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Diya Trivedibuild a crm
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Alexandra Chen
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6Activity Timeline
6Discussed Q3 renewal terms and pricing concerns. Sarah mentioned they are evaluating two competing solutions but showed strong interest in the enterprise tier. Follow-up scheduled for next week with her VP of Sales.
Sent the updated enterprise proposal (v2.3) with revised seat pricing and dedicated onboarding package. Included ROI calculator and case study from a similar mid-market firm.
Live walkthrough of the CRM pipeline management, forecasting dashboard, and team collaboration tools. Attended by Sarah Chen, James Wright (IT Lead), and two SDRs. Technical questions answered by solutions engineer.
Account flagged by AM: company-wide budget review in progress due to recent acquisition. Decision may be delayed until June. Recommend maintaining monthly touchpoints and offering flexible payment terms.
First contact after inbound form submission. Confirmed pain points around manual lead tracking and lack of pipeline visibility. Booked demo for the following week.
Sent onboarding email with resources, demo booking link, and introductory video. Included personal LinkedIn profile for direct contact.
Had a productive call with Marcus. He is very interested in the Enterprise plan and wants a live demo with his full team next week. Key decision maker is CFO — need to loop in finance deck before the meeting.
Sent over updated pricing proposal. Marcus flagged concerns about the annual billing cycle — consider offering a quarterly option to unblock the deal. Follow up by end of week.
Initial qualification call completed. Strong fit: team of 45 reps, currently using spreadsheets. Pain point is pipeline visibility. High intent — move to Proposal stage.
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