Wrong person and the organization might not be a good fit either.
Good initial discussion with a BD exec – not the ideal persona, but a worthwhile conversation that will help us qualify and get to the right contacts
This lab doesn’t do night guards or dentures (don’t plan on dentures at all), but could see nightguards as something down the road. Most likely will be a referral to an outsourcing partner lab because they don’t have the business to justify bringing in-house. Regardless, was a good conversation and we are now in contact if something does change.
Right person, not as high level but he has the pain we can address
Nice intro meeting and setup for Accenture.
Good company, good contact needs to be referred to corporate
I think Brian was let go from his job in the past week and neglected to update Emie prior to our call. He did say that when he landed his next gig he’d keep us in mind and reach out
This was the right person at the right company. The opportunity is just not very big.
Definitely the appropriate audience (cybersecurity), but not the right person/s for this particular effort, although willing to introduce to the right people (CISO, counterparts involved with data security efforts).
Not the right audience at PPD. Conversation would be better suited for a leader in Security or Privacy there.
Needs significantly more qualification and identification of need, budget and time frame. Will see where it goes.
There was very little background information for this lead. No notes. The lead thought that they needed to send emailed responses to discovery questions prior to a demo. That caused confusion in the time of the demo (she originally requested to reschedule to give her more time to respond) and the information should have been gathered via phone ahead of scheduling the demo rather than attempting to collect it via email at the last minute. I clarified for her that we could just talk through the questions at the initially scheduled time, rather than pushing a week.
They may be a good fit, but I did not run a demo because the ED was not on the call and they had outstanding questions about timing.
no active projects or pipeline, no knowledge or experience in ESS, and they are simply a resi shop with commercial aspirations – it will take them a couple years to be a great Stem partner. BUT they could be interesting to pass to our distribution partners
Can influence a decision – use case appears to be there for North America. Next steps set for 8/31. Good call!
Good information provided by Sarah.
Kelley is the right contact at Change, they have an immature appsec program but are addressing their SDLC and this could be part of 2021 planning.
Quality leads, notes were accurate, and lead was responsive to our tools
Students coming back on campus…Interested in dividers…
Good call…Students coming back on campus next week…Interested in touchless counter displays…
continue to focus on setting up meetings with MEP (mechanical electric plumbing) design, engineering firms!
Can influence the decision maker. Very engaged, we got some good intel. They are talking with other competitors as well. Solid call.
Pete did a fantastic job of securing a meeting with the CTO of a technology partner that fits perfectly within the Morpheus portfolio. At the end of the call the CTO committed to connecting us with his technology evaluation team with the goal being to expand their product portfolio with the Morpheus platform. He also had an immediate sales opportunity with Nasdaq and invited Morpheus to present to them next week. The collective Morpheus team agreed it was one of the best discovery called we had in along time, Keep them coming Pete!
Well qualified prospect who is doing EVERYTHING manually right now. Agreed to Web Demo this week.
interested to take next steps
Good POC, while it may not be an immediate need, the prospect has a vision and we can help develop a plan for his goals.
Jim was definitely interested to learn more about our capabilities. They don’t meet the standard base requirements to justify this being an opportunity, but he wants to learn more and build a case. Hopefully, this is something we can make an opportunity in the next few months.
Thanks again Ben for a great lead!
Excellent contact. Not decision maker but will become an internal champion.
We are going to have an in-depth DEMO soon that Erin found and a gained interest among the AppSec Team.
It was a short call, but we were able to schedule an hour long follow up in the next few weeks. They are looking for budget numbers for 2021.
The right audience was on the call from the prospect side. Solid lead and interest from the prospect.
Great intro call with a qualified prospect
Strong intro call with a C-level exec at great prospect
Good initial call with a potential prospect
Great opp, shopping, needs fit within our systems capabilities
Kota is a young cyber professional. Just started at Sempra 3 months ago. This was an OK, call and he could be a resource to connect with others at sempra who are more of a target for us.
Good job qualifying this as a competitive opportunity
This was the perfect situation to be presenting VitusVet. The lead was engaged, knowledgable and overwhelmed using an outdated solution. Couldn’t ask for a better handoff.
This contact worked in the Communication Security department of ADGA and not in Information Security. After introducing what Rapid7 does, he mentioned he will not be able to provide any infosec information so we determined it was not the best use of our time to continue the call. The prospects title on his Linkedin page was misleading but in the future more initial qualification can be done to determine if they are the right contact.
External consultant not responsible for internal IT Security
Good meeting with the proper contact
Contact was an external consultant and is not responsible for internal IT Security
Peggi does seem interested, but not until 2021. Michael had great follow up and communication via LinkedIn with Peggi
He is a user of Rave Mobile’s solution however the contract is about to expire. Excellent opportunity.
It was an interesting conversation but the organization is too large and likely bureaucratic to find a opportunity.
Another great lead to build our pipeline! Thanks, Mae!
Great find, Curtis. Gave it a 9 because at this time they are still planning, so no clue on initial budgets yet. But overall, this is a perfect lead for F1!
Great conversation, right in our wheelhouse. Scheduling a follow-on call!!
Great connection with Alec, looks to be a promising lead! Thank you!
Not a good contact for Code Dx but knows the InfoSec team and may be able to introduce us.
loved the concise messaging and conversation. Great open-ended questions and establishing rapport. Great job Ashley!
good contact, good opportunity
Knows the landscape and seems to understand our pitch, a bit junior so more an influencer than decision maker – nothing here now but will stay in touch.
Athena Ambulatory targets – keep them coming!
Great contact who has voice within org. Willing to review materials and socialize with peers. Plan to meet early September for continued discussions.
I appreciate the support and collaboration with Haley and Simone. They are proactive, professional and always seem to have a positive attitude. I’ve truly enjoyed the partnership and teamwork on our joint Federal call campaign.
Good Call. Correct Contact.
Meeting scheduled with the right contact. Great opportunity
This is a broker in the employee benefit space. We need to focus on Workers Comp,
Big opportunity at Corporate – needs referral
Lauren was not directly involved with the emergency mass notification system which is run through USC and not through USC Medical. I will send her information and then nurture.
The have a 4-5MW load. They do curtail, but are potentially interested in curtailing. He needs to discuss with his team to determine if this is something they want to consider…
Qualified lead with opportunity to earn business in 90-120 days
Great Call. Exactly who we need to reach.
good prospect – need to get clarified his operations
Great meeting and information prior to the call. Could use a little more information on what exactly the prospect is expected to get out of the meeting. Overall great job.
While it would be a good prospective client, and definitely the correct point of contact, it simply is not the right timing for the company.
Good meeting with customer…No students on campus for fall semester…School has 4 campus location in the Chicago area and one in Florida…Interested in both hand sanitizer and dividers…
This was an odd lead. It was perfectly targeted, in terms of the position of Simon and the industry (Canadian FedGov), and there appeared to be pretty good interest generated prior to the call. Unfortunately Simon joined the call and was a bit “stand-off-ish”, and didn’t really seem to have a lot of interest in the call. Ultimately though, he did confirm that his team does market scans for products and requested to be sent some collateral on AtHoc to review. Could It may not have led to a demo right away, but the visibility to his role at ESDC is important for us.
