Pierre-Auguste Renoir

Account owner
Andrea Lim
Company
Efficient Manufacturing Inc.Efficient Manufacturing Inc.
Email
Estimated value
$21,000.00
Status
💪 Closed
Expected close
March 30, 2023
Last contact
March 29, 2023
Phone
415 999 1234
Priority
High
Pains
Customer struggles with Google Docs
Tech
Google Docs
Last edited by
S
Simon
Last edited
Sep 18, 2024 5:39 AM
Closed date
March 30, 2023

Background info

Peire is the COO of a small manufacturing company. They were interested in our software to optimize their supply chain management and inventory tracking.

History of interactions

  • Feb 10, 2023: Initial call, discussed challenges and desired outcomes
  • Feb 22, 2023: Product demo, Peire requested additional information on scalability
  • Mar 1, 2023: Sent whitepapers on scalability and customer success stories
  • Mar 15, 2023: Follow-up call, answered questions about pricing and onboarding
  • Mar 29, 2023: Closed the deal with a 24-month contract

Requests/action items

Scheduled a call with our customer success team to discuss onboarding and training
Provided a detailed feature comparison against competitors
Prepare and send a welcome package with onboarding materials and resources