It would be great to keep following up with Kishore and also find other contacts who may be relevant for us! Good call though for sure!
Abby did meeting on her own at my request and did great job gathering customer requirements and positioning Ripcord
Emma found this great possible partnering opportunity. The company is headquartered in China, which may present a problem. We will vet the opportunity out and decide if this is something we can purse
They do not have an initiative for deception until 2021, this projects falls last for them at this time.
Has some interesting solar projects, but no solar plus storage at the moment. we’ll keep in touch
Godiva does not have an internal software development group and has no need for Code Dx.
Shany was only on the line for a minute. Susy appears to be entry-level recruiter, not a decision maker. Does the screening and scheduling. This could be a solid account, I think we need to find the decision makers in NYC, or get Shany back on the line with a better connection.
Sharon was not interested in the slightest in our call. She kept interrupting me and not letting me finish any of my points.
They are in a contract with World Travel and they use Concur and that isn’t up until 2022. Tonyagene was under the impression that this was a call to learn how/what for future reference.
Excellent meeting, right person at a target company
Good first call, set up action items and next meeting for us on June 10th.
No more than 20k in travel a year
Great contact at an MSP who is looking to expand their service offering internally.
This is a nurture opportunity but may pay off down the road.
no immediate projects by could lead to something
Good lead with follow up and possibly opportunities
Jennifer watched the recorded webinar and thought it was a great product, but only handles about 125 request/year and about 75% of those requests are improperly submitted. They currently use excel spreadsheets and don’t have any issues so far. They were curious about our other work at ACL and the contracting vehicles we are on. It sounded like they were interested, but just dont handle enough cases to warrant a new system. I said I would follow up in 6 months.
Eric is currently furloughed at Waters, it could be good if he gets back with the company but for now it does not appear to have a whole lot of value.
Good connection and feedback from Scott, thank you!
This call checked two boxes — a great networking opportunity and a qualified referral to another company in need. Great work Bianca!
A first lead is never going to be very good. Dylan is doing great. Ben is a small business owner and has an idea, but no real formulated plan. I gave him feedback on what he will need to think about and any comps on similar applications from other industries, where the data will come from, etc. He doesn’t have any of these, so right now, it is just an idea that cannot be executed upon. Once he has some of this, we can expand upon and help him fulfill is goal.
This was a good appointment. Cyber consultant with excellent connections to our ideal customers. I only ranked this a 5 because he would not be a direct customer. However, he maybe able to get us new customers quickly based on simply making a recommendation.
Strong Interest we will need to follow up. They are entering their slow season so we will need to get them engaged as soon as possible.
Should be a great booking and the only reason we got it was because Sydney was persistent.
no contact since January, closed lost.
Didn’t want to see a demo. Confirmed Heather Moffitt would be the correct person to pursue. Decisions flow through her team. No additional follow up steps necessary with Gary .
Great demo, very interested in the platform. Haven’t been able to move forward due to pandemic.
Very good meeting. Interest from Ron. Not necessarily a need at this time but planted a seed and wanted some white papers to review and pass along to his colleagues. Never easy to do but qualifying, questions are key. “ Is there a need, pain, or project today or in the near term that you know of?” might consider some additional background web research on the individual, linking to articles, projects happening or current corporate initiatives to expand the initial phone conversation. Ultimately Jacob has done a fantastic job and continues to help us bring quality prospects to our table for expanding Rubrik awareness.
Great call, was interested in platform but has been unresponsive during pandemic.
Assigned to Tiffany. Closed Lost.
This was a very small company outside of our ICP. They were looking for data enrichment only so not a good fit at this time.
Demo scheduled but never completed.
Customer has a community and is looking at new ways of getting their customer engaged with community great meeting!
No immediate opportunities but good contact to have
Solid prospect. She is actively looking for a solution like Laika.
While Mohamed provided some valuable intel on their FedRAMP plans, it may be more important to reach his leadership who may still need to evaluate a FedRAMP 3PAO for either advisory or assessment purposes. Mohamed had no idea why he was joining the call.
This was a great find and we bid on their business via an RFP.
Thomas asked great qualifying questions so our meeting went well and we were able to meet expectations –
Bill is a decision maker or top influencer, has experience in the implementing data integration/analysis systems and could speak to the current toolset and org direction. They need a for data management and he will be looking to do proper eval in July timeframe. We will demo and should be in the mix.
Good early intro discussion with a relevant prospect that may have a requirement in the future
Amazing meeting, thank you
Excellent lead. CISO interested in implementing an app sec program.
This is a reseller/partner. While we want more of these, it would be better to get companies that are prospective customers. I did ask Erin to get whatever meetings she can so I could practice my pitch.
While the prospect has the proper experience the company is too small to use Code Dx internally.
Call went very well, Ashley identified the opportunity appropriately, second call with SE being scheduled.
Short demo – Zoom issues, She expressed interest in continuing the discussion, but won’t accept invite and hasn’t responded to emails. They are changing their ATS shortly so this probably can’t move forward anytime soon until that’s done. Could have future potential.
Can influence a decision. Engaged, use case can impact their business. Reconnecting in mid-June. Good job, Jane!
The client has a clear MDR need and wants to make a move to another vendor.
Julia did a good job of identifying a need and pointing out our service capabilities.
Awesome job sourcing this one – Reuben did great qualifying this prospect and providing continuous communication including tracking her down when she was late for the appt. KUDOS!!
Interest in learning but no active EV initiative / budget
The prospect cancelled or no showed and did not reschedule
The prospect cancelled or no showed and did not reschedule
The prospect cancelled or no showed and did not reschedule
The prospect cancelled or no showed and did not reschedule
They were barely ICP and were not RWA because they thrive around school time.
We HAVE to get better at verifying their physical address. So far every call has had bad information.
Very receptive. Not a decision maker but hopefully a facilitator for another meeting.
