Contact looks after programs for customers to subscribe into – not an influencer, evaluator, and/or buyer for their own corporate or employee fleets. Not the right contact.
Decent looking fit, but they have no intention on moving forward with an evaluation until very late 2020. About to begin the roll out of Workday Recruiting, so will be tied up with that for the next 6-9 months.
Really only focused on post hire engagement, but pretty good conversation.
Good call..the prospect just doesn’t see the value yet.
Great call. Saw lots of benefits and also asked about people counter. Would have to go to RFP with a few other competitors, but prospect was excited. Asked to follow up in 2 weeks.
Great call. 3 others on the call who are decision makers. Saw benefits, only downfall is they NEED people counter (top priority) for conference rooms. Saw benefits of desk level data, but main priority is conference rooms. Asked for follow up in 2 weeks.
Found an ex-Clover user from GoodData. Great job. Now need to prove it out for him and move to the next step. Great job.
On this particular call/contact, not a lot. Maybe- ‘What do you do now with SAAS providers in the TPRM space’?
Good lead to get more international customers. This can possibly be a deal closed in 2020 for many of their store locations.
Great lead and call for screening and assessments. This could be a gateway to implement throughout the organization.
Great lead, will nurture due to timeline. Think this is capable of closing in 2020.
Great lead, got a demo… and almost to a free trial. Only drawback is he’s a contractor at NIH, so who knows. We have a demo scheduled, so great. Definitely understood Magpie and what we’re offering.
He doesn’t have any budget and they’re actually slashing budget so I’m not sure where we would fit in.
Flex talent interest for the future.
Seems like for the most part, they would benefit from our platform, however they don’t think they spend the required 100k.
This lead is the corporate arm (their employees) of the state insurance fund. We were able to engage them to bring in their counterparts that have a much bigger opportunity which is all state wide employees. This was a good lead not a great one. Although, it might turn into a great deal.
Good company, Good Title, have a solution in place
Perfect candidate. Said all the right qualifying questions during discovery. Follow up demo for next Friday afternoon
This was not a direct lead, but a way to get into other accounts. We hit lightning in a bottle and appears we might have gotten real lucky.
Good call. Spoke with Chief Compliance “technically Privacy Officer” at Fisher Titus. Sharon Wood was very engaged and shared a great deal with us. She is to meet with her Security team internally and then get back with us on the “Top 5 Security Initiatives”.
Great call! Dan invited his admin to the call and talk about how they’re currently booking. Seems like we can be a good fit. Not sure if the urgency is there, but this was a good book.
great call. Stephanie very interested in the site. she’s excited to share upside with her higher ups. should know by the end of the month if they have a decision.
did not have a conversation. Person got on the phone and immediately said “we are not going to be a good fit and here’s why…” They want an agency.
Arthur was able to bring them back to the table – thank you.
Good candidate in Aerospace vertical that distributes to OEM suppliers (100 chemical
The company is an account that we’ve worked with in the past but unfortunately the contact is on the vendor management/partner side
We do not yet know if this is a good lead or not. Ghayda told us she did not know what the meeting was specifically about, and the meeting was scheduled on her vacation time. She was willing to take a meeting with us in a few weeks once she is back from leave, so we will be following up with collateral for her to review in the meantime.
Great conversation, thank you!
Right Company, wrong role – accounting – offered to pass info along
sending down small business portal. Awesome persona. was engaged on call. wanted it for more personal travel than business.
She just wasn’t the right person.
Justine did an amazing job, again. This was the right person with the right problem we can solve. I especially like the write-ups Justine does for me that prep me for the call, super helpful. Our investors are blown away by how many qualified leads we are working on in just our 4th week with Justine.
only giving this an 8 because timeline is unclear. Cameron targeted the right size organization and the right person within the organization. This will be 6-9 sales cycle but that is not uncommon for this size organization.
Brian provides great leads. Unfortunately they may be in the works with a competitor. TBD.
The lead was perfect for our business use case. The conversation went great and there is potential to close on this one. Probably the best lead I have spoken with to date.
Correct person. Try and dig in a little deeper with discovery. Ask what there doing today for SaaS security.
I know this can be hard to identify on the first call.
Great call and lead. Company was very small and lead didn’t see the value in our solution. But overall, good informative conversation. Maybe revisiting solution company grows.
Didn’t seem like she was interested in more than just some high level information.
Great connection, thank you!
A partnership with Gitlab is not going to lead to sales, and we could probably save time by just filling out the forms on Gitlab to request a partnership.
Our original call was not with a decision maker however he did offer up the referall of who to speak to. Aura is the right person and Connor did a great job of staying on top of this lead to get it rescheduled. This is the right size organization for the Ai Recruiter and they are reviewing these types of solutions right now so perfect timing.
Good contact with target customer. Great work with the diligent followup from Memory Blue!
Another great job by Ashley, keep it up!
Partnerships aren’t the best sales leads, and this one didn’t need anything like a data lake for at least a year out. That said, we’ll stay in touch. Halston was a nice guy and is going to pass us a true Magpie lead, so great!
I think Cygnus was a good lead. We have the right audience for them with the university participation at eMerge Americas. They might not be able to participate this year, but we will be sending hopefully compelling information to change his mind.
Wasn’t the right guy to talk to, and wasn’t very willing to pass us on to the next person in his organization. We sent some info over, but not sure it will go anywhere. Would have been tough to know this beforehand.
Great lead and we are moving straight to quoting!!
I enjoyed the call. One person company and has a friend that we might help. Let’s focus on larger organizations.
This was a call within a division of USDA. While they did not have direct purchasing power, they are influencers with USDA HQ whom we are engaged with.
Great opportunity in long-term – nothing short term. In speaking to Les Dickson, he is very proud of his current tokenization solution but realizes that it will not scale to the cloud and migration to the cloud is slated for 2022. He would like a follow up mid May
Spoke with Lenny Sanchez, Director of Patient Privacy. Definitely the “right” type of individual, but he was a former OCR Investigator too. Shared with us their “pain” points and we will be having another call the first week of March. All around good/positive call.
