Acme Corp - Enterprise Requirements
Sarah mentioned they need SSO, SCIM provisioning, and custom roles. Their security team will need to review our SOC 2 report. Budget approved by CFO for Q2. Key decision maker is VP Engineering (haven't met yet). Follow up after April board meeting.
TechFlow Technical Evaluation
James is comparing us against HubSpot and Copper. Key differentiators for them: API flexibility, custom objects, and automation. They use Segment for data, Slack for comms. Need to prepare a technical deep-dive for their engineering team.
Q2 Sales Strategy
Focus areas: 1) Enterprise upsells (Acme, Global Inc, BigCorp), 2) Mid-market expansion in EMEA, 3) Product-led growth channel optimization. Target: $500K new ARR this quarter. Pipeline currently at $862K weighted.
Meeting Notes - Emily Watson
Great call with Emily. StartupCo is building a payments platform for other startups. They need a CRM that can handle complex relationship mapping between their clients and partners. Interested in our API for building custom integrations. Trial starting next week.
Competitive Intel - Salesforce
Global Inc currently uses Salesforce but frustrated with complexity and cost. Their renewal is in September. Key pain points: 1) Too expensive ($150/user/mo), 2) Implementation took 6 months, 3) Sales team adoption is only 40%. We should position on simplicity and time-to-value.
Product Feedback Themes
Common requests from prospects this month: 1) LinkedIn integration, 2) Better email templates, 3) Revenue forecasting, 4) Mobile app improvements. Shared with product team - LinkedIn integration is on the roadmap for Q3.