Autotask Toolkit

v 2.13.2 PROD

Topaz Upgrade Avaya IPO500 Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - LOST
Win reason
–
Klant
Stichting Topaz (2324KS50)
Aangemaakt
2022-02-16
Gesloten
2023-03-25

Beschrijving

Klant geeft geen enkele reactie op contact en voorstel voor upgrade. Zijn het ook niet eens met de indexering van dit jaar (12,6%). Klant blijft op 5x4 zonder upgrade. IPO moet ge-upgrade worden naar laatste release want klant wil naar 7/4 dienstverlening.

Primary quote

Naam
#913 — Topaz Upgrade Avaya IPO500
Effectief vanaf
2022-03-07
Vervaldatum
2022-04-08

Maandelijkse items (2)

# Artikel of dienst Item type Aantal
1 Service
TSV Service 7x4 (7 werkdagen, 4 uur responsetijd) 		Product 36
2 Service
Deze klant neemt 'beheer diensten' af van TSV. 		Product 36

Eenmalige items (4)

# Artikel of dienst Item type Aantal
1 Engineer [change]
Engineer rol voor werkzaamheden op een change ticket 		Labor 10
2 Project Management
Project management werkzaamheden voor de afdeling projecten van TSV 		Labor 2
3 Telefonie
Upgrade software IP Office, bevat: IP Office R11 Essential edition licentie IP Office IP Endpoint licenties 		Product 1
4 Voorrijdkosten (project)
Voorrijkosten 		Cost 1

Notes (14)

Datum Action type Assigned to Onderwerp / inhoud
2023-03-25 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 Jeroen Waldram
2023-03-25 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=16910 Changed Probability from 50% to 0% Changed Status from Stage 3 Proposal Sent to Stage 5 Closed - LOST Changed Projected Close Date from 31-01-2023 to 24-03-2023 Opportunity Owner=Waldram, Jeroen Changed Status from Active to Closed
2023-01-02 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=16910 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 31-12-2022 to 31-01-2023 Opportunity Owner=Waldram, Jeroen Status=Active
2022-12-19 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=16910 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 28-10-2022 to 31-12-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-09-14 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=16910 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 25-08-2022 to 28-10-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-06-20 4 KPI Email verstuurd Jeroen Waldram Nabellen offerte Beste heer Meijer, Wij zijn nog steeds benieuwd naar de reactie op onze offerte. In juni hebben wij een voorstel gestuurd voor een upgrade om een verhoging van de SLA specificaties mogelijk te maken. Graag verneem ik of er nog interesse is voor dit voorstel want dan zal ik een nieuwe geldige offerte toesturen.
2022-03-08 4 KPI Email verstuurd Jeroen Waldram Voorstel upgrade maken
2022-07-12 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=16910 Probability=50% Sales Stage=Stage 3 Proposal Sent Projected Close Date=25-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-07-12 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=16910 Probability=50% Sales Stage=Stage 3 Proposal Sent Changed Projected Close Date from 20-07-2022 to 25-08-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-06-08 4 KPI Email verstuurd Jeroen Waldram Nabellen offerte 24/7 contract
2022-06-20 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=16910 Probability=50% Changed Status from Stage 2 Qualification to Stage 3 Proposal Sent Changed Projected Close Date from 30-06-2022 to 20-07-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-06-08 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=2215 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 30-04-2022 to 30-06-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-03-08 Opportunity Update Jeroen Waldram Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Changed Projected Close Date from 31-03-2022 to 30-04-2022 Opportunity Owner=Waldram, Jeroen Status=Active
2022-02-16 Opportunity Update Jeroen Waldram New Opportunity: None, Topaz Upgrade Avaya IPO500 Total Revenue=0 Probability=50% Sales Stage=Stage 2 Qualification Projected Close Date=31-03-2022 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": 16910.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2023-03-25T00:00:00.000Z",
  "companyID": 989,
  "contactID": 30685267,
  "cost": 85.0,
  "createDate": "2022-02-16T14:28:40.727Z",
  "creatorResourceID": 29682918,
  "description": "Klant geeft geen enkele reactie op contact en voorstel voor upgrade. Zijn het ook niet eens met de indexering van dit jaar (12,6%). Klant blijft op 5x4 zonder upgrade.\n\nIPO moet ge-upgrade worden naar laatste release want klant wil naar 7/4 dienstverlening.",
  "helpNeeded": "",
  "id": 982,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2023-03-25T12:25:06.723Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "Klant geeft geen enkele reactie op contact en voorstel voor upgrade. Zijn het ook niet eens met de indexering van dit jaar (12,6%). Klant blijft op 5x4 zonder upgrade.",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 9180.0,
  "nextStep": "",
  "onetimeCost": 85.0,
  "onetimeRevenue": 7730.0,
  "opportunityCategoryID": 103,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682918,
  "primaryCompetitor": null,
  "probability": 0,
  "productID": 2,
  "projectedCloseDate": "2023-03-24T00:00:00.000Z",
  "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": "2022-02-16T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Topaz Upgrade Avaya IPO500",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}