The gentleman we spoke to is no longer employed at any organization, so this was essentially a webinar for 1.
Very good lead, already had a follow up call.
Great Call. Exactly our target
As BlueMemory qualifies leads, it would be great to get a clear answer on what applications or services they plan to develop in the cloud.
As Ben identified previous to call, the customer is considering moving off UCCE. In fact, they have already been transitioning off UC and are going to MS Teams for phone and collaboration. The only open question is contact center. Of limited value unless one of our clients wants to host as they want an off-prem, preferably cloud solution. With only 100 concurrent agents that will likely be Cisco Webex Contact Center and we don’t play there unless there are multi-tenanted solutions from another of our partners.
Great call. Exactly who we need to meet/speak with.
This is a small city in Mississippi, who are advanced for their size as it comes to cyber security, but are still too small to be a good lead for us, and have made investments in technologies we do not support. I am connecting them with GPS for pro services, and that’s about it.
great call. Good discussion, perfect person for us to connect with.
Great Call. Great insights exactly the person we needed to meet.
This prospect was very small and have a very low cyber security spend, so they are not a good fit for our services. He was open to the discussion, but there is no active project here.
Good Call. We knew him from previous work. Good job.
Good call. Got direction. Wrong linkedin profile attached
great call. Will result in opportunities
Interesting conversation, but the company had just been acquired by a much bigger organization, and none of the decisions are being handled by Dynetics anymore. I am sending over info for the resource from Dynetics to share with their acquirer, but there’s no active project here.
Great lead with a healthcare provider who are WAY behind from a security maturity prospective. Currently looking at SIEM, Splunk included, and have no team to support it. We will be picking it back up next week.
Lead is not a likely buyer of the product. Mega-banks don’t seem to be in our sweet spot.
existing SIEM user, right size organization
Good contact – unsure if he is a buyer but he understood what we had to offer (toughly) and was willing to share a bit about his situation, will follow up and see if there is a fit within his org (said unlikely) or if there is a fit somewhere else in WK.
Great job Zach! Interest and use case are there. She can influence a decision. Next call set for next week.
Identifying that this was a prospect for the Hinge consulting side was helpful for me because I could prep better for the call.
Leads improving, especially those focused on newer platforms like Twilio and Amazon
Leads continue to improve, especially with the quality and quantity of information gathering pre-call
This organization was not ready to have a buying conversation, they were using a few different systems but no real problem with any of it.
It was difficult to determine if they even wanted to get a new system in place and to determine their timeline. That was largely because of them and the fact that they were unsure of what they wanted, and not because of James. However, it would have been a better use of time if those questions were addressed more explicitly in the initial call.
Too small. No budget. No timeline.
No budget. No need. No timeline.
– This has legs. Alex is not a decision maker but there are business problems present. He was engaged the entire presentation with great questions. Confirmed he wanted follow up but wouldn’t commit to date/time.
– Only downside was the prospect wouldn’t commit to a time for follow up demo. Osama was interested but will have to see if he moves forward with scheduling a demo .
I think there was a misunderstanding between Arthur and the lead as they are actually looking to shut the lab down and are not in the market for a 3D printer. No problem at all though was a quick conversation so not literally a waste of my time:)
He was the right person at the right time and although they have an internal team for some of their needs, there is a strong chance that they will need some help. Great lead and another opportunity in the pipeline!
We didn’t know that he is not longer employed . Unfortunate because it was a good call.
Good opportunity…Students coming back to campus in a couple weeks…interested in hand sanitizer solutions…will review details with his boss and get back to us…Could be an opportunity for a quick order…
They are an operator and contractor for the mining industry. Keith said Nick’s timing was perfect as they are currently looking into various technologies/solutions.
Glenn manages a team that is on the data science side, not building the pipelines, but understands our pitch and can see some use cases (within his team and outside) – we will move to demo and explore a bit more, good work!
Please qualify better for our system sizes and their market.
This lead is for a much smaller battery manufacturer looking to integrate with a software partner. They are a new startup styled provider that does not have the track record or ability to make volume commitments that would immediate benefit Stem. It was good to hear from them, but likely we will not find an opportunity to partner in the future.
developer, not app sec. very new to facebook. needs time to be of use to us.
All of the calls so far have been worthwhile. This one was probably the most well qualified and I appreciate that you were able to get the business owners in on this first call. Very nicely done as I believe that will expedite the opportunity for the sale.
Great job Craig! Keep them coming.
Just a quick note – can we set the expectation with prospects that Suki is proven in the Ambulatory Setting at this time. We are not working in the Inpatient environment just yet.
Solid work Craig!
The contact was Global Head of Training and Enablement – but the company only has 5 sales people with long tenure, so no need for our platform.
Great conversation with a high level contact. Keep up the great work, Anna!!!
Qualified and motivated. Positioned to buy next year.
Good call, future opportunity
While we couldn’t talk about tagging her sterile OR equipment, wound vacs were a goo d pain point to focus on. We will have a follow up call with other contacts at Baxter.
Casey set up a valuable lead with a solar developer looking to do projects in CT, which falls under Biz Dev’s purview.
Very good prospect for our solutions. Good level of interest as they are dealing with the very problems we can address. Wondering if there is some way we might be able to get decision-makers on phone earlier… as it feels like we are talking to the gatekeeper instead. Might be necessary but many of these prospects are quite small so wondering if we can find a way to skip this level of the organization
Dr. Adam was a great lead! Very engaged in the conversation and very open to VitusVet, with a few challenges. I would love to receive more leads like him.
Great lead and great call!!
Great qualification prior to the call! Yasmin was able to secure time with three different people in multiple countries (US and India) who are the ultimate decision makers. The prospects were extremely engaged and asking lots of good questions within our time period. We have a demo set up for Friday with at least 3 prospects involved. There’s an opportunity for a good partnership with this global MSP.
Good execution given the language barriers and logistics issues
Good meeting…they are interested in the dividers…probably have what they need for hand sanitizer for now…
Good Meeting…interested in the hand sanitizer stands …reviewed options and pricing…sent follow-up email with details…will review his boss and get back to me…
Great prospect – with over 30 shareholders and as someone actively looking to communicate more effectively with them, Tim is a fantastic fit. Would be 10/10 if he was ready to buy today
MSP of size, would ask to focus on direct Mid Market clients although this one would have been tough to know that before hand.
Great contact to seed information, but not the right contact for decision making on a mass notification system. He will take the documents I send him and forward on.
elevated an existing partnership opp with corresponding customer interest, great find!
Not a buyer however we knew that going in, so a 7 rather than a 6. He likely takes calls from all parties but did provide a lot of data to run with and wants a demo, somewhat reluctantly saying he would bring in his manager too. Will need to tailor an approach but that means there is one, which is good.
Great lead that’s an immediate opportunity.
They looked into BESS in the past (with other vendor) but the president wanted more details about the technical hook-up and doesn’t sound like there was enough experience to address his concerns… They will discuss internally before sending us data.
