Josh is doing a great job!! Just keep doing what he is doing!!!
Great first meeting with the potential client. The contact was a great person to speak with that had first hand knowledge on everything we spoke about. Great lead!
Sept – Jan Books only. Mirror the NFL season across 32 US cities
Great meeting, should go to trial
Could be a great lead- just not quite ready as a company yet. They’re not currently pulling much data, but they’re on the right track to be busy and marketing to their consumers better over the next year or two!
Looks like a great lead to connect with!
Looking forward to moving forward with him!
Need to engage with Head ~Office
Good lead, looking forward to working with them.
Good lead, looking forward to moving forward.
on the surface, this would be a great lead….so totally not Julians fault but the guy only wants high level weather and is not a day to day user of detailed weather info. Not a good prospect but again Julian did great to get a great county in the door for a meeting
Qualified and on Altru
Issuing a upcoming RFP
May not be a fit if they have no CRM
Please always ask if they are using anything for a membership database other than Altru and what they use for reporting.
Please qualify how many annual visitors they have.
Highly technical needs meet our products strengths and delivery methods, prospect has very standards given their industry focus on cyber security, strong opportunity to compete for this business
he had the right title but found out he was an intern and worked out of the Virginia office. I support Northern California only. No way your could have known this.
Good insights from Tiffany going into the call. Brad was willing to share a lots of details about their operation and needs. Seems interested in doing a POC.
Pretty, pretty, pretty good. Their product is an IoT gateway that would feed data into Couchbase well. The big money opportunities will come from them developing back end applications for their customers on Couchbase Server though. Good relationship to have.
Lead has diverse large workforce that can benefit from our product. They have scale and budget, Good work Joey Trapasso!
DISC is a big part of his business now, and he’s open to changing.
Will did a good job with initial questions and the summary.
This prospect was not really looking for partnership. There’s potential of light at the end of the tunnel, but it’s a stretch. Could have been qualified more to better determine whether or not it’s something for them to explore
Emalene sourced a great lead for us and qualified him by gathering all the necessary information to prepare us for the product demo
Kendric was very helpful in providing us the name of the individual that is over more of the Security Operations for what we do – Dan Asberry. Kendrics role was a little outside of what we do. But I like the persistence with rescheduling this meeting and making it happen . At least we now know who to go to – it was rescheduled quickly and he was very open about who to contact.
While they use the ITSM tool, the contact did not.
This lead was a great jump start into this organization. There is a definite need for our services and Caroline did a great job getting to a great person in their organization.
haven’t run through a full demo with prospect as of yet, just had the disco. From what I am told, law firms are not the best fit. This is really TBD and well worth following up on. Second call is slated for late this week and director of marketing will be involved so I will have a better idea of fit and need
Great opportunity! We are early in the discovery phase, but the prospect has quickly narrowed their search to our platform and one of our largest competitors. Prospect’s obstacles can be directly overcome with our tool. James Manning, great work!
We need to continue to refine the titles of prospects to target.
Potential fit who didn’t have the client size or business model (more uses assessments individually in their coaching) to want to do it.
Richard had fielded the prospect’s questions well.
It was good start into getting to the right people at the University of Michigan.
More like this one, please!
Lead likes our capabilities, and is enthusiastically pursuing their organization for budget to move forward. Great opportunity for a Q4 win!
Great call today. Customer is wanting to move forward with a quote and start reviewing the budget process. Victor did a great job on setting this call up.
The client was interested in multi-language platform, we only support English.
Good lead, the contact is a mobilizer which is important.
Former user and advocate. unfortunately he is only an influencer and need buy in from CISO
Implementing a competitor’s solution, but was willing to listen to MicroPact offerings in different areas.
They do not provide transportation – outside of some potential field trips – very little use for us
Good contact – the type of person we like to speak with. Would have been even better if she had brought an operations contact as she now has to go back to them. As mentioned, please don’t hide participants from call invite.
She is not really the DM but was able to provide solid information about who I should talk to and what they do with ZUM. Thank you!
This was a great company to target and the contact was spot on. The call went well and looking to next steps. Thanks, Gabby!
It is still very early in the process, but the individual as well as the opportunity were a perfect fit.
They are a small shop looking for SRA. Not sure if we will be out of their budget, but any opportunity is a good one!
Good connection. I think Will stayed after her to make this happen. Good job.
Had no interest in a partnership
Warehouse is well established in automation better target for Webalo would be operations/plant and manufacturing
perfect guy, perfect project
Great lead…correct contact for the solution presented. Just being a little clearer on process for scheduling the meeting…Invite should come from the rep assigned and include the memory blue rep in the invite. Thanks again for your help!
Title was good, but already has solution in place.
good positioning of PI. Could benefit from a bit more of a high level of what we do.
Good lead, not yet ready to move forward now, but asked to follow up in 12 months.
In the right space. She would have had a problem with the exclusivity clause, and she saw our price point as a challange. She’s just selling a few one offs of hogan, which is easier for her clients to swallow.
Solid first meeting and good timing of the call as they are evaluating options
well positioned and set up. Nice to have an hour blocked off too!!!!
She has an interest in the products and they know they need to do something.
Thank you James Manning for this homerun prospect! They have budget, they like our system already, and they are ready to purchase in the next 30-45 days.
Definitely lead-worthy, but the guy seemed cost conscious and not willing to move forward with anything at this time.
Lukka is a vendor. Kim was lovely and could provide us with leads later down the road so it is never a waste of time.
This was a great meeting with Tom Flavin. It could lead to an opportunity in 2020. Tom said multiple times that he was very impressed with Ken’s pitch and approach to secure the meeting.