Engaged, use case is there. Looks like he can open doors for us, would not be a decision maker but an influencer. Hasn’t accepted invite but agreed to talk in a few weeks.
She’s not the decision maker but can introduce/influence. Have follow up meeting set for a few weeks. Use case appears to be there.
Good potential opportunity just need to know what platform they are using before the call. Ideally, Cisco, this prospect is on Avaya.
Excellent potential for ML/AI work
correct role – Security Analyst and is going to connect with a contact at Zoom I have spoken too. It was a good call as they are starting to build out their SOC.
longer term (not immediate) opportunity. Influencer (not buyer) to CISO. Julia did a fantastic job generating interest and participating in discovery call
We need to know before the call what technology the prospect is on. Ideally Cisco.
Good company, wrong contact. She admitted she has multiple layers above her.
This guy was a perfect influencer but we really need to get to this Charlene person. Sounds like she is really the most important person who owns the compliance program and drives the relationships with the independent ISO auditor each year.
Great meeting. Sr enough to make a 2nd meeting happen and totally understood community and how it could help outside their v. limited sf.com support community
Isaac was obviously told something around the interest that Pei had, but when it came down to talking about pricing the customer said that they had no real intention of ever buying a license.
Found an appropriate person in the cyber department of a company we are going after. Door is open for further discussions after the chat we had today! Good stuff!
Good target company within ICP. Knowledgeable contact. Demo was booked during the call. Very junior contact.
Prospect came in knowing what they were talking about and looking at. They had plenty of good questions and could benefit from a platform like Upside. Great lead.
No budget right now but they will have some needs end of year/beginning of next that fit our skills
Great POC for a Technical Testing opportunity. Thanks Michael, great work!
This is a broker who does not make decisions. He has the right title, but this won’t go anywhere.
good call – lead to an opportunity to evaluate
still need to focus on the details as to where these leads are located – was provided Mesquite, TX in the overview but discovered she is in IL. This has an effect relating to EVV status by state. Good to verify data.
Julia was awesome in her initial write up and communication about this opportunity. George did not attend the original scheduled call, however, Julia was professional and persistent to get the call rescheduled – which happened today.
I believe Julia did a wonderful job not allowing this opportunity to go stale.
Susan had some real pain points in her BCDR Program, primarily regarding document and data management. While her immediate need(s) did not directly align with Axiom Recovery’s portfolio of services there may be a way to ‘get our foot in the door’ through customized, original work.
I would take more of these calls.
Another long tenured professional in our field with a well established program. Could not find any gaps or pain points in their program that could be turned into an opportunity for Axiom. Still, this was a meaningful conversation for the partnership potential.
Synergent is a SaaS provider who also provides continuity professional consulting services.
I’ve already spoken to Bianca directly — people in our industry love to chat about strategies and methodology even when they do not need outside support. Enterprise (Boeing) is not our target market. This was more of a networking opportunity than a sales opportunity.
Right audience and decision makers
The prospect was genuinely interested in learning more.
great opp within our ICP. demo scheduled for next week.
Good guy to connect with, glad we had the call but no interest in the near-term with adopting technology that support our services. Still glad we had the conversation, may lead to something in the future.
Qualify the volume up front.
Medical device companies take a really long time to bake their hardware products and get them thru FDA approval processes. She said they were at least a year and a half away from actually having their device in-market with patients. This is a good lead. But timing disqualifies this as super relevant right this moment.
Their needs aligned really well with the tools that we provide. Basically the perfect fit and the right contact to get the deal done with.
Great meeting with several possible opportunities. This one was great for us.
This was interesting. It is an innovation team. We didn’t have time to see all the titles who are there.
General interest in the product, no immediate need but might help socialize capabilities with other technical folks outside of New York Life
Next steps would be to get to his technical team to understand their questions.
Great principal and he will open this up for district opportunity for basic
The discussion with Alex went well. Sounds like these guys are more consulting practice than a self-contained enterprise. This may bare fruit in other ways like adding them as a partner if they see value in what we do, however I am unsure if Align would buy cloudtamer.io to manage their cloud usage internally.
There’s a definite need there and a plan to start reviewing cloud options later in the year.
A good call. Started them with an app trial.
this was a reconnect, very good contact, very good opportunity
Call was set up for a zoom but confirmation email may have ended in junk so she had forgotten about the zoom and we chatted briefly instead and will Try to schedule for a different time.
Crawford said he will lead the effort to bring us to the decision makers. He appears to have influence, but he is definitely not the decision maker.
Great lead, good sized projects we can jump into right away
Seems like an ideal lead.
Great quality call in our sweet spot.
Lead provided a lot of great information but ultimately was the wrong person
Good connection, I will keep in touch with the progress we make with AR. Thanks!
Very good discussion with Lisa and although she has some aspects of HIPAA, she has agreed to refer us internally in their org to their CCO.
good leads are those that have been well vetted, this one was
He was not a decision maker but a step to the people who make the decision. We will send him literature and follow up.
He is only supporting clients loading to workday, not trying to load data into workday. This seemed to be exploratory.
Isaac did a great job securing this mtg with the RIGHT person inside the organization. He also gathered quality info from the prospect prior to the mtg which was valuable for the team to prep.
Great target. Contact invited leadership, next steps established.
Several opportunities now with this customer. Couldn’t go into too much depth because it was classified.
Good opportunity for Modzy here. Prospect had lots of questions and possible synergies.
got some basic information initially that allowed us to know what they had at minimum
Becky had fewer than 100 agents and did not have any immediate need, has calls that are very simple and follow a strict process, and she knew in advance that she could not implement new technology. She said she just wanted to learn about new technology. She said at the end that she would connect us with someone else that had a team that had more complex calls. If that happens that would be great.
This is the kind of lead I want.
Good call and conversation with John, thanks!
Great connection with Rock, thank you!
I don’t see this company being a good fit for us
This will require another call with is team and that will occur in June . Follow up will be critical.