There is no opportunity with this account (load is 0.5MW)
They are MSP, would like to target direct Mid Market clients
I think this is a good opportunity to get introduced to Lisa, the owner when she gets back from vacation. The main thing is that I think we need to ditch nonprofits and focus on private companies. Look forward to talking Friday.
Jenn was diligent in securing a discussion as followup to the prospect’s attendance to a webinar. Unfortunately, prospect was only hoping to increase her personal knowledge of Low Code, in pursuit of her Project Management certification; there was no immediate opportunity attached to her interest.
This is in our area of software development and we have a good specialty in the requirements for this prospect. Though the potential revenue is small, getting volumes of these types of leads would be worthwhile. Thanks!
I think you guys did a nice job getting us to the meeting. I’m trying to figure out if there are additional qualifying questions that can be done, but not sure it makes sense. We’ll see how the volume flows, but for now, keep up the great work
We will learn more on our demo but right now the uses cases and technology might not be the best fit.
Will find out more on our demo but right now the use cases and technology don’t totally align with our ICP.
Customer had an MDR incumbent, was looking at options, and was curious to learn more. Talking to the right person in security (was knowledgable about the marketplace).
Michael was not a decision maker within a functional area that could use our tool
Always great to connect with the CEO
Definitely a possibility, but seems no immediate need/driver. Interest was good from the customer, follow-up meeting likely.
Great target – they are looking towards cloud adoption (slowly) and he is interested in a demo, timing is good and he seems to understand our pitch. Good work!
Smaller corporation – food processing
Sri is a good target – immediately understood our pitch and is interested in moving forward with a demo. They are having greater conversations about moving to cloud and upgrading their data engineering infrastructure.
Good conversation and intel from John, he is lower in the food chain at WorkFront, they seem pretty mature as an org – could be something more as there are a number of teams where we would fit, based on current understanding.
Was not an inpatient hospital lead. Did not have EMRs with auditable access logs.
If prospecting off-TAL, better qualification is needed before devoting resources.
Good meeting…Online only for fall semester..They have most of their needs for the hand sanitizer and cleaning stations for now…Interested in dividers for student centers, conference rooms, faculty areas and meeting rooms, etc…
Good meeting…Online only for fall semester..They have most of their needs for the hand sanitizer and cleaning stations for now…Interested in dividers for student centers, conference rooms, faculty areas and meeting rooms, etc…
Venky is a very good contact for us and this may turn into something good
the lead brought the most appropriate team to the call. Well prepared call
she was nice and a good contact but they use doordash etc for ecommerce
Hi Team. I believe we talked about this lead already. Best to further qualify if they have a need for a critical communications solution platform. Andrew Jensen owns an events company and is looking for sponsorship (and not to buy the AtHoc solution).
Naveen is on the consulting side and was mildly interested. I will send him a couple of whitepapers and follow up on next steps.
Currently unemployed but a good lead who may have a lot of industry contacts.
good persona to talk to – ultimately could’ve qualified a bit more as there weren’t really any pain points that came up during the call. No opp was created from this but do have an alert to touch base Q4 with them.
Schiller does 3rd party risk assessment for MUFG’s clients. He said he would however try and get us in touch with the right people within the company.
Well qualified. Good prospect.
This is the perfect candidate. He was on pause looking at EMNS since January when they were looking at Everbridge. They are at a point now where they can resume their search and Sydney’s call into Steve was perfect timing. We are planning a follow up meeting the end of August or so when his emergency staff is available.
Not a partner who is active in ESS or solar plus ESS nor would be able to purchase our solution .
Good call with a current MSSP user who has been looking at potential replacements. The only reason that I did not make it a 10 is that the opportunity is more than likely for 2021.
great prospect, Reuben clearly did his job qualifying this prospect.
the lead was looking for a job. it wasn’t well qualified on whether or not there was a real opportunity with budget and timeline
Right contact at the right size org. However, he didn’t recall why he agreed to the meeting, or who we were.
large hospice account we must have
need to figure out the plan with these guys
an old account we need reengaged
great lead, lets keep it up
awesome prospect great background info provided
Likes the idea of screening. Capturing Analytics, potentially automating some steps within the screening and scheduling process. They aren’t texting candidates very much even though they have a tool “Onsolve” . Does Campus recruiting. Can boost efficiency there. Set follow-up for 2 weeks out. He can influence. Not a decision maker.
Good intro, they’ve got some competing tech through eightfold.ai and they’re expanding that contract. Offered to check with her bosses Mark and Linda and potentially get an intro call going with them.
Please keep the focus on Athena EHR users (large physician groups and Health Systems /Ambulatory) coming!
AHS is an important Canadian prospect. Getting some time with a Director is always valuable.
Quality intro call with Jeff and Darren. Loose next steps because call got cut short pretty quickly but good initial connection.
Seems like she can influence a decision, just no short term urgency due to switch from to Taleo from Successfactors . Great first call, engaged. This will be a long term play
Access to decision makers, sounds like use case is there. Next steps in Mid-August to talk further. Great intro call and great intel from Brian prior to the call. Brian – thanks for all your help to spread the word about AllyO! You’ve been a really important part of our team and you hard work is much appreciated!
absolutely the right person – some very good insights from playback recording of Josh’s initial call which was alot longer than the most SDR first calls – only suggestion is to jot down more detail from the call into Lead notes in SF so we can quickly reference if we don’t have a chance to listen to the recording – always appreciate the quick slacks on upcoming calls with background, linkedIn ; All in all a great call!
Write up for the meeting was excellent, it provided details on the contact’s position and responsibilities as well as an overview of the agency. The customer was engaged throughout, a follow up meeting will be scheduled for sometime in early August
Trevor did well in getting the meeting. Unfortunately, as a company they are very old school and not very advanced in their security technologies.
fantastic school for the work
No authority, cut the meeting short by saying we should be in contact with the IT Group in Houston
Great prospect and knows about the space. This could be a longer-term prospect and sales cycle (2021 at the earliest). Connor did a great job setting this call up
She’s the right kind of person, although she wasn’t very engaging in the call. Still could lead to something down the road though.
Good lead with a company that is on the smaller side for our services, but they’ve made impressive investments in their security program for an organization of their size and are interested in continuing the conversation.
Right person, great discussion
Seems like this could also be a good lead.
Could be our best lead to-date. Jennifer and Randy are both HR consultants and loved the product. As consultants they could end up recommending our product to many of their clients, which would be a huge win.
Could be our best lead to-date. Jennifer and Randy are both HR consultants and loved the product. As consultants they could end up recommending our product to many of their clients, which would be a huge win.
Engaged interested, can get us to a decision maker most likely. And follow up scheduled. Quality call – thanks Bryan!
Good prospect, but PE-backed is challenging to close and might be worth avoiding because it means they have a very small shareholder base if not 1 shareholder. Christian did a great job keeping the meeting scheduled when he was running late though.
