Autotask Toolkit

v 2.13.2 PROD

Hosted iCX KCC oplossing Lost

📁 SharePoint-folder

Status
Lost
Stage
Stage 5 Closed - LOST
Loss reason
–
Klant
Vereniging De Evangelische Omroep (Eo) (1213AC79)
Aangemaakt
2020-07-15
Gesloten
–
Lost-datum
2020-12-22

Beschrijving

Hosted iCX KCC oplossing voor het EO Contact Center. Betreft een voice only oplossing inclusief Salesforce Lightning integratie. De Proof of Concept voldoet niet aan de verwachtingen en er is besloten het project On Hold te zetten. EO gaat haar eisen en wensen voor het KCC opnieuw definiëren waarna wij hierover weer in gesprek gaan. Voor nu is deze opportunity LOST/CLOSED. Ik heb separaat een To Do aangemaakt om in januari weer contact op te nemen.

Primary quote

Naam
#443 — Hosted iCX KCC oplossing
Effectief vanaf
2020-07-14
Vervaldatum
2020-08-15

Maandelijkse items (3)

# Artikel of dienst Item type Aantal
1 Telefonie
iCX Voice Agent 8x € 56,- 		Product 36
2 Telefonie
iCX Supervisor 2x € 76,- 		Product 36
3 Telefonie
iCX Salesforce CRM connector 10x € 10,- 		Product 36

Eenmalige items (1)

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

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2020-12-22 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 equal to "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
2020-12-22 Opportunity Update Frank Lunstroo Opportunity: None, Hosted iCX KCC oplossingTotal Revenue=34200 Changed Probability from 25% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Projected Close Date=09-12-2020 Opportunity Owner=Lunstroo, Frank Changed Status from Active to Lost
2020-12-01 Opportunity Update Frank Lunstroo Opportunity: None, Hosted iCX KCC oplossingTotal Revenue=34200 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 30-11-2020 to 09-12-2020 Opportunity Owner=Lunstroo, Frank Status=Active
2020-10-26 Opportunity Update Frank Lunstroo Opportunity: None, Hosted iCX KCC oplossingTotal Revenue=34200 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 09-10-2020 to 30-11-2020 Opportunity Owner=Lunstroo, Frank Status=Active
2020-10-07 Opportunity Update Frank Lunstroo Opportunity: None, Hosted iCX KCC oplossingTotal Revenue=34200 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-09-2020 to 09-10-2020 Opportunity Owner=Lunstroo, Frank Status=Active
2020-09-17 Opportunity Update Frank Lunstroo Opportunity: None, Hosted iCX KCC oplossingTotal Revenue=34200 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 07-09-2020 to 25-09-2020 Opportunity Owner=Lunstroo, Frank Status=Active
2020-08-28 Opportunity Update Frank Lunstroo Opportunity: None, Hosted iCX KCC oplossingTotal Revenue=52848 Probability=25% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 04-09-2020 to 07-09-2020 Opportunity Owner=Lunstroo, Frank Status=Active
2020-08-28 0 Quick Note Frank Lunstroo Maandag 31 augustus op locatie een meeting om de mogelijkheden, eisen en wensen inzake het wallboard te bespreken. Zodra hier duidelijkheid over is, is het voorstel compleet en kunnen wij gaan formaliseren en het project opstarten.
2020-07-15 Opportunity Update Frank Lunstroo New Opportunity: None, Hosted iCX KCC oplossingTotal Revenue=0 Probability=25% Sales Stage=Stage 3 Proposal Sent Projected Close Date=04-09-2020 Opportunity Owner=Lunstroo, Frank Status=Active
Volledige record uit Autotask 
{
  "advancedField1": 0.0,
  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 34200.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": null,
  "companyID": 453,
  "contactID": 30683987,
  "cost": 0.0,
  "createDate": "2020-07-15T08:26:30.027Z",
  "creatorResourceID": 29682902,
  "description": "Hosted iCX KCC oplossing voor het EO Contact Center. Betreft een voice only oplossing inclusief Salesforce Lightning integratie.\n\nDe Proof of Concept voldoet niet aan de verwachtingen en er is besloten het project On Hold te zetten.\n\nEO gaat haar eisen en wensen voor het KCC opnieuw definiëren waarna wij hierover weer in gesprek gaan.\n\nVoor nu is deze opportunity LOST/CLOSED.\n\nIk heb separaat een To Do aangemaakt om in januari weer contact op te nemen.",
  "helpNeeded": "",
  "id": 468,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-12-22T10:57:16.370Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": "2020-12-22T00:00:00.000Z",
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 25200.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 9000.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682902,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2020-12-09T00:00:00.000Z",
  "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": 29682775,
  "startDate": "2020-07-15T00:00:00.000Z",
  "status": 2,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Hosted iCX KCC oplossing",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}