Evan did a good job of getting our contact to take a look at Fugue. Our contact is a compliance program manager who was very aware of the challenges we can address. He asked very good questions and stayed on the call longer than pre-determined. We are sending follow up information with a good chance at him introducing us to the engineering team. Best target is for their large internal usage as their customers are mainly public sector.
This lead was through an email drip that Ron did. He never got on a call with the client to surface the needs as it was all through email. The lead was fine but I think could’ve been more valuable to vet out prior to setting up a meeting.
City does have a need and Enveloc has some things no one else can offer.
Walt is currently using Versus – they are looking at expanding the functionality. We find it is hard to convert when they have a system in place – costs are high for switching out hardware.
Great lead and timing. Not high enough to be able to make decisions, but is willing to sell internally.
Good lead…no constructive feedback
It was a prospect in the right industry (HF), looking for a new IT provider! Couldn’t be a better lead.
Michael is a great contact, but not the decision maker. He provided us with some great information – they are looking for the full suite – asset management, patient and staff workflow. Are forming a committee who will be meeting again in June/July. Mike is going to AAMI in June – tasked with researching RTLS. We need to continue to reach out to him, and others within the organization.
Good fit. I think we’ll be able to get through exclusivity. We can definitely positively affect his business model
Great contact – went right to interim CEO who looped in Director of Strategic Partnerships. Interested in demo.
Not a bad fit. Works with fairly small clients (less than 100 ppl), but he could be a good partner down the road
good lead – right agency.
the reason for the call and the potential for partnership was well established
Chris is not necessarily looking to partner as he is not looking to add a partnership where he generates revenue through selling of the software platform.
OK lead. Didn’t have much background on us before the call. Sole practitioner so limited growth/ceiling right now.
Good timing and role.
No immediate need, but willingness to explore fit, so I give it a thumbs up!
Doesn’t have the budget for 50-60K basic MDR, using Alien Volt, Sophos…doesn’t like Alien Volt but didn’t sound like he is willing to replace it either. Will follow up at end of year to see if things change.
Great contact and a follow up demo has been scheduled
Already working with this account but a great job getting other stakeholders to the discussion
Not a bad first contact but would be better if we got his Manager on the phone
Victor did a great job on pulling in another HCA facility that is interested in Bluesight. Look forward to expanding into San Antonio soon.
Toan has been trying to reach Mason for a while, called him on a whim today, and reconnected. Nice work Toan!
Maria was not the decision maker.
Prospect wasn’t really looking for a self-serve turnkey LMS, sounded like he was more interested in a content provider. Darrin wanted a company to to create a new training program for him so that he would;t have to license the current program that he has available.
I think we’ve piqued his interest in a self-serve model and we may change his perspective on how to provide this training but Absorb is not currently a good fit for his requirements.
Not a fit. Tom didn’t have a good understanding of what we do prior to the call. That’s fine, we just need to tighten it up.
Great buyer; wish the company and therefore the number of developers/teams we might place would be higher
The lead was well qualified; right title, right type/size company.
IT director overseeing internal applications as well as a roadmap to replace them either with OTS systems or perhaps through internal modernization. Has few small VB apps and might be open to speak in 3 months as they are looking for some new programmers to hire to support their niche / small vb apps
Perfect target across multiple product lines.
Positive support on BCS from an HCA Divisional Director
Kareen is the Application development manager and responsible of the integration project that the company is looking for. Now, we can work with them to present OL portfolio
competitor – need to ask more questions of interest in PlainID and not just coordinate booking meetings for meeting sake.
The contact was near impossible to understand. The only concrete message I was able to decipher was that he did not ever foresee a need for our service offering
Would like lead write up when meeting is booked vs. minutes before a call. Thank you.
Great lead that provides our sweet spot use case.
Please send lead writeups when the meeting is booked. Receiving them 15 minutes before does not help with the RSD’s preparation.
customer was not engaged on the phone. I send them whitepapers and asked for a follow up.
It was the right person (Chief Legal Officer) and he was engaged…another great hand off. I am finding the 15th call is enough.
Exactly the right people to be speaking to at the Alabama DHR.
Hospital is system focused with heavy support from coalition and state providing tools to accomplish em prep and response. A good contact and conversation to have to help drive the conversation upwards
This was a solid prospect with decent interest in learning about what we do.
Dan’s notes from the prep call were great and this prospect had the perfect need for our contract management services. We are now working on a follow up call with the prospect to begin building a solution.
Great title and attendees
This was a great fit couldn’t ask for a better lead.
Not a decision maker and does not utilize any of our services.
Maria is very early and in a learning stage. Not sure if they will be ready to use DMP for another 12-24 months.
interest, but not until later in year to prepare for 2020 budget. I’ve marked in outlook for follow up in q3
Glad for the call as it provided some insight into the agency’s systems but the lead was not at all interested in a new solution –
Right person, appears that it was the wrong time with the CIO leaving.
They’re looking to make a change to the IT Provider. Good lead! Connor and every other SDR has to remember to put the BDM’s dial-in and HighSpot info in the calendar invites. This is VERY important! Mine is, One-Touch Dial-in: 224-501-3412,,264760269# / https://view.highspot.com/agio.dara.sue.
Daniel set up a great call today. This Baptist system is part of 22 hospitals all over the country. They are a user of our competitors technology and hate it. Great job on pulling this forward. Keep them coming.
the lead is a big insurance company and they are looking for a solution as OL
Thank you! This was a great lead!
Great find. However, the write up was sent right before the call and added no value. There was nothing there to help guide the call.
They were the right people! Zero budget for 2 years. Overall good call.
