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Hey bot, see attached my client notes from this morning
Great progress ! I just created actions and updated your opportunity in your CRM for you. Seems like you forgot to identify the economic buyer.
Argh ! My prospect is pushing back on our implementation speed
No worry, I found 2 case studies on your SharePoint showing we delivered within 3 weeks:
Sharepoint Link 1
Sharepoint Link 2
Schedule a follow-up meeting with Johnson Corp for next Tuesday
Done! I've scheduled the meeting for Tuesday 2PM and sent calendar invites to all attendees. Meeting notes from your last call are attached.
Any intel on why we lost this deal ?
I looked at all the emails and notes in Salesforce, it seems we underestimated the influence of their head of Finance department. Let me summarize the post morterm analysis for you.