Spoke with Priya regarding the updated enterprise pricing. She confirmed budget approval from CFO and requested a revised proposal with volume discounts included. She will share technical requirements by EOD.
Sent the revised proposal with enterprise tier pricing and volume discounts. Attached PDF includes SLA terms and onboarding timeline.
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Rahul Sharma sent WhatsApp
To: +91 98765 43210 · Priya Mehta
2:45 PM
Hi Priya, just following up on the proposal shared this morning. Please let me know if you have any questions. Happy to jump on a quick call! 🙂
Yesterday — June 26, 2025
AK
Amit Kumar logged a Meeting
Product Demo · Zoom · 45 min
3:00 PM
Conducted a full product demo for Priya and her team (3 attendees). Covered core modules: CRM, Analytics, and Integrations. Team was impressed with the automation features. Next step: Technical evaluation by their IT team.
Budget confirmed at ₹8.5L. Key concern is data migration timeline. Need to loop in solutions architect for the technical call next week.
RS
Rahul Sharma logged a Call
Inbound · Duration: 8 min
11:00 AM
Priya called to confirm the demo time slot. Also asked about custom integration support for their ERP system (SAP B1). Noted — need to check with tech team.
Thank you for the detailed walkthrough. We are interested in proceeding with the Enterprise plan. Could you send a formal proposal with our specific requirements? We'd also like to schedule a demo for the team.
AK
Amit Kumar scheduled a Meeting
Discovery Call · Google Meet · Tomorrow 3PM
2:00 PM
Discovery call scheduled with Priya Mehta to understand their current workflow, pain points, and specific requirements before the demo.
June 23, 2025
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Rahul Sharma logged a Call
Outbound · Cold Outreach · 5 min
10:00 AM
Initial outreach call. Priya expressed interest in learning more. Sent product overview deck via email. Scheduled a follow-up call for Friday.