Del Monte is a good Frontline Workforce opportunity for Webalo – Rob Nemchik is mostly involved in the Downstream activities, finished goods where they have a sophisticated Warehouse System. He was helpful and said he would refer e-mail to Chad Anderson VP IT responsible for Upstream production – manufacturing/production
Teniola was too low down the management level – she said she would refer and e-mail up to the CIO Guilda Javaheri, but even if she doesn’t, we should target higher management as GSF corp is an excellent Webalo prospect and we know we have a good solution for them
Good lead on this one. Prospect is currently evaluating for 2020 budget. Good time to get in now and start the process.
Good potential fit. Moving to a next step.
The lead is working with an important project that we can help
He was nice and willing to give us a little info, but ultimately was not a prospect and only took the meeting with us as a ‘courtesy’. But I’ll take any meeting I can get!
nice guy, but not sure if he is the right person. It sounds like he would have to involve his security team to see what they currently have in place
This was a great call. Jack Bush needs something we have done successfully for a hundred other companies. It should be a quick trip to revenue.
Right person to speak to. Unfortunately, not in need of a system; the volume doesn’t justify it. Good impression for the solution, but not an opportunity.
Short but productive call. We got the information we needed and they are welcoming us to their conference in Madison in September. Good POC to gain inroads within association.
this was a relationship that I already had in place. This prospect is not a direct selling opp. Rather, they have the potential to be a reseller of Outlier.
Excellent connection, timing.
Good call, unclear if there’s oppty but good connection.
They are a potential fit. He didn’t have any idea what we do when he got to the call, and he qualified himself out due to the cost to his clients.
Having a call as opposed to sending him an info email was a very good idea. Good job Toan!
We were able to make a good connection and discuss all of our services. The call resulted in receiving an RFP and a request for availability to start work soon.
The call was not with the actual decision maker, but there could be an opportunity here.
Was a good call. Timing was off in that they had just completed a risk analysis recently.
Great prospect and target.
This was a good meeting with a senior contact at T Mobile. It isn’t clear yet whether the client has any specific needs we can address, but thanks to this meeting we will be in a good position in the future if they decide to look at cyber defense services post Sprint merger.
Definitely a potential fit and it moved to the next step. It was the wrong website provided, which made prep difficult, but it worked out.
Good meeting. Good use case and perfect environment.
This was a good, warm lead. This account wanted to dig very deep into the size of companies at the show which we don’t poll on that info. She also wanted a lot of strategy info in order to take it to the next step. We may not have all of that to satisfy their drilling down for roi. Not your fault.
Tim and I had a great convo and he is a very strong lead for sponsorship this year, attending the show and potential speaker for next year. We talked about the white paper process and getting their brand at the show. This is a 10
There still needs to be a higher level of qualifying the prospect.
it was my first interaction. The hand off was a great… concise. No need to elaborate or over explain the relationship. Nicely done.
Lead was confused over the services and features of our product and ended the call when confirmed that our platform was not at all a fit for her organization.
Prospect’s requirements were well scoped, demonstration call was organised and scheduled seamlessly. Joey was great to work with.
Two things stand out: She hasn’t solved for talent issues before and solving for talent is not a top priority.
good conversation, prospect brought another person into the call which was great. They are a little low level within the org. Just starting out, so not sure if this will be an opp. But will see where it goes.
ok conversation. But didn’t have a real interest in our services, the prospect was a little low level. Not really sure there is an opportunity there.
Perfect lead! Great conversation and looks like she will be a good customer.
Rosevelt set up the meeting using the personal Zoom video conference link of one of our sales people, so I had to scramble around to find that sales person to start the meeting. Meeting logistics are important, we can’t have these kinds of misses in the future.
Great contact – seems interested in RelSci and referred me to the Director of Research to continue the conversation.
Good lead, no specific feedback. thanks
Great call with a great prospect! Michele is killing it!
He was too low level and couldn’t understand how we do things on social which he seemed to say he was in control of. He said he doesn’t buy data because it would hit into their margins too much.
Great lead! I am confident this will result in a sale. – Thank you!
This mtg was with another Vendor
Good contact who was able to bring in other people on to the call
Perfect candidate to speak with since he’s VP of Dig Marketing
having a more technical conversation around security in AWS, our portal, deployment models, etc. Good first call.
Large brand name opportunity with high potential contract value. They are in the right space, and a strong long term opportunity into 2020
good lead, early early in discovery phase.
Good connection with Tracy.
Well done Kyle!
360K annual visitor 10 members( Kyle remember to enter this under the lead in SF)
On Raiser Edge, using ShowClix (Please make sure this is in salesforce)
Customer needs access control and would benefit from offline mode
Kyle, please remember to review the website in detail to aid with you conversation when setting a appointment. There is a lot of valuable information there.
Try to call back to see if you can engage with membership.
Would have helped to have known the name of the other solutions they were considering as well as what their internal tech stack looks like for business analysis.
Great contact – capture managers help build the long term larger opportunities
If he were higher in the org, this would have been a perfect 10.
At any rate, still a good role, good timing, and if they follow through, this can be a really great opportunity/deal.
Awesome job with this one. Great timing as an RFP is about to go out
while there was no immediate need, the prospect provided good intel about state and national trends. Invited follow up in 3-6 mo
Solid intro meeting since he oversees governance all of all digital properties at AZ.
Joe Lee was gathering information. There is not a defined project or compelling event.
good conversation, had interest and right roles. wants to introduce us to other parts of the company.
Need to figure out a contract vehicle.
Good conversation. They have a big adult education program but don’t know anything about Cyber Range. I’m sending them some info for review and offered a demo of the platform.
Jennifer is the right person. However, she was clear that she did not need anything twice on the call. Their current process and sheet is effective in managing their two cases/year. I always like impressions, so no call is a waste.
Good job setting up the meeting.
Too soon to tell – weird call – may be good.
