Not good, could not get online – so she was 10 minutes late. Couldnt deep dive into details. They only have 300 – 500 employees so AI recruiter will likely be cost prohibitive. It also didnt seem like she had budgetary authority
Definite need but no budget or project for 2020 at this time.
Thomas did not think DD was a good fit for anything he was doing at GDIT (he works mostly on proposal work), but he did offer to send our Fact Sheet to his boss, the head of cyber positioning for GDIT, so that we could follow up later.
Toni was interested but not a decision maker, and could not point us to any decision makers as they are all based in the UK, and she is based in Indianapolis. She saw the value in District, but could not point us to people who could move us along.
Nice lead, looking forward to seeing what we can do with WV!
Perfect prospect! Thank you!
Meeting was okay. We met previously with more important stakeholders. This was good to get another perspective and another set of eyes on AllyO. Potential influencer
Jonathan… great work pal!!! correct buyer, engaged, thoughtful, on time… all around WELL DONE with TYson. Textbook.
Shankar bailed on the call at the last minute. His replacement, Derek was a good contact. Derek is a key stakeholder though not the sole (or likely final) decision maker. If Shankar had been on the call, he’d probably score a 10.
Bought Crowdstrike in Nov 2019 3k EP. MDR possibility in 2021. Already set for 2020.
Call went very well. Saw uses and value. Pilot program resonated. Timing a bit off, as they will be having a round of layoffs, but wants to reconnect in Q2. Also wants people counter. Nice job!
Very good opportunity – good contact and follow-on with next steps
Lacey invited a coworker on to the call, but said that they worked in Procurement and had no authority over actually evaluating IT solutions. They tried to think of people at their corporate IT HQ that they could connect us with, but did not offer any names.
Too low level and no need. One that maybe we can nurture for the next 12 months and try to get a Designer out of it.
This presentation could not have gone better. If there was a way to add more people to the call that would have been better, but she was motivated to use us. This was a great call!
Made a good connection with a targeted customer who was interested in supporting us. Will need a little bit more followup.
We’re at the right level within Related. Receptive audience. Quality lead
(knowing some process work is still being worked on between TC
Proper roll for discussion but not a good fit based on SC needs and business scope. Only operates in Wash, CA, and AZ and limited SC complexity led to quick assessment they weren’t a fit. Need more info on Pain and key requirements going into the call when ever possible. Also, always ask for number of Direct suppliers up front when possible.
Solid candidate with SCRM tools selection in process. Need more info on Pain and key requirements going into the call when ever possible. Also, always ask for number of Direct suppliers up front when possible.
Typically he does not evaluate vendors but we know similar people from our past we were able to establish next steps.
they use 3 layers of wafs traffic waf, code based , core screen
Initially not particularly qualified as came to meeting with a particular need that we don’t serve (400 conference rooms AV use tracking). However, from our call we uncovered a potential fit as he noted that management has voiced interest in expanding hoteling.
Their US HQ in Atlanta is much has 2,600 employees.
They use Outlook to schedule rooms. About 50% of rooms are reserveable.
He admitted that they did have an interest in expanding their hoteling. They just completed a major remodel in Atlanta and started a new lengthy lease. The remodel uses a high 1:1 ratio, but senior leaders have voiced some interest in growing shared use.
Best play here is to get him to introduce us to those execs.
Jan continues to do a great Job finding meetings and the right people. Matthew was VP of Global sourcing and Strategic Vendor Management and they happen to be looking for MDR on their road map. Great first call, scheduled onsite for next day in chicago but that second meeting was rescheduled due to snow in chicago today.
Not necessarily highly qualified yet, but at least became pretty interested once learned about us. He’s from procurement and always interested in learning about new tech.
After the presentation he said that he was willing to inform other RE depts. of our solution. So a very good result for someone who took a meeting to keep tabs on what’s available in the market
He was new to our space and initially thought he didn’t need to learn about it as they use CBRE for their RE needs. I explained how our solution can be a check against a prop management firm and he understood.
Very qualified. She originally tried to get 4 people to attend (Yannick, Andrew, Jason, herself), but only Yannick and her could.
When she worked at Wyndham Resorts, they used Herman Miller’s sensors for 3 weeks and she loved it. There, she saw tremendous value for 3 reasons: 1. in rightsizing conference rooms, 2. identifying which depts were good candidates for more hoteling, AND then 3. presenting her recommendation to execs.
Holiday Inn is in early process of undergoing an enterprise wide re-organization, and she knows that our solution will help as they prepare to shuffle depts around.
Their campus consists of 2 buildings, (Contact Center bldg, and Corporate Office). Corporate has 125k sf. and Contact Center has 113k sf.
Great lead who is using bright tree and wants to take a look. Good find here brooks.
Al the right people in the room. 4 recruiters, their manager, and VP. It was a good meeting. Slightly mismanaged expectations with our parsing capabilities in order to get them on the call… I’m actually good with that because the customer was the right size… as soon as they saw the product they were interested so it was a good lie. :)
only making 150-200 hires/yr. Too small to justify the kind of investment required for AllyO.
Seems to be the right level decision maker for the right sized firm. Has a lot of tools we’re already using, but interested in HCM. Quality call
Big company, she brought in another resource for our first call. Already have 2nd demo scheduled. They were both engaged. Quality call!
Big company – seems like she can get us in front of higher-ups. Quality call
Great connection! Should be a very promising opp!
Great connection! Should be a very promising opp!
Very good call,. Looking forward to seeing if we can work with all of NE.
Early stage, no budget or current solution. But a good start.
Great call. Kazuma was well-prepared for the call. He brought his team members and they have a clear use-case for Quilt.
Great lead here based out of Oregon
Owen let me know upfront, but no real mandate or use of CRM so a CRM enablement tool has no appeal. POC was really just looking to “see what we offered” with no real plan to pursue an evaluation process. Last 3 or 4 calls have not even achieved a full discovery. Mostly window shoppers.
Government account, but not someone who’s involved in development or security. The contact was a procurement liaison, without interest in the technology. Tough person to talk with, since it didn’t make much sense for them to have interest in wanting to speak to a technology vendor either. Not a complete waste since we learned a little more about California state purchasing process.
Decent lead. He’s more of a developper than a Director or Manager of any program. Not a total waste of time. They outsource their security operations which can be good and bad. He was curious about ThreatConnect which is why he took the call, but it doesn’t seem like he has urgent problems to solve around our technology.
This lead was good not great. He did not have a need right now, and is in the middle of a large implementation. It is potential for down the road, but there won’t be a sale in the next year.
I think we were a bit early but the good thing is we’ll come to mind once they have setup their drone!
Right level of individual within a global company. Good intro call.
Seems engaged. I had technical difficulties on the call so we are speaking again next week. Brock was very helpful with the technical difficulties. Much appreciated!
Connected with a program manager at a target account who was interested in working more together
The lead was more on the network side of IT rather than software/data side. If you look at his LinkedIn profile, you will see a lot of information about IT infrastructure and System Administration which is an easy way to weed these out.
This is a great lead with an immediate need. Tom needs to work on a warm handoff. Please recall something from an initial conversation. “this is my senior colleague and she’s more technical than me” is not a good hand off and it makes the beginning of the conversation awkward.
Great enthusiasm from the contact. She is interested in a f/u call. Only reason for it to be a 9 instead of 10 is we aren’t sure yet of volume and budgets for museums. They are often city/state/govt run which means low budgets and thus, not enough room for us. We could be wrong and her interest in hearing more is promising. We didn’t get to the costing part of our platform on the initial call.
Really solid contact within the organization itself. She loved what we were doing….however, if we can stay within the 4 languages we currently provide that would be optimal. Currently Worthix is available in English, Spanish, French and Portuguese. Adding a new language is expensive for us, and thus will incur an increased rate from the prospect. As she and her company are based in Jordan she would like for us to add Arabic which would be a challenge and pricey.
Great meeting, we have an in person follow-up
We had some issue with connectivity at first but once we got started the lead was very solid and we had a great exchange.
Unfortunately we’ve not find a suitable use case right now but we’ll keep digging with them.