-Ensuring that the prospect knows that we are a software provider and not an investment fund can be challenging as we describe our assistance with fundraising but it is still an important distinction
Needs research and qualification
|Needs further qualification
good opportunity, good position
Great company fit, very good contact…just terrible timing. They just moved forward with an RPO who will be addressing all hires for the entire organization. No plans on going back to an in-house model.
Not a decision maker – not deeply involved with recruiting. She’s an HR business partner. Couldn’t speak to any specific pain points. They are second largest AAA Club behind southern cal. 15 states. Might make an intro for us. Didnt’ see full demo.
Good call with right person who also referred us to 2 other people. Love that!!! Solid work by Josh!
Lead quality was high. Jenn worked diligently to navigate the organization for an appropriate POC. Improvement would be to prearrange target dates for securing appointments, with understanding that an open calendar and client availability might prevail.
Great lead. Can’t purchase now but seems like a decent chance of getting them next year.
This was a phenomenal lead that could end up being a huge account for us. Well done!
As a remote user support manager he is interested in learning more about how to enable security AND functionality for all the CDC users he supports.
Keep up continued addition of more pre-call information
The person we spoke with isn’t the right person and needs to find out who the right person is. If they follow through, then this could be a 9 or 10. If not, we need to keep digging and find out who the right person is. That said, I don’t mind calls like this at all, because you never know where it can lead.
This lead was interesting. The company itself is too small for it to be worth procuring the system, but there is a potential to have them act as a reseller of AtHoc to their clients. We are setting up a demo next week to review the system to see if it is a fit for a resell option.
Great meeting with Michelle from Amazon Partner Network. We learned the various partner levels, requirements and benefits, and I see significant potential to gain new business via Amazon in the future. Thanks!
Good introduction to a white space account. Would make sure next time that he is the person for the project. He will hopefully introduce us to the correct point of contact, but if we knew that prior to the conversation that would also be helpful.
great lead– would love my gift card :)
Scheduling was a challenge. Needed to be rescheduled multiple times, costing 10 minutes or so each time around. Setting appropriate expectations when booking the demo that this time is blocked off/reserved for a demonstration and confirming the time ahead of the demo would make these conversations much more efficient.
Supervisor, not a decision-maker
The lead was mostly as a potential partner, not a direct sales opportunity. In other words, they would sell deepwatch to their customers versus likely purchasing deepwatch directly. It was still a good role with a potential that wanted our space so it was net positive.
it is not an immediate opportunity..interesting possibilities..
Great call – wants to set up a call with stakeholders. Solution seems to make sense for their use case in her eyes. Need to vet out bird dog hr integration and what that would look like. Really strong first call.
Geethu did a very good job of prospecting. The targeting needs to be improved. I will speak with Radesh
Brandon has nothing to do with org charts but he did agree to connect us with his manager who he thinks does.
James did an excellent job of providing me notes prior to the conversation. He was able to give me an understanding of the challenges the org was facing, and I was able to use this to shape my discovery. This discovery created a powerful demonstration.
Angelica can’t purchase anything now due to budget constraints, but seems like she could be a possible customer down the road.
keep sending ones like this
i am honestly not sure why josh set up this demo or why veronica was the POC as she only handles their accounting and has nothing to do with fundraising as she stated multiple times on the call
Decision Maker was not on the call it would be the POC’s ED and board
she was very distracted on the call as she mentioned she had deadlines and bills due tomorrow she needed to get done
timeline- 6 months to a year
POC said that they dont have room in the budget for the cost of the software at this time
i asked her if there was not a need to get something like this in place now why was the demo set up and she said she was told nfg offered something different from blackbaud and was curious but didnt realize it was a crm system as well- i am not sure what was discussed on the previous call but she was not under the impression we would be looking at fundraising tools?
the POC said to send her the proposal so she can share with her team to see if it is something they would be interested in now or in 6 months- year
good call, good opportunity
scheduled call with Director level personnel who owns the cybersecurity
This demo wasn’t qualified
Vicente is the admin – he couldn’t answer my questions. He doesn’t make decisions. He was simply tasked with seeing what we do by the Exec Dir – who was the initial lead.
– Also- he said they wouldn’t truly consider this at this time and he was reluctant to discuss any next steps.. as he said – we don’t know if we are going to focus on small to midsize individual giving Or if we’re going to pursue major gifts and foundations –
high level contact (CEO), with immediate opportunities to explore
Lead was not willing to switch platforms and is in a 2 year contract
Customer already has about 90% of their needs met…Will follow-up with email but not likely much here
Ben did an excellent job of setting up the meeting and laying the ground work for a productive conversation with the prospect. The opportunity is promising and I am excited to continue the engagement.
not a decision-maker, no relevant need this quarter
The org was barely ICP, but it worked and I closed it in one call.
Thanks Ben for keeping with evicore and getting this meeting to happen!
Sydney did a great job not only scheduling the initial meeting but also confirming with the client. Customer was engaged and not only asked questions about the AtHoc platform but also freely shared information on his current system.
Booked over LinkedIn, not bad considering. He is more frontline engineer, builder of pipelines, so doesn’t have authority and believes they are set. Gave a lot of information so there could be some pain if we go higher up, so not giving up on this one but not the best persona to convert to opportunity, speak.
This guy is right is a data scientist but still knew about the big data stack and should be able to point us in the right direction
They curtail their usage down to 1MW – 1.6MW. He said he would send his usage during last years peaks (including PDF) to identify if there is an opportunity to use BESS for remaining load. His head office is in Cincinnati and they usually invest in their own assets, but all capital expenditures have been put on hold…
They have generators to cover their load. Not an opportunity
Fantastic job getting the right team on the call
Early in their journey… .. so not ready yet
Good call overall. It sounds like we need to speak to folks outside of the security awareness team, but we were given a lot of great intel and it sounds like we’ll go on to the next steps.
Great connection with Ryan, could be a great client. Thank you for the meeting!
Wasn’t with Novetta but rather AiNet, a IT services company. Mildly interested but more around marketing automation.
Great contact who was very open about what they are using and what they are interested in. Follow up will be a demo and talk about integration with their virtual switchboard.
Was given good background in order to structure my presentation
Times Internet is a major Cassandra user in India. Bhagat works on a team that supports Columbia – the internal IT service team that provides Cassandra across the team. Supportive of additional meetings and follow-up.
Shanmukha supports a major Japanese insurance company, Mono Life. Provided details on database and current needs, He is helpful at providing details and supportive of expanding our support internally.
Giovanni said Aspect uses Cassandra, have a total of 18 nodes, with largest cluster 6 nodes. Not a great fit at present, but will keep for follow-up.
Great job of targeting Cassandra users, although this particular use case is not a likely fit for now. Will keep for future follow-up.
Casb was a bit out for Cynergis but Petey did his job and got us in front of the right people. Good job
Gateway, relevant need, not a decision-maker
Looks to be an opp and potential future Phantom opp
Mato was not challenged with moving data so not a good fit.
A bit more probing about current initiatives would have helped prepare for the first call.
Good conversation, open to more information and further discussions, great contact to have, thank you!
