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#op-steel-co

Deal Room for Steel Co Opportunity

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Momentum
APP 2:02 PM

Welcome to the Deal Room forSteel Co Opportunity:

Stage: Qualify Opportunity
Close Date: Mar 12
Account Executive: @John
Amount: $150,000
Next Step: deal review
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Caroline
1:51 PM

joined #op-steel-co along with 2 others.

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John
1:55 PM

Call went great. Steel Co loves the product.

Next step: Security Review

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Momentum
APP 2:23 PM

Next Step updated to: security review

Revert

Revert will set its value back to: deal review

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Caroline
2:58 PM

Nice work, @John! Let me know how I can help.

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John
1:55 PM

Thanks @Caroline. Can you fill this out? Need it by next Monday.

Security questionnaire.xlsx

Excel Spreadsheet

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Momentum
APP 3:13 PM

John Smith is at it again!

Name:

Ashley James

Subject:

Security Analysis

When:

Mon 18th at 3:30pm

Opportunity:

Steel Co

For call notes, check the threaded messageDown index
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                      Momentum

1 reply

Today at 3:13 PM
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Caroline
3:22 PM

Sure thing! I'm on it :)

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John
1:55 PM

Hey team! The discovery meeting went really well! I'm moving this to Demo

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Momentum
APP 2:02 PM

Congrats @John! This opportunity has been moved from Discovery to Demo.

Guidance for Success

Remember to stay high-level, focus on the potential value our product can give, not the specific features. Demos should show no more than 3 or 4 features (the most relevant for this stakeholder) and last no more than 15 minutes. Less is More.

Knowledge base

- Enterprise Demo tips

- Competitive battle cards for Enterprise

Invites

We recommend inviting @Susanne (Sales Engineer) and @Sam (CSM)

Invite All
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Sam
2:04 PM

joined #op-lendingbank along with Susanne.

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Susanne
2:04 PM

Just caught up with the deal room. Keep me posted.

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John
2:55 PM

Will do! I'll work on getting us ready for the demo.

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Momentum
APP 2:02 PM

@John, here are the milestones for enterprise deals at the demo stage:

Milestones

- A demo environment has been requested to Engineering

Complete

- Sales Engineer and CSM introduced to the customer

Complete

- BANT qualification metrics captured

Complete
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Momentum
APP 2:41 PM

You have a new Approval request for:

Custom Terms Approval

Opportunity

Name: Burlington Team Plan
Stage: Develop Opportunity
Amount: $455,000
Close Date: Feb 27
Custom Terms

* 5X cap on liability

* no logo use for marketing

* 120 day payment term

Salesforce:Cloud emojiBurlington Team Plan Opportunity
Reason

Burlington is key for the quarter!

1 approver: @John

Approve
Reject
Start a Conversation
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Momentum
APP 10:42 PM

You approved the custom request Request a Sales Engineer with the following reason:

Approved

Opportunity:

Burlington Team Plan

I’ve never seen a tool like Momentum!

“I've never seen a tool like Momentum in my 20 years in sales leadership. Instead of having three processes to do something before, it's now one process - which has made things very efficient.”

Chad Malchow

VP OF SALES

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