It was a great lead, Frank’s company outsources all their software development.
We can become a trusted vendor to execute on the projects for their clients, early but could be a big opportunity for multiple projects.
Aim to look for these type of leads more.
Great call. Likes the model. Sending details and pricing. Good job
Meg let us know they have a solution and they are satisfied with that, but said our solution sounds very interesting. I sent her our BI welcome packet.
timely lead. using competition but willing to consider switching. will play into the overall Ochsner play.
perfect prospect, perfect use case
Good lead. We are providing Neng a quote for services in 2020.
Ely is booking SOLID meetings!
great job Dylan. Perfect persona and perfect use case that we can solve for
She is a Capture Manager (the position we are targeting).
Great setup of the lead. Just the wrong person.
Good call. I have known him for years when he was at the city of McKinney. Setting up Sferic trial.
Good opportunity with Non Profit
good connection to have and will push to trial, but might not see much value simply because they aren’t purchasing many articles and are tightly partnered with universities
Okay company, 250 million, 700 employees, right title, need to go to corporate operations side,
He wanted to learn about our services and if there is anything we can offer him.
They mainly build integrations for POS and e-commerce systems. It’s connected via microservices. They do not create custom software nor do they do it for clients. They are an integrated solution for clients and are just something that tags on to their existing e-commerce platforms.
Also has an in house dev team that works on it just for the product. I would focus on asking some qualifying questions when getting meetings such as the following:
Do they have an internal development team if so, do they outsource software development? If no, probably not a good fit.
Also, do they need to build custom software for any pressing business need?
Companies with product managers and VP of software developments that don’t have an internal development team could be good.
Good call and good contact – Security Analyst
They already had a data lake that the company had built internally. We had to struggle to get to the next step on the call.
If Olga could have been more on the data architecture side (not on the analyst side) this would have been better. The next step is for her to introduce us to people on the architecture side.
Hi level lead with direct oversight of budget and buying authority.
Persona is a good fit. Although we may not be to move forward with this lead due to conflicts with our strategic alignment (samsung internal. I will let it slowly disappear) but was a great find based on search criteria we have a provided. Good job
They don’t have home health or hospice.
not involved with web sites and wasn’t aware of any projects that we could help with. I understand that this was a referral from someone else for Molly to meet with us and not the initial person you were trying to meet with.
They don’t have a prospect research team, so less of a fit for just the major gift officers. But they are planning on bringing prospect research back on, which at that time we can re-engage.
Right title, saw great uses. Unfortunately he seemed a bit distracted (sounded like he was on the road), so couldn’t share screens. Scheduled a 2nd call, so good sign, but area to improve maybe to let them know it would be preferred if they are in front of their computer so we can show them the product. Great job though!!
great persona for our capability
Good Company, Supply Chain Manager/Single Plant, Need to target higher, will refer but no named referral.
Great call. Has great network of storm spotters. Only covers non-municipal areas in the county. Discussed county wide enterprise Sferic Maps license and offer for the municipalities to get stations. Sending overview and setting up trial.
not sure we want to keep hunting f/u meetings with hospitals that can’t make a decision on their own – but turned out OK and maybe she will help us down the road. Thanks.
Good call with Angela. It will take some time and likely attendance at her conference but we have a legitimate shot with Pillers.
The meeting was rescheduled until Tuesday next week
While no pressing need for Corey, I liked how he is forward-thinking and is trying to digitize his company and move them to an automated approach. In his industry, very few companies are doing that because they are stuck in their ways. He is slowly trying to get his company data-driven and perhaps when the time is right, we can help him take the next step.
Will keep up to date with him from time to time to be the first person for him when the opportunity arrives.
The Haslups stopped by our booth at the interim conference in Atlanta. Looking to schedule a demo shortly.
Great call with their CEO. Demo scheduled for Oct 22. Good sized agency.
This agency utilizes another state agency to perform their BI. Unfortunately, Liz wasn’t able to get more info up front (not her fault) as the contact was headed into another meeting and agreed to the intro call. Definitely think there is opportunity out there, just not with this agency. If possible, we need to know what they are currently using, and if they are satisfied with it.
They were the right people and the need is there. This will be a long process because they are not ready now financially, but a great lead
good call. Julie was involved with their efforts but didn’t know as much about what they are currently doing. She will try to get us in front of people that are leading the project for a follow-up call.
Nice job on this meeting. Fit the criteria’s – has a disability and compliance focus and has a budget for this year
Good company, we cover a lot of areas for them
Overall, this lead could be promising, though Jeff Porter himself is not a decision-maker with respect to utilizing our services. If he follows through on introducing me to his GC, who may have some interest in hearing more about either/both our EDiscovery or ELS LOB’s, this may yield something in the future.
Creating interest with a highly relevant contact
Great call, great use case
It was great in the sense that the person was in the right ICP and it helped us bring awareness to someone in our industry. While he does not have a need for our tool at the moment, he is aware of us at the least which is important as we continue to grow the business.
Uses NWS info. He is attending our meeting at Sam Houston Univ.
Overall great. We still don’t think data scientists are the best people to talk to versus data engineers. We did get a demo from this meeting, the only negative is the target was slightly junior and not a data engineer.
Spoke to Will about a new note taking process. All is good and appreciated.
Right title, saw uses in technology and legitimate interest. Early on in the conversation, but seemed to show a good amount of interest. May be worthwhile to ask about current initiatives and how they currently measure space utilization so we can prepare for the call better (in this case, he was using observation studies and card swipes).