Please find out about the contact center solutions and initiatives planned for the next 6 to 9 months
No opportunity – Red Zone user
Abby did a great job getting the right people to the table!
Classes online only for fall semester…interested in universal cleaning station…
Good initial meeting…contact needs to share details with more of the decision makers…students could be back on campus as early as next month…nothing immediate but could be something in the future….
Good opportunity…They just placed an order for 100 foot pump stands but may have issue with lead time…Waiting for customer to review with the team
Dive a bit deeper into their role as it relates to Compliance (HIPAA in particular) and Cybersecurity Risk Management (not to be confused with Enterprise Risk Management). Continue to pull the threads Will it is time well spent and we have two follow ups coming out of this call: Brandon Baker (Dir of Info Sec) and Travis who deals with Compliance.
Good company. Wrong person. She did not seem clear on responsibilities of her new job role. Something about doing baselines for infrastructure, but did not have details. She did not have references for us either.
Solid meeting. No impending events or budget but most importantly the prospect was open to what is possible and to discussing how we help his peer groups. Rick was efficient and prepared. Thank you for the meeting.
AWESOME lead – at the beginning of the call, Martin seemed that he wasn’t too sure of the product but was interested to learn based on the initial call by MemoryBlue. By the end of the call, there was verbal approval that he intends to move forward and our next steps are setting up a demo in August with the group of decision makers. This was fantastic, thank you Sydney!
She seemed to be a good persona for us. The company itself may be a bit smaller than what we are targeting but we will continue to pursue because it was a good conversation overall and there may be something here if we can leverage Shelly to gain more buy-in at FIS.
Good intro contact to the account. We’ll work on a joint tactic on how to head off the “let me take this back to the team” next step. Keep up the great work.
perfect district for our work
Matt was interested in our AtHoc solution as an alternative to their current Everbridge system. He is referring us to Roxanna Bryant on the Emergency Management PBX team to see if we can introduce her to AtHoc
Decent conversation that might lead to an opportunity.
The company seems like a good fit, but this wasn’t the right contact at the company for us to be speaking with. He really didn’t have any information to offer us.
Right in his job title it says Salesforce Business Application Manager, so this guy is dealing pretty much entirely w/ the CRM and not with the help desk. Best case scenario he passes us off to the right guy.
That said, this was a convo worth having.
Great job booking the meeting.
Vladimir wants (and has) a widget-based system, where non-registered end users can submit a request through a widget on a website. This is not necessarily something Vivantio can offer at this time.
timing was wrong in that they just secured a new toolset and they outsource much of their threat hunting and security visibility to the herjavec group.
Wrong person (i.e. 4 month old tenure, security analyst with no ability or authority to discuss his companies business). Additionally, their company profile does not fit our target demographic (e.g. mid market with 200 – 5000 employees).
Unknown next steps. They have to discuss internally and will circle back. I think the call went well, but need to see if we get a response.
His team in Brazil doesn’t quite have the volume (1oo hires per year) but he sees value in the solution. Offered to introduce to US team. He’d be hesitant to buy anything without their blessing. Good call to try to get the door open with a global player but not the decision maker.
Great lead, could start with ETLM (log management) and then expand to full co-managed SIEM/SOC next year.
What wonderful meeting. Very engaged and well written by Erin. thank you Erin
Brought two contacts to call which was great. They are still early stages of understanding what they will need/want, but they are wanting to go down a formal evaluation process and implement something in a couple months; therefore scheduling demo and running with it.
good lead/target, timing was off, just signed with a competitor, might re-enter market in 2 years
More information on why they want to make a switch or what their current set-up is costing them would be helpful.
Great connection with Chad! Very helpful information and guidance on who and where we should focus our efforts. Thank you!
Jim was a good find. He has an identified pain and some initiatives Neebo can help out with. Working on next steps to demo to his analytics team.
Wrong person, but agreed to make an introduction.
Great account, good contact.
Customer did want the traditional teams meeting…Followed up with customer via phone…Provided email with additional options…Has need to small qty of wall mount units for masks…
More of an ABM call. She’s doesn’t oversee TA. Sounds like onboarding/training is in her sphere of influence but she’s not a decision maker. Offered to pass info along to other stakeholders, would not provide names of who.
This broker does have an opportunity for group Q2ebanking and we have a solid next step
Strong intro call. She’s excited. A step or two removed form decision making authority, but can influence. 2nd call requested. Nice job handling lack of Zoom capabilities as well Saif.
Excellent Work. This lead can have a real impact on future opportunities within GSA and the VA. Very well done.
Valerie was hesitant to discuss her situation. She requested an email with more details so she can discuss internally and decide if they want to take first step. She did mention her load in Belleville is above 1MW…
Solid lead, customer was engaged and asked excellent questions
Good company. Wrong person. We did learn that they did some recent acquisitions and there is a demanding unnamed project manager, who would be good to know. Waycheng did not think their company had any API’s which I find surprising. Will leverage acquisition info on future correspondence. Thanks.
The call did not last long. He quickly stated they use Rave and have no intention of leaving. Their Funds are shut off. asked me to call next year. Dont think there was an initial interest.
Mark wanted BlackBerry to participate in conferences. He was looking for funding for his projects to go forward.
Although it was an existing lead, Carol was the appropriate contact and Jenn succeeded in securing her additional time and attention.
Move driven from a compliance perspective, which isn’t bad but not ideal for our customer profile.
Emma, great job setting up the call with RideTV! Spoke with their CIO and gained his commitment to try our software. Solid opportunity!
Great company fit, solid contact/lead. Platon joined late, but understood the value prop of AllyO and has already accepted a second meeting, where he’s bringing his iCIMS partner to join and review AllyO.
Lisa manages a team that sells/provides a competitor solution (IBM Watson Recruiting). Great conversation with a TA Leader in our space, but not somebody we’d sell to or get too deep into a technical conversation about our platform with.
Good fit company, but Trevor has no authority in decision making. Hoping he can help us get to the right people.
Ron went out of his way to mention how persistent Becca was with him and we were able to interest him enough to schedule another call next week for a full hour, so that was great to hear. The only reason that I did not rate this a 10 was that I am not sure that there is an active project or budget, but we’ll get to that next week.
Good call Good opportunity
She is definitely the right person to speak to. Just have to wrangle her away from her post for 30 minutes to confirm and qualify.
Customer did not have a current project/need, and was openly “hostile” to the concept of MSSP
Was qualified and would want our service. The challenge was her EMR doesn’t have an access log (she is a hospice center only, no Inpatient Care).
Well Qualified. I had a past conversation with Vicki, but was not actively engaged.
This lead is looking to transact in MA, which is one of our core markets. Because the lead is based in CT (an emerging market), it went to business development, but the lead would have been better serviced by our sales team. The lead itself was high quality and hopefully we can partner in MA!
This wasn’t a direct sales lead, this is really a partnership lead. While valuable we need to distinguish these and assign them differently.
As someone who manages databases for FDA, Mark was very interested in learning more about Forcepoint’s data security offering. He even offered to solicit input from his colleagues about how they might benefit from FP’s platform.