They are looking to possibly move units. Positive call.
We closed this opportunity.
Very aggressive in setting up the meeting and providing write up which was concise to prepare for the conversation.
good contact right persona.
This call was a great one. The prospect was qualified and asked for a proposal at the end of the call.
Great meeting. Prospect was qualified and engaged. Steve did a good job of asking the right questions before the meeting.
Good opportunity here for an inquisitive group. If we can a second meeting it is a win. We will get one for this group although no imminent deal to speak of.
Dan sees value in the solution but doesn’t have a current need for the technology
Only 13 agents and very simple calls, we can’t add value.
Great call and feedback from Joe, hope to bring him onboard like the other FL deals!
Didn’t lead to any immediate pipeline but some heavy hitters on that call. 100% worth the time.
Good job getting David to take a call even though he’s confident he doesn’t need our solution. I think the only things that would make this a better opportunity would be if David identified more with the problems that our software addresses. He seems to think he already has those problems solved.
Rich is sharing with the larger team and we’re shooting for a follow up next week. They have a team call every Monday, he’s trying to get us lined up for one of the next ones.
Amanda continued to follow up and took advantage of grabbing a meeting at the last minute; good perseverance.
LtC Bodenhamer is very knowledgable about AI/ML modeling and the challenges of doing it in theatre and on limited equipment. This may be a bigger discussion with BAH to handle as well.
Paul, was interesting but doesn’t have a pr0ject in the next 2-3 years. He was more interested in the technology and was curious.
Jake called this out prior to the call, so we went into it knowing that the lead was mainly willing to give us feedback. But during the call, we think we found some angles where we might be able to pivot towards a sale. So, a good call overall even if the lead wasn’t super interested in buying software.
Good meeting but no immediate opportunities. Good networking
Recently bought Cohesity.
Good account. Cindy didn’t want to engage – offered to potentially introduce us down the chain to the sourcers. Believes they may have everything AllyO offers which I don’t think is true. We should continue to target Comcast
Capt McGunnigle, was very forthcoming and is involved in several Navy AI projects that Modzy could be a part of. We have next steps.
Tejas was a good person to talk how the DAPRA process works but isn’t in any position for a product acqusition now or in the future.
Great lead using epic. Gonna be a hard sell.
Teacher. No buying power.
Merwin is a good contact and technical – he is on system integration side of house so will be a more technical dialogue, not sure they have any clients in mind but will know more post demo.
Good Company and target as they currently leverage Vanilla Forums today.
Good meeting, but the write up had the wrong URL for the company
She is an end user and readily stated so, does not know who to talk to about the tools used, but did know a bit about her own landscape and the tech side of what we/she does.
Yash is a partner opportunity – appears Gopal is an influencer. We will get a demo out of it, which is good, but they are not the buyer (at least from what we currently know).
Good meeting with contact. Able to get additional contacts at the account.
Right contact, no immediate need for deployment (2021 oppty at best). Good find though.
Good connection and feedback, thank you!
This was a good lead since Daniel is connected to the main IT Dept for City of Pittsburgh and willing to refer us to that department.
Fact finding mission for Katherine. Seems like she could introduce us to others within the organization but is not a decision maker. Loose steps about her sending our info up to her boss. Seemed engaged and interested in the solution.
Just checking in to stay updated. They are in the process of launching a chatbot for careers. Using Webex for video interviewing. Doing screening and scheduling. Evaluated us in the past but we weren’t far enough along with complex scheduling.
Very good company, good contact and good opportunity
Wesley found the right person in the account that’s looking for future solutions.
It is turning into a possible order for Rubrik
This was the best call I have had from Memory Blue so far. It will result in a few follow-up steps to reach out to contacts we were referred to on the call. Authority of the contact we spoke with (Grant) was the only missing piece from this being a 9 or 10, and a call definitely worth having every time!
Lead was fully vetted and could turn out to be a large opportunity!
Great lead, great account. Qualified opp.
Interesting conversation, glad we spoke, but not a potential revenue opportunity.
Prospect performs annual testing and is open to looking at other vendors. Nice lead
Max did a great job of giving me insight into his conversations with Syam so I could be prepared for our call. It was an intro call that turned into a demonstration and we will see where it goes from here.
Tough to read genuine interest in next steps, but it appears we have some alignment on use case, ATS. He was engaged. Global company. Quality meeting. Thanks Brian! Perfect handoff as well.
Company is a good fit, contact was a good entry level for conversation. We lucked out on timing as they’ve got some current initiatives that align with what we do.
John G and John A were good entries into the PEO C3T environment. Sounds like there is interest to have an additional meeting with other team members
Great meeting, right contact. He is going to talk to the ciso and Director about next steps with Fidelis. Rachel has gotten me some great meetings lately. Keep it up. – Noel R.
She was looking for a timekeeping solution – wasn’t sure about the EVV or what it meant and only had one (1) client at this time. I did try to talk her into a subscription with us as a forward looking opportunity.
Having data points about the environment, if areas of interest are not shared always help
Small project, let’s route to Tai directly going forward
Excellent meeting. The right guy, have a follow up deeper dive scheduled for 5-23 10am.
Early for their cloud adoption strategy, but they’re running a few things on AWS and others on Azure. Will eventually consider moving to the cloud and AWS is the preference, but not doing anything right now.
Has some need but going to be a longer process as he doesn’t own a decision.
Interesting conversation. They are part of a group of companies acquired by a PE firm. 2-3 additional companies will be rolled into the portfolio and then integrating them together will be a major undertaking. Our contact sent an email introduction for me to their engineering team to see if there’s anything we can do to help there.
Really good conversation…they’re considering a move to cloud in the next 6 months and interested in re-engaging sometime mid Summer. Potentially good candidates for our Jam Session offerings.