Great lead that was qualified.
The meeting wasn’t strongly set, however, Evan was able to connect us and the contact is interested in learning more, rescheduled to another longer time later this week.
Participants had limited interest in what we offer. They didn’t seem to be dialed in on the purpose of the call. Very difficult call to gather any insight. However, these are the people that would be looking at new technology, so that was good.
Virginia was the right POC, definitely a good conversation. Not currently looking into security solutions but wanted to take the call for general education as she sits on CISO boards in South FL.
Good sized firm, right space. Would still like to see us tighten up the screening process instead of just getting someone to say “yes.”
We, together, have to determine who sends pre-meeting confirmation emails, and who reschedules no-shows.
System decision so might not get too far – but solid lead. Thanks, Victor.
This was a great lead and I know Jackson worked hard to make the contact. It’s a really good use case and they are in the market for a new system.
interesting call though not sure if it will lead to anything. very data analytics oriented. good contact and friendly. will see how this develops
Great contact – he is director of development. It sounds like the only higher up that would need to be involved is his boss, director of advancement. Gets concept and value, just bad timing. Budget is closed until 2020, but wants to revisit in August for demo with boss, etc.
It was a good call with a good target title. Because they are a medical school, however, they have few outdoor activities which are a key driver for our lightning and heat stress solutions.
Definitely a prospect, but not ready for Agio at this time. Stay connected and keep pinging him every 3 months. I’m going to disqualify the lead so it stays with the SDRs.
Tyler did a good job prepping the candidate so she was ready for the call.
Good lead, definitely worth our time. Thanks and keep them coming.
Great introduction meeting that turned into an opportunity. That is the 1st one, go Jenna!
This was a good call with Jonas Fitness. The meeting was well qualified and the client was engaged. The prospect is an SMB though, and they don’t appear to have a compelling driver for this project. I believe we (Booz Allen) provided Jonas Fitness as a target, but going forward we should pull companies of their size off of the call list. Please note that this feedback is no reflection of the call quality, or the good job that Julia did to arrange this meeting. My recommendation is that we scrub the call list that we provided to MB.
Would have been a good lead, but Valinda saw a demo last year and had some reservations based on her experience with us during her trial of the platform. LL has so many different branches that it made her experience finding connections outside of the health system difficult. It sounded like she had a hard time filtering these out in RelSci/was too busy to focus on it. Wants to keep in touch in the future to revisit us for their next campaign.
Great job on introducing members on the call and of course scheduling the time to speak with a customer
Solid contact who’s interested in being proactive about web accessibility.
Will is doing a great job and is very coach-able.
Great call, keep working hard
Great prospect, setting up a demo for next week
I was given good information from our lead.
Perfect timing for this lead, thank you!
The right skill set but he did not have any interest in re-selling PI. Could have screened that out early.
The right people were on the call, and they had good questions.
May be too small. using Counterpoint for POS and Education. Paradox for membership. Looking to change Paradox to possibly RE. 80K annual visitors, 1200 members, multiple sites, will benefit from access control, Not looking now. They love counterpoint and RCA. Security is important from PCI and role based perspective.
Please gain visitation information such as how many and technology used when setting up the meeting.
In terms of campaign goal/major gift size, U of Akron foundation is a great prospect and Tonia reports directly to the VP of prospect development, so she is a fairly senior level contact there. Unfortunately it seems like their budgeting is a big issue (has been cut repeatedly). Tonia agrees they could use a tool like RelSci, but VP has informed her that they cannot add vendors until potentially next year. Asked to reach back out in December.
The sales call was with the right person at ATD and was set up well by Shannon.
They are in the middle of renewing their managed firewall with the incumbent provider: SecureWorks. I am sending him a quote today! Thanks!
Small hospital but part of larger group so very worthwhile!
too low in the organization. not willing or able to purchase or make decisions
Great connection. I need to validate that he has the power to make decisions or at least to sponsor us within the organization. Right fit for their timing and needs. Good work Will!
It was a good meeting with next steps and potential projects
One thing that could be improved: It would be great to get two calendar invites, one that was customer facing and included the prospect, and one that was internal only that included the notes for the call. I know we get the notes in email form but it is sometimes hard to find and this would just make it a little easier to manage.
Do not have their own technical solution. They create content on other solutions. This should be part of the qualification process.
2 Things, 1. this was set-up with the wrong AE. 2. The total scope of work hadn’t been scoped. Notes said 15 boxes, with one question we learned there could be several hundred per year.
Appropriate level of leadership, the prospect showed for our call, and was engaged. James also updated the invite as I asked with my personal zoom information as requested and made a nice handoff. Excellent work.
Not a bad meeting, but not a great one either. Possible opportunity in the future.
it is good contact. title is right on the money timing is just not right for them. wo the notification need, it is a hard justification to their holding parent company. i will continue to nurture with ROI information
This was an engaged lead, who doesn’t do much hiring – not usually a good sign – but certainly a valid prospect as far as cold calls go. This company was acquired by a larger company late 2018 and outreach to the parent company would be helpful. I plan to review with Andrew.
Good connect who provided us insight into Leidos’ procurement process and a lead to another contact.
This was a great meeting! Right title and they have an active initiative we can help with. Great job!
Good contact but will require a multiple interactions to break through to get quotes.
Delightful contact that was well set up. even though they currently have a solution, she was very receptive to listen to what we have to offer
Prospect gave insight to budget, timeline, and has (most of) the needed decision making authority. Additionally, the company has a business problem that Couchbase solves. Great meeting and well deserved opportunity.
You got a lead…….that was great.
The lead had no project and no budget – Needs to ask more qualifying questions
If we talked to leads like this 5 times a week, we would land 6-8 new opportunities a month. Nicely done Wilson.
