Autotask Toolkit

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Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
Niet geïnteresseerd
Detail
Geen interesse meer in Cloud oplossing, willen niet veranderen en zijn tevreden met huidige oplossing.
Klant
Brummer Makelaars o.g. (1054GM95)
Aangemaakt
2022-05-03
Gesloten
–
Lost-datum
2023-04-17

Beschrijving

Geen interesse meer in TSV Cloud oplossing, willen niet veranderen en zijn tevreden met huidige oplossing. --------------------------------------------- Klant wil af van Tele2 hosted voice en wil voorstel ontvangen o.b.v. Univerge Blue.

Primary quote

Naam
#980 — Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers
Effectief vanaf
2022-06-02
Vervaldatum
2022-07-03

Univerge Blue

Maandelijkse items (4)

# Artikel of dienst Item type Aantal
1 Telefonie
CONNECT Essentials gebruikerslicentie 		Product 360
2 Telefonie
Geografisch (lokaal) telefoonnummer in Nederland 		Product 600
3 Mobiel
@Work 16 GB + Onbeperkt bellen 		Product 240
4 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 60

Eenmalige items (8)

# Artikel of dienst Item type Aantal
1 Telefonie
Yealink T57W Desk Phone 		Product 1
2 Telefonie
Yealink T33G Desk Phone 		Product 5
3 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 4
4 Voorrijdkosten (project) Cost 1
5 Telefonie
Porteringskosten geografisch (lokaal) telefoonnummer in Nederland 		Product 10
6 Mobiel
Eenmalige kosten mobiel 		Product 4
7 Engineer [project]
Uitleg op locatie door engineer voor gebruikers (max. 2 uur, max. 6 pers.) incl. reiskosten 365,00 		Labor 2
8 Voorrijdkosten (project)
Uitleg op locatie door engineer voor gebruikers (max. 2 uur, max. 6 pers.) incl. reiskosten 		Cost 1

Notes (14)

Datum Action type Assigned to Onderwerp / inhoud
2023-04-17 General Jeroen Waldram Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV)orStandaard (projecten)" Stage changed to "Stage 5 Closed - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl; ldehaan@tsv-groep.nl Initiated by Ronny Riechelmann
2023-04-17 Opportunity Update Ronny Riechelmann (redacted) Closed Date: 17-04-2023 Notified: Subject: Lost Opportunity for Brummer Makelaars o.g. (1054GM95) Body:
2023-03-29 Opportunity Update Jeroen Waldram Opportunity: None, Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Total Revenue=13180 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-02-2023 to 30-06-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2023-01-09 Opportunity Update Jeroen Waldram Opportunity: None, Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Total Revenue=13180 Changed Probability from 0% to 50% Changed Status from Stage 5 Closed - LOST to Stage 3 Proposal Sent Changed Projected Close Date from 28-10-2022 to 28-02-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Lost to Active
2022-08-31 1 KPI Telefonisch contact Jeroen Waldram Nabellen offerte, mogelijk na verbouwing pakken ze weer de offerte op. Geen interesse meer in Cloud oplossing, willen niet veranderen en zijn tevreden met huidige oplossing.
2022-11-17 General Jeroen Waldram Workflow Rule "[TSV-Opp LOST] Opportunity closed & LOST - notify salesmanager" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Standaard (aanpassing 1 AV) OR Standaard (projecten)" Stage changed to "Stage 5 Closed - LOST" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity Closed (LOST)) to aveldkamp@tsv-groep.nl; flunstroo@tsv-groep.nl; ldehaan@tsv-groep.nl Initiated by Jeroen Waldram
2022-11-17 Opportunity Update Jeroen Waldram Opportunity: None, Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Total Revenue=13180 Changed Probability from 50% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=28-10-2022 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Lost
2022-09-14 Opportunity Update Jeroen Waldram Opportunity: None, Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Total Revenue=13180 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-09-2022 to 28-10-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-06-23 1 KPI Telefonisch contact Jeroen Waldram Offerte nabellen, plannen verbouwing moeten nu duidelijk zijn. Voicemail ingesproken, later weer proberen.
2022-08-25 Opportunity Update Jeroen Waldram Opportunity: None, Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Total Revenue=13180 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 12-08-2022 to 30-09-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-07-10 Opportunity Update Jeroen Waldram Opportunity: None, Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Total Revenue=13180 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 17-06-2022 to 12-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-06-08 1 KPI Telefonisch contact Jeroen Waldram Offerte nabellen Frank Liefveld geeft aan dat z eerst gaan verbouwen, offerte voor 1 maand in de wacht. Hij gaat wel navragen of mobiel wel kan doorgaan gezien de scherpe aanbieding.
2022-06-03 Opportunity Update Jeroen Waldram Opportunity: None, Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Total Revenue=0 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 10-06-2022 to 17-06-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-05-03 Opportunity Update Jeroen Waldram New Opportunity: None, Brummer - Aanvraag telefonie Univerge Blue 6 gebruikers Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=10-06-2022 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
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