| Touches | Dial attempts: 6 Presentations: 5 Mail / eMail: 3 Appointment/s scheduled: 1 |
| R: Who is responsible for decisions? |
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| R: Primary contact for this opportunity: |
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| R: What type does your company perform? |
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| R: How do you currently conduct them? |
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| R: How frequently? |
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| R: What is the average value? |
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| R: How confident are you in the accuracy of your process? |
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| R: What are the most significant challenges in your current process? |
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| R: How much is budgeted annually? |
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| R: How many different locations? |
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| R: How are these maintained? |
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| R: What equipment do you use? |
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| Employees | 5 |
| Sales | $30-$50 Million |
| ***PHONE APPOINTMENT SET FOR WEDNESDAY, MARCH *, **** AT *:**PM (CENTRAL TIME) WITH MR. FirstName LastName, VP ******
This is -- PROSPECT COMPANY --ld, Inc. : -- PROSPECT COMPANY --ld, Inc., based in city, state, is an independent chain of full-service retail stores located in four regional - ** locations. Spoke with Mr. FirstName LastName, VP of ***. FirstName is interested in speaking with -- Client Company -- to learn more about the -- Client Company -- process and cost. On a previous call, FirstName said he was familiar with -- Client Company -- but they have been doing this procedure in-house forever. Although he did not discuss any specific concerns or pain points with their current solution, he was interested to learn more about -- Client Company -- and asked for some information via email. FirstName replied via email asking about -- Client Company -- pricing. Called FirstName back and he agreed to speak with -- Client Company -- account executive to obtain the information requested. Currently, they perform all *** count of goods with an in-house staff. He explained that this is a manual count process. All counts are done by hand and are not automated. After count of goods is taken, the data needs to be entered in a backend *** system. We discussed -- Client Company -- barcode scanning capability and he said all items could be tracked via UPC codes. **Would like to discuss the -- Client Company -- automation in detail. FirstName did not have an accurate value of their current goods. He said the value varies. They have ** locations across * states: four regional locations. The in-house team also varies in size. (They must use more or less based on the inventory needs). FirstName asked if -- Client Company -- was local in his area. I explained that -- Client Company -- is worldwide and I would have the -- Client Company -- inventory rep discuss the coverage in his areas of business. Key areas that FirstName wants to discuss with -- Client Company --: *) -- Client Company -- PROCESS - details regarding -- Client Company -- service type process. Including automation: barcode scanning, automated reporting, etc. *) COST - details on -- Client Company -- pricing for services. |