The broker for Alliant is not a buyer. He can influence a client or introduce us to a client. It’s not a waste of time per se, but not a buyer. Let’s do what we can to focus on buyers.
Difficult fit as all 35 child companies run their own business decisions. This was more of an informational call.
Good fit, requested to get back together next month to see if this can is something they can seriously evaluate.
This was a research/learning based call. There is no initiative or timeline associated with AllyO’s type of solution.
They are exploring solutions and will be going to RFP – no timeline indicated.
Would be helpful to know annual hiring volume was 75. That’s really low, knowing this info let’s us completely understand that our AI digital assistant for screening and scheduling is not really on the table. Need to know these details, more important than the generic info (interested in learning more, wants to learn about AI, etc.)
Randy did not want to see a demo – just wanted to talk through possible match between MDC and AllyO – he came to the call very skeptical and a little unreceptive. Right sized company and opportunity – definitely a higher level decision maker – he’s just not sold on the AllyO concept at all due to the high touch nature of their business. Doesn’t feel like automation is the answer.
We’re getting closer to an actionable lead. Thanks!
Overall, the call went well. He seemed interested after we told him that we’re already working on a similar large-scale federal cloud migration via another large government contractor; likely related to what he’s working on at GDIT. The Changed-Data-Capture use case he mentioned isn’t a great fit for Clover but our goal was to see if other use cases may apply in the future.
He had concerns about FedRAMP certification, which I tried to explain CloverDX wouldn’t need since our offering is not SaaS and the software would be hosted in a secure GDIT or DHS environment.
Will follow up to see where this goes. The company and contact are in line with who we should be speaking with.
Great lead, good feedback, thanks!
ISO so he is a good contact. Trying for second meeting.
A good contact but discussed they were not looking to make changes to their current security stack. Familiar with all the players in our space. Sounds like they’re in deep with another Bot solution and not looking for other options at this point. Following up with an email and he said he would forward it along to his team for a looks. Good job Sydney! :)
Good find and good conversation, limited opp as they are well suited.
Michael had the prospect ready for relevant conversation and the target was spot on. Great work Michael!
great use case, perfect fit
Great lead from a casamba account
Great lead! They were ready for the software demo. was already qualified. call went well. sending over quotes.
Not Sydney’s fault. The VP who was going to attend had one of his guys attend. They also recently bought Cloudflare and they were not forthcoming if they have their bot mitigation. The gentlemen with whom we met said he will talk with the VP about scheduling a follow up deeper dive, but he would not commit to actually recommending us. He was very neutral. I did ask them about API’s, and he said they have a lot with much visibility. He also said they get hit with password spraying, etc. and he he was experienced in app sec. He is currently a security principal engineer. I will follow up with the VP to find out if they want to pursue a deeper dive with more stakeholders. I hope that “5” is the appropriate rating. I still appreciated the call. Thanks.
Pat said she is satisfied with her current ATS and tools she is using. She did not see any value to use AllyO as this is not a tool she would use.
Billy is the mBlue opportunity that is closest to closing. This was a good call and the only thing that would have been better would be to have talked to the IT manager at the same time.
Great and informative meeting. Doesn’t want the whole sweet but employee engagement is a necessity. Think this could close in Q3. Good lead for HCM.
Great lead – one of the best leads. High level -reports directly to CISO of Equifax. Interested in cloud implementation and will discuss with the Data Privacy and Protection Dept based in Atlanta. Follow up meeting to be scheduled.
very good contact, will set up RSA meet wth his PM and a demo week of March 9
Amber seemed very junior but was very willing to do digging on our behalf. I have sent her a meeting invite for Thursday to further discuss their data governance project.
Great organization, great company prospect. This contact within CVS handles their panel customers and not their CSAT/NPS program. She offered to create a warm intro to the correct contact but she isn’t involved in what Worthix would offer for CVS.
influencer meeting. Shared quite a bit in terms of their pain at their warehouse facilities. Unsure about his ability to actually influece decisions. Seemed like he was fairly far down the chain of command, but overall a good call.
Looks like a good lead. Unfortunately, they did not show so we should wait until we get them to meet and we can rate the lead.
Connected directly with CTO and cofounder. Company is very relevant and currently doing some work with the government. They will be connecting us to their head of federal
Great conversation, looking forward to working with him this year!
Would be helpful to capture more basic discovery info. (Are they currently or have they explored texting solutions, top pain points/challenges around recruiting/hiring, etc
Not in the market to buy an AI solution this year. Not sure if this will work internally as they do not have an HRIS or ATS solution, but can benefit from our standalone modules if they thinks it is necessary. Call was more of an informative one.
Decent contact. Doesn’t handle their NPS program but seemed willing to refer us over. Australia based which isn’t ideal. English speaking but we don’t have any marketshare there.
Great opportunity – they have many avenues where webcasting could be applied. Head of corporate comm is great
Lead was not able to vocalize pain points/challenges and is in the very early stages of looking at any AI tools or tools in general as they are not in the market to purchase in 2020. Was more of a learning discussion, she could have just went on our website for more information.
Completed demo with Olga. Demo was informational,; they’re not actively evaluating new tools. She sees some value in the tool but she’s not very technical and she’s low in the food chain.
We’re hoping that Olga can provide us with another contact on the IT side to further the conversation.
They have their own TIP, might be a long term prospect. Not a bad call to setup, just not a buyer.
We got thoughtful direction from the prospect. He told us some info about their org structure and guided AllyO to the right people to follow up with.
Emilie didn’t seem to know that much about the different initiatives that were led in the company, which was surprising because she should have been the best point of contact. She should transfer us to her other colleague whom might know more.
Well Done Sarah! This is a person that rescheduled a couple of times and mentioned specifically how good sarah was with follow up and communicating value. excellent.
