Edgar Degas

Account owner
Sohrab Amin
Estimated value
$12,500.00
Status
💪 Closed
Expected close
March 15, 2023
Last contact
March 14, 2023
Priority
High
Tech
API
Last edited by
S
Simon
Last edited
Sep 18, 2024 5:39 AM
Closed date
March 15, 2023

Background info

Edgar is the CTO of a growing tech company interested in integrating our software to improve team collaboration. He has concerns about compatibility with their existing infrastructure.

History of interactions

  • Feb 5, 2023: Initial call, discussed technical requirements and concerns
  • Feb 18, 2023: Product demo, Edgar requested additional information on integrations
  • Feb 28, 2023: Sent integration documentation and case studies
  • Mar 7, 2023: Follow-up call, answered remaining questions about integration
  • Mar 14, 2023: Closed the deal with a 12-month contract

Requests/action items

Provided a custom integration plan
Offered a trial period for their team to test the software
Schedule an onboarding call for the week of March 20, 2023