This is an ideal prospect for us – with a real actionable need. If we can replicate this one that would be great!
Great job of qualifying the lead and timing. The prospect is ready to move forward and is a good fit for our skill set.
he’s leaving Lexmark, but is staying in the industry at EW Scripts. It’s was a good call.
Good meeting, good titles and environment
Right title, saw uses, but seemed to be more information gathering than anything else. Said this is something they are just starting to explore, so good to get our name out there; however when we discussed pricing, he was a little shocked and said probably more than they are willing to spend. No way of knowing that without getting him on the line though.
Right type of lead we need for all accounts
Best. Lead. Yet!!! Great conversation, was qualified, interested and short of him being the actual decision maker, this was great! Only area of improvement would be to try to find out if he has used any space utilization technology in the past (he did say he used iOffice). Could have helped me prepare better for when that came up. Other than that, A
goo first start- but she is still very new and was not even too sure on what they have in place for a successful Disaster Plan. She did mention their Plan itself runs extremely smoothly and the Sydney that developed it top to bottom is still their managing it. they are growing so they are taking steps at trying to figure out: 1. what do we need to improve upon as we grow as an organization. It is in premature convos, but hoping our product can push to next phase of discussions.
New RFQ from new customer
Smooth process of forwarding the client’s request, related information
Great title, great company. Exactly who we are trying to target.
love getting more leads on the calendar!
Good conversation, very informative.
Not in the market at this time, EB is too ingrained in their Disaster program and they use MSFT Teams robustly for their incident command and it meets their needs. did share with me intel on EB tool- Safety Connection- this was good intel. But no opp with the prospect at this time.
Contact new at company, Try higher up in hierarchy – Director level. I can see a fit, our platform could help support.
Great lead, intro, and background via email ahead of time
This is a redundant prospect- we spoke to his colleague Mid-July. this touch point was unnecessary. More effort needs to be made on qualifying leads.
Not the right person at all..no qualification questions asked. No original convo took place only linked in email.
No need and they have products therms are happy with… received stars bc he shared a state name.
Education vertical, so again, not ideal. He was upfront and said probably won’t go anywhere, as they don’t like to spend money and student surveying is cheap. Saw uses, but again, was more of an informational call with no urgency to deploy our system
good potential DLP prospect
Prior user so familiar, but timing is off since their budget is set until FY21.
good contact and lead. they are not budgeted to change services until next year.
They’ve explored in the past, budget has been an issue. Interested in a ROM and further information on the InSites solution. He seemed interested in assets over Wi-Fi as an entry.
No interest not his space not a target
Good title and a Christian was persistent in getting the call scheduled, it was just bad timing for the agency’s market evaluation cycle.
David is in charge of vetting new vendors for IR Webcasting. Lowe’s is currently using West for quarterly earnings webcasts. They are interested in our platform.
Interested in OAS for parks. Has no alerting system. Gets weather info from PD. Sending OAS overview.
great meeting right person, early in the evAL STAGES
Great long range opportunity
While there isn’t a current project, he asked us to stay in touch as they work through the process in a 1.5-3 years.
Just want going to pencil out due to pricing and there was not really a need there. It’s going to happen and Im glad we at least gave it a shot.
No immediate need, but a good person to talk to at a company that we could do business with.
Excellent title, interest was there, unfortunately our timing was a bit late on the call, as they just implemented a rival solution. Maybe ask about any current initiatives during discovery call to see if they are already under contract with another solution (as it was in this case). Other than that, this could have been a 10! Keep these types of leads coming :)
Turned into a great use of time after he brought in Lisa Bentzin who is in charge of Digital Consumer Experience.
Good target company, right contacts on the phone
Great call – he really gets it. Uses flash to bang, Loved Sferic Maps and OAS. Mapped out 2 locations for OASs. Sending Sferic and OAS overviews. Wants trial Oct. 1.
Great lead, even with rescheduling. Very interested and next steps planned.
Tom was interested in GROUP travel – not individual. This is important because this is what our sister company sells, not normally MM. If nobody is calling on them (which I doubt they are), we can move forward with the opportunity – but when people are normally talking about travel incentives its good to ask if they are looking for group travel or individual travel awards.
No ones fault. What John was looking for was something that we do not provide but at first pass it did seem like a nice fit.
They had to reschedule, we then had the call on 9/9. Good call.
Decision maker good (Phipps=CISO), timeline (current), funded activity, next steps scheduled (review Hunt Zero and sample reports) for consideration – Not a target account (but a good global prospect nonetheless).
It would be helpful to get more information on what they are doing today (if anything) heading into the call – so we can understand if they will be comparing what we do to something that already exists OR trying to convince them of why they need a program such as this at all.
This was an inbound lead, but it was helpful to understand more about what he was looking for prior to the conversation.
Need to find leads in other areas – Corps Comms/ IT/ AV/ Multimedia
referrals to other people in the organisation
The call was good. The only thing was they aren’t really looking for change, but then after the call, he was actually considering it more earnestly. So it ended well and fingers crossed for the next contact with these guys
We knew before we spoke that this was likely more of a business development call with them selling to us than a sales opportunity but always good to interact and could potentially drive sales longer term through their organization.