Further qualification questions around functional needs would be helpful
No pain. No problems with existing workflow. No new data challenges.
He explained that they are in a consolidation phase, closing down 3 offices. Talked with another competitor of ours, but it wasn’t a good fit, so talking with us. Some leases come up end of August. Have no idea now how well utilize space. Currently very little shared desking. Virtually all space is 1:1. Lease 5 buildings, however company also owns some additional buildings.
His space is primarily corporate back office type.
Based on Tony’s scoring, this is a 1. No worries, keep at it. Maybe don’t focus on Healthcare unless you know there’s something interesting.
Moving into a new space that they just renovated. Coined it the “Workspace of the Future”. Moving away from offices into cubicles. First group is moving into this space in March (120 peopole). Wants to measure if it’s being utilized the way they expected. He has started talking with companies that offer surveys. After first group, other groups will move into other floors.
He doesn’t anticipate our solution to be permanent. Will be renovating 6 floors. Asked if our system is mobile (so he can remapp)
Each floor is about 33k sf.
Will be moving towards hoteling. Reserve with Outlook.
Asked me to FU next week.
Good profile, but no need. Tom stated that he took the call to better understand the solution as found it interesting. He liked the idea of having our metrics, but he never expressed any real need for it.
We have a follow up call scheduled for mid March.
In this case there was not much time to have an extensive conversation, but any time we can gather information about why the customer is interested in learning about our tool, space, etc it is helpful as we prepare for the meeting with the prospective customer. It will help us better understand what the customer is looking to get out of this first interaction with Snyk and why. Thanks!
sending down self service. said boss isnt interested but she’s happy to take the call.
Sasha was not on the call but he sent the right person to take the call. This is an outstanding lead.
Was the right lead based on our starting criteria.
This was a great qualified lead based on our original criteria. Justine is very detailed oriented with applying the lead criteria so my time is well-spent.
nice job. they are doing well so far in their trial.
Great call with Tim! Great feedback and very excited to connect with him now !
Engaged, plenty of pain points and willing to discuss them. Katelin did a great job getting this detail ahead of time. Jeff is probably not the ultimate decision maker – he’s definitely in the weeds with an inefficient process but we’ll have to get another contact to get discussions in a more serious place. Great start. 500 hires annually should be enough.
This was a great meeting and will be a great person to keep in the pipeline for when the timing is right to sell Couchbase to.
AllyO is not a priority for 2020. This was a learning call and didn’t seem they are having any recruitment challenges.
Prospect was the right title and was interested in helping us find the right procurement opportunities. Someone more focused on IT buying would have been better. However, his willingness to get us set up in the system and introduce us to other folks is a positive.
This was the right contact for Fannie Mae. The only negative was that the timing was off for them as they just purchased technology but that is nothing that could have been known prior to the call.
great meeting with the CISO. follow up demo next month
District was not a match for the work that Fuyan does, but she was willing to share the information with her colleagues. We will see if more discussion comes out of it!
This was a good call. Scale is low for potential full implementation of AI recruiter, but we may have some opportunities for Connect and HCM. Jennifer was engaged, offered to open doors for us internally.
Great call, looking forward to working with Robert!
Great call with Gibran. Although this isn’t directly in his wheelhouse (he’s more involved with IoT security but did promise to arrange for a demo next week with his greater team
AllyO wasn’t positioned well (he initially thought we were an ATS or ATS type of solution, rather than an optimization addition). But, once he understood what we did, he was very interested an requested a followup meeting with him and two other stakeholders.
Thomas nailed this lead. He had the right title for the person. Was persistent in connecting with them and made great introduction for the discussion. Also, enabled us to discuss a new strategy for getting connections to the CX leadership. Thank You
Wrong candidate for a call but entertaining none the less.
Recycled lead. Not in the market for an AI tool until next year.
Great conversation with Robert, lots of good feedback and seemed very excited about the solution!
Not a qualified lead. We quickly realized there was no opportunity. He wanted a fully managed service to backup his databases in the cloud. Prospect didn’t know what Clover did and seemed confused as to why we were even meeting. Lead needed more vetting and prospect needed to understand what we do before booking a meeting.
Super quick call but correct contact within the organization. She even brought on her CMO as well. 7 out of 10 only due to it being a Zoo, thus government run. We haven’t been able to sell a single city, county, state, federal organization due mostly to funding issues. They didn’t commit to a follow-up meeting but didn’t deny one either. Said they would speak internally and let us know if follow-up is needed.
Very useful to keep in touch with Brian, but his project is moving slowly.
right guy. right situation. Good meeting.
Good intel out of this call with T-Mobile/Ameritel relationship and Kronos switch. Tamula is not a decision maker. Influencer at best. Tyler – Might be a good idea to continue to reach out more authoritative people at Ameritel
1. Good sized company, looks like there may be need for a solution down the road after HRIS implementation. Was familiar with AllyO, didn’t want to see a demo. No immediate opportunity coming from her in the next 6 months. Allyson – it might be helpful to reach out to other contacts at BJ that are higher up the decision making chain
Was a great person to have in contact with Couchbase, but is more of a partners meeting and not someone for me to sell to.
Great call with good feedback!
Great technical leads (Threat Hunters), but it was Boeing for the internal and not federal. No way of knowing that though.
Good lead/role/company use case. No timeframe
Good contact within the threat intel team.
Marc is a high level, business guy. Sounds like he has a full team that has some pain in automating their inbound datasets. Will need some education but that’s my problem.
Pain and demo scheduled = win
Great work by Ashley once again.
David was an appropriate contact/title to speak with and Andrew did a great job of prepping the intro call. Looks like there is a greater opportunity with the CISO, whom David agreed to introduce us to. Does not sound like there is an immediate opportunity, but overall it’s a very good lead. Keep them coming! Thank you.