I think it was a good lead. Prefer not to have to go through gatekeepers but she was informative.
Good job qualifying interest
Needs better qualification before scheduling but I appreciate the opportunity to qualify and talk to companies so it not a bad thing either
Roy is not a buyer, could be an influencer but likely just a front line scientist.engineer – he mentioned he is not the buyer and that they are pretty set over there, while providing some data around what that entails. Given this was booked over LinkedIn, and they are local, we can find a way to get to the right folks – and I would not be surprised if Roy will be interested/helpful following a bit more engagement.
Michael has issues, understands our solution and value prop and is interested in talking again to see where we can help him specifically – going so far as to suggest a few baseline use cases for POC . Great work.
Jenn did a great job kicking off the meeting and sharing what she already knew. She’s very pro0fessional.
EXCEPTIONAL net new account. Defined project, budget, proper decision maker.
Ben has exceeded all expectations on setting net new meetings and providing valuable executive summary write up’s prior to the event.
Excellent lead and 1st call set up by Petey. We will have the opportunity to move this to a 2nd demo for Jeff’s team and identify a potential project.
Scott is interested in our Appeals solution. We are setting up a demo next week. Great meeting!
Abby was a rockstar. She got the lead engaged and willing to chat with me. Well done!
Technical contact that understands what we do and could lead to business down the road. He is not the buyer but can be turned a champion, is an influencer over there at best – and they have large multiyear contracts so a matter of staying in touch and top of mind, when a new opp pops up we may fit.
Namika was very knowledgeable and a good contact for understanding the accessibility landscape at LoyaltyOne. Her information can help me determine a strong in-road to the account. It is clear that she is not a decision-maker and may be a mobilizer, but I can better determine that after I’ve sent some follow up.
This meeting with Ryan Cooper from Amazon Web Services would potentially expose us to new business from Amazon partners and clients. We are looking forward to developing a relationship with AWS. Great lead, Johnny!
Great lead and looking forward to taking it from here.
They curtail their usage, but would like to explore options to not have to. 6 to 9MW load.
Had a need for our services, was ICP and RWA. It would be helpful in the notes to know why they want a demonstration of our services or why our services would help. I got basic notes on the software they are using and ICP criteria, but nothing about why they wanted to meet and where they needed help.
It was great, they bought on the call
James is interested in what we have to offer – has pain around his current data engineering processing and mentioned if this is not a fit for him it could be for another group he is a part of – he is not the decision make but a top influencer, they are not in the market but confident we can find use cases.
They are negotiating a contract with Demand Power. 1.38MW with UPS. Need to get in the mix…
They are in the midst of 2 mergers, Iberia Bank and Suntrust. He’s very interested in our offering, but won’t be able to do anything until Q1-2021. I will send over a few technical documents and keep in touch over 60days.
Good call with Tera. She said Brandon was great on the call, not pushy, which she appreciated!
focusing on architects, engineer roles. Petey and I chatted through this. He’s doing a great job and learning very quickly
Alicia is great – we had a very productive conversation. She could turn into a client – but, as a smaller non profit entity, she wont have as much legal work as the bigger healthcare companies. But, she is impressive and a great contact to have.
very good opportunity – maybe needed to qualify a little further as he at first was questioning why we were having the conversation. Took a little while to get him engaged.
Good company but his activity is not in our area
Good company, part of a large corporate process
Good Company, too low down the decision process
Good Meeting…Customer definitely interested…Has meeting tomorrow with management to review details from our call…could have in-person meeting next week…
Understanding budget status would have been helpful going into the call.
Not the decision maker. Will send email with info and she will forward on.
Haley has uncovered several leads for us and is great to work with.
very good lead with a solid prospect. Not read to commit to the buy, but a solid meeting with requested follow up.
good contact, had projects that fit our needs
They are a customer of Sedgwick. its an opportunity for us to sell internally to them but they will probably buy from Sedgwick.
decent call, caught him out of a buying cycle, but right profile and right convo
She was looking for a Job
Ron oversees (12) mining facilities globally (for energy). He is in charge of assessing opportunities with new technologies. He calls energy storage the ‘holy grail’. He requested a detailed email that he can discuss with his ON site managers etc.
very interested in the work and support we provide
Gateway, technical support team only has 30 agents, want another meeting
Good demo and a good opp. Timeline was a little further than we would have hoped but that is more related to their circumstances than the discovery done leading up to the demo.
No pain, really in the recruiting process… candidate experience or recruiter efficiency. Open to doing some discovery here, but not going to be a big champion… lacked urgency. Decent meeting otherwise. very receptive to the tech.
Informational call for Lynette. No strong interest in setting next steps but good interaction on the call.
Jeni is an Exec Recruiting sourcer. No decision making authority. Use case didn’t appear to be very strong with this account, but she wasn’t seeing the direct correlation of value for her high-touch workflow.
Good potential opportunity. Their needs are around DevOps so right in our wheelhouse. They’ve been talking to other companies about helping before we came along so trying to get an intro to the VP.
A fantastic lead! Right in our wheelhouse, they need help, interested in migration workshops and JAM sessions. Nice work Emie!
Right person decision maker good discussion
Good conversation with the customer, unfortunately we can’t offer what they are looking for so no fault on Connor.
Greg is a top influencer and ideal end user of our tool, they have pain points that we can help resolve and are interested in learning more over a demo, likely move to POC. The only thing keeping this from a 10 is his lack of buying ability, he needs to get approval and ‘build budget’ but there is visibility from higher ups – we can build a champion here and close, great work!
good contact but no projects under development
It was great speaking with Samuel Miller. A solo entrepreneur, he is presently not our ideal client right now. He works a day job with aspirations to quit in the near future. He passively invests in a real estate venture pool as he is not yet an accredited investor. Returns/revenue is low presently. However, he also has a podcast and is interested in having a website to feature his podcast and blog. A digital presence and branding initiative could help attract listeners and advertisers. Potential income from his real estate fund and his job may fund the digital presence initiative. He would need to be encouraged further to help him see the potential of the digital web presence value. Overall, I would prefer we focus on established businesses with strong revenue. Thank you!
Valerie seems willing to partner with a new company that can help their customers become more efficient with Cassandra. We already have a follow-up meeting on the schedule for next week.
not a decision-maker/buyer but will take to team
very small org, probably not the decision maker
Good meeting in that the buyer persona was spot on – the company is below our criteria and will probably be challenging to close a deal with.
Overall a good conversation with the prospect; although it seemed there may not be a pain for him, he found the tool interesting and he is open to introducing us to other teams at Comerica. Good news is we have follow up scheduled for Aug. 7th
Very good opportunity. As always, the more info upfront the better, i.e. # of agents, etc.
The customer is not the decision maker on tools. However, this was a lead we provided to Erin so well done getting the meeting.
Great prospect. Right person, Right level, has a need. Well done Emma!
Great warm up. Interested and engaged. Seems like there is some interest in spending money on tech in the near term. Follow-up planned for next week.
possible competitor, but may be some opportunity. didn’t seem like the right contact
nice guy but no projects to look at
Good job re-engaging an enthusiastic lead. Information provided prior to the meeting was very helpful. Transition at the start of the meeting was well done.
