Name
1
Jay Jacobs-Discovery-09-24-2023
2
Robinetworks-Discovery-09-30-2023
3
Owlimited-Discovery-10-02-2023
4
Jay Jacobs-Demo-10-22-2023
5
Robinetworks-Demo-10-23-2023
6
Owlimited-Demo-10-27-2023
7
Sunlight Intelligence-Discovery-10-30-2023
8
Galerprises-Discovery-11-02-2023
9
Robinetworks-Pricing discussion-11-02-2023
10
Owlimited-Legal discussion-11-04-2023
11
Huyler's-Discovery-11-15-2023
12
Revelationetworks-Discovery-11-16-2023
13
Acepoly-Discovery-11-18-2023
14
Owlimited-Discovery-11-25-2023
15
Galerprises-Pricing discussion-12-03-2023
16
Huyler's-Demo-12-05-2023
17
Acepoly-Demo-12-09-2023
18
Acepoly-Pricing discussion-12-18-2023
19
Jay Jacobs-Discovery-12-19-2023
20
Elek-Tek-Discovery-12-20-2023
21
Huyler's-Discovery-12-22-2023
22
Eagle Food Centers-Discovery-12-23-2023
23
Wolf Motors-Discovery-12-24-2023
24
Owlimited-Pricing discussion-12-24-2023
25
Acepoly-Legal discussion-12-24-2023
26
Payless Cashways-Discovery-12-26-2023
27
Galerprises-Discovery-01-01-2024
28
Elek-Tek-Demo-01-01-2024
29
Galerprises-Demo-01-07-2024
30
Elek-Tek-Legal discussion-01-09-2024
31
Galerprises-Discovery-01-09-2024
32
Eagle Food Centers-Demo-01-10-2024
33
Wolf Motors-Demo-01-14-2024
34
Galerprises-Pricing discussion-01-14-2024
35
Payless Cashways-Demo-01-15-2024
36
Jay Jacobs-Legal discussion-01-16-2024
37
Robinetworks-Discovery-01-17-2024
38
Eagle Food Centers-Pricing discussion-01-17-2024
39
Bear Paw Solutions-Discovery-01-20-2024
40
Galerprises-Legal discussion-01-20-2024
41
Galerprises-Demo-01-24-2024
42
Sunlight Intelligence-Discovery-01-28-2024
43
Payless Cashways-Legal discussion-01-29-2024
44
Galerprises-Pricing discussion-01-31-2024
45
Acetube-Discovery-02-03-2024
46
Robinetworks-Kickoff Call-02-05-2024
47
Leonard Krower & Sons-Discovery-02-06-2024
48
Leonard Krower & Sons-Demo-02-11-2024
49
Bear Paw Solutions-Discovery-02-12-2024
50
Timbershadow-Kickoff Call-02-13-2024
51
Acetube-Demo-02-14-2024
52
Bear Paw Solutions-Kickoff Call-02-19-2024
53
Bear Paw Solutions-Pricing discussion-02-21-2024
54
Timbershadow-Implementation-02-23-2024
55
Leonard Krower & Sons-Pricing discussion-02-26-2024
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Type
Type LR
Team (from Type LR)
Date
Accounts
Account Owner
Opportunity
User (from Opportunity Owner) (from Opportunity)
Contacts
Notes
Created By
Discovery
Discovery
Sales
9/24/2023
Jay Jacobs
Javier Santos
JJ second team
Richard Chen

Discussed client’s current challenges in scaling their internal infrastructure. POC expressed interest in automation tools to streamline workflows. Agreed to share case studies highlighting similar use cases. Set a follow-up demo for October 22.

Discovery
Discovery
Sales
9/30/2023
Robinetworks
Ava Gupta
Robinetworks RFQ
Judith May

Initial call focused on understanding the client’s needs. They are exploring options for a new CRM solution. Identified gaps in their current system regarding reporting and integrations. Client seemed engaged and requested additional technical documentation.

Discovery
Discovery
Sales
10/2/2023
Owlimited
Mia Kim
Owlimited expansion
Olivia Burton

POC shared frustrations around outdated systems that lack customization. They are particularly interested in our solution's flexibility and ease of integration. A demo has been scheduled for October 27 to showcase the product in action.

Demo
Demo
Sales
10/22/2023
Jay Jacobs
Javier Santos
JJ second team
Richard Chen

Conducted a product demo. Client appreciated the user-friendly interface and inquired about scalability options. POC asked for pricing details for enterprise features and requested a proposal by the end of the week.