Not connor’s fault, but David is a strange guy. Overinflating his responsibility, somewhat receptive to the technology but was also combative. Would help to see if we can get an audience with his boss, or other stakeholders. Seems like there is a lot of opportunity at Sperry, just not through David.
not the decision maker but was engaged. requires more follow up from me.
Joseph not only registered for but also attended the webinar.
Right buyers/influencers on the call. Right on the verge of being too small to do business with AllyO. Only making about 300 hires/yr…. Overall good meeting. Customer luke warm to the idea of AllyO for various reasons. Probably won’t turn into a deal, but conversation worth having. Exactly what we want.
right person. has a need. Set up next steps.
Billy is a great lead and he was well prepped for the meeting. It’s a great sign that he brought two other stakeholders to the first call. They did ask about embedding Quilt in an application of theirs, which is more complicated that using Quilt on their internal data.
She’s still in full swing of searching for an HRIS. Additionally she really had no clue about what AllyO. Need to do a better job of finding out if they have real initiatives and timelines. This is not a qualified lead and it feels more like a cold call than a warm lead hand off.
Management level contact with SCRM focus. Focused on automation of value add SCRM consulting service that Leonardo GRC offers clients (Navy) today.
Great lead. But currently using Netsmart My Unity for not just home health but all of the SNF’s. So not gonna happen unfortunately.
Good call and contact. Only has interest in a discrete set of our services, but could be a valuable lead.
The contact was great and very open to understanding IGEL and how we can help BCBS of IL and their subsidiaries as well as their parent org, HCSC. The call went great and we now have a technical demo scheduled with the prospect, my enterprise account manager, and my field engineer for tomorrow. The sense of urgency is there and I’m excited about this lead!!
Good call/opp. Contact isn’t the DM -> meeting with DM soon f/u set for next Weds
Right title/target for a discovery call, actively looking at solution providers, but small company. Great potential lead/opp, but focusing on hospitals and/or larger BAs might lead to greater revenue. That said, this is a real opportunity and will be pursued to win.
Prospect was engage, but not terribly informed. He is a decision maker and is the leader of the TA organization. Great person to met with. This meeting resulted in next steps and additional meetings being established.
Arthur and I had a quick call with Raza. He mainly was curious about our ai element, maintenance options, and hosting.
Very quick to the point, he and I walked through a demo and he gained a good understanding. He said most of their development is on internal billing platforms but he may have other ideas in the future.
I have shared case studies and our builder account with him. He will explore, I’ll reach back out in 2 weeks to follow through and get feedback.
No pain, small team, use SAP connectors. Person too junior. Best to follow up with more senior mgmt.
Rick wasn’t engaged, he can’t use us for his positions. Didn’t really want to see the demo. Did give me a name of someone else at Cohesity.
Great lead, and definitely the right guy inside the organization. They may already have the technology that we provide, but there was little evidence of that ahead of time. Thanks!
Right people, have a need, senior enough to make decisions, slight hiccup with the cancellation/declining/going ahead with meeting but that was the clients’ fault. Very good conversation and very technical. Good work!
We should perhaps start asking what services/SW prospects are using. Or, where they are in the TPRM process? Or, not. This was a good call today. We will get a second call and a broader audience for a platform demo.
Call went well. Good fit for our system, especially since they want to measure conf. room utilization. Asked to follow up at the end of the month and will know more about opp.
good meeting with key stake holders
Bluebonnet chose our competitor over us due to price. Not 100% happy with the product, but not going to change anytime soon.
Great lead who we managed to salvage after her attempting to say she was “currently happy”.
Solid contact at a target account
As discussed, not a direct customer, but good contact. Glad to have the meeting.
THIS IS an EXCELLENT LEAD with Stakeholders who are fully committed to finding a solution that works for them (us!).
Good company, solid contact but not the direct person that handles their customer surveys. She said she found us “Very Interesting” twice which is a good sign and said she would have a conversation with the correct contact to follow-up with us. Hopefully that happens and we get the next meeting.
Good lead and meeting. She said to follow up in the 2nd half of the year.
Not a target, minimal public facing ip
Not right fit. Doesn’t need to measure occupancy at the desk level. Maybe conference rooms, but doesn’t have enough rooms to make it worthwhile (20 or so).
great company and the right people talk with. Has a project that we might be able to help with.
Kinda the right guy, and we’re already to a demo. However, this is a partnership opportunity… not a direct sale.
Great lead with a very qualified prospect that has a relevant, budgeted initiative
Best one yet. A large Oil and Gas company with a bite sized division. First of many steps to sell to a multi-national company.
immediately told me it would be a waste of time to demo with him as he had no decision making or influencing capabilities at all. All it took on a discovery call from you was to ask who we should be talk to. He gladly shared those names with no hesitation.
Good introduction, resulting in named personnel for next steps. Liz had the call ready and maintained communication with the POC up through the call’s start. As usual, well done.
Quality Buyer contact within a target account
This was a great industry target with a customer who knew what he wanted and it was not what we offer. He wanted a much higher cost type of system that was designed for high speed data streaming. Nothing wrong with this it was a good 15 minute discovery session where we learned more about the industry and their application of technology.
Demo was purely for educational purposes for Varde. They’re 100% invested in AWS and Snowflake and happy using Matillion’s hosted ETL services.
No current opportunity/need.
Another potential influencer at Tyson.
– They were interested in trial and we discussed pricing; sent quote.
– Don’t have time now, but will get back to us in about a month so that they can use the trial in full (if they start now, they won’t basically have to work on it for few weeks)
No immediate needs, but willing to receive information and have his team do more evaluations.
Emie did a great job finding Heidi and helping to create a need. Heidi works in benefits and is usually not an initial target that we go after, however it turned out to be a great starting point within this organization. Is a great opportunity and a great lead!
great seniority and the exactly the right person.
great meeting. Correct company size. Correct decision maker. Engaged. Informed. Well done.
They do not handle claims at this level. Their parent company handles all claims. He is going to send me (hopefully) someone at the parent company.
Right title/responsibilities. Good conversation. Have a next step.
Good out the gate insight. Right POC.
Arthur and I spoke with Jean. She has a lot of experience in the industry and was helping startups and people with not a lot of budget get software built. They’ve recently been in the home care industry, specifically building for that. She may have a project where a web app needs to built to replace an old #c sharp system. There is also another app that was not built right and needs to be updated and rebuilt with additional features. This is for elderly care and hotels.
None of them are now, timeline-wise as she said they just moved offices and everything is hectic. Most people sent a proposal to end up denying it if it’s less than 50K, so we can help on that end. She said she will explore builder and our case studies, she wants to me reach out frequently to keep a pulse on projects as they get more relevant. She said they’re a lot of uber type ideas funnily enough.
Organization is too small. Number of hires last year 3 or 4. This is not a qualified lead.
This is a GREAT company. there are going to be multiple stake holders. Because of back to back meetings was unable to schedule next steps. It has been hard to engage this prospect so hopefully I can get him back on the phone and bring in more stakeholders for an evaluation.
Good contact, maybe not a decision maker but a real influencer. Works on both TA/HR so the potential for a full ALLYO solution is great.
Complemented Josh on his persistance, and clearly the persistence was done in a professional manner. So thank you to Josh for that. This could be huge
This company is too small for our profile, even for AllyO Connect.
not real clear on the structure and this doesn’t sound like it would be a corporate purchase. But was able to get another call scheduled. Please make sure that prospects know there will be a demo so jumping in on the webshare is important
Jacqui was very knowledgeable and operates at a higher level than others at spectra we’ve spoken to. Their TA team may be a roadblack. I’m glad we took this meeting after TA person told us they wouldn’t be interested. Well done.
Steven didn’t actually attend the meeting. Jermaine and one other person did. Those that did attend saw a lot of value and offered to meet again. I think there is an opportunity here for us with the recruiting product.
This was super last minute. No time to prepare.. in the middle of 5 back to back meetings. Max only hires about 50 people/yr for super tough to fill roles. We don’t offer a tremendous sourcing tool or proactive push engagement tool, so we just didnt have a lot to show him. He was interested in exit interviews and surveys… again, for such a small population AllyO’s probably not interested. We’re talking 100 exit interviews/year @ $2 per…. Not the best meeting.