Good intro call with First American Title.
While Chad has an interest in building out their customer personas, they currently lack all visibility into who their customers actually are as all transactions happen at retailers that do not share back who the end purchaser is. Infutor can provide insights on who a company’s customers are, though this requires some type of identifiable input (Full Name, Email Address, Postal Address, Phone Number) for us to return output. Eagle Claw only has 2,000 email addresses and its not of purchasers so its a small set of data to work with. If these emails were linked to transactions we could help them understand the personas of converted customers better. When qualifying an opportunity I always ask 1. Do they have first party customer data (Names and transactions) 2. Do they advertise directly to consumers? (if yes, that is good) 3. How do they action their first party data, and are they looking to do more with it? 4. Do they currently work with any third party data providers today? (competitive intelligence and helps Infutor understand their exposure to working with a data provider) 5. If they do work with a third party data provider, what do they like about them and what gaps are they looking to fill in?
The guy was interested to learn about us. However he didn’t have an application for Learnosity. Their specific type of assessment was one that was based on skills and social learning rather than academic.
This was the right guy, he was interested in engaging with us and the timing seemed right for him.
The right folks. Good call
Anna is on her way out the door. She’s interim DOP and ready to leave. Going to forward my info on. Additionally, she’s at a 40 bed hospital.
Good contact – Early in the process
Got a call with a great contact! Senior Level.
Though he was in digital marketing, he made it clear that he doesn’t have any involvement with their website. Said he will pass my info along
Prospect agreed to a demo and we might be included in the RFP process
Good meeting, good environment. Should be having a follow up meeting for a trial.
Its a good lead and they are look at GSX only if they can get a speaking opportunity that includes space. Ive also sent them info on SecurityXchange and CSO. I’ve called and emailed this contact at least 10 times now so there seems to be interest but I’m not sure they will commit.
using splunk, wants to pay around what he is paying for spunk (finding out what that is). getting ballpark pricing to him to see if we continue conversation
Got to the right contact, good job
Very good pre – call discovery. Would have been good to know he is in the finance team. He was characterized as a true data scientist in the pre call notes.
Ideal lead for us. Already knew the product, had a few specific issues which we could tackle, open to hearing better solutions.
May be too small, although a good lead. Currently using Counterpoint for retail and POS. They use RE for Membership. Currently evaluating other cloud technologies because RE is retirng and they are preparing for the transition to the cloud. currently 800 member households. They have a heavy requirement for liquor distribution because they sell liquor. Compliance is important as well.
On the small side with 100K visitors but they are a good use case. Currently on Vista with no member database.
Account too small. 60K annual visitation. On Altru. Will not buy for 2 years. Contact was not a influencer
Good job setting up this call. Be sure to listen to the details the customer shares. Once they agree to the meeting, confirm time get off the phone. Don’t keep asking what they want to talk about. Too easy to get into trouble.
Awesome meeting with great opportunities.
Great meeting. Took a mid level contact and grew it into a meeting of 4 key executives. Great job!
Role and title on target – thanks!
great lead and great opportunity.
Good call with Shivi he sits on the application development side – works around the Tier 1 application – Customer care agents use. He pointed me in the right direction and who to reach out to at Comcast. The National Operations Team they are in charge of all the monitoring.
could have been better qualified, however good that the guy was open to looking. I think they are happy with current lms.
Great meeting! Qualified and going to a trial. Good job Chelsea!
good conversation, but not the right person or responsibilities.
This was a great call, Jordan understands the importance of first party data and how they need to scale up collecting more of it to understand who their customers are for improved marketing and strengthening partnerships in motorsports. Jordan will be introducing us to their marketing department as a next step. Based on what I know about the company and from our call I can see this potentially becoming a deal, though it depends on their volume of records in their CRM which we will uncover on the next call.
She’s not the Dir of Dig Marketing for MD Anderson. She helps with Women and Minority Inclusion and they only are responsible for 1 page of the site. I would qualify deeper and see how her role relates to the site. The page submitted for compliance scan was also incorrect
Great profile. Only one person but he is the type of background we wan.t
Small organization. Interested in Range Training.
It was a great Discovery call, the right people were on the call and next steps were defined.
This ended up being a fantastic account management style call, the LMS admin was very receptive and a meeting has been setup for the 30th to close in an improved deal. Fantastic work Joe Trapasso!
Will to have a follow-up call and possible bring his technical managers from the IT team. Gives us potentially a chance to demonstrate our platform. Appears that many small Gov agencies are using the old AS/400. We should step our integration and packing for combining offering with the German business partner – PKS. Let’s follow up to discuss in our next Tuesday call.
It’s just a 3 user firm, but they might become a SkySuite Client!
Excellent call with great follow up by Cole
Good lead to help evangelize Egnyte within the DMs at this company.
Jenna did an awesome job getting the call and the Prospect was very complimentary of her “persistence and politeness”. She did a good job of honing is on their desire for psychographic information. I told Jenna over the phone afterwords but it might be worth sharing that the Memory Blue team should look for the Consumer angle for prospects. We work best with companies that are B2C or B2B2C when it comes to any type of segmentation, psychographic or behavioral prospects.
on a call right now with them – super work from Justin – 3rd call
Good first meeting – not the owner of the system or the budgetary owner so hence the lower score.
Carol was probably not the right person at the client as her interaction with the tool was very limited. She did not have buying authority or a power user of the tool.
Once again, very professional from Caroline but this lead was not in the decision making process. But I will use as leverage at HQ
Joe was very engaging and interested in hearing more about how we drive the right attendees to our show.
Great call with great interest from the prospect. They will most likely walk the floor this year and book for next year.
Very good conversation, may lead to other scenarios. Good find by Andrew.
