Autotask Toolkit

v 2.13.2 PROD

IPO Cloud Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - WON
Loss reason
Te duur
Detail
Aanbieding 2x zo duur als andere aanbieder.
Klant
Ijsselcollege (2903EB83)
Aangemaakt
2019-04-01
Gesloten
Lost-datum
2019-04-10

Beschrijving

Geen beschrijving.

Primary quote

Naam
#65 — IPO Cloud (inactief)
Effectief vanaf
2019-03-31
Vervaldatum
2019-04-22

Maandelijkse items (2)

# Artikel of dienst Item type Aantal
1 Telefonie
Deze klant neemt 'telefonie diensten of producten' af van TSV.
Product 60
2 Service
Deze klant neemt 'beheer diensten' af van TSV.
Product 60

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Professional Services
Deze klant neemt 'PS diensten' af van TSV.
Product 1

Notes (6)

Datum Action type Assigned to Onderwerp / inhoud
2019-04-10 1 KPI Telefonisch contact Redacted Resource (redacted) Klant bellen om te vragen of hij openstaat voor een laatste gesprek. Kan voor ons leerzaam zijn om te weten waarom wij deze deal hebben verloren en waarin wij kunnen verbeteren. Klant wilde geen aaanvullend gesprek.
2019-04-15 Opportunity Update Redacted Resource (redacted) Closed Date: 15-04-2019 Notified: Subject: Lost Opportunity for Ijsselcollege (2903EB83) Body:
2019-04-15 Opportunity Update Redacted Resource (redacted) Closed Date: 15-04-2019 Notified: Subject: Lost Opportunity for Ijsselcollege (2903EB83) Body:
2019-04-10 Opportunity Update Redacted Resource (redacted) Closed Date: 10-04-2019 Notified: Subject: Lost Opportunity for Ijsselcollege (2903EB83) Body:
2019-04-10 Opportunity Update Redacted Resource (redacted) Opportunity: None, IPO Cloud Total Revenue=0.00 Probability=50% Changed Sales Stage from Stage 3 Proposal Sent to Stage 5 Closed Projected Close Date=22-04-2019 Opportunity Owner=Boer, Thijs de Changed Opportunity Status from Active to Lost
2019-04-01 Opportunity Update Redacted Resource (redacted) New Opportunity: , IPO Cloud Total Revenue=0.00 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=22-04-2019 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 0.0,
  "assessmentScore": null,
  "barriers": "N/A",
  "closedDate": null,
  "companyID": 317,
  "contactID": 30683462,
  "cost": 0.0,
  "createDate": "2019-04-01T11:07:03.563Z",
  "creatorResourceID": 29682909,
  "description": "",
  "helpNeeded": "N/A",
  "id": 106,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2019-08-07T14:04:33.000Z",
  "leadSource": null,
  "lossReason": 3,
  "lossReasonDetail": "Aanbieding 2x zo duur als andere aanbieder.",
  "lostDate": "2019-04-10T00:00:00.000Z",
  "market": "N/A",
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  "monthlyRevenue": 0.0,
  "nextStep": "N/A",
  "onetimeCost": 0.0,
  "onetimeRevenue": 0.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 50,
  "productID": 2,
  "projectedCloseDate": "2019-04-15T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": 3,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682774,
  "startDate": "2019-04-01T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "IPO Cloud ",
  "totalAmountMonths": 1,
  "useQuoteTotals": false,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}