Would have been good to know Tonia only has influence on the hiring needs for their 57 full time employees. She stated right out of the gate he was basically just exploring… no real pain on the recruiting end. There may be an opportunity with their seasonal hiring group, but Tonia wouldn’t share who that responsibility falls to (shes new).
It was the right person at the right level. They have a need.
This was the best call yet!! A large company with a decentralized process. They could really use us. I am excited about this and will let you know where it goes! Thank you very much – GREAT lead.
This lead re-connected us with the DM in IT. Great work!
Quoting for an event in June. Great work!
Right job title but had no need or issue, was just interested in knowing who we were, which is fine and we will follow up with info to unearth possible new oppys.
Nice connection, looking forward to working with Janet!
Good prospect as they go after donors of $50K or more, however they are not really challenged to find connections. Their process has diff ways to engage with people that seems to be working well for them.
This is a great opportunity. We are working with Aja on getting the MOPS Director involved in the conversation. He worked with Ed in 2016.
David saw the value in use cases at the corporate level, but was particularly interested in a specific classified application that he did not feel we were able to meet. Understanding ahead of time that he was solely interested in this specific use case would have been helpful, as we could have spent more time overcoming the associated objections.
Chuck was not a decision maker, but is forwarding on our information to the appropriate department.
Right level to influence additional conversation. Seemed like he was vetting us to see what they could develop on their own. Asked me to follow up in 6 months
Good intro. She;s not a decision maker. Might be able to get door open to VP of HR. Was engaged and provided good intel
Normally, this would be a great meeting; however, we’re already working with their parent company, who is the DM.
Jack did a great job preparing her with general background and use cases of our product. He also gathered what other products she was currently using.
Just getting information for now but a good champion for project
Not a decision maker but very informative
Arthur joined me on the call. Bob and I had a great chat. He works with quite a few startups and other companies to help them grow as he is on the board. He helps them with market validation, product-market fit, strategy, and software development. He asked good questions about who our investors are and our company history. He is nontechnical so appreciates our platform. He also understood the benefit after I mentioned how we work with startups, consultancies, and agencies to help them build for their clients. Prototypes and MVPs are a big demand for him. Currently, has one idea for a plug into chrome that allows one of his clients to display pricing and their product on google once someone searches for it. (Similar to Amazon Assistant); He said he needs someone to build the prototype for it, he wants to play with the builder platform a bit and then see if it makes sense to spec the prototype out. NEXT STEPS: I sent him the link to sign up, will follow up in a week to gather his thoughts and feedback. P.S. He also shared 3 competitors/potential leads: Blink is a UX Firm https://blinkux.com/SoftServe does software consulting https://www.softserveinc.com/en-us/ Fresh does design and consulting, https://www.freshconsulting.com/
Call went ok. He was a bit dry and probably because they are currently piloting OpenSensors platform. Said we were VERY similar and didn’t see much differentiation, which could hurt us or help us depending on pricing. It was a bit like pulling teeth, but will know more in April when his other projects come to an end.
maybe an opening later this year for some transnational business
solid contact – seemed interested and engaged. would love if she was a little higher up on the food chain but this was good for this size of organization. She proactively offered to open doors up the chain
Great lead! Onsite demo today 1/16/20 went fantastic!
It was a good opportunity for us to be included in an Eckerson report (they are like Gartner Jr.), but this was not a revenue opportunity for CloverDX.
Mobilizer level, experience with EVSE and interested in new information
Ragesh doesn’t have an obvious use-case for Quilt, but he is the right person at his company for us to engage.
Good job getting in. He will introduce us to the right guy.
KAtherine’s boss is the person we want to meet with. Katherine was late. Not terribly engaged. Seemed like she couldn’t wait to get off the phone. She specifically recruits on corporate position… not store, dc, or contact center… so I think she wasn’t engaged for that reason. Got the name of her boss, Marc so will reach out to him.
Not sure. Haven’t had the call yet
Knocked it out of the ballpark! Right person, right timing, understands technology and actively looking (lease coming up in 2 years). Great job and find more like this one!! :)
Good meeting. Not the ultimate decision maker, but highly interested and engaged. Good job!
right person. Is in a trial with a competitor. Good convo.
Although Christine is not the relevant (compensation vs. employee engagement/culture) she appears willing to connect us with the person who is.
Not a decision maker, but provided a name
Exactly the correct persona but perhaps it a terrific lead
Great lead albeit small agency. Great info about our competitors
not sure why we had this call in the first place…
Just getting a good level person to attend the 30 min intro meeting, and doing a quick hand-off was great. Thanks Sydney!
Just not a fit – No TPRM program. NO BUDGET. 250 suppliers
Deema did a great job identifying a decision maker for our HR Automation and was able to zero in on their need for employee engagement which made for a very productive call as well as an opportunity to be introduced to the TA team at NCSA.
They have no plans on bring on new tech in 2020. It is also very frustrating to hear they don’t know what AllyO is. Not a qualified lead because of timing.
good target, demo scheduled
Right guy. Right company. Well done.
Prospect was not ideal entry point or critical decision influencer, but was helpful in defining some of the agency challenges and found value in hearing who we are.
Not the decision maker or has anything to do with HR or TA.
Great job setting meetings
Awesome – We’re dancing with our shoes off!
May not be the exact person who makes these decisions or is overall impacted by our solution, and they are fairly local in their fundraising efforts so they may already know most of the major donor prospects, but she did find it very interesting
For our platform to be used optimally, we need a large supplier community. E*trade has a small supplier base
Not a qualified lead. The prospect really had no idea why he was talking to us and when we discussed texting he said they prefer to handle their communication through email and phone.
Great connect who will help with software RFQs
Low level contact – has various components of our solution already in place with Brazen- not willing to open doors for us and has no decision making authority. Not sure why he took the call.
The contacts that attended the meeting were not responsible for infrastructure security. Rather they were Product Security. This call went no where.
Prospect was interested and indicated a desire to create an account for self
right role/responsibilities. Wants to learn more and set up a next step.
Great meeting, right role/responsibilities. Had interest and wants to intro us to others.
Vivint was previously a lost deal that i’ve tried to stay in touch with, but it sounds like some of my main contacts have since left after speaking with Michelle today. She’s not impressed by the solution they went with, so this was a great step in re-opening that door.
Alex had already scheduled a meeting with the person who is the decision maker. What is good about this is now he has seen how this can help with efficiencies. But with multiple meetings being set in one company we don’t look very organized. It would have made more sense for the meeting to be scheduled as a group meeting
Alex and I discussed. We just need to be more organized when targeting multiple people in one organization. Overall a good meeting
Company is going through some major systems changes. Company is going through an acquisition. Not a tremendous target. Could be a decent conversation for 6 months from now. Unfortunately there’s just no inroad to be found at this point.
Great lead. Right profile and great brand.
Wants to continue discussions and consider pilot. Have next call already scheduled.
Currently not measuring util however he has some flex space (shared desks) and believes in expanding that. Adoption of flex space however has its challenges culturally.
Agreed to a followup call in 1 week to get feedback on what his colleagues think about next steps for a pilot. Stated our pilot price was very reasonable.
He has a place in Phonecia (near me)
(We had limited time on call so were squeezed into 20 minutes.)
Yesterday their new location went online in Long Island City housing 300 empl.
WeatherTrends is a good fit as a company, but Evan isn’t the right person for us to talk to.
quick handoff. massive CU.
Great lead, highly qualified. She and her general counsel are leading their RE strategy group for 300 sites that they lease and want to incorporate more agile space. Currently collect data from sites (like badge swipes) but need a better system.
HAve acquired many companies over past 10 years and many spaces are being, and still need to be consolidated. Doing so will save on space costs and help with cross team/group collaboration. Currently do some hoteling and want to expand.
She has a scope in mind for pilot (Seattle space) and offered to have a followup call next week (even though I initially offered to have it in 2 weeks)
Only been there for 7 months. Not a decision maker. Doesn’t really understand anything about any other plants or locations other than hers. Couldn’t share any information around their priorities, challenges… virtually no pain. Purely on an exploratory mission to see something. She also said she had no idea what our platform did. Seemed like she blindly accepted a meeting.