Demo
Demo
Sales
10/23/2023
Robinetworks
Ava Gupta
Robinetworks RFQ
Judith May

Demo went well. POC was impressed by the reporting features, which solve a major pain point for their sales team. They want to explore a custom integration with their ERP system. Next step: prepare a pricing discussion scheduled for November 2.

Demo
Demo
Sales
10/27/2023
Owlimited
Mia Kim
Owlimited expansion
Olivia Burton

Demo successful. POC noted how our solution would save time on manual processes. Requested a deeper dive into security features. Legal review scheduled for November 4.

Discovery
Discovery
Sales
10/30/2023
Sunlight Intelligence
Ava Gupta
Sunlight renewal
Michelle Torres

Sunlight Intelligence is seeking to optimize their data pipeline. POC wants to ensure that our product can handle large datasets. Set up a follow-up demo to highlight performance under high load.

Discovery
Discovery
Sales
11/2/2023
Galerprises
Malik Johnson
Galerprises second use case
Judith Clark

Initial call focused on integration capabilities with existing tools. POC mentioned that they are reviewing competitors but like our product’s customization options. Scheduled a pricing discussion for December 3.

Pricing discussion
Pricing discussion
Sales
11/2/2023
Robinetworks
Ava Gupta
Robinetworks RFQ
Judith May

Reviewed pricing tiers with the client. They are interested in the premium package but requested a discount for a longer-term contract. Waiting on internal approval from the procurement team.

Legal discussion
Legal discussion
Sales
11/4/2023
Owlimited
Mia Kim
Owlimited expansion
Olivia Burton

Legal team raised questions about the data privacy clause. Sent over additional documentation to clarify. Expecting feedback by next week.

Discovery
Discovery
Sales
11/15/2023
Huyler's
Sophia Rodriguez
Huyler inquiry
Pamela Jimenez

Discovery call focused on understanding the scope of Huyler's operations. They are looking for a solution that can scale as they expand internationally. Next steps: schedule a demo for December 5.

Discovery
Discovery
Sales
11/16/2023
Revelationetworks
Sophia Rodriguez
RN RFQ
Mildred Weber

Client looking for a new vendor to replace their existing solution. Highlighted our platform’s flexibility. They showed particular interest in the analytics dashboard. Will follow up with a demo in December.

Discovery
Discovery
Sales
11/18/2023
Acepoly
Javier Santos
Omar Martinez
Acepoly first team
Eric Jackson

POC outlined their need for an AI-driven solution to streamline customer support. They are currently exploring different vendors and requested a demo to see how our solution performs in real-world scenarios.

Discovery
Discovery
Sales
11/25/2023
Owlimited
Mia Kim
Owlimited inbound req
Olivia Burton

Discussed potential integrations with their current systems. POC liked our automation features but is concerned about implementation timelines. Next step: pricing discussion in December.

Pricing discussion
Pricing discussion
Sales
12/3/2023
Galerprises
Malik Johnson
Galerprises second use case
Judith Clark

Reviewed pricing options and customized packages for their specific needs. Client is leaning toward the enterprise package. Awaiting final decision from their board.

Demo
Demo
Sales
12/5/2023
Huyler's
Sophia Rodriguez
Huyler inquiry
Pamela Jimenez

Demo covered advanced analytics and reporting features. POC asked for references from similar clients. Shared client success stories and scheduled a follow-up for further questions.

Demo
Demo
Sales
12/9/2023
Acepoly
Javier Santos
Omar Martinez
Acepoly AUS
Eric Jackson

The demo highlighted key AI capabilities. POC appreciated the quick response times and automation workflows. They requested a trial period before committing to a purchase.

Pricing discussion
Pricing discussion
Sales
12/18/2023
Acepoly
Javier Santos
Omar Martinez
Acepoly AUS
Eric Jackson

Detailed pricing tiers and potential discounts for longer contracts. Client is weighing the costs against a competitor. Awaiting feedback from their finance department.

Discovery
Discovery
Sales
12/19/2023
Jay Jacobs
Javier Santos
JJ RFI
Richard Chen

Reconnected with the POC to discuss new updates in their tech stack. POC is keen on learning more about our integrations with their CRM. Set a demo for January 2024.

Discovery
Discovery
Sales
12/20/2023
Elek-Tek
Andre Williams
ET pilot
Theresa Griffin

Initial discovery call revealed client’s need for better workflow automation. Their current system lacks proper integrations, leading to inefficiencies. Scheduled a demo for early January.

Discovery
Discovery
Sales
12/22/2023
Huyler's
Sophia Rodriguez
Huyler main team
Pamela Jimenez

Initial call to understand client’s pain points. They are expanding into new markets and need a flexible solution that scales with them. POC asked about multilingual support. Demo scheduled for January.

