Autotask Toolkit

v 2.13.2 PROD

NBC - Upgrade IPO naar R12 (hardware) + 5 jaar contract Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 6 - Handover
Win reason
–
Klant
NBC van Roemburg & Partners BV (1131DL190A)
Aangemaakt
2024-08-21
Gesloten
2025-06-18

Beschrijving

Akkoord ontvangen voor de upgrade van IPO & SBC en een contract voor 5 jaar, dit is voor de IPO, SBC en SIP trunk. Betalingsvoorwaarden eenmalige kosten: 45 % bij aanvang overeenkomst 45 % bij aanvang werkzaamheden 10 % bij oplevering werkzaamheden Calculatie quote 1 staat in de map, onder tab scenario quote 1 Bijzonderheden: Vanwege de upgrade en voortzetting van de dienst zal er een aanpassing plaatsvinden in het maandelijkse bedrag t.b.v. de centrale componenten (Centraal systeem 250) dit bedrag van € 189,13 zal komen te vervallen. Het nieuwe tarief voor de Managed Service zal € 250,00 per maand bedragen. NBC zal dus naast de Managed Service alleen de bijhorende SIP trunk kosten maandelijks betalen. Het maandelijkse bedrag voor het Centraal systeem komt dus te vervallen. Iposs is besproken met Jessica Met de vermelding dat de nieuwe (lagere) maandelijkse tarieven ingaan na oplevering op de eerste dag van de nieuwe maand.

Primary quote

Naam
#1637 — NBC - Deeel 2 Upgrade IPO naar R12 (hardware)
Effectief vanaf
2024-09-05
Vervaldatum
2024-10-06

Maandelijkse items (2)

# Artikel of dienst Item type Aantal
1 Vastnet - SIP Trunk
Deze klant neemt 'Vastnet diensten of producten' af van TSV. 		Product 60
2 Service Managed 5x4
Deze klant neemt 'beheer diensten' af van TSV. 		Product 60

Eenmalige items (3)

# Artikel of dienst Item type Aantal
1 Engineer [project]
Engineer rol voor werkzaamheden op een project 		Labor 18
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 2
3 Voorrijdkosten (project) Cost 2

Notes (21)

Datum Action type Assigned to Onderwerp / inhoud
2025-06-17 9 Opportunity overdracht Erik Gunther OPP checken en doorzetten
2025-06-18 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify Alex" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail (Opp. Stage 6 Alex) to aveldkamp@tsv-groep.nl Initiated by Erik Gunther
2025-06-18 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Project or Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Project - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; flunstroo@tsv-groep.nl; jveraar@tsv-groep.nl Initiated by Erik Gunther
2025-06-18 Opportunity Update Erik Gunther Opportunity: None, NBC - Upgrade IPO naar R12 (hardware) + 5 jaar contract Total Revenue=61510 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Changed Projected Close Date from 17-06-2025 to 17-06-2025 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2025-06-17 General Jeroen Waldram Workflow Rule "[TSV-Opp Stage5] OPP check door Erik" fired.
When an opportunity is: Edited And the following conditions are met: Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Set Probability To "100" Set Projected Close Date To 0 Business Day(s) from Current Time Send notification e-mail ([TSV-Opportunity] Stage 5 overdracht maken) to egunther@tsv-groep.nl Create To-Do(s) Initiated by Jeroen Waldram
2025-06-17 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Losse opdracht or Project or Standaard (projecten) or TPS Orderbevestiging" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to flunstroo@tsv-groep.nl; revers@tsv-groep.nl Initiated by Jeroen Waldram
2025-06-17 General Jeroen Waldram Workflow Rule "[TSV-Opp WON] Project closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category in list "Project or Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to flunstroo@tsv-groep.nl Initiated by Jeroen Waldram
2025-06-17 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Upgrade IPO naar R12 (hardware) + 5 jaar contract Total Revenue=61510 Changed Probability from 50% to 100% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - WON Changed Projected Close Date from 03-07-2025 to 17-06-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-06-03 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 06-06-2025 to 03-07-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-05-08 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-04-2025 to 06-06-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-04-07 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 04-04-2025 to 30-04-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-03-31 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-03-2025 to 04-04-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-02-28 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-02-2025 to 28-03-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-02-17 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 16-02-2025 to 28-02-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2025-01-16 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 07-02-2025 to 16-02-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2024-12-04 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 06-12-2024 to 07-02-2025 Opportunity Owner=Waldram, Jeroen Status=Active
2024-12-04 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 29-11-2024 to 06-12-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-11-08 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 08-11-2024 to 29-11-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-10-04 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 04-10-2024 to 08-11-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-09-27 Opportunity Update Jeroen Waldram Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=61510 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 27-09-2024 to 04-10-2024 Opportunity Owner=Waldram, Jeroen Status=Active
2024-08-21 Opportunity Update Jeroen Waldram New Opportunity: None, NBC - Deeel 2 Upgrade IPO naar R12 (hardware) Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=27-09-2024 Opportunity Owner=Waldram, Jeroen Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 61510.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2025-06-18T00:00:00.000Z",
  "companyID": 361,
  "contactID": 30683633,
  "cost": 170.0,
  "createDate": "2024-08-21T09:13:34.583Z",
  "creatorResourceID": 29682918,
  "description": "Akkoord ontvangen voor de upgrade van IPO & SBC en een contract voor 5 jaar, dit is voor de IPO, SBC en SIP trunk.\n\nBetalingsvoorwaarden eenmalige kosten:\n45 % bij aanvang overeenkomst\n45 % bij aanvang werkzaamheden\n10 % bij oplevering werkzaamheden\n\nCalculatie quote 1 staat in de map, onder tab scenario quote 1\n\nBijzonderheden:\nVanwege de upgrade en voortzetting van de dienst zal er een aanpassing plaatsvinden in het maandelijkse bedrag t.b.v. de centrale componenten (Centraal systeem 250) dit bedrag van € 189,13 zal komen te vervallen. Het nieuwe tarief voor de Managed Service zal € 250,00 per maand bedragen.\nNBC zal dus naast de Managed Service alleen de bijhorende SIP trunk kosten maandelijks betalen. Het maandelijkse bedrag voor het Centraal systeem komt dus te vervallen.\nIposs is besproken met Jessica\n\n\nMet de vermelding dat de nieuwe (lagere) maandelijkse tarieven ingaan na oplevering op de eerste dag van de nieuwe maand.",
  "helpNeeded": "",
  "id": 1879,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2025-06-18T13:08:57.990Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 58920.0,
  "nextStep": "",
  "onetimeCost": 170.0,
  "onetimeRevenue": 2590.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2025-06-17T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": null,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
  "semiannualRevenue": 0.0,
  "stage": 29682776,
  "startDate": "2024-08-21T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "NBC - Upgrade IPO naar R12 (hardware) + 5 jaar contract",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}