Billie has been landing leads that have actual interest in our solution
Greatly appreciate Alex’s hustle, especially in his first few days. All meetings with New Logos are good meetings, especially in this Covid environment. Darrin guy was one rung under the CISO, so not necessarily the economic buyer but definitely a SOLID influencer. I would try to probe for pain points, security gaps, business issues….where Agari can come in and help with our business outcomes. Darrin/JM were very happy with Proofpoint across the board, and beyond that, did not feel like they have any risk exposure or security concerns caused caused email security posture. But good logo, good connection for me, good size account (8000 users)…..now also try to find pain and active projects….and the cherry on top would be budget. Connection/interest Pain Motivation to solve Pain Budget is the ultimate meeting. I am realistic and certainly do not expect every prospect meeting to have all 4 of these attributes – but that is a good goal to shoot for. Thanks again!
Good Follow up conversation with Mr. Bible. This was not on the targeted list as they are already a customer. As discussed with Ryan, we would take the meeting, but I do not expect any revenue generation from this call.
great call, great contact, relevant need,
great meeting. great contact, relevant timing and need
I think the lead was pretty good. He’s the right guy, but no sense of urgency just yet. We need to build that up.
Could not have been better. Nailed it!
Great lead; we need to target banking more often. The only thing is that their contract is still a ways from expiring with their current vendor, but we’ll pick up the discussions in February.
Perfect role, big company, demo next week. Awesome!
– Odd discovery call – “we have no problems”
– Stand alone analyst. Saw value but ultimately not a fit based on individual reporting
– Initially discover seems like he would be the right person to engage with
– Leading non technical group that are data users is a
Excellent company and perfect senior leader…privacy is a tricky area as we have niche support items like VRM, PnP updates,
She got the message – but she was the wrong fit and in the wrong department.
We will pass the info to her and she will pass it to the correct people
Casey continues to excel in the quality, accuracy, and follow up for all the meetings she set up for me.
Great meeting, qualified federal focus, highly technical attendees. In the future, with technical attendees, might be good to give AWS a heads up so we can have an SA on the call as well.
A smaller company, BUT very good lead has a license with DD expiring this quarter
Just smaller site and limited procedures room.
Great call with Doug! Very interested in ETK VB, looking forward to working him!
Exceptional call- proper contact, solid review of security stack, etc… Similar to other organizations- corona has created tight budget constraints- capacity planning for 2021- potential for POV December.
Right person, good company, but other reasons won’t go anywhere.
right level within org, right sector, right size – good lead to cultivate, no immediate need
Soroush was not the right person, but he said that he does know the person who would own something like this. He is only 3 months into his job, which is more of a security advisor. He is working on 3 projects: HR systems, Identity, gov, and cloud assessment. He said they have a hybrid environment. Our homework suggested GCP. I gave him our company history, why we built our platform, etc. I will follow up with info he can share, and I asked that we have a follow up call, which he said he would schedule via Sydney.
Fed lead was not able to join the call, HQ was in different territory
The lead was perfect. No need to improve anything here. Thanks!
Unfortunately he isn’t over public cloud, so this doesn’t fall under his purview. Not the right contact at this time, and doesn’t have influence on the Infrastructure team where we would be a fit.
Really nice meeting set. Gene is a good conduit into Cerner as well as AbleVet. Right on target.
Great job getting contacts and meetings with the agencies we want to target.
Great company, but Parth: graduated in 2018, located in India, joined Thomson Reuters via an acquisition of Integration Point, and focuses on helping TR customers be secure (I believe as they get onboarded). I gave him a verbal overview on what we do, and asked if he knows anyone in particular who could be the right person, including in Toronto or Minn. He said maybe Toronto. I offered to send some info that he could at least forward, and I asked for his work email address. He did not want to give it out for some reason – he was breaking up – and asked that I send it to his personal email. So, a little peculiar, but possibly legit and just a new person likely with very little power or influence.
The lead was great – right guy, with the right need.
BUT – the concall system needs to change. We have had several calls that ran over the time limit, and we get cut off. This unfortunately happened today on this call.
Wrong company. Wrong industry. Suggest taking a closer look at LinkedIn profiles before booking meetings to ensure that they are in the right industry, company. His profile is out of sync with what we’ve come to expect from our targets so it could have been avoided.
Nice guy but environment us way too small
needs to be referred to corporate
1st Meeting with JPMC for the company- great work! Contact is part of GRC and will make a warm intro to security.
Solid conversation and entry point into a large enterprise account.
He seems to be leading (or a part of) a DoD side effort. Although he is a contractor, he has connections into the money and programs that really matter to us.
Prospect wasn’t sure what we did but now she has a better understanding so that when there does become a need in the future she may think of us
The role of the prospect brought in was excellent. The CIO is definitely a go to resource for understanding the program.
The challenge with this discussion revolved more so around regulation in the healthcare space and the procurement challenges that limit our ability to partner with Southlake. For improvement for the future, getting a foundational understanding of specific upcoming projects around infosec that are on the radar is helpful. Excited to get introduced to the org, although selling to them over the course of the next year or so is still generally unclear, but we’ll work on it!
Perfect in every way, shape and form
Moving to demo but the person on the call has only been at the company for 2 weeks. Would’ve been great to have someone else on the call as well that knew more.
Good meeting with Anne, Customer would like to move forward with a Purchase.
not a good prospect, only 3 people in the plant
Spoke with a couple of my Resellers, Neville is actually Plans and Policy. Joshua lee is should be the POC for DECA.
We will continue to improve on the target.