Good lead with the right team at DARPA. They seem interested in how we can help them solve issues via AI
Stacy was in charge of AV communications not AI. A bit of confusion
Will pass our info along to TA. She’s not directly responsible for recruiting. Started demo 40 mins late or so. Bit of a language barrier, but we got through it. Seems like India team may have enough hiring volume for us, and they can make their own TA decisions.
It would be helpful to get a little more background on why using spreadsheets has been challenging and if it was easier what would that allow them to do. (impact of issue and the need payoff). This helps us determine if its actually something we can help solve.
Appropriate buying level, engaged, follow up call already booked for next week. Use case is solid as well! Nice job.
Past relationship with Justin. Good catch-up conversation, unfortunately Acadia has 1. No Budget, 2. No time to implement something that was free or deferred payment. Asked me to circle back in Oct/Nov. Need and use case are there.
This company wasnt using a CRM or ERP system that we integrate into. Doesnt make sense to move forward. Found out that another sub company is using Salesforce, so we will pursue them instead.
Mike was the compliance officer but on the Risk Management side only and not on the Cybersecurity side. He was a good guy and will talk to his CIO who is the CISO. Thanks and lets keep opening doors. Regards – Steve
Lead was good – write up was not good. It was almost identical to the lead I previously had, just no descriptive or helpful
Lead was good – the write up was not great. Didn’t give any real info into lead and looked the same as the other 3 write ups I had today. Almost identical
he is the right person moving forward but needs to get through a Solarwinds deployment. Said give it a year.
This was a great lead in all areas except one: their ERP system. Since this meeting was scheduled via email, I think your lesson learned is that you can ask them about their ERP either via email or a quick phone call, phrasing it in the way that the prospect will get more value out of the meeting by answering the question.
Loose next steps to check in with her in the future as they get closer to budget discussions – but solid intro demo with a group of influencers within a major global brand. Good call.
Great meeting setup by Tommy. He even moved around appointments to make sure our initial meeting happened.
good call, timely in their eval process, but no clear critical event or unacceptable pain … enough interest to explore further, risk is this is tire kicking
Great contact, good meeting
Opp needs more qualification with prospect. Need more insight than just a technical evaluation. (time, power, pain, etc.)
Great meeting and looking to buy community. Couldnt ask for a better meeting
some potential down the pandemic strewn road
Good call with a potential customer
Good call, good feedback, thank you!
she said she thought the call was to help someone with their career in HR?? no interest in new technology. Not hiring. wasn’t interested in a demo.
Purchased Foundant software about a year ago, specifically designed for community foundations. Started the call by saying they’re not looking to invest in any software with us.
Good company, small plant, supervisor role, not comfortable to pass on names for reference or to give much information on their systems
Could be good internal source once a deal is active.
Physician was not available when I called, and MA had virtually no pain points where our value props resonated. She seemed very happy with their current pharmacy experiences (with both local retail and independent). Even the patient value props were not differentiated enough from her current pharmacies to offer anything to peak her interest. / The practice isn’t a great fit for Alto’s offerings. I would have kept this lead with SDR to see if after sending clinic additional information would peak interest.
Solid. Hits ICP and will be future prospect. No immediate pain looking to solve, was interested in learning about what SOC was.
Danny mentioned they have only a handful of shareholders with no interest in expanding their cap table. While always happy to get the Nth name out there, the prospect did not satisfy our most important qualifier.
right contact, no project but a leader in the space at JCI and this will be fruitful in the near future as we spin out of covid stuff
Nothing of substance to work with here. No budget. No current project in mind. He’s an independent consultant who doesn’t have a website. He wanted a free license to try to pitch to his potential customers. I told him we have a partner program but we prefer to be brought into opportunities to do the selling ourselves and there needs to be an active opp to pursue before we would discuss partnering. Told him I would send some collateral and suggested he download a trial.
Great call with a CEO – I never received a formal meeting invite on my calendar, just a zoom. In the future, put an invite on my calendar, as often I do not get to all of my emails. Good quality prospect though.
This lead has solid future possibilities. This one is a victim of the current covid situation. I feel strongly that in 6 months it will convert to opportunity, but just not at this time. Keep up the great work!
More work needed to determine if this is an actual opportunity, and not just a technical resource looking to gather information.
Fine into. Like us to target known decision makers at corporate, but as good as an intro not at that level could be. well done.
Great job by Rachel booking another meeting with a high-level employee!
Max H. did an excellent job setting expectations for the call and potential timeline with the prospect but also our sales rep. The lead writeup gave our rep enough context prior to the call so building rapport was very easy.
The call went very well, with Karen Bartlett, who was engaged during the call! She is brand new to their company and will help pursue others with decision authority.
Nothing to improve here on this meeting. Thanks!
regional HR generalist with onboarding problems. Only saving grace was she’s able to share our deck with someone on regional TA team.
Projects were not in ideal locations (CA or Northeast).
Very good meeting at good account with the CMO. Well done
Overall, this was a very good exercise for the team. It was low risk and we all got a bit of practice. The lead itself just isn’t a good fit for us. They have 15 employees in the office. We really need 200 employees for them to have the motivation and resource to get value out of our services.
Ron did a great job on discovery and pain points the organization is currently facing.
The organization is very ready willing and able.
They would be a great fit for Network for Good’s system.
Great contact, good initial set up. Confirmed time.
This guy must have been hanging with BIG AL. Good stuff, Brett.
This is a good prospect, but no the decision maker. Keep targeting other folks at this account that are higher up the chain
only making 60 hires per year in the Americas
Good contact although new to org. Her responsibility for standing up a program for their org is a great fit and aligns with Clearwater solutions/services.
Right targets with an opportunity for continued discussion on our solutions.
Independent consultant so getting this to get some traction will be challenging. He does have some needs that clover can help with, but not sure he will be able to get any buy-in at his clients.