Discovery
Discovery
Sales
12/23/2023
Eagle Food Centers
Andre Williams
EFC inbound
Helen Ryan

POC mentioned they are exploring multiple vendors. Focused on understanding their inventory management challenges. Shared a high-level overview of our solution’s capabilities. Demo scheduled for January 10.

Discovery
Discovery
Sales
12/24/2023
Wolf Motors
Elijah Thompson
Wolf RFI
Billy Bennett

Client is looking to replace their existing solution. They want better integration with their ERP system. POC seemed interested in our reporting features. Set a follow-up demo for January 14.

Pricing discussion
Pricing discussion
Sales
12/24/2023
Owlimited
Mia Kim
Owlimited inbound req
Olivia Burton

Discussed pricing tiers and potential discounts based on their volume of users. Client asked about long-term support packages. Awaiting final feedback from the procurement team.

Legal discussion
Legal discussion
Sales
12/24/2023
Acepoly
Javier Santos
Omar Martinez
Acepoly AUS
Eric Jackson

Legal team had questions about the SLA and support levels. Provided additional documentation for review. Expecting final sign-off by the end of the month.

Discovery
Discovery
Sales
12/26/2023
Payless Cashways
Sophia Rodriguez
Payless Cashways EU
Jeffrey Grant

Discovery call highlighted client’s need for better inventory tracking. They are currently using outdated software. POC is interested in a trial. Demo scheduled for January 15.

Discovery
Discovery
Sales
1/1/2024
Galerprises
Malik Johnson
Galerprises exploratory
Judith Clark

POC provided insights into their current setup, which lacks proper analytics capabilities. They are considering a switch within the next quarter. Demo set for January 7.

Demo
Demo
Sales
1/1/2024
Elek-Tek
Andre Williams
ET pilot
Theresa Griffin

Demo covered workflow automation and advanced integrations. POC expressed concerns about the learning curve for their team. Agreed to share additional training resources. Legal discussion scheduled for January 9.

Demo
Demo
Sales
1/7/2024
Galerprises
Malik Johnson
Galerprises exploratory
Judith Clark

Demo focused on solving their data reporting issues. POC seemed impressed with the customization options. Client requested a pricing discussion to further evaluate costs.

Legal discussion
Legal discussion
Sales
1/9/2024
Elek-Tek
Andre Williams
ET pilot
Theresa Griffin

Client’s legal team raised questions about the data retention policy. Sent over additional documentation for review. Expecting final approval in the coming weeks.

Discovery
Discovery
Sales
1/9/2024
Galerprises
Malik Johnson
Galerprises renewal
Lauren Chavez

Follow-up call to clarify technical requirements. POC wants more details on our security features. Legal team is reviewing the contract. Pricing discussion scheduled for January 14.

Demo
Demo
Sales
1/10/2024
Eagle Food Centers
Andre Williams
EFC inbound
Helen Ryan

Demo focused on inventory management and reporting. POC showed interest in our automated alerts system. Waiting for feedback from the finance team.

Demo
Demo
Sales
1/14/2024
Wolf Motors
Elijah Thompson
Wolf RFI
Billy Bennett

Walked through the ERP integration and advanced reporting features. Client seems ready to move forward but wants to review pricing before making a decision. Pricing discussion scheduled for next week.

Pricing discussion
Pricing discussion
Sales
1/14/2024
Galerprises
Malik Johnson
Galerprises exploratory
Judith Clark

Discussed enterprise pricing tiers and multi-year contracts. Client asked for additional references from similar industries. Awaiting internal approval.

Demo
Demo
Sales
1/15/2024
Payless Cashways
Sophia Rodriguez
Payless Cashways EU
Jeffrey Grant

Demo covered inventory tracking and reporting. POC liked the solution but is concerned about the implementation timeline. Agreed to share a project timeline in the follow-up.

Legal discussion
Legal discussion
Sales
1/16/2024
Jay Jacobs
Javier Santos
JJ RFI
Richard Chen

Legal team is reviewing the contract. Client requested clarification on support SLAs. Sent over an updated agreement. Awaiting sign-off from their legal department.

Discovery
Discovery
Sales
1/17/2024
Robinetworks
Ava Gupta
Robinetworks renewal
Judith May

Follow-up discovery call to discuss further technical requirements. POC is looking for a scalable solution with minimal downtime. Agreed to share a technical whitepaper and schedule a pricing discussion.

Pricing discussion
Pricing discussion
Sales
1/17/2024
Eagle Food Centers
Andre Williams
EFC inbound
Helen Ryan

Walked through pricing for the enterprise package. Client asked about volume-based discounts. Waiting for final approval from procurement.