She was definitely interested, and she said they are at a stage where the company is looking to solve for the pain points that Parlor fixes. The actual platform itself isn’t a perfect fit, but we’ll learn more in the demo to see how/if Parlor can help them out.
The notes on the Opp were great and detailed.
Ask the prospect of anything specific they would like addressed (differentiators)?
Prospect is not interested in learning more about Tyler’s regulatory solutions – there is no sales opportunity.
Only attended the webinar for 18 minutes. There doesn’t appear to be a sales opportunity.
Troy did not attend the webinar. Sales will need to qualify this lead.
This is exactly the type of contact we want meetings with. C-Level. We generally have more luck with CISO’s, but Compliance and Privacy Officers are second, especially when part of a large health system like Karen is. Thank you and keep them coming! Great job!
Interested in learning more about Tyler’s regulatory solutions.
No interest in learning about our solutions – no sales opportunity.
There is interest in learning more about Tyler’s regulatory solutions.
This does not appear to be a partner of sales opportunity. This company is offering a competitive solution in the regulatory space.
This does not appear to be a sales or partner opportunity. This company is offering a competitive solution in the regulatory space.
Perfect contact. Perfect setup. Viable next steps.
Exactly what we’re looking for.
Nice job, Ray.
Through no fault of Andrew, priorities changed between Andrew’s call and my initial call. Still could be a viable opp, may just not be today.
Exceptional Call- AWS opportunity. Proper contacts.
Good prospect but for the fact it is B2B. No fault of Brad’s on this since I’ve told him I’m OK to talk with B2B companies if they have a couple hundred contact center agents at least.
Previous opp that went dark, now interested in revisiting our solution. Great lead!
Isn’t doing any 3d printing and doesn’t have any design in-house but knows this is the direction to go. Won’t make any changes until next year but good time to start nurturing them!
He was not ready for FranConnect and wasnt really looking for what we offer but never bad to have a conversation so he knows what we offer for the future
Great contact, and provided a referral to a mulitplier contact that has potential to direct alot of business towards Fictiv
The summary sheet worked well with all the info.
These community/regional banks are often understaffed and have many of the needs of larger banks. They are good prospects.
AS THE CLIENT ADVISED, JACK WOULD NOT TAKE NO FOR AN ANSWER. GREAT HUNTING
Well qualified. Notes right on.
Reached out at a great time and should be a great lead to engage with over the next few weeks.
May offer some referrals for his suppliers/partners but unlikely to provide more value since he isn’t focused on their internal CMMC compliance – only their vendors.
Great opportunity to help a FL based registry with 50 clients move from a manual process to an automated one including caregiver payments.
Turned out to be a contractor with the company so he didn’t have much information to share. Will be able to determine if company has need with his sharing our information.
This lead was great since it could open up door to more referrals!
Didn’t understand impact of CMMC and seemed to want to sell to us – however – the other FTI lead was a great one!
Awesome job identifying a very likely Fictiv customer, and a multiplier (this person can influence alot of colleagues to use Fictiv.
Great lead that shows that the BD folks know when to elevate concerns if it impacts their contracts. Thanks, Mae!
Great lead!!! Good work staying on top of her by Ian (rescheduled 2 times).
Jon is very interested and will likely want to move forward, hes unsure of timing, but unfortunately is in Toronto. Passing over to George.
They’re in the market to buy but might be close to a year away.
Kristi was not even close to the right person. She is a Marketing person, that did not seem interested at all. With that said, who knows…maybe she has the ear of the right person.
Holly was able to spend a few minutes with us but gave some insight into Watson and gave us some leverage on gaps in their current environment. There is definitely interest and we have a follow up scheduled.
Please use Teams. If you are going to use Zoom then please provide a call in Phone number and make it easier to get online. Zak and I both had trouble getting in to the call and when we did my audio(hearing cut out suddenly then I could not call into the zoom. The prospect was very polite but did not really seem interested in learning about the cost. It was as if he owed Nick a favor and took the call accordingly. He did not have any tangible questions.
Has some interest in AllyO for New Hire Check in or pulse, but not much urgency. Wants to follow up next month. Using Olivia for high volume hires, sounds like they are happy with it.
Great lead, they’re a monitoring station with 6,000 cameras and a false alarm problem. Unfortunately seems like even if they implemented a monitoring software that was compatible with Calipsa (i.e. Immix) they’d be looking for way cheaper pricing than is our standard, but overall great lead nonetheless
Very good lead. Has real interest in evaluating our product and not just window shopping. Should turn into a very good opp.
She was not a fit – but we all knew that ahead of time. She is using the information she gathered to pass IronTarget to the correct people
Very warm lead, closed lost from last winter. Good notes from Emma and a good use of time. Lead was engaged and had good feedback.
Exceptional Call- Proper Contact, Discussion and next steps to demonstrating value for 2021 capacity planning.
BOA doesn’t have AWS, prospect didn’t have pain as his boss’ boss was being reached out to by mB and was asked to take call.
they were looking for technology partners for their business
they’re in the process of considering a data lake and building out unified analytics for the business. Really good opportunity, looking like Q1/2021
Great call with potential net new partner. Upside for expanding into Nebraska for resell opportunities.
Didn’t love 360, didn’t love drones, wealthier locations could have been better.
Confirming names of end clients would have gotten alliances VP to the table faster, but, Nikki did good on this for an international opportunity.
Good meeting with Douglas. Not his responsibility but liked our business prop and wants to share it with the team. Working for a follow-up meeting with Shape ownership team and a deep dive.
they have a large base on Medicare that we cannot help with but also a non-skilled division with nearly 40 clients that are mostly VA. Still looking to confirm if we can assist with those in VA for EVV on CareWhen.
