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Activities
Earlier
- MCMichael ChenCall
30-minute call with David Wu to discuss license renewal terms
Deal: BrightPath Annual License - SGSarah GarciaEmail
Sent proposal document to Rachel Foster at NexaGen Solutions
Deal: NexaGen Platform Upgrade - EREmily RodriguezComment
Megan seems interested in the campaign suite. Needs budget approval from VP.
Contact: Megan Clark - JPJames PatelUpdate
Moved Crestline Security Overhaul to Won stage
Deal: Crestline Security Overhaul - SGSarah GarciaMeeting
Kickoff meeting with ApexWare team to scope cloud migration project
Company: ApexWare Technologies - OTOlivia ThompsonComment
IronForge went with a competitor. Need to analyze what went wrong.
Deal: IronForge ERP Integration - MCMichael ChenEmail
Shared CloudVista API Gateway proposal with technical specifications
Deal: CloudVista API Gateway - EREmily RodriguezCall
Quick check-in call with Laura Simmons about data pipeline requirements
Contact: Laura Simmons - DKDaniel KimUpdate
Updated ApexWare Support Contract to Won stage after signature received
Deal: ApexWare Support Contract - JPJames PatelEmail
Sent introductory email to Kevin Nguyen at Stratos Digital
Contact: Kevin Nguyen - OTOlivia ThompsonMeeting
Strategy meeting with BrightPath leadership about dashboard expansion
Company: BrightPath Analytics - LOLiam O'BrienComment
Eric mentioned Crestline is also looking at compliance automation tools
Contact: Eric Tanaka - SGSarah GarciaCall
Negotiation call with Rachel about platform upgrade pricing
Deal: NexaGen Platform Upgrade - MCMichael ChenUpdate
Added new contact Chris Moreno from VantagePoint Media
Contact: Chris Moreno - DKDaniel KimEmail
Sent follow-up with technical documentation to Diana Walsh
Contact: Diana Walsh - EREmily RodriguezMeeting
Product demo for VantagePoint marketing team
Company: VantagePoint Media - JPJames PatelComment
Robert confirmed budget allocation for Q1. Deal should close on schedule.
Deal: Crestline Security Overhaul - OTOlivia ThompsonCall
Introductory call with Hannah Lee to discuss CloudVista expansion plans
Contact: Hannah Lee - SGSarah GarciaUpdate
Updated NexaGen account status to Active after contract renewal
Company: NexaGen Solutions - LOLiam O'BrienEmail
Sent Crestline compliance module requirements checklist to Eric Tanaka
Deal: Crestline Compliance Module