dashnix

# Company Details

#### Activities

Sort By Date

### Acme Corp

Looking for CRM solutions to streamline their sales process with 50+ employees.

### Beta Inc

Hot Lead

Requested demo for enterprise analytics platform, decision maker involved.

### Gamma LLC

Evaluation stage - comparing with 2 competitors.

### Delta Enterprises

Enterprise contract renewal - 3 stakeholders involved.

### Epsilon Solutions

Lost

Went with competitor after 3 months of negotiation.

### Quarterly Strategy Review

High Priority

Discuss Q3 sales targets and marketing budget allocation.

Tomorrow, 10:00 AM - 11:30 AM
Reminder set: 30 mins before
Conference Room B / Zoom Link
3
7 attendees
Preparation Progress 65%

#### Notes

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### TechNova Solutions

Interested in marketing automation tools for their growing SaaS platform with 100+ users.

### Global Retail Inc

Exploring inventory management systems for their 20+ store locations nationwide.

### BrightMind Education

Seeking LMS integration for their online learning platform serving 5000+ students.

### Summit Financial

Looking for secure document sharing solutions for their wealth management team.

### GreenEarth Organics

Needs e-commerce platform for their organic food delivery service expanding to 3 new cities.

#### Calls

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#### Call with TechNova Solutions Scheduled

Follow-up regarding marketing automation tools for their SaaS platform.

Today, 11:30 AM

Initial discovery call completed

Friday, 2:00 PM

Scheduled product demo

##### Call Notes

Key Pain Points: Today, 11:30 AM

- Manual processes for 100+ user onboarding
- No integration between CRM and email campaigns
- Reporting takes 5+ hours weekly

Next Steps: Today, 11:45 AM

1. Send case studies of similar SaaS clients
2. Prepare customized demo for Friday
3. Connect with their CTO about API requirements

#### Call with CloudForge Inc. Completed

Discussion about migration to enterprise cloud solution

Date: Today, 9:15 AM
Duration: 45 mins
Outcome: Client interested in pilot program, needs pricing by EOD

##### Action Items

Send enterprise pricing sheet
Due: Today, 5:00 PM
Schedule architecture review
Due: Fri, Jun 2

#### Missed Call: DataStream Analytics Missed

Follow-up about AI integration package

Missed call attempt at Today, 3:20 PM
Left voicemail (1:24 duration)

##### Follow-up Suggestions

Send email summary Reschedule for tomorrow Include case study

#### Team Call: NexGen Retail In Progress

Implementation kickoff meeting

###### Amanda Lee

Client PM

###### David Park

Tech Lead

###### 3 others

Client Team

##### Live Notes

#### Contract Review: FinTech Global Rescheduled

Enterprise agreement negotiation

#### Reviewed Documents

Enterprise_Agreement_v3.pdf
Pricing_Addendum.docx

#### Open Items

Service Level Agreement terms
Pending
Early termination clause
Agreed

#### Emails

Send Email
Sort By Date

### Follow-Up: TechNova Solutions Demo

Sent
Michael Chen (CTO) | Today, 2:30 PM

Hi Michael,

Thank you for taking the time to review our marketing automation platform today. As discussed, here's a quick recap:

- Key Benefit: Reduce onboarding time from 5 hours to 30 minutes
- Integration: Works with your existing Salesforce CRM
- ROI: 3-month payback period based on your current costs

I've attached the case study we discussed featuring SaaS clients with similar needs. Also, here's the customized proposal with the pricing options we covered.

Next Step: Would Tuesday at 11 AM work for a quick call to address any questions?

Best regards,
[Your Name]
[Your Position]
[Your Company]

TechNova_Proposal.pdf
SaaS_CaseStudy.pdf

### Invitation: Implementation Kickoff

Draft
CloudForge Team | Scheduled: Tomorrow, 10 AM

Dear Implementation Team,

Let's officially kick off the CloudForge migration project with a 60-minute working session:

Date: Wednesday, June 7
Time: 10:00 AM - 11:00 AM (EST)
Join: Zoom Link | Meeting ID: 890 3424 5566

Agenda:

1. Project timeline review
2. Resource allocation
3. Milestone 1 deliverables
4. Q&A

Please confirm your attendance by EOD today.

Best,
[Your Name]

### Proposal: DataStream Analytics Package

Ready to Send
Robert Chen | AI Integration

Hi Robert,

Per our discussion, here are the three tailored packages for your AI integration needs:

Package | Features | Implementation | Price
--- | --- | --- | ---
Starter | Basic API integration | 2 weeks | $12,000
Professional | Custom models + dashboard | 4 weeks | $28,000
Enterprise | Full customization + training | 6 weeks | $45,000

Our Recommendation: The Professional package addresses 85% of your requirements while staying within budget.

The attached proposal details each option. I'm available Thursday afternoon to discuss which makes most sense for your team.

Regards,
[Your Name]

DataStream_Proposal.pdf
ROI_Calculator.xlsx

### RE: Enterprise Agreement - FinTech Global

Pending Review
Elizabeth Moore | Thread: 4 messages
Previous message - June 1, 10:15 AM

"We can accept the revised SLA terms but need clarification on section 4.2 regarding..."

Elizabeth,

Thank you for your prompt response. Regarding section 4.2, we've made the following adjustments:

- Changed response time from 24hrs to 8 business hours for P1 issues
- Added credit provisions for repeated SLA misses (see redline version)
- Clarified maintenance window exceptions

The updated document is attached with all changes tracked. The redlined version highlights:

1. Your requested changes in blue
2. Our counter-proposals in green
3. Unchanged sections in gray

Your Action Needed: Please review pages 8-11 and confirm if this addresses your concerns.

Looking forward to wrapping this up,

[Your Name]

Agreement_FinTech_v4_Redline.pdf
Clean_Version_v4.pdf

#### Task

Sort By Date
#TASK-0421

##### Follow-up call with Michael Chen

Discuss pricing options and address concerns about implementation timeline

Assigned to you
Today, 3:00 PM
Due in 4 hours
1 of 4 steps completed
#TASK-0420
Overdue

##### Review CloudForge proposal

Final check before sending to client, verify pricing and SLA terms

Team Task
Yesterday, 5:00 PM
22 hours overdue
CloudForge_Proposal_v3.pdf
#TASK-0419
On Track

##### Prepare DataStream demo

Customize demo environment with client's sample data

Gather sample datasets
Configure test environment
Create demo script
Run test demo
Assigned to you
Tomorrow, 10:00 AM
#TASK-0418
Completed

##### Send contract to FinTech Global

Final signed version with all exhibits

You completed
Jun 5, 2:15 PM
Completed 2 days ago

#### File

Sort By Date

#### TechNova_Proposal.pdf

PDF Document
Viewed 3 times
Downloaded 1 time

Uploaded by: | Sarah Johnson
Date: | Today, 10:45 AM
Size: | 4.2 MB
Related to: | TechNova Solutions

Proposal Approved Q2-2023

#### TechNova_Proposal.docx

Word File
Viewed 3 times
Downloaded 1 time

Uploaded by: | Sarah Johnson
Date: | Today, 10:45 AM
Size: | 4.2 MB
Related to: | TechNova Solutions

Proposal Approved Q2-2023

#### TechNova_Proposal.xlsx

Excel File
Viewed 3 times
Downloaded 1 time

Uploaded by: | Sarah Johnson
Date: | Today, 10:45 AM
Size: | 4.2 MB
Related to: | TechNova Solutions

Proposal Approved Q2-2023

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