Caroline’s prep and set up for the call was very professional. Linamar may have already gone with another provider which is why this call may not be profitable.
Good call overall. Thank you for setting it up and for the flex in scheduling
Customer is currently not looking for a new vendor. On Altru. They are the right size or ACME, however they love all in one. They are using Retail to which we do not do.
Potential small customer. This is a rural county with a tiny population……so again, we are not really holding to those population and median income standards that we talked about.
Does anyone actually READ these?
Lead was focused on services unavailable from Outlier.
Well qualified meeting. The prospect was knowledgeable and engaged, and agreed to substantive next step. Great job! Keep up the good work.
Good meeting, small company but qualified environment and good title. Good use case
A good person to network with. Not a PE or HF though. Next time I provide a list from a conference, I will make sure to remove the vendors from the list.
Right person, they make devices we could go in, and good conversation. However, no budget. This one required some persistence on Wilson’s part to get it to occur, and that should be recognized, so keep it up, Wilson!
He works with a lot of HF and PE firms, so there could be some leads that come our way from him. Not an actual prospect though.
An RFQ for a new customer at a target account
Lead is very interested in product, but is under contract for 4 years with new provider. Great conversation on learning technology but unlikely to close as new business in the next 12 months.
Great prospect, tough environment. Good job by Andrew getting these guys.
Definitely adjacent. Not sure they’re looking to add a new stream of business. Booked a demo
hospital was too small for Kit Check to be via solution
Logan was the ideal contact person to kick off a call with
He is fairly senior in the org and they are looking at relationship mapping tools for their next fiscal year (June 1st), so we got to the right person at the right time! We are booking a demo with his team next week and they want to do a paid trial.
You got me the meeting – that was well. IT was the correct person – that was well. HE currently does not have any open projects or requirements – Unfortunately. But we will provide him with a demo our our Network and Deception products as they may be interested in that down the road.
Only hotels in Huntsville, AL. for 1 to 4 nights. They have preferred rates with all the local Huntsville hotels and Westin (Starwood) is the hotel they use the most.
Lots of strategic alignment
The client was engaged and qualified. Just depends if we can show savings as this is his key driver.
GREAT contact. VP level and has about 6 on her team. Pushing to move to trial.
Chris Glencross is the executive sponsor and is in charge of approval.
Good introduction email.
Sales timeline is 12 months out.
good person to speak with. Showed interest in our tool. No immediate next step. But possible to get a demo in the future.
She got the person who vets technology to put to the board for review. Here notes were accurate and she brought great energy to the call.
Already had competitive solution – no path for evaluation. Great guy tho!
Not exactly how they help, but there could be a fit.
The right level of contact. Showed interested in our product and wanted to schedule a next step.
Good demo. Prospect is not a decision maker, but it’s what we got from the Zendesk show. Great environment, hopefully can pull into trial.
Great call with Monte Cooley they are having issues with packets being dropped in their UCS environment. Setting up a call with my SC on May 8th at 10am CST
I did not have a lead write up prior to the call. When I had the call, the prospect indicated they do not have business challenges and had no idea what we do.
Paul oversees cloud applications, infrastructure. Demo meeting scheduled.
Fairly small hospital with minimal opportunity.
Client was engaged, doesn’t really see value in security, believes its something he needs to do to satisfy the SEC but other than that he doesn’t see the risk. From an IT perspective he is with RFA and will be evaluating in the next year as they move locations.
Gigantic opportunity, lead is very interested in our platform and has pain points which we can eliminate. Amazing lead!!
Not a real fit or really looking for service. May develop into something. Slighlty adjacent to our finance hf/pe clients.
we can work better on qualifying questions up front , too early and not core target persona.
Call went exactly as expected. Nothing to improve.
Great role. Great timing. We were in there early enough to set the stage.
This was a good positive meeting. Good contact at Citi. A followup has been scheduled.
It was a big company and the correct contact. Just lower level of interest.
Exploratory stage at this time, but a good use case for Egnyte. As always, Nikki creates a strong rapport with each prospect.
perfect – great title, real project and opportunity for PID
This was the right group in a massive corporation, so congratulations to Sierra
sometimes these work out and sometimes they don’t that’s the nature of what we’re doing with this effort – this one worked out well. I will likely visit Tammie in person when i am next in Columbia. Thanks.
It was a good call overall. The prospect wanted to discuss Direct Spend (which we don’t really do) but also Indirect Spend (which we do). Good first call and hopefully will get another to further clarify what he is looking for.
There is potential here. Spoke with long standing guest services director. They have been a 10 year Tessitura organization but open to conversation. Would be difficult to displace Tessitura without a compelling reason to move to a best-in-breed but possible. New IT Director in place and may have some influence.
This was a great appointment. It was the second appointment at BeiGene and a great example of why calling in to various different groups in one company really works. BeiGene has used West in the past for IR webcasting, but they are open to new vendors. They use Zoom for Internal Quarterly TownHalls and there are some pain points with that vendor. Good Appointment Caroline!
Solid meeting. Timeframe to buy a little too long.
This was such a great lead! Kudos to Greg for working for it so long.
Nothing else now. Keep on trucking…
Solid prospect but not an imminent need at this time. Once they sort through the legacy solutions from the acquisition, Egnyte could become a transformational difference-maker for them.
Michael was a really nice guy, but his current setup is not appreciatively different from what we offer and he expressed before the call that he was very happy with his current system, so there were not really any major selling points for us.
great lead! good lead qualification.
Decent lead but the “need” piece is not there. She made it clear that they have a system in place and they believe it is working fine.