Company is just on the edge of being too small. only 1000 employees. This person wasn’t at the decision making level, but was engaged and provided good detail on their recruiting process.
Not a good fit. No budget and looking for an inexpensive ATS, not an AI solution.
details are the name of her game
Good call. Wants trial. Provided good intel on provost marshal for procurement.
Company is a services company but are in the process of developing a product. Dcode works primarily with product companies so it is not yet a fit
Division manager which is the right title but she is policy only and can’t help or refer us.
Ryan was professional and got the right person
Nice lead, looking forward to connecting with his team!
Call went VERY well. He’s a data geek and has been looking for this type of analytics for about 5 years. Saw benefits and very excited to report back to his boss. Mentioned there may be some hurdles with legal team, but overall very excited. Follow up call in 2 weeks.
Lead was good but didn’t have enough volume to use automation and they were not sure if they want to use texting-AllyO Connect
No money. Little use cases.
Great lead and meeting. However turns out the lead was not in Huy’s territory so we had to transfer over to Dom.
They prospect is maturing. Not ready to buy. Just looking around for the moment.
Good opportunity if we can get to the right person at HQ
Higher is always better – but not a complete loss as got a new contact to pursue.
Good lead, not the right time.
One-man shop. Too small typically for our platform. Wants to automate as much as possible, but didn’t have a true idea on the way forward.
Michael targeted the correct person and briefed him well. The call was on time and the customer showed up (speaks to Michael’s abilities). Call went well and a second one was scheduled. Excellent Work Michael!
Theresa did a great job qualifying the lead and he had the exact background we are targeting. His most recent role in policy/governance was not the most applicable, but we will add him in our system and follow-up in the future for referrals.
Great account. Great target.
Say he has all the weather info he needs.
Great lead and bank we want to do business with. Nice job.
good contact on network side but not on enterprise team so there may not be a way to work towards a purchase.
Looking forward to the conversation!
Good company, good opportunity
Great call, looking forward to working with him.
Good connection, thank you!
Correct contact within organization. They are fairly small and using SurveyMonkey today so budget isn’t determined. Early stages of exploration but we could perhaps be in the discussion. Requested f/u in a month.
Great lead . Prospect would like to continue the discussion as he is very excited about solution.
meeting did not happen yet
They seem to have some use cases, but not mature enough in terms of the tools they use: don’t have a SIEM for example. It looks like they suffered some sort of breach or malicious activity and they’re coming to us for help.
not a terrific prospect given maturity with PI. That said this was the correct stakeholder
Ashley did a great job at uncovering this opportunity and setting up the first meeting. A
Opportunity was larger than I expected. I emailed some additional feedback to Ashley for the next time she encounters a lead like this. Great job on her part
Angel was the right contact and the meeting generated a second appointment for a demo.
Would have been a good lead but they are on a .NET system and we are Java so right off the bat we knew it wouldn’t be a good fit
Customer currently uses our direct competitor MYA. decent meeting, because we found a small opening where AllyO can add value, but a good question to ask during qualification is… “Are you currently using or have you ever deployed a chatbot for recruiting or tried to do utilize any scheduling automation tools? “
good contact, right role. Client situation might slow our progress or put this in parking lot for now
Not interested. Says he has all the info he needs.
Not quite the right person, but he will introduce us and will work to schedule a demo with someone on his team. No demo scheduled yet.
The company is a great fit. Manjula isn’t the decision maker and I’m not sure how effective a champion she will be. Although she saw value in Quilt, so far she didn’t seem to want to be an active advocate.
Not leader of external sales reps, wasn’t even able to conduct a discovery
Follow-up calls like this is just what we need to close sales. Shankar seems to be the decision maker in this case and it was good to get him on the line. He seemed a bit skeptical at the beginning. I’m not sure if there was anything we could have done to get him excited before the call.
Product is less relevant given they are based on a government compliance requirement to which they are helping private sector comply. Company also traditionally focused on services but now pivoting to a product. Its hard for dcode to work with services companies in the accelerator but they are relevant to other business lines.
Good meeting other than the fact that they currently use our biggest competitors’ software (textrecruit and MYA) … very little chance we displace a legacy AI recruiting tool.
great lead for a good target of ours, meeting up with them at NHPCO later this year
Seracare may be just looking for a one time service so we may not be a great fit. We are going to continue the conversation since we do believe that the cleansing they want to do should be ongoing.
On the surface, this call/opportunity could have gone either way. Customer only gave us 15 minutes, but through discovery and the way to conversation went, we took a little over 20 minutes. I’m not sure what else could have been done good or bad given the short time frame for the call. The customer ended up being open and engaging, so it all worked out. We agreed to another call and invited him to the next webinar on 2/12/20.
Maybe worth considering is setting up some call rules. Perhaps no less than 30 minutes because it’s a race on an introductory call. Possibly develop some sort of checklist that is sent over with the call announcement. Something simply, blocks checked – e.g. _ Asked about current OCR investigation, _ Prior customer, _ RFP,
_ Primary Owner, _ Fiscal Year _______, Time in position, etc. Not to necessarily do the discovery, but help us frame the discussion.
Excellent early stage opportunity with individuals at the right level within Citizens. This has potential to be a very good opportunity down the road for MDR.
Good intro call with a well-qualified prospect
wonderful, warm gentleman
Nice consultancy, they have pain. Perhaps next time find out a bit more about what makes them tick. The tools they use are important but understanding how they make money and what the blockers are to them making money quicker are always better!
Good prospect at good company. But quick convo and only outcome was to try to connect with other team members.
Raymond definitely is skeptical about the technology, but him and his coworkers seemed impressed and I am optimistic they will be in a better place after a technical deep dive to alleviate some of their concerns. Good job getting such a high level person on the phone!
Hard to score as we had major technology issues. Martha had trouble with audio on Zoom and then we all got booted out of the meeting as time expired.
Contact was not very receptive and did not want to learn more about the program. Not clear why he took the call in the first place.
