Hi Elena,
It was great connecting this afternoon. I really appreciated your candor about where things stand with your current tool — it sounds like the reporting gaps have been a real friction point for the team heading into Q3.
As promised, here's a quick recap of what we covered and what I'm committing to on my end:
What we discussed
- Acme is running a 22-person revenue team across three regions, all currently on Salesforce Starter — struggling with custom reporting and limited automation
- Your biggest pain point: reps spend ~3 hours/week manually updating pipeline in spreadsheets because the Salesforce views don't surface what they need
- You're evaluating options with a decision target of July 31 before your Q3 kickoff
- Budget is pre-approved for up to $2,400/month for the right solution
- Key stakeholders: yourself, Marcus Nguyen (RevOps), and your CRO Nathan Wilson who will want to see the ROI case
My next steps
- Sending over the ROI calculator we use for teams your size — I'll customize it for 22 seats and your current Salesforce cost
- Booking a 45-minute technical deep-dive with you and Marcus for the week of June 16
- Connecting you with a reference customer — a 28-person SaaS team in a similar setup who switched in Q1
Can you confirm the week of June 16 works for the technical call? I have Tuesday and Thursday afternoons open. I'll make sure Marcus has everything he needs ahead of time so we're not wasting anyone's hour.
Looking forward to it,
Camilla Lee
Account Executive, Mid-Market