Texas Capital Bank is too small to buy Catalyte teams … but the call was worthwhile because we likely can sell them some staff aug for data analytics
likes the feedback he gets from VISN 8 on LP, but currently, they have vendor fulfilling mass notification and EM Planning and Coordination- ReadyOPS… still in contract and will find out when it ends. was intrigued with what he hared about EM and Vision of EM, interested in current cost. Open to evaluation- not ready for demo. but a strong possibility. Overall need is currently being met, but could be a future replacement deal.
Trinity, so likely won’t go anywhere. But DOP was excited and gained an advocate.
This was an excellent lead. Exactly what we are looking for in partnering with these PE funds.
Might be good for one of our partners but they don’t have a platform for us to be in.
Well done on this lead, right authority/audience we want to reach.
solid lead w/ long term potential
Have a current system, but their Children’s hospital is expanding and may be interested in expanding technology. David is willing to connect us to their Innovations Officer and someone from IT for a follow-up call/demo.
Shannon was persistent and got the call with Peter. They do not use many contractors, have an incumbent Infosys for the few times they need staff aug, and are not big enough to take on entire Catalyte teams. Good conversation, but not a great fit for our offering.
Good lead, interested and engaged. Thanks.
Great demeanor! Really nice guy. Just not a huge need for our service.
Phil viewed us as a competitor or perhaps a partner, but he definitely wasn’t a potential buyer. It was informative to hear Teradata’s take on the space and the fact that they are trying to move more of their workload into their own platform.
The lesson I would take from this is that we there should be a bit of caution about approaching vendors in the space. It doesn’t mean we shouldn’t talk to them, because they might have internal analytical needs, but knowing up front that the conversation isn’t about a selling opportunity is useful. We might want to put together a list vendors along these lines that don’t need to be avoided, but might be a tough sell.
Good IR lead. Need other leads from Primerica.
It is a testament to Julian that he was able to get this guy scheduled for a meeting because he really had no interest in lightning or severe weather information.
Right title, great conversation, seemed legitimately interested and asked for a second appointment. Again, it’s in the education vertical, which doesn’t quite fit our offerings, and this was apparent when he mentioned he wanted to integrate with lighting, HVAC, and other systems which we don’t have available at this time, but this type of contact in an enterprise organization would be a 9 or 10. Keep up the good work!
Good demo, shows interest for 2020 budget cycle.
Liz was great, provided lots of information ahead of time
Great call with Cory. We discussed his company’s goal’s and desired audience. Setup a follow up call with Cory in late October to discuss budget and PDK’s event schedule.
Good call with next steps
Positive meeting scheduling demo for technical deep dive
High-level meeting with the CFO. Always good to have discussions with the CFO, but I learned that they are a smaller organization and they don’t have a lot of money put aside yet for cyber defense initiatives. That said, the CFO wants to talk with our consulting team about strategy work, and he offered to introduce me to his CIO to see about MTS needs.
This was a good meeting, but likely a more of a play for our Consulting team since the contact is a risk and compliance guy… I will be introducing him to our colleagues in consulting.
Kevin did offer to make an intro to his boss regarding our service (MTS). Good intro but not a active lead opportunity (yet).
correct person, has a need, call went very smooth.
They have no SIEM and are looking into SIEM. He is the right guy to talk to. I’m told the call went well.
Only a 15 minute call, but thats all the guy would give us. It is relevant though. Good start to try and get a project going
He was the right guy to talk to. They have a mature Splunk deployment which is very hard to displace and 15,000 employees is on the higher end of our sweet spot, but I’ll take this meeting every time.
They want an AI SIEM. Cant ask for more qualified than that.
Always open to talking to a potential MSSP Partner and it moved to a demo.
Jeff was a good contact. He seemed very interested and could lead to something. His focus on ovens vs coolers was a little of a surprise but that was fine – especially if/when he brings in others.
Actionable RFQ w/new customer
The contact at TECO was engaged and may lead to further introductions within the company.
Meeting was not with the person who SDR spoke with so made for more of a challenging call. Possible to make sure that the person we speak with will be attending as well so we can get a heads up. Seems interested. Also feels like they’ll ghost.
very good call, thank you Evan!
Great prospect, she wants to use RelSci. just a matter of when due to budget cycles.
IR contacts are OK but lets get to Corporate Communications!
Call was for the prospect’s own edification but he did mention he’d like to share with his CIO and set up a call if appropriate.
Great prospect and she was the right person. Timing may be an issue as they may not be able to add anything this FY
Great intro call. Hopefully it opens the door to opportunities.
great summary! great lead
She is a subject matter expert for GIS at FEMA and can provide us with info and potentially refer us to more senior staff with decision authority.
good call- he can bring attention to LP to his HQ leadership but he cannot make decisions outside of Corporate. He is interested in looking at the solution as he will be evaluating Juvare EICS as well, but he know either case Providence needs to decide if they wish to standardize beyond Everbridge. Demo scheduled to gain his championship.
we needed to reschedule due to an unforeseen conflict
gil thought we were a bus company. he said his only need is for charter buses
Good lead – potential regular trips – small field trips – more of these please.
Decent – more of a field trip play – low ACV – a playable lead nonetheless
This was a great call. Right contact, need is a bit lacking, but they might be replacing their Notification tool. Need is lacking bc C Suite lacks EM understanding and they never get dinged by Surveyors, bc EM surveyors don’t ask right questions. He knows their are issues, but Surveyors don’t. the sell will be to save time money and patient lives.
