AKG Consulting Group | New Logo

Amount
$2,599,996
+
$100,000
4 days ago
Close date
April 30, 2024
in 3 weeks
+
29 days
last week
Deal stage
Negotiating
Discovery
today
Next meeting
Apr 11, 2024

at 2 PM

2 attendees
Engagement

0

3 weeks ago2 weeks ago2 weeks ago2 weeks ago2 weeks ago2 weeks ago2 weeks ago2 weeks ago1 week ago1 week ago1 week ago1 week ago1 week ago1 week ago1 week ago0 weeks ago0 weeks ago0 weeks ago0 weeks ago0 weeks agoToday
Rally - Outreach Demo Org
4 team members
AKG Consulting Group | New Logo
3 team members

This meeting was about discussing the potential partnership between AKG and Outreach. The main problems discussed were the current challenges with CRM adoption, difficulty in getting full adoption of CRM for forecasting, and the scattered use of Gorg with a potential renewal coming up. The economic buyer on AKG's side was identified as Flint Bavar, the head of procurement. The meeting also touched on the paper process and contracting, with a security review and privacy concerns being highlighted. Other topics discussed included the decision-making process, the evaluation of other vendors for sales engagement, and concerns about integrations with tools like Seismic, Microsoft Teams, and Zoominfo. Next steps include providing security documentation, setting up a demo to showcase Outreach's capabilities, and addressing concerns about data hygiene and sync speed.

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Health insights
86
On track
Value went down-10

Last 7 Days

What's going well

18 inbound emails received in last 30 days

Meeting has been scheduled

12 outbound emails sent in last 30 days

Where to focus

5 days in current stage

0 directors and above engaged in the last 30 days

26 days since last meeting

Suggested actions
Mon, Apr 08 8:36 AM (1 day ago)
Next steps

Next Steps: loop in AE 4/17 - Final demo to new group 4/2 - meeting booked 4/2 - Follow up on pilot discussion.. 3/10: Call booked for next week. 2/15: Call next week scheduled. 1/26 - MSA in review. 1/22 - talking tomorrow 12/8 technical validation 11/8 - final price 10/31: Follow-up demo 10/25: Alex provided a demo to Flint and team. 10/12: Spoke with Nedi and Dena 10/10: Demo words 10/09: Call next week.

Plan

Current phase:

Partnership

Final negotiation & Signatures
Meeting
on Wed, Feb 07
Engagement
KH

Keith Harrison

3 days ago

Viewed the plan

KH

Keith Harrison

3 days ago

Viewed the plan

JT

Jenna Tehaney

5 days ago

Viewed the plan

2 invitations pending.

View teams.