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Executive summary
Account research
Account team plan
Account details
Salesforce setup
Meeting notes (Salesforce)
Opportunities (Salesforce)
Stakeholder mapping (Salesforce)
Account details
Opportunities (Salesforce)
All the active opportunities with this account (requires Salesforce integration).
View of Opportunities
View of Opportunities
2
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Name
Stage
Close Date
Opportunity Type
Forecast Category
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Stage
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Name
Amount
Opportunity Type
Close Date
Forecast Category
Opportunity Owner
Stage
See Details
Name
Amount
Opportunity Type
Close Date
Forecast Category
Opportunity Owner
Prospecting
1
Vans
$800,000
Existing Customer - Upgrade
12/6/23
Omitted
Chris James
Qualification
1
Mercedes E-mobility!
$10,000,000
Existing Customer - Replacement
8/18/23
Omitted
Chris James
Needs Analysis
3
AMG Formula 1 Oppty New
$15,000
New Customer
10/22/22
Pipeline
Chris James
Performance Powertrains
$70,000
New Customer
2/4/24
Pipeline
Chris James
Benz Opportunity
$500,000
Existing Customer - Upgrade
2/14/24
Pipeline
Chris James
Value Proposition
1
Financial Services
$250,000
Existing Customer - Replacement
12/22/23
Pipeline
Chris James
Proposal/Price Quote
1
Maybach Opportunity
$95,000
Existing Customer - Upgrade
12/13/23
BestCase
Chris James
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