Willing to chat which is always a positive, but no real opportunity here. Likely to turn this over to marketing to nurture the lead for future outreach
Bob said they have explored RTLS in the past, but didn’t move forward due to cost. He said they are now re-evaluating the opportunity. The CNO has brought forward some of the challenges with nursing staff hoarding equipment due to it not being available for patient care. Good lead. Thanks!
We’re not a fit for his business. He ended up pitching me on how he coudl help our clients.
This was a KILLER lead. Bryan did awesome
Interesting use case. Good find. Thanks!
Seemed interested but made it very clear that cost would be an issue and that “the CEO would not approve a project like this.”
Currently looking for a solution and they timeframe is this year. Contact had a lot of knowledge and influence over the project. They currently have no POS or membership database and are looking for a manage platform. They need Access Control and offline mode which is unique to ACME. This is for multiple locations. The priority being in San Diego. expected year 1 visitation 300K, Active member households 3000K. This will later expand for their location in Frt. Pierce which has 70K annual visitors.
Executive Director makes the final decsion.
Great job on setting up this call. We have an onsite meeting with UAB on May 2nd. Keep them coming.
Great job on setting up the meeting with UAB. We are set for an onsite meeting on May 2nd. Keep them coming.
Spot on fit for prospect, and extremely well qualified!
Will is doing a great job!
He was familiar with Fidelis from several years ago and liked the update we provided. He suggested I reach out in August/September to follow up ads he is bogged down on other priorities for now.
Led to a potential demo/POC. Good lead.
Great lead. Glad we caught him as he’s looking to make a decision in the next 3 months.
It was a valid lead. Interest was shown.
Great role, great timing. We were able to set the standard by being the first company to have introduced them to this concept. Great find!
Evan did a great job scheduling the call. Unfortunately, he prospect was interested in application security and that is not what we do. On the positive side, he agreed to connect us to the infrastructure cybersecurity team at Neilson as well as TATA as he is actually a TATA consultant on site for 3 years. As a coaching comment, when they mention application security we might want to ask if they also do work with infrastructure security.
Going into it, we knew that the lead might be a little under-qualified, based on the low site volume and limited budget. However I still took the call and felt it was semi-productive. Thanks for setting it up Katie!
Opportunity on the small side. Only 80K visitors, 1000 members. On altru and annual addressable revenue 500K. Wants a more intuitive solution, and better reporting. Using Square, and Quick books as well. Membership is a big deal. They like our support. Will be out of contract July/ August of this year. Will want to go live then.
3rd time no show. I was able to reach him separately and scheduled a face to face 5/2 in DC.
JC’s follow up was tremendous and greatly appreciated!
Great meeting – one ask is to see if we can get a little higher up at the client with a second meeting.
Great meeting and conversation. Demo scheduled for next steps =]
Any lead at a company the size of Verizon is a good thing — this was someone who regularly advises stakeholders on infrastructure decisions, but given the current project to outsource all of Verizon IT, this turned out to be a bit of an exercise in technical hand waving. Which is fine, and you never know when someone is going to climb the ladder and remember how impressed they were with VIP’s technology.
This was not on Cole’s efforts– this guy had some interest but is more looking for vendors like us to bring him business as well as promote his book to our customers. Just not a fit.
Keep the calls coming. Customer was very engaged.
Great call and customer participation.
Great job on setting up this call and having the customer committed on seeing a demo.
Great job! Customer was very excited about our product and helping him save time. Will be working with the corporate office on next steps and hopefully moving forward. Keep them coming and again great job!!!
a good conversation and there is some need. But the prospect was low level in the org.
Good lead. In our space. Got some good background on her role and responsibilities. Does not have current need, but able to paint picture for future.
The LA Department of Water
Right person in charge of the initiative that aligns with our solution and at the right time in their process.
Right people but no immediate project. Potential project would be for a smaller number of external users, not internal users. Could be a decent long term lead.
Josh has been doing a great job. Glad to have him on the team.
Ali did a great job on this. Booked a good meeting, qualified, verified that he would be on, called the prospect and got him on the phone when he forgot, and took fantastically helpful notes throughout the call.
Perfect lead. Mid tier PE firm. Evaluating their Managed IT needs. 5 1/2 year timeframe looking at equipment refresh or upgrade
Huge opportunity and this lead is a strategic influencer. They have great BANT qualifications, and timeline for purchase in Q1 2020. Great lead!
good lead. need to follow up and see if I can get them to move ahead of their Cerner upgrade
Great introduction meeting and possible opportunity for our segmentation clusters!
Amazing job setting this one up! Lots of issues we can solve
Good initial discovery, right contact, caught them at the right time.
Colin did a good job starting out the call by doing introductions and reviewing key information from his discovery notes.
Areas of improvement: ask a few more questions to get more granular information about their content systems, ex. “is Salesforce your ticketing system, or are you using something else”.
Great lead, great timing, budget too low.
COE / Analytics persona is good.
A good contact to reach out to over time.
Perfect fit. Great job Tiara.
Lead is in target market for our product and their parent organization is currently a happy customer. Great “Land and Expand” opportunity!
Decent conversation – simply an informational call with no previously identified need to speak about – definitely worth the pursuit regardless
No project for three years. Asked about Range opportunity for their team. Awaiting referral to that decision maker.
Good call and right contact. He was interested in our solution but stuck in another contract so not ready to do anything for 1.5 years.
Good lead! I will work with him over the next few months.
Katie is terrific, she did a great job following through with the prospect when our meeting got pushed.
Customer wants to pull together the broader security team for a demo.
Correct client type, PE firm. Also good juncture they want to evaluate support providers.
Good seed planting opp, nothing immediate, but very happy to have these calls.
This lead was a solid hit. They are systems integrators and that is our sweet spot for attendees. They can see the value of being a part of the event and community. Bulls eye.