This was an outstanding call that brought us a significant prospect in a company we hadn’t anticipated. Great work by Zach!
~20 total agents, do not all report to her, no interest in changing current approach
Awesome work, Moe. This one is an 11.
Right person, right conversation out standing !!
Good Company, not his decision, gave a good referral
Great job Erin who got me Johnson Controls who went dark about a year ago.
They have two facilities (one is Class A, the other is Class B). The Class B facility will be increasing their load with new equipment soon…
They curtail their usage. This is not a current opportunity.
They are likely too small (he said they are just below a MW). The facility is owned by the city of Oshawa. He said he would introduce us to the correct person to get more details.
Santa Clara session. Overall the call went well and it seems we will follow our standard next step protocol and send out the information. This call was just ok. I say that because the customer didn’t really have any real pain points or complaints about their existing environment. They were courteous and asked some questions and seemed genuinely interested about learning more about whom we are and what we can provide in regards to additional value, but there was no sense of urgency at all and they made mention that anything discussed now would be marked as potential for 2021.
I will be happy to follow up with them to try to keep them on radar but there is no immediate opportunity here for them at all. By the way, Steve Faust did a really great job on this call in trying to get the customer to give us the relevant data and tried to poke holes in almost every part of the story. If there was something for us there he would have gotten to the root of it fairly quickly. Gary too did a great job in filling in gaps and providing color where he was able. It was a great call from that aspect but unfortunately the timing just seems to be off for the customer.
Another experienced professional in our field that may need our help with small activities, but for the most part owns an established and well documented program. It was fun talking with him and hope a long term professional relationship will expose work over time.
Steve did a great job gaining insight of Mary Free Bed Rehabilitation Hospital’s email program. From there, I was able to position INKY on how it would fit within their program and Jeff was intrigued enough to take a demonstration with us in September. Way to go Steve!
Great contact at an ABM company. Sounds like Alisha is a DM, and has needs that AllyO can fill.
the line said at 40 minutes “the conference is ending, please upgrade to premium” – which I find unprofessional in front of a client as well as cutting off a great conversation.
Great contact with Lindsay and her role at Women’s Clinic. Possibly an opportunity with software and MediaPro based on budget for a small clinic.
Patrick wasn’t as well briefed as to who we are, what we do, and how we fit in with his needs/current support framework. He is the right guy in terms of UC/UCCE but they have existing vendor relationships around these platforms. He is not happy with the tools but he doesn’t necessarily think that budget changes will afford him any chance to address the need in the short term. Will check into grants from stimulus for education.
Tony has a needs and took the time to prep by going to our website. The ability to drill down into his need was aided by the level of engagement that a better informed prospect brings to the table. We still require an economic buyer and are not sure he is an able champion but he appears willing to be an early advocate that can connect us.
I think he is confused about the partner level of Mantech and Splunk, but nonetheless looks like he isn’t a decision maker. He plays two roles and one seems like it could be on point
Friendly contact. Appropriate title. But all of their product are on prem which can’t be supported by web-based tools like ours. They aren’t planning to have a web product for some time. So, from a tech perspective it wasn’t a great fit. They also don’t have a product team at all and thus are missing a key component of the pain were trying to address. In the future when they release a web product, they’ll likely be a better fit. But today, they’re unsupportable.
Dylan set up a great call. Well qualified and confident they will become a Gigster client.
No real opp here, no cloud apps, outsourced banking functions to Jack Henry
Contact was very open and we gained some helpful intel. She did not have the authority to contract with any outside vendors such as Gigster – unless already on the Qualified Vendor List.
The link Sergio supplied was not active and referred to a meeting from June. After switching to a conference call I was able to salvage the meeting, sent links instead of screen sharing since there was no video conference and rescheduled a Zoom meeting which I will host for next Tuesday.
Not a seamless experience.
Great target, may end up being a consultant but he’ll bring in some opps himself.
Great meeting with the right person with a potential project
As a CEO, he doesn’t seem to see the big picture and is too focused on short-term goals. I chalk this call up as a brand awareness call for BlackBerry. Not a BAD thing….just not an opportunity.
Ellie already knew about Maize. It was helpful that we proactively reached out to her. Hoping to set-up a demo with her team in the next 2 weeks.
they are competitors – looking for folks selling projects, they are buying
Right level contact at the right size organization. Primary contact had pain that our solution can solve. Great job!
Solid intro with a qualified prospect that has an immediate opportunity
Good conversation with Gwen, she’s interest in the product. Wants to further vet our ability to integrate with Successfactors then set a call with herself and the TA to get a better intro the solution. Next call pending that SF qualification question. Great first step – she has bought technology before and understands the process.
Jackie was really engaged and shared the shortcomings of their current approach. This was a great, well qualified lead with genuine interest!
great team call
awesome interest and perfect match for our work
Charlie didn’t identify a pain that Neebo could solve. It felt more of a learning call from his end.
I thought it was a great prospect. Has a very real chance of closing. I guess one thing I like to know while qualifying that Josh could ask is – where is the organization itself as it relates to fundraising growth? Is this something that is talked about in board meetings? In this case.. it is part of their strategic plan to grow fundraising.
Good calls so far. Team is fired up about them.
good calls so far. need details earlier.
Need more heads up for calls. Need write up quicker and schedule info 1 day in advance.
Too small (34 people) for our offerings
Great opportunity to partner with a company that streamlines and offers alternatives to processes within healthcare.
Scott has the task of looking at risk solutions and is sponsored by Legal, Supply Chain, and Compliance. Unfortunately, this is as yet unbudgeted and he is looking to build and submit the business case at the end of the year
He is interested in moving forward. Lot’s of questions. He didn’t have knowledge of their demand. Will get his data to reveiw.
Dave understood the concept. Not sure if this is an opportunity as he didn’t know his load. Will get data and dig deeper…
Jon was the right contact, but this is not a current opportunity. They may look at an RFP next year… His load is aprox. 3-5 MW
Sounds like an immediate opportunity with a qualified prospect, great work
Great initial call with a qualified prospect
Great initial call with a qualified prospect
Good contact at a large, seemingly well fit company. Peggy was able to provide great information and insight into what’s going on at CSL today, and gave us the DM’s name and info in order to start a conversation with her.
Good opportunity, being referred to IT
Good job getting to a mid-level stakeholder inside this organization. Strive to schedule meetings with the Financial buyer vs. User Buyer.
Perfect timing! Got in front of them just as they were evaluating proposals to replace Kratos! Well done!
She has a need and maybe we can displace Coalfire! Great job!
Great lead. Moving on to next steps.
I think we have done very good considering the amount of time we had (~35 min).
Customer seemed to be appreciate Unravel and its capabilities/ features, data we show, alerting etc. They have moved data into Snowflake. We should have a story soon for this.