Great job of identifying pain point – potential opportunity from it. Great work as always Emily!
Good contact – change agent – good fit – and opportunity
Good persistence, keeping on him. Thanks, He agreed to a follow up meeting in a couple of weeks after our qbr.
Looking for more detailed discovery on leads. Hiring volumes so we know exactly what type of AllyO conversation will ensue. Pain points/challenges in 2020 specific to the lead. Also, the handoff call is to AllyO Sales, not technical contacts. SDR handoff should be “introducing you to the AllyO Sales Group.”
Survey completed. great work!
Great call. She was engaged. Hiring at the scale where we can impact results. Not a decision maker but offered to open door with System admin.
Contact person although involved with compliance, does not focus on utilizing solutions to solve their organization’s issues.
Great conversation, thank you!
Wrong contact and timing for the health plan
Kory was a great guy to speak with. He spent a lot of time asking questions trying to get a better idea of what ThreatConnect does itself and what the users would spend their time doing. This will not end up being an opportunity for 2020 but it was a good evangelizing conversation.
very low hire volume. not a good fit.
Not in the ballpark on the position (CEO vs CTO), and she didn’t really know the space too well… but if it turns into a lead to the CTO, this is good. We shall see.
Where this lead came from is good. She needs some more approval, so if it is possible to include others that would be better. Overall a very good call.
Very technical threat hunter. Great persona.
Good lead but not in the market to purchase.
Good lead but timing is off.
Good lead for global brand
Good Lead. Has potential.
Not a member of the security team. This is NOT meeting the basic expectations.
Great call that should lead to a next step
Company was more focused on state and local governments but worth talking to. Ideally companies that are selling majority in the commercial markets are better targets.
I’m confused why we pitched HCM when she just bought a system that will handle pulse and exit interviews. In the last five minutes of the call determined TA would have been the better pitch. Hopefully we can turn this around. She did set a next meeting for when the new TA Manager starts.
Appeared to be the right level of individual, salesforce is a good target scale-wise. There is no need for AllyO HCM at all. They have our capabilities with their own internal tools.
Kevin is responsible for one small region could be a key influencer was not open to sharing that out on the call. Sending follow up. Could take a little more work to get to the right people in the organization.
Overall, very good. The contact does have a need and is open to learning more. Always a good sign. We were able to confirm the next step which is a follow up call.
I would target people who have need of IT services at first place.
Very engaged, quality conversation. Appears to be an influence to get the door open in other places. Hiring scale might be just big enough.
Right level of decision maker but smaller opportunity, hiring scale isn’t quite there so it may be hard to be cost effective. Prospect was slightly disengaged, 10 mins late to the call and quick to get off the call
Right level, he was engaged, asked good questions. should be some quality follow up here
Lower level decision maker, but could get the door open. Very engaged. Should open the door for future conversations. Scale of hiring might be a little low.
Big company, lots of hires, Alvaro was engaged. He can get the door open to more high level decision makers. Quality
Big company, Jason would be a lower level influencer, not a decision maker. They do have some gaps in process, but have some of our tools in place.
Company size /Hiring volume is spot on. Jerry seems like he can influence a decision maker, Budget/Timing is up in the air to due to TCF merger. Good foundational call for future follow up
Good lead. Good contact could be a sponsor but does not seem to be a decision maker. Would like to reach out to Dustin Little or Ken Vega
David Foster is a great potential economic buyer with direct influence over end users (developers) who might potentially use Dis.co
Great company and right person to speak to in the organization
High quality company and great contact in the company.
product fit, will shorten the timeline
The Tennessee Lottery Corporation is not a state agency? They are a quasi-agency? Original call with Alonda McCutcheon was handled by Sherry (VP of Human Resources), who is new. She didn’t seem too interested in talking. Might be helpful to explain what we (Tyler) do when we schedule calls and get a sense for a need. I think the call with Alonda would have been more engaging and that isn’t Liz’ fault. I appreciate the efforts getting these leads.
nice job. a bit out of the box, but Upside can definitely be a good solution for them.
He was not the proper contact at the company, but there is potential.
Great account. Not exactly the right person, but great opportunity to lead us to the right people.
closed charter – small CU – employee-focused
Fantastic Lead – working to schedule a demo!
Great connection! thank you!
Elsevier just outsourced their entire recruiting organization and have no current plans to bring the team back. They’ve gone to an RPO model and use the RPO’s entire tech stack. They do not have any influence on the solutions used.
Prospect was interested, but the org is very small with minimal to no budget.
She was looking for more of a show and tell. Not terribly engaged, they only have 80 employees so this is a lower level prospect for us. Not a decision maker.
Lower level decision maker but might be able to influence. I am not sure they make quite enough hires for us. He was engaged in the process.
Engaged, Can influence the process. Right size company (500 hires). TIming isn’t great for them but everything else was solid
Engaged – right level of decision maker to champion and get doors open. Big enough company to invest in us. Great call.
Call went well. Lots of different people involved and most saw benefits of platform and had a legitimate use case for it. Very early in process and they need to figure out which location would be able to use this, as a lot of them are manufacturing and labs. Also bad timing as the coronavirus is taking 100% of their attention, but opportunity definitely there. Nice job!
Good lead. Yesterday their HR dept sent a memo announcing the company will be pursuing greater implementation of “alternative work schedules”. CEO wants to introduce agile environment (open collaborative spaces) to help with recruiting. They’re in early stages of defining their new direction and strategy.
Work w/CBRE. Have 19,000 employees total, 1,300 in LI. Have 500 locations globally across 30 countries. Have several call centers with hundreds of employees.
HQ space is very traditional w/offices and workstations. Timing is good as management wants to move towards agile space.
We set up a follow up call at end of February, after he talks with his manager (Global Head of Supply Chain and Services)
Very Early stages, will not purchase this year.
Not my account, informed MB rep and transferred to appropriate rep at TC.