Good lead. He might not be technical enough, and they might not have enough. BUT… we got a demo and can figure it out from here, which is great!
Correct stakeholder, interested in evaluating alternate solutions to current vendor, great call.
Bobby was the right contact and my time with him was useful to continue to build a relationship within the UHG account.
Had a good discussion with Greg, and tried to find a fit for the product with him, but I do not think we were successful. He was interested in an avionics application of District Defend, which is not something we have done before. We plan to pursue further to see if this is something we are able to do technically, but I cannot really score too high simply based on his feedback that he doubted we could make it work.
Tough to tell if this will be a valuable lead or not. Fletcher offered to connect us to colleagues who would have more decision making power, and openly stated that he was not that person. He did bring several colleagues, which was good.
Right contact, right size of organization. No budget, no ability to buy in 2020. Will keep in touch and prospect elsewhere into company
great opportunity for us. not really a decision maker but the company only has 13 travelers, she is one of them and she understands their process and what other travelers would be looking for. Unsure how much they spend but overall a really great lead.
Great lead for an account that will be looking later this year! Scheduling a demo in late march.
Budgets already turned in for the year, but saw how useful this would be. Other projects taking priority, but asked to circle back in Feb. for any next steps (possibly pilot). Lease ends in 2023, so opportunity is there in the future if not now.
Good call with great information and referral!
Ryan and Brittany were engaged and asked good questions. They aren’t the ultimate decision makers but expressed there’s a flat organization structure and they can get decisions made quickly. Company makes 600 hires/yr which is a nice sweet spot for us.
This person was responsible for Talent Acquisition. However the company only makes 70 hires/ year. Customers can’t justify the cost of our solution if they’re making < 300 hires (usually.. unless it's offsets a recruiting hire).
Right level of contact, can potentially get the door open to Peak6. Not much urgency – more of a “keep warm” type of lead
Definitely interested but the use case he presented, I ma not sure the technology will be a fit. pursuing it to see what comes of it.
Ideal lead. Highly qualified.
Wants to pilot at FL HQ on a (15k-20k sf) floor (IT) in preparation of having 2 new buildings come online in 2021. Has a mindset to expand upon agile philosophies. Wants more remote, more shared desks, and more collab spaces. Was inspired 20 years ago when worked at Capital1 and wants to replicate that.
Needs to get buy-in from superiors (including CIO). Spencer did great job of creating urgency as he initially tried pushing meeting off till Q4.
Also wants to measure conference rooms and have real time visibility for employees so they can go to available desks upon arrival.
Liz does a great job helping me understand the background and providing relevant information ahead of the call. I appreciate getting the work history so I can better understand the persons scope of interest
Great contact within Raytheon
Right Title, Right experience. Had enough information about Servion before the meeting to be qualified.
This was by far the best call that we have had with the Memory Blue campaign. We spoke to a Director and two of his direct reports. The customer was engaged and interested. We will work on a follow-up discussion that will include a UMS demo in the next week or two. Great work Isiah!
First of all, amazing meeting set. What a logo! Deema targeted the right person to talk to. The only reason this isn’t a 10 is because they won’t be looking at new technologies until 2021. But what an AWESOME INTRO!.
No identified need – mainly an informational call on Tyler and ETK. Likes to keep up with what is going on in the IT market.
Solid lead, good qualification.
Appeared to be right level. No immediate plans to buy anything. Show and Tell type of conversation.
This one was not great. He did ask for a follow up email with material but did not commit for a second meeting with demo. Maybe that’ll come later.
Great questions!! Great appointment.
Sally isn’t a decision maker and will not open doors for us. She did provide a name to contact. They are using different tools that compete with AllyO.
Call went ok. Saw benefits of platform, but no immediate need. Said as they approach capacity or lease expiration, would probably contact us, but at present, very little value. Also mentioned he’d have to talk to his boss, so area to improve would be to try to find out if he’s ultimate decision maker and if not, see if that person could also be part of the call. But overall, good intro call, just not perfect timing
Very qualified lead with a great prospect.
Right guy to talk to at Ultimate. They don’t have an immediate opportunity, but we will push to get to a demo.
Graced approached me with this deal as a possibility. I praise her for bringing it to my attention to make a decision
He’s a good target and could turn into something down the road. The place where this lead could be improved is to find someone with more of an immediate need. He is likely not going to be able to be in a position to influence a decision for 3-6 months from now.
Will was spot on with this target and the prospect showed up as coordinated.
target profile is right on just not a great prospect
Great call. Familiar with the technology and pretty sold on it. They had looked at something about a year ago but it was price prohibitive. Asked for pilot options and follow up at end of month. Great job!!
Goof contact – maybe to low level
Awesome lead Emily – with immediate opportunity!
they already offer unsecured LOCs – have no real issues with the current process
Arthur joined the call as well. Winston and his company used vendors to outsource their software development so he was interested in us from an app perspective. He’s run into the issue of bandwidth with his current partners. He said he likes our platform and will try to come up with features on his own. He also asked for case studies. He was trying to understand whom we go after, but I explained there isn’t a specific type of company. He mentioned that they would explore us for Prototypes and MVP’s and reach back out to me when he has an active requirement. I’ll stay in touch with him, FU in 2 weeks to see progress.
Lead wasn’t engaged or interested in discussing their business or learning about AllyO
Great lead! 400 ADC hospice and although they are happy with suncoast, they are interested because of staff changes.
We already have an opportunity open with this company and these two work together. appreciate the reconnect but need to be careful when we have open opps already.
We were pointed to Chris, so I don’t want to rank this as a bad lead. But Chris didn’t seem interested at all, and it is unclear why he even took the call. Even if it had progressed, this would have been a partnership rather than a sale.
Right person, understood what allyo does. it was a good call. Probably some overlapping tech but may be a way around that.
Great lead! Will be releasing an RFQ this fiscal year. Hopefully will allow us to perform a demo prior to its release.
Strong contact/role at Viacom. No pressing initiatives or projects. Will need to nurture, stay in touch and support them when they’re in the market.
Great stuff – she kept saying that she was on Sharepoint internally and the writeup said Sitecore – so it is a different approach when trying to go up against Sharepoint. But overall great conversation since they definitely have a need.
Good conversation and company, but it didn’t seem like the prospect could make decisions on vendors and had to check with other groups for solutions.
Great contact and call – I have high hopes for this prospect!! Thanks for setting it up.
Good conversation and responsibilities. Was interested in our services.
rfp coming some time in 2020
Not the right person in the organization. Should not be targeting benefits administrators. She had no clue what we did and wanted an AtoZ demo. There is never going to be enough time. We need to be able to hone in on specific challenges the company is facing. This is more than just setting a meeting it is about whether we have a solution that fits their needs. I’m giving this a five in hopes of getting an intro to the Director of TA but this is not what i would consider a quality call.
Excellent lead. This target is perfectly positioned for us, and is right in the midst of doing the type of work (considering a transition to cloud data lake) where magpie could be a hit. Demo is coming. Great stuff!
Chad set up a very good meeting. This was a great introduction to the capabilities of memoryBlue.
Libbie was very interested in reviewing systems. They are not formally looking, but this was a great first meeting
essentially not a qualified need. more needs a sourcing tool. He did not see real value in connect because they have to find the phone numbers of candidates on their own.
Good contact, good timing for other feedback given about our current implementation with them. Given the implementation, we probably shouldn’t have called them about this solution as it was part of the package. But, valuable information was gathered during the call that was helpful and insightful to the team from the compliance department’s perspective.
Greg admitted to being at capacity (especially during crunch times of the month) and is a proponent of moving towards more shared desking, however pushed back through much of the call as just didn’t yet see how we could help. He felt like he understood their space needs well, knew what he needed, and didn’t see what value we provide.
Pros: he wants to adopt more hoteling, at capacity during crunch time, lots of underutilization rest of the time, too much 1:1 ratio that is a good candidate to be reduced, growing slowly, ended the meeting supporting our solution and offering to review with management to get feedback
Cons: small office (500 employees), gets pushback on hoteling from execs
Cyber lead is the correct contact, good meeting with referral.
good contact with good reference
Not the right fit. Secure environment which is cyclical (contractors come and go depending on work). They run out of room during busy time. Only 2 conference rooms. Overall, we couldn’t find any benefits for his use case.