Conversation with Nick was insightful, but was not qualified enough to classify as an opportunity.
perfect match for the work
Great lead here! Just had a conversation with them on Friday for the second time.
Timing is good given FY/Cal year
Also recent PE activity which is good
Right title and very familiar with the drone package delivery operation setup by Wing. We were able to learn more about this operation. However, he cited that VA Tech and the VA IPP is the driver of the decision-making on this. He saw the benefits in the platform for public safety agencies and offered to connect us with these POCs in the region.
Casey continues to impress. good qualifying, great background, and impeccable note taking.
Potential partner opportunity – prospect I spoke to seemed to have a good understanding of our company based on correspondence with Ben. Great job to Ben for laying the groundwork!
Great call. With CISO. Actively looking for API protection. We plan to present to one of his direct reports.
Very solid lead with interest in our MTM/OMS modules. This target should hopefully lead to additional conversations that specifically meet her department needs but with an opportunity of capturing a larger audience and opportunity.
Great call – Varun is an influencer and not the decision maker so this was a lot of gathering information and he will be evaluating and then will set up a call with the decision makers.
they are a public sector customer already but great lead and lots of interest
Prospect attended one of our virtual conferences and was interested in a follow up UI deep dive. Great account and looking forward to working the opportunity. Great job Ben!
They need help and seem to be ready to buy some kind of servcie.Da
Ask the prospect “From what you understand already about GuidePint, how can they make best use of your time during the upcoming call?”
Gary was an ideal candidate as they are a bank with 50 locations in Texas. Not an active project for 2020 but they are planning different security projects for 2021 so perfect timing for Nicole to get in touch with them! Gary had a call come in from his boss which he had to take but looking forward to wrapping up our conversation!
Worthwile convo but they have no money to invest at this point.
Great Opportunity. Caught lead at a good time when they were evaluating this type of software.
Customer is currently engaged in internal discussions regarding equipment loss. Excellent lead.
Very good lead and excellent job sticking with the customer for multiple rescheduling of the initial call.
His team (pakistan and bangladesh) isn’t seeing enough volume for him to the see the need. May help introduce us to India and other teams globally where there could be more of an applications.
Great intro call. Zach tracked Carna down after booking a meeting with David Shrontz, quick turnaround. Solid use case, next steps set. Great job.
Good contact. Saw immediate value for solution for their first responder operations
Brandon works for SHI and is the AE for Dril-Quip. Yasmin did a great job at finding a company that is looking to replace their current email security provider.
Good company – opportunity in maintenance
Right title, but location in restricted, non-LAANC enabled airspace. They are very focused on aerospace industry given their location and presence of large aviation companies, such as Boeing. Therefore, economic growth from drone industry resonated. Public safety/emergency response was also a priority, given impact of recent hurricanes.
Everything was right about this lead. Keep doing what you are doing, it works.
They are still trying to figure out the new business model – she is currently FTE elsewhere and trying to do a start up on her own. Worth continuing the pursuit to see if we can help her with her business if she’s successful.
Casey is organized and takes notes during meetings which is a super helpful layer.
This is another sales nurture as they are happy with current solution. Need to find more that are unhappy and looking. I would also prefer we target more Commercial accounts rather than SLED.
Decision maker, but no need at this point. Good person to meet though.
Very worthwhile discussion, really appreciate the connection. The near-term project is a bit smaller than we would typically look for but this partner may bring something in the future that would be beneficial.
Good discussion with Bobby. New to role and definitely can influence the decision. Timing would be likely 1Q to lay out foundation/roadmap for him to bolster their program.
Although the right vertical and company size, probably not the right lead contact, based on his recently appointed position and previous positions held at this company.
smaller agency that is still doing everything manually – from paper time sheets to manually filing for Medicaid claims. Really great opportunity to help create efficiencies in their business.
excellent prospect that was well vetted by Reuben. Even though they “LOVE” their incumbent we were able to show some enhancements over their current system.
Great lead generated by LinkedIn.
Exceptional call with the USCG….good use of time and will open up more marketing opportunities with the DHS family….
Excellent call with NAVWAR which will enable us insight into more R
Just too small wrong demographic. Good getting right person on phone.
Melvin is a really nice guy, but he is an HR guy. He started to say he helps influence IT decisions, but he backed off from that really quick. With that said, he may point the correct people within NOAA our way.
Well qualified. Definite potential interest in AtHoc solution that could turn into a future opportunity
The conversation is leading straight into a demo.
Great lead. 2,000 cameras monitored, looking to get Immix soon. Being able to use Calipsa through Immix seems to be a push for them to get Immix sooner rather than later, since they are getting hounded by false alarms. Seem very sold on Calipsa!
great that we were still able to fit in a quick intro call with a promising lead that definitely has interest the Splunk capabilities.
Possibly not the best contact but he was open to intro us to colleague he feels might be better fit. Follow up meet scheduled. Overall good call.
Great prospect. Well qualified with potential to become a viable opportunity in March of 2021.
I thought the notes were on point. I think a point of – both the prospects on the call are not overly “systematic” with their fundraising and I gather they are not technical folks would have been a good thing to include. But overall, I think the notes were on point.
I would avoid any Regional IT titles in countries overseas. Jean doesn’t have any direct contact with the team in the US so it will be hard to leverage him as a contact. Did get information on how they handle phishing so can use that in conversations with other folks.
Good intro and tenacity in getting her on the phone. Will be a good state contact!
Good quality lead. Contact level was good. Within one of our target accounts. Had AWS and Collibra which was confirmed prior to the call. The prep we did internally to condense our pitch into 30 minutes helped drive the outcome of a follow up session in 2 weeks time.