Distribution business, not much manufacturing, following up but not straight forward
He wasn’t attentive. although he was probably in the right position.
Good quality contact and lead – nice job.
needed a quote right away – nice lead!
Perfect. Applause for Sean Enright! His persistence through multiple postponements made all the difference. Great job!
Somewhat qualified. Held back on sharing what’s going on at her company (was defensive and protective). Expressed an interest in “monitoring the flow” of employees at their offices, but in the same breath explained that “had no appetite right now”. Just looking.
She manages 4 sites with a total of 600,000sf. (There are others)
They don’t have any remote workers and at this point have no shared desks. However, would like to move towards shared desks to lower RE costs. (Could just be her dream.)
She explained that they are currently evaluating making changes towards more agile space.
Currently measure utilization using data from turnstiles.
She reports to CFO. She told me to reach back in May. Has other initiatives keeping her busy now.
Overall she was impressed and saw some value, just not a priority. Need to create the urgency for her. At this point she only sees us as a cost, not an investment.
Solid contact who should help open up some doors for us
Great contact and a very good prospective company for us. The only thing that would make it a 10 would be if there was an immediate sales opportunity.
Jimmy is a new SDR for us and still getting used to sorting out the list. He and I discussed why this was a poor lead and he is adjusting. Just learning process.
using netsmart and not truly a candidate
As fed back to to Chloie already good conversation with someone who interested in TC. However Jax is in the process of exiting Pearson and doing research for her next role. She claims that she will want to bring some tools into the new role so while I say it was not a lead it was NOT a waste of time.
Great lead from an agency we are now actively engaged with
small agency, but good lead. Should be able to get some movement here.
They were a private equity firm looking to invest in Solovis as an organization.
Andrew coordinated a call with APDerm and the perfect entry point who has responsibility for security. Excellent work Andrew…second meeting scheduled.
Good effort getting MacDonald – he was otherwise engaged and did not attend – had two colleagues attend in his place.
Very good multi-national corporation
Got our foot in the door!
Great call, excited to work with them now!
Great feedback and conversation with Daisy. Very excited to work with them now!
Perfect company, right person. Maybe next time get some urgency and timelines out of them before the call – create the hype :)
Fairly low level. Didn’t share any pain. Spoke about numerous competing initiatives but didn’t have detail on any of them. Purely exploratory.
It’s tough to tell the quality of the lead prior to the call but this company does not appear to have very strong tech. A good rule of thumb is the amount of Venture funding they have received. Usually any company that has raised over $3m is worth talking to. Another flag is the quality of the website which was not great for Vault.
AMAZING LEAD! WOW! Alex uncovered the right sponsor that has a direct line to the decision maker. She had already uncovered a true pain and need for the solution. This is a HUGE opportunity! Please bring us more like this!
Good prospects and a good meeting.
Too small, Fidelis was expensive for him.
Small organization, Fidelis is not within his budgets
Good lead overall. Are undergoing a fair amount change (vacated 2 floors last year, consolidating to 1 building, other offices will be relocating) and have already implemented a fair degree of agile space. Are 64% agile. About 50% of employees come to office daily. Use Manhattan to reserve shared desks. Deal with large degree of poor conference room utilization.
Scheduled a followup call with me already.
This one was tough as they seem pretty content with Nansen. Worth a shot though and worth keeping in touch with.
Great account to have a call with. Contact may have been too low level without enough pull within his org. Keep calling through Marriott, try some higher level people.
Didnt log on for full demo but was engaged, seems like there is opportunity there and he is excited about text to apply. Stated he would introduce me to additional stakeholders.
Prospect did join the call and was professional but openly stated that “he had no idea why he took the call”
Solid lead. Appears to be at a level to help influence a sale. Was engaged, Josh and I worked together to address some objections before the call, and in the early stages of the call too. Solid!
Appears to be opportunity within this customer . Curtis doesn’t report into the larger decision making authority, he just runs NorCal HR operations. Wont be able to influence a decision but was engaged and shared about TaWa’s process
Liz always does a great job!
good opp but asset size low. had to do a bit of discovery on the call and his answers could’ve easily disqualified them as a potential partner.
great meeting. ran over for 30 minutes.
Not a decision maker – offered to send an email up to her boss. Charter’s a nice-sized client – perhaps we can find more contacts higher up the chain. Natalie will not help us.
Great opportunity with IDEXX. Kyle was persistent and we were able to secure a demo. We are continuing the conversation with them this week.
Great cold call for Kyle in order to get the meeting. The disco went well but I missed a red flag about them moving to a CRM
lead was of decent quality. Thank you for setting it up.
Right company. Right general profile. that was good. — This person didn’t have a lot to share. Not terribly engaged. No real pain points. No urgency. Not a decision maker. Resulted in her asking for a follow up in a month…
Matt and Vu were quite open in discussing where they’re at in the process. They’ve already tried something with computer vision so definitely a good lead! The next step will be to know whether we have a solid use case that will make it into production or a play-around use case that will die in POC.
The prospect was about 15 minutes late. Deema left me sitting on the call while she tried to contact him and never came back on the call. There is some possibility that this will turn into something but definitely awkward starting the meeting without Deema there. If a prospect hasn’t joined the call at 5 minutes after the call needs to be made then. We only have 30 minutes.
Seemed luke-warm about the capabilities. We need to fine-tune how we approach the conversation. Not sure if there is something we should send in advance of the call? They are coming in pretty green.
At the moment, we cannot change our lending range from $250k to something <$250k. Unsecured business loans (anything >$20k) are an important revenue stream.
Perfect lead! Very excited to move forward with Darrel .
Seemed to be the right level of decision maker – engaged. Had some familiarity with us before the call started
Right title. Saw benefits of platform and although more of an intro call, there could be interest in pilot program. Asked about people counting sensor, as conf. room utilization is a priority (inefficiencies). Overall, great 1st call with potential
Right person, who just left the organisation unfortunately (third party consultant). Gave all the info on who to speak with though. Good use case, good need, good person. Good work!!!
