Autotask Toolkit

v 2.13.2 PROD

Upgrade iCX of Vervangen door Buzz Easy of Avaya CTI Connector SalesForce Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Ayvens (1114AN30)
Aangemaakt
2023-03-21
Gesloten
–
Lost-datum
2024-03-04

Beschrijving

LP heeft uiteindelijk gekozen voor een samenwerking met Kore.ai en niet voor de door ons aangeboden BuzzEasy oplossing.

Primary quote

Naam
#1213 — Upgrade iCX oplossing
Effectief vanaf
2023-03-20
Vervaldatum
2023-04-21

Maandelijkse items (1)

# Artikel of dienst Item type Aantal
1 Telefonie
Buzzeasy: 300x CTI Voice a 36,00 100x Multichannel a 66,00 		Product 12

Eenmalige items (5)

# Artikel of dienst Item type Aantal
1 Professional Services
PS voor implementatie CTI Voice inclusief Agent Dashboard & alle Digitale Kanalen voor Salesforce. 		Product 1
2 Professional Services
Implementatie en configuratie op maat FAQ 		Product 1
3 Professional Services
Buzzeasy train-de-trainer 1 dag 		Product 1
4 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 80
5 Voorrijdkosten (project) Cost 10

Notes (14)

Datum Action type Assigned to Onderwerp / inhoud
2024-03-04 General Frank Lunstroo 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 Frank Lunstroo
2024-03-04 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX of Vervangen door Buzz Easy of Avaya CTI Connector SalesForce Total Revenue=375890 Probability=25% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Changed Projected Close Date from 03-01-2024 to 04-03-2024 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2023-12-22 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX of Vervangen door Buzz Easy of Avaya CTI Connector SalesForce Total Revenue=375890 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 22-12-2023 to 03-01-2024 Opportunity Owner=Lunstroo, Frank Status=Active
2023-12-18 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX of Vervangen door Buzz Easy of Avaya CTI Connector SalesForce Total Revenue=375890 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 08-12-2023 to 22-12-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-11-30 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX of Vervangen door Buzz Easy of Avaya CTI Connector SalesForce Total Revenue=375890 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 17-11-2023 to 08-12-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-10-09 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX of Vervangen door Buzz Easy of Avaya CTI Connector SalesForce Total Revenue=255855 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 11-10-2023 to 17-11-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-09-13 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX of Vervangen door Buzz Easy of Avaya CTI Connector SalesForce Total Revenue=255855 Probability=25% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 29-09-2023 to 11-10-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-07-28 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX of Vervangen door Buzz Easy of Avaya CTI Connector SalesForce Total Revenue=0 Probability=25% Changed Status from Stage 1 First Contact to Stage 2 Qualification Changed Projected Close Date from 25-09-2023 to 29-09-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-07-25 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX oplossing Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 18-08-2023 to 25-09-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-06-26 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX oplossing Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 23-06-2023 to 18-08-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-05-26 Opportunity Update Frank Lunstroo Opportunity: None, Upgrade iCX oplossing Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 26-05-2023 to 23-06-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-05-22 Opportunity Update Erik Gunther Opportunity: None, Upgrade iCX oplossing Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 12-05-2023 to 26-05-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-05-05 Opportunity Update Erik Gunther Opportunity: None, Upgrade iCX oplossing Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Changed Projected Close Date from 28-04-2023 to 12-05-2023 Opportunity Owner=Lunstroo, Frank Status=Active
2023-03-21 Opportunity Update Erik Gunther New Opportunity: None, Upgrade iCX oplossing Total Revenue=0 Probability=25% Sales Stage=Stage 1 First Contact Projected Close Date=28-04-2023 Opportunity Owner=Lunstroo, Frank Status=Active
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