Feedback was positive, but they are in a spending freeze, so 0% chance they move forward before July 2020.
good lead,. well prepared
Great contact, but are a small school with only one prospect researcher. Not sure if they will be able to move forward even if there is value in RelSci, given the “in flux” state the department is in. Scheduled demo anyway for next week so they can evaluate our coverage of alum in Canada.
Their challenge to find connections to major donor prospects is not much of an issue as their major donors are parents of students, who they easily can engage with.
Great call, great set up and wonderful opportunity.
no money, sister facility going through bankruptcy, need to invest in EMR. too many other Technology needs they have. their coalition provides them with tools to meet their needs
Lead has needs for PGi’s collaborative and webcasting platforms
Solid lead, great pre-call info, should be able to get follow-up meeting.
Excellent lead: high-level decision-maker with a current need.
Ade was nice and listened – but has no imminent projects. He is also based up in Allentown, PA. The team is in growth mode, which is great – but they are currently still under a sharing agreement with IHeartMedia (they spun off recently). They will be out from under it eventually, so staying in touch. GC is in NYC, and attorneys are spread over the country. Few are actually in TX.
Customer provided an actionable RFQ
Target was really an employee of another security firm, not a great lead
Was able to get the prospect registered for the event. Perfect.
Good conversation; he would be the one using the product, and he said he would run it up the flagpole to see if the execs want to see a demo
great lead, they were super interested and had a clear need that falls into our value proposition. nice work!
Sandy came into the meeting highly skeptical – which is fine. They don’t purchase articles to get full text and they do not actively do R
High quality lead. Great potential.
He says that he isn’t the right person. I would expect a staff engineer to be politically correct which he did. Staff engineers are usually super senior specialized folks. What I learned is that:
1. Call on the CISO’s group who own this
2. Microsoft as parent company may have more influence now than before.
3. Currently on-prem and moving to Azure. This would be the logical insertion point for a sales campaign.
Call went very well. Opportunity is still in its infancy, as they are a long ways from deploying anything, but great intro call, right title and prospect saw some use cases.
No daily rides opportunities – but some potential small field trips. Potential win – just very low ACV.
It was ok……I think that the contact was very unclear as to what we did when I got on the call…so a little more education on the initial call would be helpful.
good call, Webex booked for 2nd week October
Tiff is using her personal and local contacts which shows her grit. However, this prospect may be a bit too small as we grow beyond grabbing logos. Also, it’s clear that the prospect took the call without any real inkling of the solution. A good opportunity but unsure if we need to reconsider some of our targeting.
It was the right user level for us at this stage. Also, the prospect was highly cooperative and shared valuable information
push to get techincal asset on the phone as well
solid meeting. Continue the effort. This one include the team which added additional value to our value prop
Another solid meeting with the leader of the Risk Management team. The only thing that would have been if we had the operations team on as well. He deferred to that team which we pushed to educate them in a future meeting
Great qualified call. No complaints.
Right person for what we do. thx
David seems interested – but we would need to do a lot of leg work to prove out ROI. Per David, we would have to show that it is “net neutral” to their budget.
Right contact, very interested and next steps planned. Great job JC!
He was definitely interested in learning more about our network in South and Central America.
ideal prospect and ideal org. Will be moving to evaluation
Was able to get the prospect registered for the event. Perfect.
Was able to get the prospect registered for the event. Perfect.
The customer contacts were relevant to our objective but not the exact individuals that handle IT requirements. It would be even better if we could connect with those folks that handle the IT requirements.
Need a bit more discovery work before dropping into the demo – what is in place today, how much is the current spend. The Zoo is down market but there is a 30-40% shot of moving forward to move the off of the current provider.
Likely too small but will continue to work as there may be enough of an ROI to move forward as there are secondary ticketing needs that could be rolled into ACME
She wasn’t necessarily the decision maker but was a good start. They already have a contract with Site Improve for testing tool
Great initiation and preparing of first contact, valuable inputs for successful discovery call with prospect contact.
Right person, company and title
Great potential , right target
Great potential. Still not ready to invest due to merges bank os going through
Right person, company and title
Right company, person and title
The person was too junior and they don’t invest in surveys
Qualified but not interested
per conversation – “ballpark” on estimated/budgets allocated for IT Spend
high level strategic thinker who could be a C-level meeting down the road.
Great contact. Super potential here.
Good lead. They are already in procees with another Vendor, but we are trying to snake it from them
Good lead. Has need and will be a good advocate.
good company and role/responsibility. Just not sure that there will be an opportunity or next steps.
Had a need for field trips of 25-50 kids. not a good fit for us but had a decent conversation. just no real need our service can meet right now
Good meeting, good title, moving forward
She was the right person in the right position. She just was not motivated to move the ball. Memory blue did their part very well
good lead for sure, just hasn’t shown commitment yet for a call and/or visit. Will stay on this one
While yes as a company this was well aligned with PI, the expectation setting is critical for us to have a productive conversation. when they think we’re just showing up to tell them all about PI that sets us up to fail and it ends up not being a good use of my time.
Was able to get the prospect registered for the event. Perfect.
Not interested in becoming a partner. Wants to attend a 2 day workshop
Guy was ready to buy. Good lead….
It is a great lead for us to pitch an RFP!
Ron was able to connect Abby and me via email. Abby and I have worked together on past projects and I will be taking over the communication moving forward. Abby and Ron had discussed GSX 2020 as the main purpose for our call.
Well qualified. Good meeting
Walt did a good job qualifying this. This organization is not ready for our tool. Will check back with them at the end of the year.