Ana-Sophia and her team Paul and Jo are responsible for TPRM at Google. Very interested in the Interos solution but not very forthcoming with information about their specific needs. No idea yet if they have a budget or what their timeline looks like.
Good meeting, thank you for setting it up!
Abby was great throughout the entire process and the meeting went very well – thank you so much and keep up the great work!!
Good feedback, thank you!
Great call with Ken, looking forward to setting up demo and connecting with his team!
Good conversation – in the space and understands our pitch. Leading to a demo. They are more a systems integrator group which may be a tough in for our platform, but were willing to share their could be internal use as well.
Ron had a good title and was available for the call but wasn’t the right contact for what we’re looking to do. He did say he would make introductions to the right team members, which is good.
Aligned expectations for discovery call. Triggered 2 additional follow-on meetings. Was able to engage a business partner with expertise that was applicable. Great brand name that wants to explore digital self service applications.
Initial meeting was very well positioned. Clients needs aligned with our core competencies. Sufficient background info was shared in advance.
The lead was good and a worthwhile investment of time. Dylan’s notes needed a bit more detail, but overall a good lead.
Tyler set up a call that lead to half a billion in pipeline
Great lead from a massive account.
Right person, right problem, great company, and a need to improve their operations right now! Great job!!!
Not fully automated, but Teleperformance has their own chat bot, text to apply number, scheduling, and video. Doesn’t have social media or whatsapp capability yet. Thats really the only opportunity for us, but it’s a long shot.
I’m very tempted to give this one a 10/10. this one was awesome.
Haley got to the right person. We have history with this individual and it was great to meet with him and discuss a future opportunity we are working.
Zach may not be the exact guy we need for decision making, but he is definitely a player that knows all of the necessary people. The call went very well, and we have set up another demo call with the customer.
everything went perfectly well
Big hitters on that call and came out with a plan to move things forward
Good Meeting. Keyur is going to discuss with the larger team. Matt will follow up later this week.
Great contact; Bad timing
Although not the perfect contact, Lisa was willing to assist us in getting information to the right people throughout her organization.
John runs the global COE for Qualcomm and is in the early stages of looking at an end to end solution to address supplier risk management. Country specific regulator risk is high on the list along with discovering information on private companies. Following up with white papers and company information. Looking to schedule a demo in the next week to ten days.
In preparing for the call one of the answers to the discovery questions asked was
“I don’t want a system that will cut into revenue already generated …100% of the money I raise goes to the school”
And on the call (within the first 5 minutes) she mentioned that she wouldn’t even consider NFG if there is a cost. She reinvests all the money they raise, satisfied with Salesforce because it is free, and won’t spend a dime on software tools.
Marketing director perfect contact and account they are looking to adopt a community in Q3-Q4 so timing was perfect to get the conversation started.
Good job booking the meeting, always good to have meetings with net new prospects
Great person with Budget and visibility into the project. Not a large budget, but we might be able to make something work.
It’s hard to say if they have money to spend on Whisk. I will say though, that I do think connecting us with associations (i.e. Dairy, Walnuts, etc.) is a good move. Overall, this was the right kind of call to set us up with. I appreciate it. Many thanks.
Relevant company but the individual is not the one to make this decision, and there is no urgency
Aim for an hour with a prospect
Small opportunity, but the right person.
n/a – guy was formalizing layoffs of his team so timing was pretty poor.
not a decision maker. Regional manager of HR for a small region. immediately directed us to reach out to corporate HR. Wasn’t even aware of the chatbot that already existed on their corp. career site.
This one was right in the bullseye for the “early stage company trying to sell into regulated markets.” Great job, Jon. I think you may have also surfaced a pretty interesting new avenue for prospecting–you should go look at other health and wellness or healthtech startups. This company makes software and hardware for “smart gyms.” They clearly want to sell into pharma and other health related enterprise customers. I bet you can find many like that.
The contact unfortunately was too low level to understand wholistic view of company and how the platform could benefit versus their current practices. Andrew did good job setting meeting at account I sent to him.
Good conversation and uncovered that they use AWS, but was bumped to someone else who was there to learn what we do and report back. Nice enough person, just doesn’t appear to be an opportunity there in the short-term.
We issued a contract and looking to close
We sent a contract, looking to close
Great call! Right person with the right problem who is able to move forward quickly. Great job!!!
Right resource to talk with and very knowledgable of necessity of security and compliance.
Key influencer – Large organization, Engaged and Interested, use case is there. ATS compatibility. Nice way to end the week Zach!!
Great call. Unfortunately the main point of contact wasn’t able to attend, but Jennifer stepped in and thought they could use the platform and seemed very interested in possibly a pilot. Asked for follow up in a week.
Bill was asking all the right questions and can take us to his security/privacy team as the CIO. he was a tough question asker but really spot on and was definatley the person we needed to speak with. Good job Michael!
David did a great job getting this meeting scheduled. The only issue was that it was something that we couldn’t necessarily know until we were on the call. It should have never been on his list in the first place. Apologies for that!
Tony will pass along the information, he seemed interested, but is not the right guy/team.
Good Meeting, the right contact joined and we were able to qualify and book a demo.
Continue to refine the overall value messaging, keep things simple, and try to keep identifying the right persona for Experlogix.
Good Exec level contact. However, he is on the Enterprise resale side fo the business. Not involved with Bell’s own customer care platforms or strategy
Good engagement. Lower-mid level contact, not directly involved in the customer care aspects of the business. No specific follow-up
Stephane is from the Enterprise resale division. Not really a contact we should engage with at this point. Doesn’t own any direct influence/involvement with Bell’s customer care platforms
Solid call. Smaller opportunity.
Great title and company, the contact who took the meeting thought that we were more of an LMS than a community platform so was not ready to talk about the community piece. Good contact for down the road and they grow just not an immediate need for them at this time.
