023
11/8/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect
Sunlight Intelligence
Closed Won
10/29/2023
11/3/2023
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect
Sunlight Intelligence
Closed Lost
10/29/2023
11/3/2023
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect
Acepoly
Qualification
1/1/2024
1/11/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Acepoly
Evaluation
1/1/2024
1/21/2024
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback.
Acepoly
Proposal
1/1/2024
1/16/2024
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. POC interested after initial outreach. AE to conduct discovery call next week. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Client requested a formal propos
Acepoly
Negotiation
1/1/2024
1/11/2024
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. POC interested after initial outreach. AE to conduct discovery call next week. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Client requested a formal propos
Acepoly
Closed Won
1/1/2024
1/6/2024
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. POC interested after initial outreach. AE to conduct discovery call next week. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Client requested a formal propos
Acepoly
Closed Lost
1/1/2024
1/6/2024
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. POC interested after initial outreach. AE to conduct discovery call next week. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Client requested a formal propos
Huyler's
Qualification
12/4/2023
12/14/2023
10
Preliminary discussion with the POC scheduled. AE to explore current pain points.
Huyler's
Evaluation
12/4/2023
12/24/2023
20
Preliminary discussion with the POC scheduled. AE to explore current pain points. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders.
Huyler's
Proposal
12/4/2023
12/19/2023
15
Preliminary discussion with the POC scheduled. AE to explore current pain points. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Contract under review by the client. AE providing additional documentation f
Huyler's
Negotiation
12/4/2023
12/14/2023
10
Preliminary discussion with the POC scheduled. AE to explore current pain points. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Contract under review by the client. AE providing additional documentation f
Huyler's
Closed Won
12/4/2023
12/9/2023
5
Preliminary discussion with the POC scheduled. AE to explore current pain points. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Contract under review by the client. AE providing additional documentation f
Huyler's
Closed Lost
12/4/2023
12/9/2023
5
Preliminary discussion with the POC scheduled. AE to explore current pain points. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. POC interested after initial outreach. AE to conduct discovery call next week. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Contract under review by the client. AE providing additional documentation f
Jay Jacobs
Qualification
10/21/2023
10/31/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Jay Jacobs
Evaluation
10/21/2023
11/10/2023
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback.
Jay Jacobs
Proposal
10/21/2023
11/5/2023
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Working with the prospect to align on the approval p
Jay Jacobs
Negotiation
10/21/2023
10/31/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Working with the prospect to align on the approval p
Jay Jacobs
Closed Won
10/21/2023
10/26/2023
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Working with the prospect to align on the approval p
Jay Jacobs
Closed Lost
10/21/2023
10/26/2023
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Preliminary discussion with the POC scheduled. AE to explore current pain points. Product demo completed. Awaiting feedback from POC and procurement regarding next steps. Working with the prospect to align on the approval p
Owlimited
Qualification
11/3/2023
11/13/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Owlimited
Evaluation
11/3/2023
11/23/2023
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders.
Owlimited
Proposal
11/3/2023
11/18/2023
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Contract under review by th
Owlimited
Negotiation
11/3/2023
11/13/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Contract under review by th
Owlimited
Closed Won
11/3/2023
11/8/2023
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Contract under review by th
Owlimited
Closed Lost
11/3/2023
11/8/2023
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Contract under review by th
Galerprises
Qualification
12/2/2023
12/12/2023
10
Preliminary discussion with the POC scheduled. AE to explore current pain points.
Galerprises
Evaluation
12/2/2023
12/22/2023
20
Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested after initial outreach. AE to conduct discovery call next week. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions.
Galerprises
Proposal
12/2/2023
12/17/2023
15
Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested after initial outreach. AE to conduct discovery call next week. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Contract under review by the client. AE providing additi
Galerprises
Negotiation
12/2/2023
12/12/2023
10
Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested after initial outreach. AE to conduct discovery call next week. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Contract under review by the client. AE providing additi
Galerprises
Closed Won
12/2/2023
12/7/2023
5
Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested after initial outreach. AE to conduct discovery call next week. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Contract under review by the client. AE providing additi
Galerprises
Closed Lost
12/2/2023
12/7/2023
5
Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested after initial outreach. AE to conduct discovery call next week. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. POC interested after initial outreach. AE to conduct discovery call next week. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Contract under review by the client. AE providing additi
Robinetworks
Qualification
11/1/2023
11/11/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit.
Robinetworks
Evaluation
11/1/2023
11/21/2023
20
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders.
Robinetworks
Proposal
11/1/2023
11/16/2023
15
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect to align on the approv
Robinetworks
Negotiation
11/1/2023
11/11/2023
10
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect to align on the approv
Robinetworks
Closed Won
11/1/2023
11/6/2023
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect to align on the approv
Robinetworks
Closed Lost
11/1/2023
11/6/2023
5
BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Completed product demo. POC is comparing us with two other competitors. Gathering internal feedback. Working with the prospect to align on the approv
Revelationetworks
Qualification
11/15/2023
11/25/2023
10
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs.
Revelationetworks
Evaluation
11/15/2023
12/5/2023
20
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders.
Revelationetworks
Proposal
11/15/2023
11/30/2023
15
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Client requested a formal proposal. Legal team
Revelationetworks
Negotiation
11/15/2023
11/25/2023
10
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Client requested a formal proposal. Legal team
Revelationetworks
Closed Won
11/15/2023
11/20/2023
5
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Client requested a formal proposal. Legal team
Revelationetworks
Closed Lost
11/15/2023
11/20/2023
5
Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. Meeting scheduled with POC via BDR. AE to assess fit and discuss initial needs. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. BDR successfully booked a meeting with the POC. AE will determine if the solution is a good fit. Client raised questions about competitors. Follow-up meeting scheduled to address technical questions. Client requested a formal proposal. Legal team
Acepoly
Negotiation
10/16/2024
NaN
Preliminary discussion with the POC scheduled. AE to explore current pain points. POC interested in exploring deeper integration. Waiting for feedback from other stakeholders. Discussing contract terms with the client. Legal department reviewing the proposal. Negotiation with C-suite underway. Client has requested final pricing and references.
82 stages
Extensions

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