Absolutely the right person for me to be talking with. This one will likely come on to the pipeline in July. Large Opportunity. Great find.
Company too small. Only 250 FTE. Seasonal hiring. Biggest pain point is onboarding where we don’t have a solution.
Point of Contact was perfectly aligned.
Exactly the right stakeholder we want to target:)
mid level guy but great conversation – potential interest in the Network side or MDR, subsidiary of Deluxe corp so good for possible additional inroads to larger corp.
We had a great discussion with their Loyalty team and will have a follow up to figure out how we can partner with them.
Great contact …. hope he uses us!
He need the alerts to come from their Met team. He will introduce us and provide contacts.
Sandee was very interested in getting District in front of the right people, and offered to help us get into a meeting with LM and Boeing here in DC in March. She also invited others from her team to ask questions, which was great.
She was a nervous type who admitted to not having decision making power and was reluctant to introduce us to others as was afraid that she was sharing sensitive info with us. As a Fac. Mngr. of 2 buildings in Wisconsin, her domain is limited to more mundane/daily site operations responsibilities as opposed to larger/overarching strategy decision making.
She provided some useful info regarding company’s previous use of sensors, current non-use of sensors, and aversion to manual surveys, however was apprehensive in making an introduction to the RE group that is our target audience.
great appt. Wants a quote right away
decent meeting but not legs to create opportunity
small company and not a type that we are going to be targeting going forward as direction is being pushed down from the top execs to focus on top 1000 companies. good meeting with Ryan though and nice guy but minimal potential
Call went well. Interested in tech, but seemed to be a little bit all over the place with what he wants. Timing a little off, as they have a few other projects and initiatives going on, but wants to talk again at the end of the month and possibly do a pilot.
Already had a solution in place and found no reason to move from it as it was all encompassing for their needs. They used Informatica (ETL, MDM etc.) so well ingrained. No hint of any issues they had with their existing setup so was more of a learning experience for him about what we do. Will need to get an idea of some pain in the future to have a more successful call as there was none here that we could uncover in the short time we had.
She was good, but we need to get above her. Emma said several people referred her to this prospect, but eventually we will have to go above. It’s a learning process for both of us into this particular account. All good.
Lead was purely exploratory. They can typically find more info from our website and online. Would love to focus sales calls efforts on leads that are exploring technology for either an evaluation, project, initiative.
The prospect said “Oh I know Emma will keep calling me.” It let’s me know she is very persistent and consistent.
50 person catering firm. No budget for AI recruiter. No need for automated employee engagement. Uses Google Voice for texting. There’s nothing here for us 10 min call.
Persona : perfect target
Topic : excatly what we are looking for (existing uses cases)
They are not in a formal buying process but are open to the idea. Good fit feature wise. All in all a good initial call.
Seemed to be the right level of contact but she had no interest other than watching a show and tell. No urgency. No interest in text to apply for texting for internal communications.
Solid handoff. Call went well and rep accepted.
I spoke with Tim, it was not over zoom. Jake merged us on a conference call as Tim suggested. Tim did not go into detail on his idea instead mostly mentioned that they are a small business and have an app project. They currently have a team but are open to seeing who we are. He asked questions around where our developers are, how we price things, how we charge (equity option?), our clients etc.He wants to see builder on his own and try to see how our pricing comes together. He is not sure if the 10-50K budget makes sense for them (he said it felt too high like enterprise-grade.)I’m going to send him the link to builder and see what he thinks.
Tony Isom is a quality lead and is willing to refer us to the Chief Member Experience Officer for further dialogue. Nice work Tommy!
Randal is Head of Data Science, which is a great role and the company is a very good fit. He and his team are already using Quilt (albeit an older version). The only way that the lead could be better is if we didn’t have to worry about regulatory issues with their data.
Robert isn’t a decision maker – said decisions typically happen at the system level. He is going to bring it to his executive director and we will see where things go from there.
On the surface, not a bad lead…he recognizes the need and wants to do something, but yet again the money comes from elsewhere (Norfolk Command) and we need to get up the chain to sell the solution. He was good enough to supply us with a couple of names in Regional EM to pursue
Excellent contact with management authority and a specific need that fits with Interos value prop. One of best leads Zack has turned. Thx
great call next steps in place
Just gathering more information about her role and responsibilities as they pertain to their specific challenges
Sydney is doing great, right role, right companies, good setup and lead ins.
Great solution fit, poor timing as budgeting for 2020 has already happened and anything over $40k requires an RFP. Good long term opportunity though.
Very early stage opportunity, but this was a good conversation. The customer seems like a good longer term prospect.
Timing is going to be an issue, probably 9-12 months away, but otherwise a good prospect
Hr Generalist is very low level. No expertise in a particular area. Barely interested or engaged on the call. Wasn’t able to answer many questions. She did say she was willing to introduce us to recruiting leads and leadership associated with workforce engagement… felt like we were just eating up 30 minutes on her calendar.
Amazing intro call with very highly qualified prospect for our solution – nice job!
long term opportunity at the early stages
Asata was insightful, but she’s not at the influencer level. She’s a recruiter that would be a user of our technology. She quickly listed 3 similar competing solutions they’ve already purchased and are implementing that would prohibit us from selling into the account. We could qualify better : Are you looking into recruitment automation software? Are you interested in workforce engagement? Do you currently have a texting solution? Do you currently have an automated interview scheduling solution? – If the answer is yes to all of these things.. we don’t need to meet.
Brian is genuinely interested and Epsilon represents a big opportunity for Quilt–bundling Quilt with Epsilon’s data products. This is a new use-case for Quilt, however, and likely to require more time to develop.
RelSci had a lot more than what she was expecting. They are a very small school, so it’s not as applicable as it is for larger schools, but still could be a fit.
Great lead.. perfect business case for HR open enrollment
Great conversation and he did ask for a follow up meeting / demo in a month.
Not a bad lead, but would be a contract/reseller if the opportunity progresses. The target individual was right, but TEK just went through a re-org, so we need to push through to the right target individual.
Nice guy. Hard to read his interest. Setting up Maps trial.
Great Lead. The rub is that this has to go through Regional Command to get approved because they do not have/control their own budget.
Only make 150 hires in the US. Pretty small target. This person doesn’t have budget or decision making authority. It’s a call I wanted to take.. but outcome wasn’t there.
The call was good and we is a lead for the Kit Check Core product. It would be a better use of time to go into the call knowing specifically which product is an opportunity. Bluesight was not an opportunity for this hospital at this time.
I think the title was correctly targeted and great job getting him to agree to a call. I don’t see much of a need from his side, so will take quite a bit of work to try to convince him.
This started out as a background investigations introduction and turned in to a very good conversation. This agency has a definite need and this is a solid opportunity. Great job with this one Liz.
Although Hallie was not technical, mentioning terms like privacy preserving analytics and data monetization led her to suggest that we have a second meeting with more stakeholders. I will follow up next week to ensure we stay engaged
Kathryn is not a Talent Acquisition Consultant, she’s a compensation consultant. Not a decision maker and not in the right business unit.
Good contact at the agency.
great company, brought people to the call, actively looking for solutions.
could stuff we accomplished our goals.
Right people on the call. Real initiative for 2020. They know exactly what we do and how we do. Was able to get solid next steps. Amazing job qualifying this one Brock.
Perfect lead! He and Alex Lane (Project Designer) joined call. 30,000 employees
Space mngt was primary interest, but we relayed our value enough to be seen as equally important. He left interested in next steps for a 100 sensor pilot. Anticipated 1st initiative may be a building with 500-600 sensors.
Within past year they underwent a merger and expect many changes as relates to space over next few years as consolidate/etc. Merger doubled their size. Noted that researching various techs (space mngmt/util/asset and lease mngt systems) has been proceeding in fits and starts over past 2 years. Presently is “dusting off” this evaluation and looking into it again after a period of quiet.