David is a branch manager. Within the first couple of minutes he made it clear we needed to speak to Karen Montgomery who is their Dir. of HR.
Solid Intro – she’s very low on the food chain (sourcer). She’s offered to introduce us to higher ups in a few weeks
Understood the technology and appeared to be at the right level. Unfortunately, he’s got several tools to replicate the AllyO experience. Not really interested in consolidating tools either.
Great connections, looking forward to working with Kyra and her team!
Awesome job qualifying and not giving into his requests
Chad provided an outstanding lead that has high probability to transition to a contract. Great work!
Wasn’t an end user but rather a partner.
The lead might be a little small but we are not certain yet.
Andrew set up a call with the women very shortly after he spoke with her. She just took this new job and looking to change things up for their townhalls.
Big company, perfect person to speak with!
Right title, right person, right everything, just an issue with us not being global. They want to roll out in call centers in Asia
Not a buyer but someone well connected that can provide introductions and use cases. Second meeting in 2 weeks.
Great conversation and good feedback!
Good company, will refer to person at Pfizer
It seems this company was selected to participate in the Startup Showcase. AJ would have no way of knowing that, and I didn’t either. It was a good call to reinforce our message and position in the tech ecosystem.
Survey Completed. Great Work!
Survey Completed. Great Work!
Prospect seemed a little unclear why he was on the call at first and immediately mentioned that they only work with open source (free) software.
That said, did some discovery and gave an ad hoc demo based on their general interest in the tool. No immediate need. Samvat said they use a variety of open source tools so there’s no defined budget for integration software. Said he would pass along the info to his management to see if there’s any interest.
This guy is high-level (with extensive technical background), has a team of technical people, has a great use case…now we just need to covert them into Clover versus build it all (my job..not yours).
Seller inside Office depot. they are a bit off from the merchandising team.
The right person at analytics. Also well connected inside Lowes
Key individual interested and willing to check out a demo and advocate to decision maker.
Not the best lead. Wasn’t well informed of our offering (he may have forgotten). He running around and unable to get in front of a computer to view the presentation while we spoke. He determined that they weren’t a good fit for desk sensors as couldn’t cost justify the investment (especially the cost/sensor), and he explained that they aren’t a good cultural fit of the, as he described, big brother aspect of sensor technology.
He did however show an interest in conference room sensors and we agreed to stay in touch when they are released.
Great contact and lead. Will be slow moving, but great contact to get in touch with.
Good company and good title. Didn’t result in an opportunity, but could lead somewhere.
I would say that this is the right guy and the meeying went well. There we same security issues but overall there is interest in lookiung at the solutions
Chad was outstanding! Along with the truly qualified lead, he provided really great research on the company and team that proved most helpful during our outreach sales call.
Great Connection to Large Financial Client
Excellent lead at a huge company that definitely has a ton of data. Only thing that could have been better if she was the clear buyer for the product.
This was a solid lead that helped me learn more about a particular type of person (accountant) who will use my product. Thanks memoryblue!
Jessica didn’t have a good knowledge of the data ecosystem, but was willing to learn and will direct us to someone else in the organization.
Survey Completed. Great Work!
Survey Completed. Great Work!
Survey Completed. Great Work!
MB reached out to a list of “customers” using our free tool and found a prospect who in the future may want to look at TC much deeper
We had worked with them in the past so it was great to have a team reach out and reengage as they are now in a position to buy a SOAR
1. Customer pain identified ahead of time
2. Tyler got some background info on current tools/process
3. Big global company – plenty of hires
4. She’s not a decision maker but offered to show us to the right person
Good prospect and conversation, but account isn’t super high target.
Good industry. CISO is always worth a discussion. Well done again, Sydney! – Thank you.
Great call. Qualified and in need of space utilization platform. Wants to tie in to iOffice as well as people counter sensor and LIVEVIEW (for booking hotdesk). Could be a great fit now and in future versions of the platform. Follow up in 2 weeks
Set me up with an individual who had genuine interest in the product. There was no set project but I have the opportunity to build one.
He seemed pretty confused about what we do. Primarily focused on diversity initiatives. Very hard to qualify or disqualify based on the conversation today.
Great meeting. Brought a lot of team members onto the call, and good account.
Completed Survey. Great Work!
Completed Survey. Great Work!
Completed Survey. Great Work!
Geoffrey was very transparent and forthcoming with information and his phone requirements for Counsel Press Inc. He is out of our desired time frame of 3-6 months to make a decision as he currently still in a contract for another year. However, he did a agree to further conversations. Look to move the conversation along and stay top of mind. Thanks, Emie!
Big need is Lx and Tornado. Told him about Lx and DTA alerting. He wants overview so he can run it up the chain. I offered setting up trial.
Completely the wrong person. Wasnt even in IT
Good meeting and good prospects.
Great lead. She had a pain point, scheduling, and AllyO can definitely solve that. this is a good person to start with in the organization. Not the DM, but she is willing to bring the rest of the team who would be in on the decision.
Please work on the hand off. I know you took over this lead but it’s just awkward when you say this is my colleague and shes gonna help you. It just needs to be warmer, recall the notes whatever, but it needs to be warmer
Great call! Had space planner and director of RE. Both very impressed and interested in platform. A few construction projects wrapping up in the summer, but interested in implementation around then. Great job!
Will did a great job getting communicating with the prospect and getting him to join the call with us. The prospect was not the person of “power” but did provide us some insight on some potential needs.
not right person but he can invite us to their quarterly meetings for evangelizing Fidelis.
Good prospect and account
Engaged, didn’t appear to be a high-level decision maker but may open doors for us.
Company making 225 hires a year is too small. Prospect wasn’t interested during our call and their challenges really revolved around sourcing which we don’t have a perfect solution to address.