US Bank is a great target, but Adrienne was not the right person. She works in Audit and focuses on both internal and external processes. She focuses more “procedures” and not products. She answers questions like: Are we settling? Are we meeting mandates? I asked a lot of questions. She did not know anyone in perimeter or cyber sec. She said that she did used to know people in Fraud, but they had a big re-org. She said at one point they reported up to Rob Myhre (or Myre) but not anymore. I will take a look at Rob’s LI profile. I also asked Adrienne if I could invite her to one of our more interesting webinars and if she we would forward the invite to others – as an easy way to stay in touch and help us market to US Bank. She agreed.
It is hard for Sydney to know this, without spending some time with Christina, because Christina has a good title (Dir of Sec Ops), but Christina spends more time with retail customers after they get hit. She acts as a “fraud laissez-on” with another team CTS (Central Technology Services) that is part of Central Bank, and is the group that would protect the bank from BOTs, etc. We think they use Cloudflare for CDN, and it sounds like they have some kind of BOT tool in place, but I told Christina about first gen tools vs us and why it makes sense for CTS to take a look at us. I reminded her that we could make her life a lot easier and obviously help the bank, mentioning some of our successes. She said she would reach out to them and see if they will be interested in a meeting. Call was short, not a Zoom, etc. but I told her I would follow up on LinkedIn, etc. She has my mobile too. Thanks.
Initially it seemed as if we could solve the development issues that this org saw, however after further conversation the organization is utilizing salesforce outside of development and we cannot replace our system with their current needs (volunteer management/ distribution center project tracking)
Timing is perfect for Spartan Motors, great high level contact and this client is right in our sweet spot for clients. 800M, heavy acquisition, manufacturing company
Very good contact, very good company, difficult opportunity ass they have a lot of different products which we do
This was not your fault. They were on our target list, but it was a quick DQ of the lead
The lead was not qualified. Moving forward I would like to work with your team to qualify these leads. Thanks you!
Unfortunately this prospect only had 15 people reporting to him and had no needs this quarter so was not a qualified lead.
Interested, engaged, seems like use case could be there. Raquel A and B don’t have access to budget, could influence but cannot make a decision.
Sushmanth from Marriott was very engaging and interested in learning more about Pixspan capabilities. He unfortunately is being furloughed from Marriott but could possible use our solution in the future. There doesnt appear to be an imediate need at Marriott and Emma will stay connected with him via LinkedIn. He said he would keep us top of mind for any challeges he had at NeCo or knew of involving moving data.
thought it was a recruitment call and hes not employed
Nice Target, good level because he could potentially be a decision maker or heavy influencer. Seems like he has a pretty large team too and could be quite lucrative.
Everything was fine. This company was on our list to talk to but we’re more competitive then collaborative.
alternative contact already engaged.
CIO and the CEO in one meeting. Fantastic work Will!
Always great to connect with capture managers early in the process!
He might not be the right fit but he was willing to help us connect to other sectors within the company which is great.
Interested contact who should be able to provide decent RFQs
New contact within a target account who provided a good RFQ.
No revenue potential in Kevin’s current role (government contract, linear calls); will need to follow up with him in several months when he’s in another role.
Great call and good feedback with her, thank you!
Great opp within our ICP. Another great meeting set up by Kyle. Scheduling a demo for next week.
Good connection, looking forward to setting up demo site! Thank you!
Not great fit but nice guy and see if stay in touch
Right contact, top 20 account, progressing to demo – cant really ask for more of a set up than that! Great job by Rachel
Great contact – exactly who we are targeting for long term growth!
Had little info prior to call – looked like call was short. They had just started there own unsecured lending solution in house 2 -3 months before and are not looking for a solution
Anytime you can get the GC on the line it is a major positive
This was a nice guy, but he knew little to nothing about what goes on in a plant environment. The risk we have is if he doesn’t promote us (like he said he will) then we are back to square one in terms of finding a plant person to connect with. Does this make sense?
This was a unique situation as the prospect needed a demo very quickly. Brandon did well, as he got the necessary information and reached out to me to make it happen. Overall, I think it went very well.
Right account, wrong person.
Right person, a huge group, a great lead!
Wrong contact, but at the right company. We need to get higher.
This is a great account to get into. He is not a decision maker, more of a gatekeeper, but the call went very well and he is going to get us into the right person.
This call created a new opportunity for Infoblox at the National Library of Medicine data center.
Lead was an individual contributor sales person
already a customer, but got some good insight into their struggles. Want to look more into smart scheduling and MUSE.
Good conversation and general demo of the platform however his expressed interest and use case is not supported by our product. We do not have products for data cataloging, data lineage, or data governance. We dug in to educate him on the platform and see if we could uncover a potential use case but he doesn’t have a need at this time. He said he would keep us in mind if he has a future use case for an ETL tool.
Good use of time, contact was in info gathering mode and does not have budget this year. But they did ask some good questions and it was the right contact who said this would be added to his list to revisit after they add microsoft ATP
Great meeting customer ready to buy and all decision makers were on the phone
Good meeting, he’s one of the right guys. I know him and have been calling on them, so this is a nice assist.
I believe they have a need. David isn’t the right person to speak with, but he has a champion in Ahmad that we haven’t spoken to yet. Timeline will be drawn out, but no issues there.
Jennifer booked the time, but then decided to not take the call or reschedule.
The client had trouble making the appointment and getting on Zoom and Tyler did a great job of rescheduling and finding alternative ways of connecting with the client.
was able to assess what the bureau was doing from IT operations perspective and service monitoring.
Good connection with Steve, thank you!
I have been trying to get into County Of Sacramento since I started at Rubrik. I live in the neighboring County Of Placer and have had no luck. I met with them on Rubrik when I first started but could not get it to go further. The trick in this game in sales is to catch the customer at the right time when either they are looking or they are not looking but you can help them understand why they should. That takes a lot of continuous calling, following up and reaching out to different people. The call yesterday with County Of Sacramento was phenomenal that Sorab got for me. They are building a new infrastructure and are actually looking at new backup solutions. There were 8 people from the county on line. We have a number of follow up action items.