Rick Danner is in DevOps, will share with IR/SOC as well, good call.
Client had no clue who we are or why he was on the call. Could not identify any potential need or opportunity
Great lead – long term potential
Great contact, but small school with limited budget (one of the PA state schools – part of system with network of other schools). They can’t make a purchase until 2020 and even then, $8k is far out of range. They are interested, but will need to purchase along with other schools in network in order to afford us.
Willing to receive more information. Potentially has an RFP coming out later this year.
Was able to get the prospect registered for the event. Perfect.
Was able to get the prospect registered for the event. Perfect.
Was able to get the prospect registered for the event. Perfect.
Was able to get the prospect registered for the event. Perfect.
good conversation, but not the right guy
Good meeting – would have wished she was a little bigger.
Continue to qualify out low-value archival work, and/or expand the scope of the projects to include more boxes from across organizations.
Great title, good to get someone interested on a call ASAP. First red flag though should be email address given. Most interested corporate clients will use their corporate email instead of personal email. But no way of knowing until after we met with him. After some brief conversation, found out he thought he had won a beer related prize (untapped app?).
He did have some background in the industry, but he was definitely not the correct contact nor did he have much use for the application. Said he mainly wanted to learn more so that if a client asks for something like this, he could keep in his arsenal and be knowledgeable about what’s available in the market.
Overall, good to break the ice with the first call, even if it won’t result in revenue.
Great call with Art. We discussed his objectives for GSX 2020 and which products might assist with his future plans.
Good Stuff. Would have been great to suss out how they are engaging with their clients now.
This was a solid meeting. Ultimately, I don’t think Ely could have figured out in his time talking to Hashim that he was unwilling to move any initiative forward. Ely did a good job on this.
Will gauge interest from parents but no clear need right now
Field trip need only and not sure it will be a good fit
use a competitive product that is currently working well for them.
This was a very good meeting with the CIO of Quest Diagnostics and her team. While not an immediate need for MTS, this is a good potential opportunity for Booz Allen commercial to provide advisory consulting services.
Ryan did a great job. Looking forward to more leads
Only would have been netter to know he really wasn’t about nimbusID and more related to his side gig Infoguard Dallas
this call went great – Zaia was interested and potentially could lead us to more opportunities
Senior level contact in a F500 company.
good point of contact and timing
Great contact and there’s flex talent opportunities here.
It would be REALLY helpful to know why a client is interested in looking at the Predictive Index. Do they have retention issues? engagement issues? are they growing? More or less what challenges is the business facing with it’s people.
Good conversation. They are looking for a vendor to actually conduct background investigations for them. I am going to follow up with them to give them some additional information about possible solutions for them.
Contacts were good but were focused on active vs passive monitoring which is unusual in the grocery space. Hard to tell before call but would have been good to have their refrigeration or security person on to get feedback on OpSense vs existing system for passive monitoring.
Got her to register for the event. Perfect.
Got her to register for the event. Perfect.
Qualified lead with an active project.
Touch question to gauge – it was a good conversation not sure where it will go and there is no defined opportunity but I will run him down and see what I can get out of it.
The right role and responsibility. Had an interest in talking about our solutions. No next steps, for now, potential future opportunity
Great call with immediate pricing
low-end of the market for us and likely too small. they won’t evaluate until late 2020.
Good defense contractor lead
Good lead, relevant company and relevant contact within the organization. f/u mtg scheduled for Monday.
Customer wants pricing only, sending out, will work on a demo with his team later.
Katie is doing a great job. This is a large organization and we were able to identify where this key stakeholder sits and agree to a second demo with a broader audience.
Great use of our time! Craig is in charge of an investor event in February 2019 and he is NOT happy with the customer service he receives from West. There is a need and an urgency for GlobalMeet webcasting. Pricing to be sent tomorrow as Craig is just starting to budget for the event. Good Job Emie!
I thought this went very well. The only reason I gave it a 7 vs. 8-10 is that the overall business potential on an annualized basis is probably not huge given the industry in which US Xpress operates.
Product is relevant to GSX. Tight turn around for 2019, but possible. Great lead for 2020.
Great meeting – not much else memoryBlue could have done to make this a higher value meeting. Thanks!
The prospect had zero idea what this call was about. seemed disinterested in even having the call
right contact and responsibilities. Had an interest in discussing our solutions for a project she is working on. We will see about the next steps.
overall a good call. they have a need for improved Business Continuity. Ramon will need blessing of EM committee and the Director of Security/Safety who he reports to directly. Budget is not yet identified, but if the EM COMM would like to pursue, they can put in a budget request. demo confirmed 8/28 for Ramon to look at the solution prior to meeting with EM COMM and speak with his director.
Great job getting in front of leadership here Brooks! We had an onsite demo with them 8/16.
Great call an conversation here. Awaiting confirmation from him to stop by his office.
Thanks for the appointment
Very good, high level individual……we may not have the solution for them, but Steven’s work in getting this meeting was stellar…
He gets the problem, but not sure he is completely on board, we had to “force” a follow up demo meeting.
Potentially a good call. The contract however was not technical enough to say what they are looking for and was a bit “dry”. We need to dig deeper and get a followup demo call to extract more info.
she was very receptive and while webcasts are not commonly used in her area she may be a good source for referrals into other areas
Seemed good, but turned into a lesson in PBAC for Authorization. When pressed on project timing and costs, prospect differed to many unknowns making it difficult to nail down a next step beyond looking at more information.
good role and title. Althought might not be the best fit based on the products he works on. However they are going through a corporate rebranding so we might be able to work with other groups if he will do the intros.
