DealsThe customer hasn’t agreed to a next step.

No next step agreed 10 · 1,8 mio. krTask slipping 1Gone quiet 2On track 16All stages

DealRepAmountHeardLast 6 weekstodayNext step

1Hallund Automation A/SThe close date has moved four times.Emil196.000 kr17 dTask due 8 Oct
2Hvidsten Byg Holding A/SThe board has met. No call yet.Nanna128.000 kr11 dDate passed 30 Sep
3Vestmark Logistics Group A/SThe CFO isn’t involved yet.Mads385.000 kr17 dTask due 6 OctTask moved 6 times
4Stenbæk Engros ApSWe set the date, not the MD.Emil210.000 kr9 dTask due 7 Oct
5Egeløkke Industri A/SA good meeting. No concrete next step.Sofie240.000 kr4 dTask due 8 Oct
That’s today’s five. 5 more in this pile.
Odden Rederi A/SThe finance manager is away for two weeks.Mads84.000 kr12 dNo next stepHandled · Nothing to send
Fjordbyen BoligerThey’re changing ERP first.Rasmus56.000 kr9 dNo next stepHandled · Nothing to send
Stenhavn Terminal A/SThe CFO has to see it first.Sofie226.000 kr8 dAssigned task due 5 OctTask out with the rep · Nothing to send

Email, no replyCall, no answerEmail, no replyEmail, the proposal“I’ll get back to you”Call, no answerCall, no answerIT managerZero contact with the CFOMeeting agreed

A sample dealOne deal, start to finishScroll to follow it

What the CRM shows, what the meeting shows, and the next step that comes out of it.

Talk to us Request a demo

“Ican’tsignoffonthis.IthastogothroughtheCFO.”

IT manager, in the meeting on 24 Jul

Vestmark Logistics Group A/STask for Mads

Follow up on the proposal with the IT manager

SuggestameetingwiththeIT managerandtheCFOaboutthebusinesscase

Update the task for Fri 2 Oct at 09.00

Updated in HubSpot for Mads, due Fri 2 Oct at 09.00

Pipeline review for sales managersKnow what’s happening behind every dealNever miss what needs to happen next

Talk to us Request a demo

DealsThe customer hasn’t agreed to a next step.

No next step agreed 10 · 1,8 mio. krTask slipping 1Gone quiet 2On track 16All stages

DealRepAmountHeardLast 6 weekstodayNext step

1Hallund Automation A/SThe close date has moved four times.Emil196.000 kr17 dTask due 8 Oct
2Hvidsten Byg Holding A/SThe board has met. No call yet.Nanna128.000 kr11 dDate passed 30 Sep
3Vestmark Logistics Group A/SThe CFO isn’t involved yet.Mads385.000 kr17 dTask due 6 OctTask moved 6 times
4Stenbæk Engros ApSWe set the date, not the MD.Emil210.000 kr9 dTask due 7 Oct
5Egeløkke Industri A/SA good meeting. No concrete next step.Sofie240.000 kr4 dTask due 8 Oct
That’s today’s five. 5 more in this pile.
Odden Rederi A/SThe finance manager is away for two weeks.Mads84.000 kr12 dNo next stepHandled · Nothing to send
Fjordbyen BoligerThey’re changing ERP first.Rasmus56.000 kr9 dNo next stepHandled · Nothing to send
Stenhavn Terminal A/SThe CFO has to see it first.Sofie226.000 kr8 dAssigned task due 5 OctTask out with the rep · Nothing to send

Know why a deal slipped

Vestmark Logistics Group A/SSlipped this week

Meeting recap · 24 Jul

The CFO has to review the business case before they can go ahead.

CFONo contact

IT managerLast reply 14 Sep

Why it slippedThe CFO isn’t involved yet.

Assign it and update your CRM

Vestmark Logistics Group A/S

The CFO isn’t involved yet.

Mads

17 d

Task due 6 OctTask moved 6 times

Task for Mads

Suggest a meeting with the IT manager and the CFO about the business case

Replaces “Follow up on the proposal with the IT manager”, due Tue 6 Oct, in HubSpot

See it on your own pipeline

We set it up with you.

Talk to us Request a demo