Sorab did a fantastic job in getting this meeting for me and getting it on my calendar.
So you are asking me where to continue to improve?
1) I would love to have more of these types of leads. These are the absolute best. BTW This is a large opportunity as well!!!
2) I am working with Sorab to get him more connected with my resellers. One of the challenges I have is that I have a call with a reseller on account mapping and they tell me a few of their accounts that could be opportunities and they can get me a meeting. They say they will reach out to the customer. They than go dark. Where I can use Sorab’s help and he is starting to do this is schedule a call with the reseller after I introduce him and put a plan together to target those accounts for a meeting and than a continuous scheduled follow up calls with the reseller to make sure they happen (did I mention “Continuous”)
he was in physical security
Although there is no real opportunity at CENTCOM, Evelyn gave great feedback on our recording and gave us a contact at DOD OSD (Office of Secretary of Defense).
Perfect meeting $25m in online giving. Vetting the market for better tools and uber interested in what fronstream has.
Emma, made the initial call on eBay and determined there might be an opportunity even though the client said they were not looking to move data to the cloud. The intro call proved her intuition was correct and we found out the client has challenges sending data on prem and to their data centers. She has set up a second call with the technical team to do a deeper dive. Solid lead, well done Emma!
They involved their claims managers on the call. Not sure where this one is going to go.
Solid call, interested and engaged, use case appears to be there. They need to get some additional HR process in place before they think about automating. Wants 9 months to work on that. May be worth it to ping additional contacts within banner bank within HR and the operational level to get things moving sooner.
Really quality use case – William seems to be a high-enough level to help move things along. Looks like their business has been rocked by COVID so no next steps anytime soon. Quality call though.
The call was good it was just with a very small customer who will require alot of hand holding.
Good feedback, thank you!
good conversation with Mike Anderson – CIO of Post Acute Medical
Overall decent opp, definitely ICP.
Great lead. 2nd demo today
Jace did a great job setting up this call, would have loved to get some more info around #of potential users, but we were able to dig that up on our disco call.
Wesley sized up the opportunity and got the meeting with a key influencer on this deal.
Max did a great job of finding out the pain points within the organization and conveying the value of INKY to them. It’s nice to get into a car and the engine’s already running. With Max’s help, we were able to turn want into a need. He could sell a ketchup popsicle to a woman in white suede gloves!
Chris saw benefits of technology pre-Covid; however, he said he didn’t know how valuable it would be as he knows occupancy would be greatly reduced post-Covid. No leases coming up in the near future and not high in priority list. Good intro call to educate him though.
Not a purchaser- but hopefully will roll it up
Got both VP of lending and CEO on the line – good job
I think Ron did a good job of being persistent with her and getting her to open up. She was very qualified and will be a great opportunity.
Brett stepped on the scene with a swing
good meeting. these (3) are fairly low level influencers. Recruiting for 1 of 6 divisions in the US. All decision making is done in Germany. Big uphill battle to turn interest into actual sales when we start at this level.
great initial call…. he gave us some great insight into the tools they use and what his role is. just need to get his colleagues on the line at a later point as well.
Right level, right contact, right timing. Good!
A carrier who was nice, right person at the right level. Well done Emma!
Kiara did a great job by providing me with all the information I needed to run a demonstration. The organization is ready willing and able and a great fit for our software
An good conversation with a person who does not own the responsibility for HIPAA compliance but works closely with them…she can take us to her Corporate Compliance Team”…thanks for the introduction and good work Michael!
No work opportunity. They were looking for people who wanted to do their training and possibly wanted to speak at their conferences.
Definitely need our services, good lead!
Nikolas was well bought into Gigster, I think the hand over point was correct and the fit very strong, relatively small company but could convert into some interesting project. More of the same please
Very small team. (4 recruiters) Couldn’t get zoom up and running so we just spoke over the phone – going to connect in the next week or so after he takes a look at some collateral. He is supposed to be researching tech for the firm.
Just looking for general info
Good contact as he was able to provide valuable information but not right person
This was not the right person. She dealt with in-store associates. I was able to pull a referral out of her though.
good contact will get us to the right person. The target company was bought by another company in another AE’s territory, so this will be a lead for my colleague.
It was a good lead. Tim was engaged and ready to learn about INKY and where it would fit within his offering. Typically, we would like to stick to direct business, but Tim is well connected in the IT space and could possibly introduce us to larger companies. This is something Max is aware and discussed with me about before setting up the meeting.
Good Company, Good contact, good contact
Good meeting. Not sure of pain but quality level (director) and open minded.
Lead was good and on target, but did not ave immediate need. They are engaged with another firm, but may reach out if a need may arise.
Nice connection with Ken, thank you!
not applicable role, no needs that we can support.
Great call. The candidate is actively looking at automated solutions and has a SOC 2 and is HIPAA compliant and Jon caught them at the right time.
Great contact who handles phishing security for the company. Max did a great job getting him interested. Better Business Bureau has individual branches, so Marshall was only the director for one branch with 25 users.
Steve did a good job of identifying interest and setting up the right kind of follow up conversation.
Uday wasn’t sure why we were having the call. I don’t believe this was Kelsie’s fault, it appeared as though he was thinking this was cloudtamer interested in him coming to work with us as a cloud engineer. He wasn’t the right contact level, but I believe that’s been recognized by Kelsie as well, and we shouldn’t have that issue moving forward. Not a complete waste of time as we were given two names to go after!
Good work finding a new target who could be a future customer!
Great connection, good information. Thanks!
Good call with Ben, thank you!
Lets start to ask “are you currently using any chatbots or recruiting automation products for TA right now”… it was a fine meeting, but they are using Ideal.AI currently.
