Thanks @Caroline. Can you fill this out? Need it by next Monday.
Security questionnaire.xlsx
Excel Spreadsheet
1
Momentum
APP3:13 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 message
1 reply
Today at 3:13 PM
Caroline
3:22 PM
Sure thing! I'm on it :)
John
1:55 PM
Hey team! The discovery meeting went really well! I'm moving this to Demo
1
1
Momentum
APP2:02 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
Sam
2:04 PM
joined #op-lendingbank along with Susanne.
Susanne
2:04 PM
Just caught up with the deal room. Keep me posted.
John
2:55 PM
Will do! I'll work on getting us ready for the demo.
1
Momentum
APP2:02 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
Momentum
APP2:41 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:Burlington Team Plan Opportunity
Reason
Burlington is key for the quarter!
1 approver: @John
Approve
Reject
Start a Conversation
Momentum
APP10:42 PM
You approved the custom request Request a Sales Engineer with the following reason:
Approved
Opportunity:
Burlington Team Plan
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