Good Meeting…May be interested in some of the touchless units for their executive and athletic areas…
Right call to flip this one to BD, it has potentially huge scale but is very early stage opportunity. As in, expect 3 years before scale opportunity exists.
Gary was a good lead – I think he is going to connect us with some good contacts
good initial contact for this company
Prospect was curious, had relevant pain and urgency, and was receptive to next steps.
Victor was a great prospect and it seems like the timing is perfect for our technology.
Good targets, good opportunity. Was a very good use of time.
great district leader
perfect match for our work
Megan is beginning to plan for next years budgeting and projects. Excellent timing. She will send over an NDA and we’ll start the process of beginning to look at working together.
Lead was good. She came to the demo expecting us to offer a few different services than we do; website/marketing/etc vs client communication. Lead was still engaged and interested and was open to moving forward in the discussion with her practice owner.
This was a good lead to partner on over-all IT deals. He is not a person of power on buying decisions
Perfect lead – this team wants a product like ours, they have the need, funding and completely understand the technology. We are scheduling a follow-up and demo.
Great lead, owner of a monitoring station that started out 7 weeks ago and monitoring sites they’ve installed themselves. Loves Calipsa and completely sees the value – thinks he may use it as a tool to help take on sites that haven’t been installed by his team. Definitely will be a customer as they scale/as false alarms become a more pervasive issue
Like other conversations, while Heidi doesn’t have an immediate need, her company, MMO, may have one at some point in the future. I see these discussions as planting seeds to cultivate for future business.
Turns out Andy was laid-off and is currently not employed by IHG
Masa does a great job of lining up calls with the right people. The prospective client was very interested in our diligence services. Very promising!
zivaro is a reseller so cancelled the meeting
They are an education company so would fall to our EdTech team. They already have an AWS account manager.
They are an AWS reseller. Scott is able to introduce leads to our team.
While Atul does not have any projects available presently, he has a network of healthcare clients and service providers that he could present OBS to. He requested information about OBS’ services that can be leveraged for potential contracts in which he would require revenue sharing. Good conversation and energy!
Citigroup interested in seeing demonstration
Good Meeting…Overall, they are set for right now…may need more items as they continue to bring more students back on campus…
Great convo and good to get on their radar. Should lead to more opportunities.
Prospect fits target demographic and based on their current situation, this lead needed nurturing before becoming a prospect for sales. Would like to see more pre-qualification on leads before engaging sales. This one was more of a Top of Funnel marketing lead, which once nurtured (i.e. Based on their current situation and expected 2-year time horizon before IT could fund projects) could possibly mature to MDR status, which then could become a SDR lead for sales to engage.
The organization seems to have a very attractive opportunity but the contact was un informed and unable to discuss the opportunity or to tell us who the correct people to speak with are. Instead he was going to forward our information and see if there was interest.
Came to the call prepared. Very small, budget will be an issue.
Noah was a good in – technical enough to understand Calipsa, with direct access to the CEO and commercial director who would be the ultimate decision makers (in fact, he was on his way to a meeting with them after our call, and he said he’d raise Calipsa then)
Needed to be qualified if there was any interest in AtHoc as replacement for existing solution. He stated they replaced AtHoc two years ago and no interest in our solution.
Correct target company and on the surface a good contact. However, Marc is with the AIX team and Morpheus does not support AIX.
Might not be the right timing but good to at least get in front of him
Good lead. They are a reseller and could have interest in what we do.
Great prospect and communication
Good meeting. New list focused on new names will be helpful to you. Thanks!
All first meetings need to include one of our Sales engineers
Good call with a tough prospect – should be interesting getting some followup.
Pete booked a meeting with mid level director who isn’t a decision maker nor does she have her own budget for projects. However, she was able to able to share with us some of the technologies being used by the teams she interacts with. She agreed to socialize the Morpheus overviews we sent with her management team to gauge interest in the platform.
Great discovery call booked by Ben! Prospect was the right person within his organization and we ended up having a very productive conversation. No immediate opportunity but solid pipeline.
USMC is an agency we would like to get more traction with and Ryan was able to get a meeting with a solid contact.
Right person, real pain, looking for tools, right internal set of tools. One strike is how often their users use the core product. But still software.
Set up meeting with key decision maker of a new prospect that is currently testing our system as a a part of their RFP evaluation process.
Product itself isn’t best fit for Parlor, because use population primarily uses aug reality headsets. Right person, right stage, real pain, right toolset. We expect this one to close.
Right person, right stage, there’s interest and pain. Healthcare not best vertical for us.
Success person seemed interested, good fit company, but prospect isn’t a decision maker, so we’re blocked.
They rely on the brands websites (Panera, DQ, etc.) and do not have any internet facing apps that can be attacked. Anthony said he would pass our info along to Mike at Panera Bread.
Good meeting…Have most of what they need…could be looking for additional items as they bring more students back on campus…
Great opportunity for 10-12 DCFC stations in Texas. Its at the beginning stages but potentially a $300,000 opportunity.
Great audience, great discovery call, very early stages but great use of time
Good meeting. David was not super high in the company, but he shared what they had (Akamai CDN, Shape for bot), expressed some pain (“whakamo”), and at the end was willing to get a larger team together for a presentation. I walked him through our architecture and he really liked that we use no JS or SDK. He thought his mobile app developers would like that too. He and I will be coordinating.
This was Nicks first meeting with me. I would suggest a few more qualifying questions before adding to the calendar. Not a total waste of time but qualification needed moving forward. Thanks Nic and keep em coming.
Casey continues to provide great leads with very detailed notes she provides after the calls. this is very helpful, and allows me to quickly respond with questions and answers.
