Client Profile
Sarah Johnson
Marketing Director at TechCorp Inc.
Contact Information
- sarah.j@techcorp.com
- +1 (555) 123-4567
- techcorp.com
Company Information
- TechCorp Inc.
- San Francisco, CA
- 250-500 employees
Notes
Sarah is interested in our enterprise solution. She mentioned they are looking to upgrade their marketing platform by Q3. Prefers email communication but available for calls on Tuesdays and Thursdays.
Activity Log
Call with Sarah Johnson
Today, 10:30 AM - Duration: 25 min
Discussed the new marketing platform requirements. Sarah provided more details about their budget and timeline. She requested a demo of our solution next week.
Email: Proposal Sent
Yesterday, 3:45 PM
Sent Sarah the proposal for our enterprise package with a 15% discount for annual commitment. Included a comparison with their current solution.
Contract Signed
May 12, 2023
Received signed contract for the Enterprise package. Deal value: $45,000. Start date: June 1, 2023.
Sales Pipeline
New Leads
12Global Solutions Inc.
NewValue: $25,000
Contacted
8Innovate Tech
ContactedValue: $42,000
Qualified
5Future Systems
QualifiedValue: $65,000
Proposal Sent
3TechCorp Inc.
Proposal SentValue: $45,000
Closed Won
7DataSecure LLC
Closed WonValue: $38,000