Dashnix

Company Details

Acme Corp

Acme Corp

Looking for CRM solutions to streamline their sales process with 50+ employees.

Beta Inc

Beta Inc

Hot Lead

Requested demo for enterprise analytics platform, decision maker involved.

Gamma LLC

Gamma LLC

Evaluation stage - comparing with 2 competitors.

Delta Enterprises

Delta Enterprises

Enterprise contract renewal - 3 stakeholders involved.

Epsilon Solutions

Epsilon Solutions

Lost

Went with competitor after 3 months of negotiation.

Beta Solutions

Quarterly Strategy Review

High Priority

Discuss Q3 sales targets and marketing budget allocation.

Tomorrow, 10:00 AM - 11:30 AM
Reminder set: 30 mins before
Conference Room B / Zoom Link
3
7 attendees
Preparation Progress 65%

TechNova Solutions

Interested in marketing automation tools for their growing SaaS platform with 100+ users.

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Global Retail Inc

Exploring inventory management systems for their 20+ store locations nationwide.

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BrightMind Education

Seeking LMS integration for their online learning platform serving 5000+ students.

Summit Financial

Looking for secure document sharing solutions for their wealth management team.

GreenEarth Organics

Needs e-commerce platform for their organic food delivery service expanding to 3 new cities.

Call with TechNova Solutions Scheduled

Follow-up regarding marketing automation tools for their SaaS platform.

Today, 11:30 AM

Initial discovery call completed

Friday, 2:00 PM

Scheduled product demo

Call Notes
Key Pain Points: Today, 11:30 AM
  • Manual processes for 100+ user onboarding
  • No integration between CRM and email campaigns
  • Reporting takes 5+ hours weekly
Next Steps: Today, 11:45 AM
  1. Send case studies of similar SaaS clients
  2. Prepare customized demo for Friday
  3. Connect with their CTO about API requirements

Call with CloudForge Inc. Completed

Discussion about migration to enterprise cloud solution

Date: Today, 9:15 AM
Duration: 45 mins
Outcome: Client interested in pilot program, needs pricing by EOD
Action Items
Due: Today, 5:00 PM
Due: Fri, Jun 2

Missed Call: DataStream Analytics Missed

Follow-up about AI integration package

Missed call attempt at Today, 3:20 PM
Left voicemail (1:24 duration)

Team Call: NexGen Retail In Progress

Implementation kickoff meeting

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Amanda Lee
Client PM
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David Park
Tech Lead
3 others
Client Team
Live Notes

Contract Review: FinTech Global Rescheduled

Enterprise agreement negotiation

Reviewed Documents

Enterprise_Agreement_v3.pdf
Pricing_Addendum.docx

Open Items

Service Level Agreement terms
Pending
Early termination clause
Agreed
#TASK-0421
Follow-up call with Michael Chen

Discuss pricing options and address concerns about implementation timeline

Assigned to you
Today, 3:00 PM
Due in 4 hours
1 of 4 steps completed
#TASK-0420
Overdue
Review CloudForge proposal

Final check before sending to client, verify pricing and SLA terms

Team Task
Yesterday, 5:00 PM
22 hours overdue
CloudForge_Proposal_v3.pdf
#TASK-0419
On Track
Prepare DataStream demo

Customize demo environment with client's sample data

Assigned to you
Tomorrow, 10:00 AM
#TASK-0418
Completed
Send contract to FinTech Global

Final signed version with all exhibits

You completed
Jun 5, 2:15 PM
Completed 2 days ago

TechNova_Proposal.pdf

PDF Document
Viewed 3 times
Downloaded 1 time
Uploaded by:
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Sarah Johnson
Date: Today, 10:45 AM
Size: 4.2 MB
Related to: TechNova Solutions
Proposal Approved Q2-2023

TechNova_Proposal.docx

Word File
Viewed 3 times
Downloaded 1 time
Uploaded by:
image not found
Sarah Johnson
Date: Today, 10:45 AM
Size: 4.2 MB
Related to: TechNova Solutions
Proposal Approved Q2-2023

TechNova_Proposal.xlsx

Excel File
Viewed 3 times
Downloaded 1 time
Uploaded by:
image not found
Sarah Johnson
Date: Today, 10:45 AM
Size: 4.2 MB
Related to: TechNova Solutions
Proposal Approved Q2-2023

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