Great lead for MITRE. Nice work Eli!
Good meeting. Chris currently uses Aka-Bot Man Premier and is in budget window for next year. He’s going to speak with his Solution Architects and discuss looking at us. Sending over white paper and will follow up on next steps.
Good call with Fred at Polito. Next step is an indepth walk through / demo with Ed Lopez and Fred. Eli did a great job keeping this prospect committed to the meeting and ensuring Fred was available.
decent exploratory call with a partner in regards to end customer
Customer is wearing a lot of hats that we can help him on. Definitely some valuable info to come in the demo.
good candidate at the right level within the organization
timing not right but it was good to have the intro conversation
Right role / person
timing not great but that’s ok.
Secured meeting with right person to discuss value.
Good lead, no feedback needed.
No feedback necessary. great call!
Tony and Mike were a pleasure to talk to. Not only were they an ideal fit as a small/medium financial institution but they were also a qualified AIG customer for our complimentary platform! They were pleasantly surprised discovering this. They both asked plenty of great questions about the platform and should be moving forward within the next couple weeks.
Checks all the boxes for a good lead. They did just switch to a new communication partner recently, so did not fit a need here. Was able to discuss VitusPay which opened the door for a conversation for this clinic, as well as Dani’s husbands clinic.
This was a great lead – in a key target area for our system. Ben nailed it with this one!
Right title, immediately understood how GIS data could be used to support safer UAS flights.
The lead was pretty good – mid-level guy, but very interested. He seems to have the need for an IronTarget, and I think he will spread the word. Iron Bow also made a good, new contact within NOAA.
India division of Adient. Not enough volume to his hiring team (less than 100). Doesnt see value in automated screening at their current volume. Gave us a contact to try in US.
Right person. She engaged us for about 45 minutes, understood our value, and was actual decent prospect and could benefit but given her Covid processes already in place and stance on big brother she said it wouldn’t work,
Right level to influence a decision, but felt that our complex scheduling would not be scaleable and too cumbersome to set up for their professional hires. May refer us to a leader for more higher volume hiring. in DCs and retail
Smaller team within Gen Dyn but use case was there. Appears to be interest. Asked for follow up conversation. Most likely would influence more steps.
Employee experience, not recruit. Have some hurdles with hourly workers we might need to work through. Appears to be the right level of person to influence or make a decision.
Good call but would be better to reach someone at Director level or higher for these organizations. Ryan is not a high-enough decision-maker.
This will be a good opportunity for 2021. New construction, which is not easy to calculate for storage, but an opportunity that could be very good.
Austin Dunn did a great job teeing this prospect up for our team – we were able to identify a use case for us fairly quickly and should lead to a further demo to a broader audience.
Current customer for some facilities within IDN. Good to connect with key buying influence who uses competitor’s product in one of the IDN facilities.
Right time and right place. Could be a long tail opportunity for the organization.
Great call, right person, right time! Ryan did a great job, great lead!
The lead is of good quality and would like to continue the evaluation in a few months.
all good. not looking now. perhaps interest in 3 years as they just implemented full solution.
Per my debrief with Ryan, focus more on pure software companies or software developers for the federal market
Teresa is definitely the right buyer of our services. She had limited time, but it was a good contact
excellent lead – got info on timeline, budget, purchase process and current tech stack. Qualified!
Jerry did a fantastic job with starting off the meeting and next steps. No improvement suggestion necessary
Some confusion about the call – he thought we were offering a job/is no longer at Staples, he is at JP Morgan Chase. Does not recommend tools nor is he part of the group that works in data engineering – he does understand our pitch and could be nurtured long term, likely for finding the right contact more than pitching to him/his team.
Good dialogue and there are a lot of use cases here, good chance we get a demo out of this one – he will recommend and mentioned a bit about the buying process there.
The contact was the correct title and relevant individual for the conversation
Good lead. Checks all the boxes. Not very engaged, hard read.
Gino is a good contact – understands our pitch and wants to do a demo, should have more info at demo but he was straight forward about just being a recommender.
Great prospect looking for an EVV solution for their home care division.
Great lead that had no idea CMMC was important for them.
right sector, decent size, no immediate need
Good company, need different contact
Good company, good contact, good opportunity
Good company, good contact, good opportunity
Good company – good contact – opportunity
Good company – not the right contact
would have been a ten if one level higher in the org!
I am wondering if we need to ask if they are familiar with Jamstack. Jamstack is an important part of our message and although Sai is the Sitecore guy over at Allergan, he knows nothing about Jamstack.
Exceptional account – semi proper contact- Kate is part of GRC. She found our technology extremely unique with upside value for Lowes. She is passing along our content to the security team- we are also following up directly.
Good contact for this meeting who had interest and Splunk we were able to set up time to continue the conversation and generate business opportunity.
This is a large company with all the correct players in the call…nothing could be done better as it was a great meeting setup for Clearwater. The issue resides with the customer’s outlook on how to do SRA. AWESOME and keep targeting these whales!!!
While Alex is involved in the process, the CISO is the decision maker and ultimate person with whom we need to speak. Alex is open to talking again late 2Q 2021.
He was not the right person, BUT we were delegated to him by the right person, so hopefully it’ll work out. Keep the leads coming and good job!
equipment information incorrect. No MRI
Great connection and conversation with Becky! Looking forward to setting up additional meetings with her. Thank you!
Good Company but not the right guy (too junior) and no existing program within his branch
good contact with projects Fictiv can compete for
Thanks for promoting the event!
need better context on the conversation, interest and background.