Good opportunity but we uncovered that they were recently acquired by a company in Florida. If they decide to move forward with a demo, I will connect Collin to Zach
Really great opportunity- perfect ICP. Kyle did a great job in securing this meeting for us.
This contact is the Division Chief for the Network Management for the Department of State. Outstanding contact with new security opportunity.
details provided on prior call including pain points and area of opportunity. Clinic has 97% Chinese speaking patients so that could be a question asked when qualifying- what % of ESL patients to understand the type of support and collateral they would need.
details provided from initial call very helpful including pain points and areas of opportunities.
Abby has proved time and time again that she has a can-do attitude. Takes direction well and is not afraid to ask questions to further enhance her experience. She puts her head down and gets it done. Great job!
Jace did a great job setting up this call, would love to get more info around the following for a future call:
1. How many reps do you currently have (call center, sales reps, etc)
2. How are you delivering enablement or content to your customer facing employees? (is there a system already in use?)
This was an outstanding call that resulted in the start of a new enterprise opportunity at NOAA . Really Really good call.
Principle Architects are major influencers in the IT world. Wesley secured a meeting with one. He also gathered some key information from the prospect before the initial call. We had an idea of where to lead him.
Good meeting, one of the right guys. Will stay in touch to see if he has influence for additional evaluation.
Did a good job qualifying
Ervin and i talked before the call and although we knew she didn’t have the power to drive this project forward we still wanted to take the meeting to information gather and see if she could point us in the right direction.
Although they have pain and could benefit from a community, they have to much going on internally right now due to COVID to go through a formal evaluation process; therefore, we are not creating an opportunity at this time.
Will give credit where credit is due through…Ervin has been transparent and provided good insight before meetings.
Pretty good call. Could be a good client when/if they come up with a reasonable sized project to start with.
it was the correct person who is in their last year of their OCR CAP…someone we should follow up on in 12 months and continue to send educational information but do not call. Thanks!!!
She is FM at their Baltimore location which is a space covering 2 floors within a hospital. We agreed that our solution may be more applicable to some of their other locations (like their Massachussetts HQ, or their Durham NC offices) which have more admin type space.
Her space has a clinincal trial floor (25k sf) and a floor for admin (10k sf). We’re not a fit here.
She saw lots of value in us and agreed to forward us along, but can’t introduce or provide names. Said that has spoken with her colleagues from other buildings who try to collect rudimentary util data and would likely be open to learning about us. She has no idea whether company has ever deployed or currently has sensors.
The lead entered into a contract a year ago with Cisco. He is not the key decision maker and knew very little about what the organization currently has in place. He has not been responsive since the initial discovery call.
Good Meeting, Dave is interested and involved with determining solutions
Good company, medium contact
Very good company, very good contact, good opportunity
Good company, medium contact, medium opportunity
Good initial/discovery call
Perfect. Nicely done, Sarah. Cullen was a perfect fit for this discussion.
Good call…ended up not being the target role but good connection
Great initial meeting with a target account.
Because he arrived 15 mins late and only gave us 15 mins, it wasn’t a full presentation. He did not have a monitor so we could not present. Not that it had a major impact, but I am not sure why Evan did not use Zoom. We tried three times but could not get my computer to share.,Lucky really, the fact he was so late. Prospect didn’t have to experience the scramble to switch back to zoom. Evan indicates his Webalo zoom wasn’t working. We can talk if you like.
No immediate next steps – but really solid call. Familiar with us, engaged. Appears to be the right level within the organization.
Although not currently looking for a replacement for 3rd party vendor, Chad was the right resource to further discussion of possible assistance in the future.
Small org, low hiring volume (>240/year). Nice guy, he agreed to refer people to AllyO within his network; but poor fit for his company.
good contact. familiar with the space and had a relevant understanding of tools and process in place. I do question his ability to include others in the organization and keep conversations going so a deal evolves but a good intro meeting that we would take every-time.
Great contact. directly associated to an initiative and seems to have a decent level of influence. Great Meeting Ken!
Perfect person to target in this legal group.
For the purposes of this job, Morgan did great. In fact, he pushed back in a healthy respective way, with the client, and that ensured they were more forthcoming with all the relevant data.
Erin thanks for setting up the call, great work!
Rachel let us know that they currently use FOIA Express, but liked the webinar of entellitrak. It was very important to them to be able to interface with FOIA.gov to receive requests. They, however, do not track Appeals. She also said that the DOD HQ department is looking for an enterprise system to replace FOIA express.
Good call. They own their space, but saw value in collecting data and seemed genuinely interested. Needs to present to management, but great first meeting. Asked for follow up in 2 weeks
This nonprofit was unqualified. We require they raise at least $15,000 in individual donations to be qualified and they raised less than 3,000 last year
Not a super great fit but he was interested in learning about our platform. Said that it might make more sense for the uber app or driver group.
No initiative, no intent to evaluate. Has an offshore team doing the sourcing and admin work for low cost. Only place they could use help is ongoing and proactive talent pool engagement.
Pretty good fit in an industry we’ve shown success before. Major budget hurdles based on their reliance on government money, but there’s a possibility of them moving forward with a solution like ours.
No initiative, no intent to evaluate. She just wanted to learn about AllyO. We could help them, but she isn’t the right person to drive an eval.
Third time we’ve talked with Larry. AllyO is not a sourcing solution to find net new talent, that’s what he’s looking for.
Legal is an industry we haven’t tapped into yet, as most hires are very highly skilled. Raoul showed genuine interest, but the fit for AllyO isn’t great.
Great fit company. Great contact with the right title/position.
Smaller company making up to 300 hires per year. Said he’s interested, but we’ve been down the eval path with him before; no final actions were taken.
Not particularly interested in recruiting automation, need more help with post placement engagement
Poor fit. Lower volume staffing company hiring niche roles.
Company would be a good fit, but timing is bad, and probably the wrong contact.
No large scale hiring for the foreseeable future due to COVID.