Good call, referring to the Plant Manager
He’s no inclination to engage, call back in 6 months thing.
prospect had no responsibility for network security
This was a good lead and should turn into something
Simply didn’t take enough time to qualify prospect. They are a clinic that only takes impatient clients. He’s still learning.
Turned out to be a Registry, which is great. Customer refused to acknowledge that they are not performing to law requirements so no fault of Rebuen’s.
Great first conversation. Partner works in the federal market, but not subject to FedRAMP at this time, but could be a good lead in the future. Better to meet the partner early versus later in the process. I would take a call like this again.
Antonio was engaged and interested – not going to be able to make a decision or an introduction. More of a learning call for him. He suggested we target people higher up the chain at BB
Great lead with an immediate pain point around provisioning bare metal.. Strong ties into HPE which will allow us to pull in the HPE team.
Great convo and call, out of the budgetary realm for his options, but was willing to potentially make introductions to others
The list Memory Blue is working from has issues, but Jenn and Liz have been able to get results and meetings. Very hopeful that we can on a better list for outreach.
Not our target end user company, but will be a great conduit to their clients for using cloudtamer.io in the SMB space.
good contact, had project to review
James said they curtail with Enpowered – but they can’t always shut-down. Missisauga site is 2.5 times larger load then Toronto… He said he will complete form.
Good contact in procurement and vendor management, he is working to get us in touch with the propoer folks in APpSec, he knows Jeff Haskill
not the best opportunity for us, they are in distribution
No longer on the cyber team, but referred us back to Vip.
POC said he was not interested in anything we were discussing and said he made that very clear to Josh before scheduling the demonstration. Josh said that he was very confused as this was not the information the POC had provided on their previous call before setting up the demonstration. I am very confused as to what took place on the discovery call but I did not run the demonstration.
Interested, but no opportunity
– No urgent or current initiatives, use cases, business issues
– Correct title/persona/type of company
– Prospect said he would distribute artifacts to broader team
This was a good prospect to target, but we learned he is not interested in reselling. Probably the risk pools for public entities are not profit seeking. This is a possibility, but who knows.
None at this time. Great work Erin for bringing the lead to Code Dx
Pawan is highly technical and a good audience for us, but may not be a decision maker. He is interested to learn more and has a little pain around his current solution, so he is open to a demo to see if we can help.
This was a good call. While he is not in our core customer profile, his previous role at RBC provided us with intelligence on how to go after that account.
Have digitized their SOPs
perfect match for our work
Good introduction to Clover; good contact. They’re using AWS and Airflow for workflow management; seems content with current toolset so may be a stretch for us to get them to switch. He mentioned possible move to Google Cloud. His team is working with Python; Data lake; Netezza. He thinks Clover might be a little high level compared to Airflow but will discuss with his team and see if they want to continue the convo. No immediate need however. If interested the goal would be a follow up demo tailored to their use case, followed by possible trial.
Trevor successfully booked a meeting but with a prospect that shouldn’t have been on his list. I’ve since provided a list of companies to remove. Meeting went ok but not likely to produce any results.
right role/title, right need, not enough agents (30)
Good company, follow-up call
Good company already have systems in place
good company, good opportunity, referring to boss
good company, good opportunity, needs to be referred to corporate
Krishna works with several accounts in the Atlanta area as a big data pre-sales solution specialist. He has interest in finding new use cases for Nutanix to add value. He is not directly a potential use case and will not likely develop into one.
Chetan’s interest was in the potential to find better solutions to deliver to his customers in Azure, rather than having an actual use case. However, this contact could be of benefit when it comes time to on-board an Azure customer.
Saraswata was the target we wanted to talk to – a Cassandra user – he just doesn’t have enough data to benefit from us. They have a 3 node cluster with only 10GB of data and no significant growth on the horizon.
Sai does use Cassandra, but doesn’t really see a fit in his area. He has 5 nodes and they do daily batch updates of data. Didn’t find any particular driver for change or any planned growth.
Rajesh provided us with a lot of information about the use of Cassandra at JPMC. He was very well versed on the overall strategy and plans for Cassandra expansion. He provided us with a lead of an architect that he said would be key to this project: Venkata Nizampatnam. So far however, we’ve been unable to get any connection with Venkata. We need to go back to Rajesh and also call higher to develop this into an actual opportunity.
Srinivasa told us about Datavail’s DBaaS use case and how they have 500 DBAs managing databases for for their 1000 customers. Srinivasa said he really wanted a product that could manage multiple databases, not just one. Also wanted to see customer case studies, not just theoretical white papers. Possibly we could find someone else within Datavail at a higher level that would be more willing to partner with us.
Pedro works for Parvalrem, but primarily took the meeting to learn more about different use cases for Cassandra as he’s starting to do consulting.
Jim had just been laid off from Schneider Electric and didn’t disclose that until we got on the call. He took the meeting for networking. He is involved in Cassandra, so he could be a lead in his next role.
Lead provided good knowledge of his former account Kohl’s, but he has been reassigned to another account Northwest Mutual and doesn’t have any insight into their Cassandra usage. We discussed getting a contact within Kohl’s via a current Wipro employee to propose our solution.
Overall, I cant say anything bad about meeting, although strange, To no knowledge to Sydney, he portrayed himself to be from EmployBridge and was actually with Northrup Grumman for the past year. Long story, but suspect. Will look into. However, he did give me the name of the key person at his previous company. All in all, well worth the time. Thank you.
diving in a bit deeper with any future projects or budgeting available if possible.
The Brookfield Group was not a lead. They are a Consultancy who helps company store data but not in Hadoop. He didn’t know what HDFS was
– Consulting firms are hit or miss (a lot of educational calls)
-John did a great job on write up/coordinating efforts for call
Limited opportunity here as they only have about 35 classrooms…They have ordered 65 hand sanitizer dispensers for their classrooms…Student housing is done in the Denver Metro area where the school leases several floors…
Potential customer was only able to call-in on cell phone so we weren’t able to share screen to review concepts and visuals…Will follow-up with email and link to assets…
You found the right person who has understanding of what we can do. She was open about her agencies short comings and provided real insight for our next steps
fabulous and loved our solutions
Phenomenal call with a lead that initially was thought to be more a introduction, has turned into a possible opportunity.
Great contact and has the potential to be a great fit for us around tech debt consolidation. Intro’d me to their Biz Ops person.
Nate was very open to sharing what is going on in his world. He confirmed they do not have AWS, or any cloud instance. His role is very ad-hoc heavy but being a power user of excel, he doesn’t have much pain to answer those questions.
Things to improve: confirming cloud strategy (AWS, etc).
Looks like they will have projects for sale but this was not the right contact for that
Org did not have the option to switch systems, ended up being a conversation about fundraising pages. May still come through but not until september.
if its a national org ask if they have the authority to make a change
good qualified lead. well done
We’re competitors, so it was hard to find a win/win solution
Good contact at a good sized company. Not a decision maker, but a good entry point.
Perfect fit company, excellent contact. Rachel knows her stuff, understands AllyO’s value prop, and we caught them at a good time for initial conversations. More of these please.
Good company, good contact. Second meeting set up for 7/17.