Multifamily isn’t a sweet spot for the Switch Automation platform. Commerical Real Estate is where we have a good software and can add value.
Well vetted and support story well written
Already set for right now…School at 25% capacity for school year…Could have some needs for hand sanitizer stations when the decide to bring more students back on campus…
Greenway-Intergy- is not an EMR we currently integrate with but important to hear more about his pain and struggles today. I will follow up with him with the integration status.
Exceptional call with a valued potential client. Continue to pursue and seek potential clients such as Derek. Thanks.
Small company. But knew this would be this way.
Jumped on the call with the CISO, which is great, but there do not seem to be any active projects. We did, however, schedule a call for next week to discuss our solutions in more detail, so overall, it was a great experience.
Good to get on their radar. Might have a ux audit opp.
Juan was a very interested prospect.
Called them and got the meeting organized
can influence a decision maker for 14 locations. use case is a little weird with their lack of tech in the stores but we can make it work. Follow up scheduled. Good meeting.
The prospect was unaware that Network for Good was a software provider, and unaware that this was a scheduled software demonstration. We cut the demo short less than ten minutes in.
Solid first contact at a well fit company. Won’t be a decision maker, but openly shared a lot of good information. Next steps set up.
customer has almost everything automated, no room for kloudio really
Good meeting, good fit. Member of the Architecture team working on a new project.
This gets 10 elephants! Proper contact to move project forward.
I think this meeting went well with our cameras off. I think sometimes it can be a distraction to have them on when working in an office environment.
I think this lead can have potential to grow into an opportunity. My only concern is budget as they have looked into solutions in the past and did not move forward. He also mentioned most likely having a low budget. It will be important to get all of the decision makers he mentioned (biomed, nursing, finance) on the next call with him and prove value and cost savings they can have for implementing our solution.
Great call, qualified opp
overall good call. A while before we have any active pipeline with them but good potential future opp
perfect match for our work and seemed extremely interested
glad to talk with them today
Could be an interesting partner to work with down the road but I had a feeling they were more interested in selling to us than the other way around.
Company has been severely affected by covid and is barely getting by. Not a good fit.
Good work on getting the supplier sign-up information from a local company we would like to target.
Always like to have a good conversation with a targeted capture manager with a targeted account.
Good contact with a target account who we have recently made traction with.
This was a good contact who was willing to help us network through MAG and with some of their new contracts. This customer might be slightly out of our swim lane but I think there might be some potential.
Great lead! AWS and pain identified with searching once move fully to the cloud.
with ClearCare now – good opportunity as they are struggling with current platform
Good company, very good contact, good opportunity
Alex was very professional and provided a good intro to the prospect. We will be moving on to a demo.
Good intro meeting. Looks like we’ve got a strong use case fit. She was a little gunshy on setting a second meeting but really quality interaction. Company is a good fit for us.
Time well spent as the customer has a need for cloud storage and looking to come up with solutions soon.
This was a good meeting as the level of contact was able to not only provide information regarding the environment but also was responsible for finding viable solutions for storage.
They have federal work, it would be great if they had more.
Always great getting an intro call but they are focused on multi-family and he didn’t seem to have much insight what they are looking for as it relates to a platform like switch. He was a nice guy and worth a 30 minute for sure. I am sending them a folow up but i will be surprised if a second call.
Austin Dunn did a great job hunting this prospect down, getting him to commit to a meeting and offered up a light intro as well.
The prospect is bringing together a larger group within his organization for next steps.
Outstanding work AD.
Austin Dunn teed up the meeting well, had notes available to us prior to the call.
With that being said, they’re too left of center to be considered as an immediate opportunity but who knows what the future holds.
No way AD could have known this without digging into the call.
Grew at call
Good conversation with the right decision maker, but no immediate opportunities as they already use one of our competitors and are happy with them. May be pursuing VM next year, so scheduling another call with John Ramsey.
Excellent professionalism and ability to secure meetings with decision makers within DOL. This meeting will definitely lead to success.
We were speaking with the wrong department, but we were told by Katalina that she would forward our info over to the correct resources internally.
They are very small and not in production yet. They expect to go live in mid Oct. Diego is interested. I engaged Iris, as he is in LatAM. We are scheduling a demo with the larger team next week.
Right target from a technologist perspective but had no immediate need or interest in what we do. Perhaps will lead to conversations within Tata that could lead to something
Timing was great for him. He wanted to start using Dynamics..
Great person to talk to (correct position) and provided good insight, but current Everbridge users so they don’t really have use for AtHoc.
Seems like a good title to start out with, but, small city.
Right size city, seemed to be the right title, but, in the end referred us to other individuals for access to the datasets and community engagement
He was a key influencer, senior person in the organization with a focus on driving community redevelopment through innovations. Reports into Mayor and was excited about the potential to bring new commercial drone services into community.
Director of Aviation understands potential for drones driving new economy and helping with public safety.
Still too early to tell but, like today’s earlier call, there may be some future potential here.
Not a decision maker but indicated he will provide introductions
mostly resi– some smaller commercial projects.
Great contact at a company that I’ve been engaged with for a long time.
Could be an intro to broader discussions. Mayur oversees hiring for Asia Pac, no other regions. Sounded like he would share our info with a broader team and guage interest.
Austin Dunn did a fantastic job prepping this for us.
He had a TWENTY minute discussion and dove into discovery that led us tee up a laser-focused demo based on the prospect’s challenges.
This has some great potential, nice job AD.
Bryan reached out at a perfect time for this guy!
need to further qualify as to the need to look at another solution. Very happy with Rave
Beau was happy to chat with us and hear about our solutions. He was definitely more of an appropriate target within the health plan to share our story with. Hopefully, he can become an internal champion for us.