Discovery
Discovery
Sales
1/20/2024
Bear Paw Solutions
Malik Johnson
BPS second use case
Howie Liu

Discovery call revealed that the client’s current solution lacks proper automation. POC is particularly interested in our ability to streamline their operations. Demo scheduled for February.

Legal discussion
Legal discussion
Sales
1/20/2024
Galerprises
Malik Johnson
Galerprises exploratory
Judith Clark

Legal team had concerns about data privacy clauses. Provided additional documentation for review. Expecting a response by the end of the week.

Demo
Demo
Sales
1/24/2024
Galerprises
Malik Johnson
Galerprises renewal
Lauren Chavez

Demo showcased advanced analytics and reporting features. Client is keen on moving forward but needs final approval from the legal team. Legal discussion set for February.

Discovery
Discovery
Sales
1/28/2024
Sunlight Intelligence
Ava Gupta
SI expansion
Michelle Torres

POC is looking for a solution that can handle large datasets. Discussed our platform’s scalability. Agreed to schedule a follow-up demo to demonstrate performance.

Legal discussion
Legal discussion
Sales
1/29/2024
Payless Cashways
Sophia Rodriguez
Payless Cashways EU
Jeffrey Grant

Legal team is reviewing the contract. Client requested clarification on data retention policies. Sent over updated documents. Expecting feedback next week.

Pricing discussion
Pricing discussion
Sales
1/31/2024
Galerprises
Malik Johnson
Galerprises renewal
Lauren Chavez

Pricing discussion focused on enterprise packages. Client asked about potential discounts for signing a multi-year contract. Awaiting feedback from the finance team.

Discovery
Discovery
Sales
2/3/2024
Acetube
Sophia Rodriguez
Acetube inquiry
Victoria Porter

Discovery call focused on the client’s current challenges. They are interested in learning more about our reporting features. Agreed to schedule a demo for February 14.

Kickoff Call
Kickoff Call
Customer Success
2/5/2024
Robinetworks
Ava Gupta
Robinetworks renewal
Judith May

Kickoff call went smoothly. Discussed the onboarding process and set clear expectations for the next 90 days. POC seemed excited to get started. Next step: onboarding meeting.

Discovery
Discovery
Sales
2/6/2024
Leonard Krower & Sons
Andre Williams
LKS req
Lori Dixon

Initial call to understand the client’s needs. POC mentioned they are exploring options to replace their current system. Agreed to schedule a demo for February 11.

Demo
Demo
Sales
2/11/2024
Leonard Krower & Sons
Andre Williams
LKS req
Lori Dixon

Demo focused on ERP integration and advanced reporting features. Client seemed impressed but has questions about the learning curve for their team. Next step: pricing discussion on February 26.

Discovery
Discovery
Sales
2/12/2024
Bear Paw Solutions
Malik Johnson
BPS Pilot
Howie Liu

Discovery call revealed the client’s current struggles with automation and reporting. POC was interested in our ability to solve these pain points. Agreed to a demo next week.

Kickoff Call
Kickoff Call
Customer Success
2/13/2024
Timbershadow
Elijah Thompson
Timbershadow expansion
Scott Brewer

Kickoff call with the team went well. Discussed timelines and next steps. Client seems eager to move forward with the implementation process.

Demo
Demo
Sales
2/14/2024
Acetube
Sophia Rodriguez
Acetube inquiry
Victoria Porter

Demo focused on solving their reporting challenges. POC asked about integration with their current systems. They seemed satisfied with the answers. Awaiting final feedback.

Kickoff Call
Kickoff Call
Customer Success
2/19/2024
Bear Paw Solutions
Malik Johnson
BPS second use case
Howie Liu

Kickoff call to discuss onboarding timelines and key deliverables. POC is excited to begin. Scheduled a follow-up meeting for early March to track progress.

Pricing discussion
Pricing discussion
Sales
2/21/2024
Bear Paw Solutions
Malik Johnson
BPS Pilot
Howie Liu

Discussed pricing for the enterprise package. Client asked for a custom quote based on their volume. Next step: send the updated proposal.

Implementation
Implementation
Customer Success
2/23/2024
Timbershadow
Elijah Thompson
Timbershadow expansion
Scott Brewer

Implementation phase has started. Team is on track to meet deadlines. Weekly check-ins scheduled to ensure everything stays on schedule.

Pricing discussion
Pricing discussion
Sales
2/26/2024
Leonard Krower & Sons
Andre Williams
LKS req
Lori Dixon

Reviewed pricing for the enterprise solution. Client asked about potential discounts for multi-year contracts. Awaiting final feedback from their finance team.

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