Very interested in understanding costs of remapping as they periodically make changes. Wants to know to what degree we are needed and what the costs are.
A good call. timing is right as the contact just took over revamping the VRM space for CVS. Longer term sales cycle though. We need wider breadth of contacts here for buy in/evangelizing purposes.
correct contact, willingness to meet again… relevant problems. good meeting
This was the right influencer. Correct team. Very engaged. Good meeting!
Interested in learning a little more on platform to see if there might be an area for fit.
The lead was highly qualified. Great job, Emie!
Good contact to know and possibly can be a good intro into the other groups at VA.
low volume of litigation so no ediscovery work really. Contracts fully under control and happy with their process. Only need was flex talent but internationally, specifically China and Japan.
Was not a decision maker regarding IT – recently moved into this position.
decent size – launching unsecured in Feb. not a good fit.
He started out describing a desire to implement new tech unrelated to our offering (specifically things like automation to help with utilities savings and water savings at client sites). This would enable them to win more US gov bids with Park Services. However, once we educated him on our space, he saw a need for it and committed to bringing us up in a meeting he planned on having in about a week with his superiors to recommend that they re-evaluate their RE strategy (downsize)
He thinks they can downsize to about 150k sf. from 230k. His initial preference was to sell and downsize for 2 reasons: they don’t need that much space, and the building is very old and needs a lot of capital improvements (new elevator at $650,000, (6) new refrigerators at $35k each.
Then he switched course and started pitching that they can keep the building, downsize into part of it, and sublease the rest. So he doesn’t really have a plan.
My goal is to get introduced to his superiors as I fear that his recommendations may not be valued (as he’s all over the place)
– HQ in VA owns 1 building with 230k sf, 4 floors, and house 500-600 employees.
– Acctg uses most of the space
– 3rd floor used by VPs and Presidents
– most of their employees work at client sites
It’s crucial for us to know a prospect’s hiring volume. This lead currently has 3 open roles to fill, that’s very low. Also it’s helpful to have info on why they’re taking the call with AllyO sales. If they are looking for basic information they can capture that from our website.
The lead is looking to make a decision in less than 3 months. Great job, Emie!
The lead is not looking to make a decision until Q2 2020. Leads with quicker implementation times are preferred.
Great call. Started a little defensive saying they are not looking to implement any new software, but as I showed her more and more, she changed her tune and saw how they could benefit. By the end, asked about pilot pricing and follow after she speaks with boss. Only area to improve would be to try to get her boss (or dec. maker) on the call as well, but great intro call! :)
This was a fringe account right at 2M. As it turns out, this prospect is in the market but does not have budget and no clear challenges. were stated.
Arthur joined the call as we spoke with Dustyn. Dustyn owns a company that helps with computer needs and helping companies by providing it services. They include: Network Design, Implementation and Maintenance
Remote and Cloud-Based Computing Solutions
Mobile Device Business Integration (iPhone, Android, Tablets, BYOD, etc.)
Software Installation and Support He is looking for an app that would allow people to book their services and then they would show up. He still seems to be ironing out the details as they are not looking to start until Mid Year (June). He has a budget of 30K(but mentioned if lower than this, the better). For now, he liked Builder, wants to explore further on his own. He also asked for any apps we have built, I will be sharing that with him. Next Steps: Stay in touch and follow up to see if we can build it earlier than June if possible.
She was familiar with AllyO – not a high powered decision maker, but offered to move things up the chain
Great contact, someone who wasn’t directly tasked with looking at alternatives to their scripting approach but ideal to bubble up to seniors to take a look. Maybe understanding more ahead of time of why they might look for an alternative to Apache Airflow would be helpful ahead of the call but overall very good lead. Thanks Ryan!
Ended up being a great call! A bit more qualification upfront could have helped us to prepare more, but we spoke with the right person who had budget and a project.
This contact was not a budget holder or an HVAC/equipment manager. He shared enough info to make the call worthwhile but is not a decision maker or budget holder and unclear how much influence he has. We will have to work hard for a follow-up call.
Good prospect. Good role, we will have to see if there is an opporunity.
Very complicated weather needs. Proposed Met Services. Sent forecast examples. Good opportunity.
Too low level person. Already had a call with Sydney on avoiding this in the future. He did day-to-day hardware encryption and firewall ops and knew nothing about databases and data exfiltration. He also could not put us in contact with database admin or application security folks despite saying that they have many homegrown applications
Great use of time and great candidate in a key vertical; healthcare. We ran out of time so I think moving forward we may want to make the meetings 45 minutes which can round up to an hour
The target is correct and you found a person with some pain in maintaining legacy code. Keep up those leads!
$2b in assets – awesome! Unfortunately, there wasn’t much of a product fit and FI didn’t understand the product/partnership.
Good call, right contact, willing to take follow-up call. Nicely done Taylor!
Tough to tell yet if this lead will be interested in discussing further. He did not have a ton of questions about the product, and did not seem to be a decision maker, but was interested in learning more and taking that information to his leadership.
There were a lot of things she was looking for that we don’t offer.
Willing to do demo at end of q1.
Right person and contact, but the account was just implementing a business platform that we were looking to assist with. Good to have contact for future opportunities.
Great prospect and timing that puts us into a great position to bid for an upcoming business opportunity with this account.
Phelps was interested in us as his company’s product/software rests on salesforce as a backend. He wants us to port what they have but make it compatible with Pega so they can target companies using that and open up a new market of revenue. He had trouble understanding the builder until I showed a quick demo. He gets it now, but his main requirement is Pega related. I was not familiar with it, so I told him I’d get him an answer. I spoke with a tech lead after the call and we both agreed we could not port it as he suggested since we would have to touch the codebase or have someone familiar with Pega.
Abdulla and I had a good conversation. His interest in 5g was not so much building it but given that 5g is coming out, he wants to digitize his business and stay relevant as opposed to being left behind. He has an idea to expand his e-commerce business into something like an Amazon website in the future but his business is not big enough to have the budget nor does it have the need to do that yet. He also has other ideas he wants to execute on down the line and felt we were a good fit for them. Since we can customize his UI and truly make anything we build unique to him. However, currently, his biggest problem is research and data entry. He has hired and fired people for it because they don’t do proper research on competitive pricing on what he sells, (mainly lab equipment, plastic, etc.) Mentioned an error that made a $900 dollar product look like $900,000 due to incorrect comma and decimal placement. He keeps mentioning he needs a robot to do research from him based on inputs, scrape the entire web and compare against competitive pricing, and he wants the robot to input into his site. He also wants the robot to be constantly updating the site and constantly scraping the web in real-time. A lot of what he is asking for the technology isn’t necessarily there to do so. I tried to get him to make a much simpler solution that would get their team out of all their manual tools like excel but he needs a fully automated robot to do the above. Let him know, we can’t build that but he wants to stay in touch for his other solutions.
No immediate entellitrak opportunity, but potential enhancement for Appraisal
Brett did a great job finding and chasing down this lead. The call went great. Keep it up Brett!
This person does not have any decision making capabilities and just wanted to learn more. We need to go higher on the food chain or at least set the expectation that we will be looking for an intro.
The meeting isn’t a complete waste of time but it could have been more productive
Happy to take the call but he is no longer in a position to recommend product. Policy orientated position now.
Good lead. This is likely more of a partnership than a sales opportunity. We will stay in touch and see where it goes.
Great person to be in touch with, strategically-wise. He’s not SQL.
Using Concur and don’t have interest in switching. She asked about Upside and if it could possibly benefit her personal business. Sent her the small business program link.
Only had 10 minutes to talk. Nice guy. Setting up trial. Busy with inspection for the next week.
Solid lead with potential Influencer at Corp level of Raytheon. Merger between Raytheon and United Technologies will hold up any immediate opportunity of a deal in 1Q20. Follow up in late FEB if we haven’t heard more by then. Thanks, ron
Right level of contact, fair amount of interest from his side. Did some research on us ahead of time. Quality handoff from Bryan Chavez. Thanks!
Unfortunately not a good fit. His buildings consist of servers and IT people who are there every day, so he knows how his space is being utilized 1:1. No occupancy studies needed at this time. Said he’d forward to other FMs, but he’s not interested in our tech.