Great intro contact for organization. Although Ricky is not a researcher himself (Operations/Finance Manager) he has a baseline understanding of the ReadCube platform’s benefits. He will be providing info to the research team to see if they would like to activate a trial. Definitely demo worthy….
Willing to obtain more information and in an area of our interest!
Only 1 research and fundraising less than $20M/year so price could be an issue. But otherwise, good prospect – she found it very interesting.
Andrew Felder (not Ford) attended the Silectis webinar on Wednesday 21 August.
This introduction call turned into a possible end point engagement so it was very beneficial. Thank you.
They are a competing platform so the call went as expected, but the changes we have discussed about our target market and approach should prevent this from coming up again.
Dan wasn’t exactly qualified at this point so no call occured. He did ask for pricing immediately but is a very small pharma org needing a maximum of 5 to 10 citations a month. Still good to make the connection and get our name out.
Right person but has a good system in place now. Could be a conversion.
Right size company, interest,
Very interested, right size company, heavy influencer
Right audience and need for sure. The contact is fairly new and they are just investigating at this point. Possible and opportunity for later this year or 2020.
She’s not in a decision making role but did give me the name of who I should talk to. Thank you!
Talked to the appropriate person, there’s a potential fit, and defined next steps. Good meeting.
High level conversation with the right guy. A little too early to tell if anything will become of it. That said, glad we connected with him. Thanks, Wilson!
Wilson had to work to get this one to happen, and we appreciate the persistence. This was a good conversation with the right guy, and it could turn into some business.
Right person, good conversation, and they make devices we could go into. Appreciate Wilson setting this up.
There’s some potential here. Thanks for setting this up, Wilson!
Insightful conversation. They tend to use open source, which makes things tough, but worthwhile meeting.
Right guy to talk to, but a competitor of sorts. Great conversation, and glad Wilson set this up.
The right guy to talk to, however, they’re not really involved in making devices. There may be something here with their marketplace, but hard to say.
Good company, right person, had applications need, webex scheduled
Great lead as we discovered a number of areas to focus and possibly help them. Find more like this!
It was an okay call, did not take a ton of time but ultimately we cannot work with them because our pricing is cost prohibitive in their opinion.
Eric is not the right contact to have conversation with and the system provides comprehensive tools. not interested in follow up.
I saw a lot of curiosity in the prospect which is a good start. I am sure the call before with Christian has a lot to do with it. Which means some of the messaging we are delivering today and how its communicated is definitely resonating. Let’s keep pushing. Great job !!!
I would start by saying any lead is a good lead… with that in mind, this contact could have been qualified a bit better as he was focused on coding not what Fidelis does across the platform. As a sales professional we can still try to turn these things into something positive but in this case it was a bit of a dead end since John was in coding and not in any line of decision making.
Good title and role. was interested in our services. potential next steps
It’d be helpful if they had an understanding of what TO is, or what PI is, or what the Partner program is at even a high level so we have some context to have a quality conversation.
good fit based on job title and particular use cases
Very good lead…..a weather info user and no real solution beyond NWS.
This is what we are looking for
good call… I was able to identify need and budget. Demo scheduled
Right level, right size of company, right industry, not ready for this kind of tech as only concerned about his own org, not third parties.
Great lead and adept move by Max to call us and get him a budgetary quote
First, let me say that Seven is doing a great job of getting these meetings set up. This particular person was not the end user we need, but i the right guy to introduce us to others who can use or services
This is a very small operation, 2 person security team. I would like to see if we can get specific use cases that are of most interest to the prospects before our initial call. Will help us drive and focus our conversation. There is definitely a strong interest here so fingers crossed it turns into a real opportunity
Hand off summary was excellent.
Good title, good company, good environment. Maybe more details on ticketing and crm. Good meeting though
Interested in OAS and Sferic Maps. Wants trial. Quoted $8750, $1500 and $800. Sending overviews. Has a couple parks they are interested in. Currently have nothing.
Great call. Thanks for setting it up.
Danielle is new to the role and not entirely happy with her current IR Webcast provider (NEED) She is in the process of pulling her current contract and looking at other providers (Urgency) Danielle also thought the use of webcasting for franchise communications was interesting (another use case) and would be happy to circulate our information to her colleague in Communications. Great use of my time — Thanks ROB!
Great connection…definite interest in the prospect for our core event.
Discussed Lx alerting with her and her director. Interested in OAS for 1 park and Sferic Maps for other parks. Sending overview and coverage map with pricing. No money in this years budget but can request funding in next years budget.
Prime are not great targets as they don’t have money or decision making ability.
Vicky is a decent entry point, but she is one of 12 hospital EMCs. she is willing to share LP info with her counter-parts which is great!. she has only been there for about 6 months so not too familiar yet the full disaster program and tools, she knows she has Everbridge embraced throughout Piedmont- free from the State.
evaluation needs to be done by higherup… sending her follow up info and have plan to reconnect next week. she could not not articulate any pain/need bc she is too new.
Awesome lead! Thanks for making it happen :)
The call did not take place today, perhaps due to my invite arriving a couple days after the appointment was set. Kian will send out the appointment right away in the future.