This customer was quite small for our solution, but we uncovered a possible cloud broker deal.
Nathan has done a great job getting initial calls. I think to continue forward, we need to make sure the MB team has a bit more enablement to make sure they are asking the right probing questions to qualify high quality calls. I think our work together slack coaching helped us get there on this one.
no live projects or active budgets associated with SIEM or NTA. Was interested in the technology and would be open to diving deeper
Good title but lacked interest / willingness to share projects and or initiatives.
Great Contact. Great Call.
Great Contact. Great Call.
Right contact, right level of maturity in the org. Great fit.
Good contact at a target account. We’d engaged with her previously..she was able to give us an update on them, and was interested to hear what had changed on the AllyO side. She’s bringing this up to her Vendor Manager, and we’ll see where it goes from there.
CIO @ rural hospital. budget will be concern. 6months – 1 year down line. Next step is in October to speak with more technical resources.
Director of IT @ small account. New to role, has some exploring of his environment to do before we reconnect. All in all, not shabby.
simply needed to qualify them better – very large scale agency but needs OASIS (medical assessment tracking) for clients – not willing to break up their current process for one small division.
Bethany gave us some good intel, she’s not a decision maker and made that clear. At best she could introduce us to other folks at corporate. Manual screening and scheduling is definitely part of her job description. They recruit heavily on campuses and typically use whatever virtual interview platform the school uses.
Dual Agency/Registry – using Maryland state sponsored system for agency – doing paper for registry – willing to consider web demo later in year.
Not a fit. Could be a good company for us to prospect higher up the chain. Terri spends a fair amount of time screening/scheduling so we would threaten her job security. We should continue to target SiteOne but I don’t think Terri is going to help us, might actively try to block us.
Interesting prospect, right contact, company size and the timing might be right for us to engage in a business partnership with the Timpte team. Based on our primary contact short tenure, concerns around his short employment timeline, which could affect ability to move forward with us. Will continue to engage to vet opportunity possibilities.
Good call with a new group at Amex.
Michael and I knew each other from previous encounters at previous jobs so it was not a cold intro. Michael is not the right contact in the account but promised to connect us to them. That is where the real opportunity exists. Thanks for the help.
The meeting never went through
Ideal prospect. High degree of familiarity with cyber tools. Sits in the right seat to influence and make decisions.
Great lead, have 10,000 cameras and are very interested in the Immix integration. Said we beat our competitors on price by a long shot, because we don’t charge for excessive activations. Sounds like we’re in the running for the AI partner they will eventually choose. Have a follow-up call in a month, when he expects to have more bandwidth to run the two-week free trial.
The discovery call was scheduled with someone who would be an-end user of Morpheus, . We were able to gather solid data points to help us start working up the org chart. Overall I would consider it a good meeting.
There might be an opportunity to help with a UX audit of their digital product
Great lead, they are currently researching 3d printers and have the volumes, however, are entirely analog at the moment. Good time to catch them!
Chidam owns management of the SOC, so he doesn’t have influence on the infrastructure. He did spend 30 minutes with us and was willing to make introductions to the infrastructure team for us.
Contact is from Global Risk Compliance- does not work directly on security tooling environment. However call was a good one- he was very receptive to our technology and will try to sponsor a direct call with security as a next step.
get to right person initially. she was not right contact
Perfect target contact – Ecommerce Director with a stated objective to drive revenue.
The only potential challenge may be the industry sector – technology. As Qubit’s strength is in retail fashion, luxury, beauty
Deeraj isn’t the right guy, but has connections to the right guy. Said he would help Sydney get introduced to them after our call.
Great job to Jon for getting this booked! This particular one wasn’t the best fit for Vivantio; he won’t be ready to buy anything for at least a year, and when he does, the emphasis will be more on asset management than it will be on the help desk.
The ultimate decision maker hasn’t been hired yet by the prospect, but the contacts I had a meeting with definitely fit the profile of our target user. This is a good account and can turn into a good opportunity. Good job being persistent and talking to the right people and getting them on a call.
partnership opp most likely, not a immediate demonstrable revenue opp. but overall good conversation
In a target market and a great profile for a first meeting. A touch small based on how we’ve defined the target but we still have a decent shot at this one.
The prospect was not aware of what we did or how we could help. The prospect was not related to a business function we typically sell to nor was senior enough to make a referral.
Very solid lead. Andrew is a decision maker OR has strong influence within the enterprise. Excited for next steps!
Good candidate and qualified
Dimitry was very cold. However, he is the best contact to speak with. Leadership and I had to adjust our conversation to provide deeper insight on who we are and why we wanted to speak with him. By the end, we were able to send him more information and awaiting next steps.
Keith was a perfect contact to discuss our solutions. He handles many aspects involving cyber training within his department and knows all the Leaders of the other areas we would like to break into during our process. This was a very strong call to start. Thanks Paul!
Bryan is like many tech leaders, on the local ISC2 board and working inbound calls to fill his speaking slots with ISC2. He said he doesn’t currently have a need for Cequence but has speaking slots available in Feb 2021. Will send him Cequence white papers and inquire about slots.
Austin Dunn surfaced up a a meeting with stakeholders in the renewables arm of one of our largest customers.
Good opportunity to expand!
Nice work AD.
We had already had calls with Tam before this call. He was not new to us.
this lead was strictly a back-up only play, with multiple meters in a multi tenant property. they would be better off looking into a generator.