Great call, spot on exact contact needed at Delta. Kudos Jake!
Great lead, had just-right info on pain point. By end of call, prospect had created an account on Go2s, created a group, and added one new member to the group.
meeting given to me to make this happen, carly did great guy difficult suspect
follow up scheduled 12 /13 install onsite.
follow up in place, meeting in middle of January
Right level of influencer. Wasn’t a buyer but was able to give us a strong understanding of their process and decision making structure.
was not on call team had great notes, looks good
working relationship with MB
Great lead that stopped by our booth. Haven’t heard anything back from them since.
Lead was the right contact within the organization but the logistics field as a whole is tough to crack. Low/no budgets and not a lot of time/expense spent on feedback. Moving is more promising than freight but many moving companies may not have the budget for our platform. This contact admitted that she disliked NPS. They are using SurveyMonkey (free) and stated that they were not looking to make changes in the foreseeable future.
The need just wasn’t established b4 setting meeting. There was no need by the prospect and he apologized for wasting our time.
This was an excellent call. Emily found the right contact in the company this is the right volume of hiring that we target. She also did an amazing handoff.
Really need to get these write-ups early on. Jon was annoyed when we got on the phone becasue he thought i was a manager. Turned it around should be a good lead
Great lead Liz. I think this will have interest on 2 fronts, both BI and Vocab Rehab. Great job on this one.
This prospect is a one man recruiter shop that does 5 placements a year!!! this is not a profile for our product,not even our connect product. What size organizations are being called into. I’m not sure you are calling into our ideal company profile. Our minimum hires for Ai
will be forwarding us to technical lead, but definitely saw the value and will work to introduce us
23 mins late, was not engaged. Asked me to circle back in Q4 2020 when they have budget. Not a good call.
TA leader that oversees a few locations in virgina. Ideally not the best prospect for responsibility, decision making authority.
Right level of decision maker, only makes 200 hires per year annually, so might be a little hard to scale
Confirm meetings at least one full day ahead of the actual meeting date.
guy was very nice. newly public company so locked into 2 year agreement for free webcasting. But is strongly considering us for their Q3/Q4 IR day. Which would be new to them so good timing!
Great lead. THis was the right contact and actually has a project in place searching for this type of technology. Alex did a great job on the warm hand off.
Danny is very knowledgeable and has a clear use-case for Quilt. He’s not a 10 because he seems to be working with his customers’ data more than his own company’s, which tends to make it tougher to get to POC. And, he does more work in Spark than Python and Quilt’s APIs are Python-focused for now.
Good lead, good contact, good call, very busy guest volume destination. They are government so they have a tight budget which seems to be the case with most of our government agency contacts though which will be our main challenge.
Good title and the right role. Prospect was uninterested. Only received a personal email not corporate to send follow up.
First and foremost, I appreciate all your efforts trying to get leads. Unfortunately for this one, small agency, limited BI work here, and they contract out to SLED. That said, please continue to vet these agencies for a need in case management and keep them coming.
Satish of Javen Technologies is currently not in the market for a new phone system, however, he was open to an informational conversation about PGi’s UCaas offering. I am scheduled to follow up with him at the beginning of the New Year.
Liked the product, but not ultimate decision maker. Needed to take up the chain to Executive Director.
Overall Jeanne seemed impressed with our survey tool but there was a high level of frustration just trying to get the call started we will see how this plays out. I get it things happen but I need the SDRs to be responsive to emails sent (I sent one 15 minutes before the meeting asking that the zoom link be added).
Great lead. Right person. Brock even sent me notes from listening to the call!!!! That’s AMAZING! There’s a long game here because there is no immediate project and more research to do but this was a great call.
Stopped by the booth at NHPCO. Should be a late next year deal.
Michael hit the nail on the head with this lead…in our lane and a person high enough we can speak with. Good job!!
This opportunity needed better qualification.
Very Receptive, appeared to be high level enough to get the door open for us for more discussions.
A nice connection with the person responsible for the function. The customer was unable to do the screen sharing function but it turned immediately into a site visit that allowed us to make an offer. Overall, this was a good one.
Not final decision making authority but knowledgeable about process – wants to advance conversation
Right level, interested, might be able to open up some budget. Great job
potential interest in tech but sounds like with Jeremy and most folks this is a educational discussion right now vs a project they have lined up. Following up and will continue to build the story
Great job here. We demo’d for them onsite this week and this looks like a deal we will close early next year.
great lead and a great account. Scheduled demo for second week in Jan
this meeting was rescheduled for Jan 8.
Good prospect but she was more in a policy position. Was hoping someone else on her team would have an interest in fidelis.
Right title, saw how useful tech would be and very interested. A little bad timing, as they are implementing SpaceIQ and opening 2 new sites, so a bit hectic, but asked to follow up in Feb when things return to normal for pilot options.
we gots ourselves a shot at this here place
Challenging prospect – with upside if the individual is fired. Other team members seem more interested.
Great lead in that he was willing to tell us that they have an initiative developing where OEM licensing of Splunk may be relevant
This was a great call, Brielle is not in the TA department but is a heavy influencer because she has been in the past. This will be a long process but what a great company to get into! Brian did an AWESOME warm hand off. It was one of the smoothest I have seen!
the quality of this lead was great. I would love to see you guys go after someone in Microsoft in charge of Microsoft’s cybersecurity operations – CISO, CIO and so on.. Thanks!
Great meeting and contact. We work with one of their main competitors (Sodexo). He agreed to a follow-up meeting on the spot!
I learned a lot about what HI is doing, so that was very helpful.
mmm felt like it was a meeting just to have a meeting. Jill is an Admin asst. They use a local travel agency that they’re happy with in San Francisco. Have never been a fan of an online platform. I asked her if she’s aware that we are an online platform and she said that when setting up the call she would “hear what we have to offer” but don’t think we’d be a good fit. I kept the call going to see if there as a silver lining but the needs of their company are very much not aligned with what Upside offers. I presented the idea of possibly working with Flight Centre and shared a little bit about how they can fill some needs that we couldn’t. Wasn’t really interested there either. There main concern is safety, duty of care and knowing where their travelers are. Explained that we’re rolling out a new reporting function that would support this need. 5 minutes into the live demo, I asked about payment. They have a program with United where they pre-pay $1,000,000 and deduct from this as they need to book. Our platform doesn’t accommodate “but we have our own discounts with united between 20-30%.” Thanked her for her time and ended the call.
I spoke with David, Jake joined the call as well from Memory Blue. David is an agency and they get a lot of requests for ad builders. They need to create one and have the ability to white label it to an extent for each client through admin privileges. Timeline is not now but they are exploring. The budget would have to be approved I believe. I tried to ask him if a spec call to get a price and timeline made sense, he said he needs more time to gather requirements. I was in a back to back so we had to end the call early as he only had 15 mins as well. I am sending a FU Email.
Seemed to be right level decision making authority to get the door open – company might be on the small side
He was my customer at Chargepoint, so good to reconnect with him.
I would say the presentation was thorough
Right Person, Right Volume. As always James does a thorough job qualifying the prospects.
Great lead. New DOP looking to make improvements.
Great contact but services oriented so not a target for us.
Julian provides a smooth, seemless introduction, how we got to this call and turnover to enable me to do quick discovery and obtain a go/no on the prospect’s ability to support practical next steps.
Great intro meeting and we secured next steps with a broader audience.
Great lead with an agency that is important to our number next year. This is hopefully going to be a win for us! Great job here Brooks.
Crystal was very interested in OpSense and understands her needs well. She isn’t in a position to purchase, but is willing to run our estimate up the flag pole to others with purchasing authority.
Interesting discussion. Good application that expands past temperature and factors in transport.
This was not a qualified lead. Shane manages customer training for Verisk. He has absolutely nothing to do with HR. I can see how his title may suggest something else but even looking back at the lead write up it is clear that he was the wrong person to speak to. It felt like we were just setting a meeting to set it. I was able to easily get the name of who in HR we should reach out to and that is what should have happened as opposed to setting a meeting that simply wasted the prospects time. I have had a few occurs in the last week that suggest maybe the SDR’s don’t understand who our target audience is or what our problems our platform are trying to solve.