Rasheeda does not get involved in the people aspect of consulting at all today and doesn’t desire to get into it in the future. It also sounded like she tried to ask questions ahead of time to get clarity on if this would make sense and didn’t get a response. This isn’t a good use of her time or mine.
Great prospect. Timing is a little off as they are starting their new campaign within the next year, but not now. Also, only a person research team, so sometimes our price is too high for only 1 user.
Good meeting and could lead to a POC
They are comparing to current program
Good call. Nice lead and possibility here.
Great meeting and super follow up to make it happen. Thanks for going the extra mile!
Company sub of patent located in Italy. Right title, understood what we do and how we bring value. Too small of an operation 30 people in plant.
Potential fit who was only interested in referral model. Doesn’t have bandwith or interest in adding the work.
PBF Energy is currently using Investis (Chorus Call) for their Earnings Call. They do not do Investors Days. They are relatively happy with their experience. It was a good introduction to get our name in front of Colin. There is no real need or urgency.
the prospect was keen to learn about Datalight and we scheduled a second technical meeting.
On the lower end of qualify spectrum, but still a qualified call to make.
Good title, good meeting, going going to trial
A bit confusing, a bit of a stretch outside of our space
Great Lead! Interested in learning more.
It was a good opportunity to share with him about pre-tagging and we talked liner swap but he’s not interested in going down this path right now. He’s sort of a regular “do nothing” type as I’ve called on him for years.
the call with US Resources was spot on – US Resources identified areas of interest: Assureon
It’d be helpful if they had some context going into these conversations.
Need, Interest, Budget, Timeline may be early FY20 best case; ultimately I think Rob was fishing to go-to-market together.
Meeting setup was great and clearly communicated. Follow up to confirm meeting with prospect was great as well.
great job converting a recent contact to a meeting!
Decent fit, but there were some intracacies in her model that made things not a fit.
Right Company, Right Person, Need Identified, Next Step WebEx presentation scheduled.
This was one of those longer term relationship building calls. They would be a good fit for us and all in all a good call
This was a revisit to a conversation had back in July. Prospect is still reluctant to move forward.
Nestle just let us know they were just acquired, but we were able to show the full demo and he will share with his new team in September. Overall good chance to introduce RangeForce
Good call with a an influencer, but not the decision maker- need to get to 2 other additional layers- his boss and the Facility Management company. have SWN through corporate for Mass notification. there is a need for Virtual Incident Command and AARs- need to be more efficient in the manner in which they do this. John would be a good user and influencer.
Spoke with Kim, who is the only prospect researcher. They are a small school and don’t do relationship-mapping currently, but Kim thinks RelSci could help her build donor profiles. She thinks her colleague who is a grant writer could benefit more from what we offer. Will be in touch if he wants a demo.
Low score due- no $ at this time and it is a critical access hospital. James is not a decision maker and needs to discuss with his CNO and CEO. Too much financial mess for this hospital and Administrative turnover. the hospital needs to fix its financial situation before any type of tech investments are made. Will have a follow up call on 9/3 to get feedback from CNO and CEO>\/
Good call..good job understanding the network topology.
Good call with startup program potential.
Contact didnt have any context on PI. Using a competitor that she is happy with and not looking to change. Also not located in NYC. This Co is in CT so it would not go to my territory
Good first start in the account, but Mary is not the decision maker. This call is leading to a call with the EB, Zach. – Ben
Call was set up well and Katelin made sure he kept the meeting even calling his cell when he did not call in on the conference line. It was a good lead for 2020. Right now we are focused on 2019, but this will be important for the future.
It was a great contact and call was solid. It would be great to know the role and any initiatives/priorities important to the contact prior to call. The details we have in order to prepare and drive the conversation is appreciated
Perfect contact, perfect environment, 100 users. Ideal meeting.
Great call. This is a group of Met Scientists that use NDLN data. Built their own alerting system. Wants Sferic Maps trial.
Great contact. Well primed.
Great job! Has a need, great area, etc!
Decent demo, not ideal but small account
Amy doesn’t see a switch to MDR happening in 2019 with other projects currently going on and with limited budget. Consulting is a possibility she explained, so I sent her our MDR report and also a one page on the services we offer.
It was a simple set up and it led to an advancement. Thank you for your help here!
Dennis did not actually meet with me as a result of any action by memoryBlue. I rode the shuttle to the airport with him and we struck up a conversation. It was only later at the airport that we discovered that we both had been at the NASDVA event.
Jason managed a team of buyers and offered to introduce us to his team
Good Company, right person, operations side, Gave contact name of boss, setting webex for the end of the week.
Right Company, Good information, not decision maker/influencer. Would not name contact, but would pass information along.
I think its always a good idea for the person scheduling the meeting to be there to kick off introductions and set the stage.
great lead! Part of HPG and had real interest/ need in at least Kit Check. Thanks!
Good job pursing to get rescheduled
This was a target account for me. The cll was pretty good – it’s the start of a dialogue.
Client had minimal idea of how he might want to engage us…current budget etc.
He was not a terrible prospect – will require a lot of work to develop the lead and unsure if they will have the budget to work with us. I will continue to discuss with the contact to determine if there is a fit.
Probably not the best in terms of what he actually handles, but still had an interesting use case and is going to bring this to the new CISO.
Right title, understood the value of the tool, next steps established.