Great fit, they have a current project for this type of solution, and it was the right contact. Really well done!
great match for our work
Jon did a fantastic job navigating within the organization to get a “hall pass” from the CTO. This allowed us to have a meaningful conversation with the Help Desk Manager. We gained a ton of information and will be able to tailor a demo to their needs thanks to Jon’s ability to get a green light from the CTO. Well done Jon! Proud of you!
Rolando was responsible for GIS and City planning,. Given his role, he was able to quickly grasp the benefit of the Airspace Link solution not only for their own use , but, to help Broward County and all its cities pave the way for future economic benefits associated with drones. Mentioned that it would make sense for Broward County to buy this and then rollout to their cities.
Can heavily influence a decision, seemed interested in the idea of automating, offered to bring in some more team members.
Good discussions – maybe keep the handover part at the start shorter.
Super transparent contact who I’ve engaged with before. Great timing as they’re just finishing up the ATS implementation, and looking to improve the candidate experience.
company not doing well. No plans for this year
good opportunity,2nd cxall scheduled
wrong area, needs to refer
Good company, 2nd call scheduled
Good company, Good opportunity
Good candidate, more work to be done on him.
good company, good contact to make. I will rely on Quincy to manage and develop this as part of his “dormant” user activities. I believe Quincy’s timely call has re-engaged this customer so that he will think of us for this most current need, and it is up to Fictiv to create an awesome experience so he will continue to think of us.
Digital dental practice but interested in working with a partner lab for outsourcing LDP. Possible opportunity down the road.
Great lead, familiar with Carbon, on hold because of Covid but looking to bring in-house by spring.
Was the right title and with a big company that we have a history with. Scheduling a follow up meeting
Good call with a contact who can potentially refer us to the right contacts (product mgmt) within a qualified prospect.
I think this was a great individual (title/role) and Bryan did a good job at getting him hooked for the meeting. It was not the right time for this individual to look into our platform but hopefully could be someone of interest in the future.
Gov lead, more of a brief for future options. Not a existing lead for this year or next really.
Good contact. Just not a good fit as he’s looking for more of a complete GRC solution. Will stay in touch to see if we can get him back to the table in the future.
Nice work – excellent call
Austin was knowledgeable and although he was not the first choice for the conversation, he added plenty of insight and will hopefully pass along good things to his leadership.
Great lead with an interested prospect! Persistence pays off!
Dave did a great job getting this call with the CEO of a prime, very qualified prospect for Splunk OEM Sales, couldn’t have done anything better
The contact was the correct persona to have a conversation with about IT and information security but he was no longer working at the company that was listed on LinkedIn. He is currently working as a contractor for Union City and was not in a position to purchase
Good prospect find. This prospect previously worked w/us but went to this new company.
This account is pretty small for our offerings, but we are quoting our EDR service and I am putting them in touch with GPS for their IR needs.
Definite pain where we can help, pushed away from demo and wanted to talk best practices. Possibly being furloughed.
Although Rhett was not a direct fit for this campaign, the conversation led to 1) the names of more direct fits and 2) possible other business that Rhett needs.
Ensuring the franchise concept is actively franchising if a good place to start. This lead was a good person to speak with about another side of the business we uncovered during the call and we may be able to do business with that side.
Good call, sounds like there is interest in moving forward. they need to think through the successfactors integration. Can influence a decision. Use case is there.
Decent conversation, and while the company hits our target revenue, a lot of it is hardware purchases and not recurrent service cost, so the interest is there on their end, but not enough opportunity to justify the cost of our partnership.
Great conversation with customer, but he was not in direct charge of his network per say, but may lead to a different smaller opportunity.
Casey asked good qualification questions, hard to understand the prospect.
Great referral from the CIO. Will be interesting to see how interested he is in following-up.
Lee County, FL has a population of nearly 800K. This would be a key win and create a stronger foothold in State of FL. Contact had right level of influence for Lee County (Director level, Economic Development). The area is “drone friendly”. Cape Coral-Ft. Myers metro area is one of the fastest growing in country. Very keen to be a leader in space, aviation industry. Made comment that they will “move aggressively to take next steps with us” and get us in front of a broader audience.
relatively good lead, right person, and there is interest,
right person, not right time or needs, potential next steps but will be a while before we see any meaningful movement
Perfect meeting. Company was pre-FedRAMP and wants to build in GovCloud
Familiar with our product and has worked with our printers. Not ready to get one until Jan/Feb (when moves to new facility) but will nurture until then!
Great lead! Actively seeking a new SIEM. Solar Winds customer, so they are considering them, will be considering StratoZen, and the are a Connectwise client so they will also be considering Perch. Set a demo for the 17th. Will pipe the opportunity.
Good opportunity, customer very antiquated on technology
Good title but the business is smaller than our target and it is B2B, not B2C.
Very reserved so hard to get a lot of information from them – ClearCare customer for 2 years. Did offer compelling pricing – agreed to stay in touch as they are not in a buying decision mode right now.
Solid meeting with next steps
great job teeing that up Paul! Was not the decision maker but was able to learn ALOT about the org, how they are structured and the pains they are facing Thank you!
Great lead! Got to the correct contact, potentially looking to replace their current solution and seem to have some pain.
She appeared to be the right decision maker and was able to share about the current internal processes, but informed that the decision had to start with IT. She said she would pass along the information to IT on our behalf.
Tom is exactly the kind of prospect that we’re looking for – an influencer with connections and sway to the decision makers who control budget and choice of solutions. Thanks, Spencer!
the documention in the calendar invites are GREAT!!! really helps setting up the call.
This was a great lead with a great company! The prospect had very strong pain points with one of our direct competitors and has plans to shop around for a new tool within the space sometime this year.
We have a follow up demonstration set and are very excited to engage moving forward. Great job to Ben finding it!