He was rescheduled a few times and forgot what we do. He was unaware of our space. After explaining what we do he envisioned a potential use for his 25 conference rooms. Outside of that, not much need as doesn’t have really any shared desks. Hospital has 6 buildings which they own.
Jason was not interested in IGEL. He did have a LinkedIn exchange with Isiah saying that he did, but when we got on the call he was uninterested.
Great work, proper contact, demo scheduled for 1/13.
Jake was on the call from memory blue. Pulin runs a software company and a lot of his interest in what we do as he has been in the software engineering world for a while. He agrees our platform is different and loved the story behind why it came to be. He did ask a lot of technical questions around code quality, level of documentation, and tests we run before approving code. I told him I can’t share details around code with him as our client projects are their info. But we could maybe give him the QA Process for his project when he considers us. He has a project in mind, wants me to reach out late Jan to discuss the next steps, Ideally a spec call at that point. For now, going to share a case study with him on a SAAS Website as he asked for it.
Jake was on the call as well. Julian was mostly interested in our engineering team and how to value dev performance. I could not give him much info but his solution sounded nice. I also intro’d builder to him, but he has no active requirement.
Ed met Chris at TechX so he wanted to explore Openprise a bit more. Good lead as there is definitely a potential to work with them on very specific use cases.
It sounds like they are pretty well down the path and nearly locked in with Stanley Aeroscout. Will see what we can do to change their path!
This could be a potentially good opportunity. It is the right person in the organization and they do high volume recruiting so it is perfect for automation. The prospect thought they would be talking to us about an ATS. They had no idea about Text2Apply and Chatbots. We are missing the mark in explaining what AllyO is and what we help them do. All in all still a good call because it was the right person and able to bring it back around to what we do. But there is a level of disappointment on the prospects side because they thought we do something completely different.
Good lead. 2020 Risk EvalutionProgram in place and Adobe is in discovery mode. Solid contact who could be a very viable Champion. Have to continue to validate fit for their VRMO COE.
Prospect had no prior knowledge of AllyO and what we do. Prospect was quick to leave the meeting. Had to go after 15 minutes. “I’ll take this information to my supervisor and see what he says” < Fairly low level. Not an entire waste of time, but didn't sense much interest or urgency to champion a technology to solve his problems. The guy had zero power.
Just not a good fit. Looking for hot temperature monitoring in unique environment that was not something we could do without significant effort that would not be worth their size.
Really good warm hand off. Doesn’t really do the volume of hiring for the Recruiter but a potential good fit for Connect.
Great lead. Right person. Currently looking to replace Serraview because of poor support. Has less than 1 year left on contract. NJ office has 175k sf and NY has 165k sf. Both unfortunately have 1:1 desk ratio. Some groups are tight on space. 3 NY floors currently under construction. Have a conference room crunch and building out a new conference room center. Also partnering with WeWork for conceirge service and conference rooms. He wanted pricing for 1,800 sensors, however we’ll have to sell the value as the concept was new to him and he doesn’t have shared desking.
Bruce is no longer with TriNet – he’s with a company called Landrum HR. Appears to be the right level of decision making authority for us
Right level (one step removed from person who holds the budget)
You did a great job identifying a decision maker in a legal dept. This is the exact right role – he should be interested in learning what we offer other legal depts. I just dont think this specific person will ever buy from us. He is very junior and his GC has been dismissive of us before, unfortunately. However, you never know when a seed has been planted. Thanks very much for the connection. He might evolve beyond his GC!
Great contact at a target account. He is willing to bring us in on new opportunities.
great fit and specific use cases
This group at FDIC are not decision makers. Just looking around at interesting tech to keep their jobs for the future. In this case, more qualify questions. Always good to get meetings and some practice helps along the way too.
Well qualified prospects from 3M with key objectives and 2020 program. Very interested in SCRM capabilities that align with Interos Platform.
Good to have some connection at Integris however, this guy is way down the food chain at the incidence response level. While he is willing to carry our message to his boss, I think we need to be higher up in the organization, most likely even higher than his boss for the conversation to develop into one where we are championed into the org further.
Viable prospect but very concerning that they brought Deloitte as a vendor evaluator to the first call. Not sure we find this opportunity very productive going forward knowing there is a consultancy doing much of the behind the scenes evaluation. Nothing MB could have done to know that, but it is material in our future assessment of the prospect. Please work to set the second meeting that was requested, but try to uncover more about Deloitte involvement in conversations leading up to the next meeting in early/mid JAN. thanks,
Positives: Madeline brought several members of her group to the call. They were clearly curious if not readily interested. Negatives: as a consulting company, they need to connect Quilt to a customer use-case. Identifying quick wins with groups like this has been challenging. If we can get them to connect us to a single first-customer, we’ll have a good shot.
Really nice guy and he was thinking we were phishing awareness.
Other than the fact that Donald is working with strong regulatory restrictions, he’s perfect.
This is a good call, small company doesn’t really do the volume of hiring for automation. I think the client was a little disappointed by that. Alexandra pinpointed the right person in the organization so it ended up being a really good call and they will likely move forward with Connect. Please work on the warm handoffs. Share something that you discussed in your call. “I have my colleague here and she can take it from here” is awkward and not super helpful for me. Recall what peaked their interest and then tell them I can help them with that. James Manning does a great job with this. Maybe discuss with him.
I think you hit the target correctly as he has an idea of what he would like and he is in the right space where he could make a decision to purchase. The one thing that is a drawback here for me is that he seems like the type of person that needs someone to make the argument for him rather than him looking for a solution. Can be overcome but more difficult.
Great lead. It is a smaller company with three team members and well prepared for the call.
non DM but good guy and willing to take our message internally – hope to set another meeting with larger team in 2020
Mark was a great find and the right person for us to speak with. His organization has a real need for this platform and look forward to speaking again with Mark after the New Year.
Great call. Qualified lead with a project and 2020 funding.
We need to communicate with prospects that have more decision making power. It is hard to get referred up in the chain of command, so if we don’t start higher up, we don’t usually get access to the people making the decisions.
Good call. Exactly the person we needed to talk to, interested in exactly this type of granular data, but currently testing heatmapping sensors, so timing a bit off. Asked to follow up in Q2 to see if we can do a pilot. Great job though!!
No project. will stay on top of this guy tho
SABIC is very potential company and it will be great if we provide them with an overview about fidelis technologies .
Up to my knowledge that SABIC is already having EDR , NTA and they are in the final stage for processing the PO for Deception .
I’ve asked Maria (inside sales for international) to fix a meeting with the prospect for demonstrating the technical features and capabilities of Fidelis solutions.
Seemed engaged, will get us to the right stakeholders perhaps
20 hires per year, I don’t know if this company is big enough for what we do. She was engaged, had some pain.
Not a direct prospect. They’re a design consultancy. Always good to meet with potential resellers. A good sign was that 4 members of their team joined. They noted that they’ve run into installation scheduling issues with other sensor vendors they’ve recommended to their clients. So that’s good. Stated they want “nimble” in a partner. They noted that they will likely want conference room people counting metrics and an ability to overlay our util data with scheduling capability or solution.
He was definitely the right person with the right title to be speaking with at Viacom. He was very impressed with AllyO but they are in the middle of the merger with CBS. TBD.
Great lead. Unfortunately Lisa was recovering from illness the day of the call and asked to be rescheduled to this Wednesday. She has not accepted new meeting. As always, I appreciate the efforts to get these. TY Liz
I think the lead was good. He initially said they may want a follow-up with some other folks and then said they don’t have a need when I pressed him. I suspect that there is a need and we should send the info he wanted and follow-up beginning of the year.
Great info before the call and this is a great match.
Good candidate who is tied into the same area as another Leidos contact the BDR secured.
The prospect’s technology aligns very well with our expertise
Great call. Right title, very interested in tech to measure utilization of collab. spaces. Possible pilot
This person was not interested in an integration tool and not apart of a team that would be in a position to discuss. They worked more on the network side of IT which doesn’t really overlap with CloverDX.
Voyage Works was looking for a data enrichment provider.