Laura was very nice and generous with her time, and even incorporated a colleague (Brian Harrison, a paralegal) on the call, but at the end of the day, she really didn’t feel that any of Legility’s services would directly benefit her or be of use in the future. She DID mention that her GC might find some usefulness in outsourcing contracts to us and, though I tried several times to encourage her to make an introduction for me so that I could broach that subject with him directly, she was non-committal. I will follow up with an email to her in hopes that she will connect us, and she did say she would keep my contact information in the event she had questions or needs in the future – but overall it seems unlikely to yield any future business.
not a consultant, didn’t know why we were meeting, offers a software platform
The perfect persona/title you could ask for.
low in the organization, researcher…. knows the pain but would not commit to a next step.
Not the right person, but they might connect us with someone else.
You definitely should use Worthix to evaluate that. If you could provide the lead profile before (role, experience, style, etc) the meeting it would be great.
Eli was interested, had a number of goals that Squelch aligned well with. One thing that could be improved is having more information about their ticketing system and technology stack before the call.
good lead just mac was an issue for AppGuard
Great call. Any insight for the purpose of the call prior to setup would be nice but Ron and I worked well together to plan before the customer joined the line.
Low priority for the prospect. Need to find more privacy-related members of Dell.
Ely is doing a great job setting up calls.
not the right person to make an endpoint decision already in the process of deploying a solution
This was a productive conversation with Kim. However, she or her clients aren’t in an active buying motion. However, great exploratory conversation!
Leading CX so the right person to start the conversation with.
James always does a great job. Unfortunately, in this case the customer had the impression that all of their current requirements were being met. She did ask for some additional info, so I guess we’ll see if it goes anywhere.
He seems to have a good handle on how to get the right people with more appropriate titles how have been qualified a little more …….
This appears to be a followup call from our call at AT
Just love getting a meeting with a new face in our backyard. Would love to have more calls like today to better understand the customer base closest to us.
This was a great intro call to get someone familiar with us and to glean info about the firm that we did not know or have
Timing is not ideal, no budget for a project like LiveProcess at this time- still 1-2 yrs out of building up their program to decide if they need more robust tools. The use EverBridge for alerting needs. Was willing to connect again in Sept to revisit conversations for a demonstration. Good contact to make for a future project.
Great environment, strong need, very good meeting.
real good call and opp. nice job Rob.
This was a great find. We have been trying for a while to speak with Jim and have always gotten stopped at their Director of Nursing. Great job getting us in front of a decision maker.
Just was not the right person in the organization.
Will be going out to RFP in 6 months for a new system for VSOs. Will be inviting all vendors
Ben was very impressed with Jenn’s persistence. Interested in alternatives to Vetraspec. Having trouble with inaccurate D2D transfers/glitches. Doesn’t know how long is on contract but is interested in looking at other solutions. Spoke of our upcoming API. Liked our work across federal gov and experience.
Walter was familiar with Abby Curtis.
Grace did not seem to be familiar with us and did not reference mB
We have a long relationship with Kat. It was good to connect.
Eric did not join, junior colleague not a target customer. Customer a good target.
Prospect was good conduit to info on his coalition. organization is behavioral health, no $, C-Suite typically will not allocate funds for EM. He has robust free tools from coalition similar to LP. Tools are not always ideal for behavioral health as they have unique needs, but it can cover their needs with no impact on their budget. he is open to learning about other solutions in the industry. but lack of $ and C-Suite support is major challenge.
listening to my change in model was really great
It turns out that Mark was the right guy to speak with about introducing Adaptiva into Freeport McMoRan’s SCCM environment. While we have been in touch with Mark in the past, this is the first time he has spent time to really understand how we can help him.
Time will tell how this will pan out. Their environment was not great (SFDC being the only thing we connect to) but the prospect was so impressed by Squelch that she would like to introduce us to another company who she knows uses platforms we connect to.
Continue your efforts with prospective HPG customers.
Good call . Guy is the right contact and they are evaluating vendors to help out with CCPA other regulations. Follow up scheduled for next week. Solid lead.
The contacts that we were connected to at Blueprism were good to have. It is yet to be seen if it will drive any deals/revenue as of yet.
AWESOME MEETING! He set it up super well and even got the time moved for us. Wow, great work!
Wants this to be more consumer related organized through parents – not for this school year and no budget
Confirmed moving off Logrhythm and looking at alternatives. We want to get into the project planning and POC process and this is a great example of that.
MicroFocus is actually a competitor of ours with their Arcsight solution. Their intention is to try to work with us simliar to how we work with elastic. Interesting topic, but they are probably too late for that kind of partnership to make sense.
Not a security guy, very small company. Not mature enough for our services currently, but maybe in the future. Also was hoping they may be a subsidiary of a larger company, but that doesnt look like the case. Audio during call was also poor, but that was on my end.
They have a need, its a university with a small team. They are not familiar with elastic, and will buy something in 11 months. Mostly everything we look for, but not a ton of urgency right now.
Non-Security, not familiar with SIEM, but he is aware of their security needs and will bring this to their leadership. We will see if their needs align.
This is a great lead and the RIGHT person to talk with. She was very receptive despite being weeks away from her own global events.
Stacey Brodbar is new to the position. She had a lot of good insight and she said she was going to bring our platform back to the CMO at Verisk. Good job Rob! It would be good to hit Marketing and Internal Comms.
Need to get more senior contacts
Great call. Not any active project at this time but was extremely interested in what we offer.
Job well done on scheduling the meeting with Justin
Stacey was prepared for the meeting – thank you