Trevor seems to make no attempt to qualify leads, very, very poor effort.
Jackson did a great job getting the meeting and gather info prior to the call. We knew that they used 3rd party data prior and uncovered a few of their priorities. However, the prospect seemed to lack understanding of their data and the data they need. She did offer up her bosses name though. I think this may turn into more of an issue that we did a bad job curating our prospect list.
Company is a very good fit. The person we spoke with has little power but hopefully some influence as he said he would evangelize Egnyte.
May not be the right decision maker but we are trying to talk him into a POC with their share lab.
Client uses stipen so most likely will not book with BridgeStreet as our rates are high.
Good first meeting need to dig into the company and get higher up.
I was already in conversation with them. This added another point of contact.
This was pretty good. I lost her with reserved seating, (they have a need for this on a weekly basis)
Some good use cases for the ACME product.
Account too small. Less than 500K in annual addressable revenue and less than 50K annual visitors. Please verify visitation numbers when qualifying the lead.
Looking at it from a program level.
Very small organization. One IT guy. Maybe good to sell him some Cyber Range Training but really not any opps.
Good initial call with the client.
well qualified – right need for the right solution and actively looking
Great meeting with the right guy! Needs more discovery and qualification on our end before we can flip to opportunity but good meeting overall
Good fit. We’re a little different than their current mode, but it could be a good fit.
Caroline did a great job lining up the correct contact within their organization that handles webcasting. Potential with this client!
Great role and perfect timing. He asked more questions than expected, totally engaged prospect.
Great lead! Looking forward to working with Adrian.
Great opportunity with Experian.
Lead loved the system, and is actually a former client of Absorb. Pulling them back into our client list will be a huge WIN! Lead has budget, authority, need, and great timing for a 2019 purchase. Excellent work
Karen is a decision maker with global perspective on Dept of State’s cloud strategy and data prep needs. However, Paxata is not currently well-suited to selling into the Federal space due to the stringent requirements for cloud tools (certifications we do not have). It was a productive and enjoyable conversation but very likely will not progress. All the same, it was well-coordinated, the prospect was well-placed to have meaningful conversation, and it was well-organized by Brian. Thanks Brian!
good call, definite need and interest. This may align with their initiative to purchase an ATS however very early in the process for them
Good lead, he is very interested in product for his region, and is connecting us with their head office for future conversations. Great work!
The quality of the lead was great and there is potential with this client although we may need to find another route into the organization.
She is a development contact within the Pharmacy
Linda was a great lead! I look forward to continuing the conversation with her.
Way to be persistent and get Gary to commit to a demo/meeting. Very productive call
He self-proclaimed as unable to make any decision and the smallest hospital in the organization. Somewhat of an influencer at best.
Right client. Key phrase is they are unhappy with service from Abacus. Followup meeting scheduled. Keep them coming Liz.
Great timing and great effort to promptly set the call. The contact was appropriate for the campaign and interested in next steps.
Maybe additional vetting during process.
This prospect seemed genuinely interested in our service
Great Lead, they are in a buying period and enjoy the Absorb LMS so far. Good fit, have budget, have need and timeline. Good work James Manning!
Solid decision maker, already involving a heavy influencer. Large opportunity contacted at the right time. Nice job Zac!
New lead/RFQ opportunity with a target account
He was the right person to talk to. they are no in market as of yet but perhaps later this year
Client stated that Caleb’s persistence is what led to us getting the call. great job Caleb!
not enough need and already have a handful of tools which are performing well for them.
Connor did a great job of qualifying the correct entry level contact for IT and Cybersecurity needs. Great first conversation and already setting up a deeper dive.
Proper expectations were set up for this call. We had a productive conversation with the client.
Lead is interested in learning about platform, but does not have compelling reason to change vendors currently. Good informational meeting and long term prospect for Q1 2020
This municipality does NOT meet any sort of economic standard that we are seeking for leads. They may end up being a customer but it is a small opportunity with no real room for growth.
Kyle, We need to stick to the things we discussed in our call which is population and median income requirements for prospecting calls.
This one does not meet those requirements.
very interested and good contacts were brought to the call. great job.
They have a future project that we may fit into. Agreed to schedule deeper dive including demo.
Good Lead. They are beginning to look
Evan did a good job setting up this call, asking good questions. From the intro conversation it’s progressing to the next step, a demonstration.
This was probably by far the best lead to date. Again, this event oriented staff member understand the relevance and connection to their business. If we position it well, this could be a potential conversation.
Michele set up the call with Scott, who is a great title at a fantastic company, but there wasn’t much synergy in what we can offer to what they need since what they want is extremely specialized. I still feel it was a good call and great to make headway into that account so when the time (and need) is appropriate we can help.
great lead, with tons of potential. really good fit use case wise.
right person, using a competitor, good conversation.
Great title, great company fit. He pulled in his larger team to learn more! A
Didn’t need our services at this time but a good contact to make
first and foremost, Josh has been doing a great job. He has been making an impact very quickly and already creating opportunities.
Good introduction call to discover who Infutor is and what we do. Unfortunately, no immediate next step but keep them coming!
This was a solid, enterprise-level company. The lead himself seemed a bit guarded and more interested in WordPress Best Practices than moving to VIP as a hosting platform. I’m also not sure he would be the final decision maker.
However, it was a solid lead that I will be following up with and hopefully get some additional stakeholders on the phone.
Will is doing a great job with connecting with the leads and sending out a summary email. I enjoy working with him!
College Station is being purchased by another health system. Damien seems interested in the value, but this is a long-tail lead. Not sure how much influence he will have under new leadership.
He said they weren’t currently looking and had no budget. This is not a lead. This is someone you throw over to marketing to nurture.