Right person, right product. Deema is doing a really great job in making sure the customer knows who we are and what we do and directing them and me to the right solution to be demo’d.
Great call and looking forward to setting up a demo for him! thank you!
Right person, understands importance of data and saw benefits. Good timing, as she’s in research mode and looking at a few vendors. Asked to follow up in 2 weeks and expressed interest in pilot
Not exactly the right guy but he knows the right people. So this was a good call.
Good account, but not the right guy to be talking with. Picked up some information, but nothing really to come from this meeting.
You qualified the lead. You provided back ground information.
Emie really surprises me in the leads she finds. Always individuals willing to talk and while it is hard to determine so early in the sales cycle they seem eager to make a change to their system and it places the onus on us to have the system to fit their needs.
Great account and good target.
Survey was completed. Great work!
right person, good conversation. Set up next step.
Will sent an excellent Lead Notes email which allowed us to dive in and discuss Shanna’s priorities.
Great prospect. Great account.
Great lead, looking forward to this opp.
The quality of the lead wasn’t great. They are building a lot of tools themselves, they seem to be a small shop. Didn’t come with any use cases or knowledge around what we did. Was simply curious.
Not decision maker or good timeline for project. But maybe interested down the line.
Survey was completed. Great Work!
Survey was completed. Great Work!
He is interested and has a definite use case in mind.
Survey was completed, so great work!
Not the decision maker, but will Get her VP involved.
No Budget to implement a solution. Not an initiative for this year.
No Budget for a solution like AllyO.
Great lead but timing was off. This will not be until Q4.
Lead was looking for another solution that we do not specialize in. Recycled lead to get in touch in the future.
Lead was already in contact with another rep. Good lead overall.
Just not qualified. No budget and no way to fund anything
Ended up being a good conversation with a prospect. Not ideal prospect or ideal account, but definitely a good use of time and will be converting it to a sales opp. Marked as an 8 just because of the account type and prospect level, but good meeting regardless.
Good initial meeting with a strong potential prospect, well qualified
Frank was engaged, but only oversees a 150 person operation. His hotel group isn’t big enough yet to realize value from AllyO . Perhaps try back in one year.
more information is always appreciated and it took a little bit of digging to understand why he was looking to move to the cloud
Deal had no usecases for Dis.co today, and was a very small small account which is okay if there was a defined need.
Wasn’t necessarily shopping for us. Took the demo just to see what’s available. Ended up seeing our value and wanting to learn more. Ultimately likes how our data will keep him from having to “be the bad guy” when dealing with his space users as now the data can do that talking to fight back on their requests.
They are busting at the seems. Unfortunately don’t do any shared desks. Have considered it, but culturally doesn’t work. Don’t want to encourage remote work.
He liked our solution and thought it could be helpful helping him navigate his discussions with space users. Scheduled a FU call with me in 2 weeks.
Reasonable person and willing to look at our stuff, but still passing the buck up the line to Washington DC. She did request the information and said she would pass it along to CINC
good title and vertical. Totally informational and likely out of their budget. Seems very low liklihood of moving forward.
Great titles and great company size. They were mostly just skeptical on our marketing claims. not much to build on.
Not really a relevant title. He had no idea about SIEM or security. Totally informational, not sure why he took the call.
likely too small of a host count to move forward which is not in line with employee count. Very initial stages of building security so very long sales cycle at best.
Good initial conversation, but difficult getting further engagement.
Great call. Everything lines up for size, title, vertical, elastic knowledge. Strong likelihood of POC.
More of a reseller, but we need partners badly. Pretty good call but long timeline to get anything out of it.
great size, title, relevant need. Great opportunity
They have strategy to out source everything so not motivated to bring anything in house. Good title, company size and vertical though.
Good title, good timing, relevant challenges. This is pretty good but we are having a hard time getting him to continue to engage.
Good call-back to someone that has interest. She is not ready for the project yet though.
Great title and looks like there is a need. He responded very much to our elastic messaging. I think this has a high likelihood of moving forward.
Too low a level to be a good quality lead. This person is just a recruiter. Pretty classic “Send me an email and I’ll show it to my boss… and boss’ boss.” Didn’t ask a lot of questions. Company already using a competitors chatbot.
Good title and vertical. Otherwise n real opportunity as they have splunk and only pay 15K per year for it.
I don’t even think Saif had a conversation with her prior to getting on this call. When I finally got in the call (late because the wrong zoom link was added to the invite) it was as if he was qualifying it then. It feels like there should be some basic qualification questions that should be asked by MB and this just doesn’t seem to be happening anymore. These are not qualified leads. Additionally, while Saif wanted to jump on a call yesterday to explain this call to me there was no lead write up. I did not have time to get on a call so these lead write ups are key. And based on what i was able to gather on this call there was no lead write up because he basically got someone to agree to jump on a call that I don’t even know if they were part of HR (it’s a gmail account and i was unable to do any research).
Good connection, she should be a good lead to move forward with! Thanks!
Not very mature. Lead quality was low. Immature Security practice. Didn’t have a SIEM.
Quality contact with a Capture Manager at a target account
He is interested in us for a very small caching opportunity. He is comparing with a cheap alternative.
Jennifer is certainly a sponsor more than a buyer, but she did seem to understand their challenges and see value in the solution.
Good call and plenty of opportunity on the ELS business line.
Appears to hire 350 people per year. Old antiquated process. Donna was not interactive or forthcoming with feedback so time will tell.
Good contact to keep in touch with, but limited immediate opportunity. Keep them coming!
General interest, open to hearing what we had to offer but no immediate need.
Had a decent dialogue during the demo. He’s relying heavily on SSIS.
Alan is not the decision maker, will pass along the information to his team.
Not qualified – deals only in real estate acquistions – nothing to do with EVs nor sustainabiliyt.
Good connection, looking forward to working with her.
Akwasi was not a decision maker and budget has not been determined. But he is involved in the potential project and is willing to set up a demonstration with that team.